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I see Tencent (i) currently undergoing a crucial strategic shift that the market is beginning to acknowledge. With the new AI agent "Dayuan" for the business app WeCom – built on DeepSeek's current V4 model – the company is finally playing its biggest trump card. Unlike its competitors, Tencent can access the enormous treasure trove of data from the WeChat ecosystem. This is where I see the crux of the matter: "Dayuan" analyzes the company's group chats, emails, and calendar entries, helps in evaluating customer feedback, and automates recurring...
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