--- title: "UBS: This year's adoption rate of artificial intelligence agents is accelerating, optimistic about Tencent Holdings and others" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/276688996.md" description: "UBS released a research report indicating that 2026 may be a key year for the large-scale adoption of artificial intelligence agents, with an expected trend of consolidation in China's AI chatbot market. The report is optimistic about Alibaba and Baidu's full-stack AI capabilities, as well as Tencent and Kuaishou's potential in the AI application field. In the short term, the red envelope activities during the Spring Festival will accelerate the popularity of AI among users, especially in lower-tier cities. In the long term, the user base and ecosystem of internet giants will give rise to consumer-facing AI super applications" datetime: "2026-02-24T05:57:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276688996.md) - [en](https://longbridge.com/en/news/276688996.md) - [zh-HK](https://longbridge.com/zh-HK/news/276688996.md) --- > 支持的语言: [English](https://longbridge.com/en/news/276688996.md) | [繁體中文](https://longbridge.com/zh-HK/news/276688996.md) # UBS: This year's adoption rate of artificial intelligence agents is accelerating, optimistic about Tencent Holdings and others According to the Zhitong Finance APP, UBS has released a research report stating that as model capabilities continue to iterate, 2026 may become a key year for the large-scale adoption of artificial intelligence agents, at which point AI applications will shift from conversation to action. However, the bank observed a trend of differentiation in application scenarios, with the United States increasingly focusing on enterprise-level applications, while China is ramping up investments in consumer-facing services. The report indicated that major internet companies in China launched red envelope activities during the Spring Festival to direct traffic to their AI services, including Tencent Holdings Limited (00700) with a total of RMB 1 billion in Yuanbao red envelopes, Alibaba-W (09988) with a total of RMB 3 billion in Qianwen red envelopes, Baidu Group-SW (09888) with a total of RMB 500 million in Wenxin red envelopes, and ByteDance's Doubao red envelopes. In the short term, the bank believes this will accelerate the popularity of AI among users, especially in lower-tier cities, and promote users to utilize more AI and intelligent agent features in these native AI applications, such as image and video generation, flash shopping, and other transaction booking services. In the long term, the bank expects a trend of consolidation in China's AI chatbot market, similar to the market landscape of ChatGPT in the United States. Combining the existing large user base and complete ecosystem of internet giants, this will help foster consumer-facing AI super applications, becoming a new traffic entry point in the Chinese market. The bank recently initiated coverage on MiniMax-WP (00100), believing that the company has a good layout and is likely to benefit from the tailwinds of artificial intelligence in China and the global market. The bank also believes that the risk of disruption from artificial intelligence in China should be lower than in the United States. Among internet giants, it is optimistic about Alibaba and Baidu's full-stack AI capabilities, as well as Tencent and Kuaishou-W (01024)'s potential in the field of AI applications ### 相关股票 - [Tencent Holdings Limited (TCTZF.US)](https://longbridge.com/zh-CN/quote/TCTZF.US.md) - [Guotai CSI Computer Theme ETF (512720.CN)](https://longbridge.com/zh-CN/quote/512720.CN.md) - [Tencent (TCEHY.US)](https://longbridge.com/zh-CN/quote/TCEHY.US.md) - [Baidu (BIDU.US)](https://longbridge.com/zh-CN/quote/BIDU.US.md) - [BIDU-SW (09888.HK)](https://longbridge.com/zh-CN/quote/09888.HK.md) - [Tianhong CSI Computer Theme ETF (159998.CN)](https://longbridge.com/zh-CN/quote/159998.CN.md) - [Alibaba (BABA.US)](https://longbridge.com/zh-CN/quote/BABA.US.md) - [BABA-W (09988.HK)](https://longbridge.com/zh-CN/quote/09988.HK.md) - [TENCENT (00700.HK)](https://longbridge.com/zh-CN/quote/00700.HK.md) ## 相关资讯与研究 - [Baidu, Inc. Files Its Annual Report on Form 20-F | BIDU Stock News](https://longbridge.com/zh-CN/news/279442311.md) - [Morgan Stanley Keeps Their Buy Rating on Tencent Holdings (TCTZF)](https://longbridge.com/zh-CN/news/279892254.md) - [Alibaba's AI strategy shift comes into focus with big bets on agents](https://longbridge.com/zh-CN/news/279550043.md) - [VSBLTY Taps Burkhan World for Global AI Security Push, Adds Veteran Financier to Board](https://longbridge.com/zh-CN/news/279479670.md) - [1 no-brainer artificial intelligence (AI) stock to buy right now with $400](https://longbridge.com/zh-CN/news/279245221.md)