Tencent shifts AI focus toward WorkBuddy and WeChat distribution
TMTPost reports that WorkBuddy reached 32.35 million monthly active users across multiple platforms in September, ranking first among office agents in QuestMobile data it cited. The AI assistant was integrated with Enterprise WeChat on October 14, allowing authorized access to messages, documents, meetings and cloud storage. The analysis also describes Tencent consolidating its model teams and shifting priority toward WorkBuddy, while Green Bubble short dramas grew to 89.68 million weekly active users in early October.
WorkBuddy’s enterprise integration and reported usage growth illustrate Tencent’s strategy of embedding AI products into established WeChat and Enterprise WeChat workflows rather than relying on standalone consumer apps.
（本文作者为 镜相工作室，钛媒体经授权发布）
文丨镜相工作室，作者 | 叶绘，编辑丨周近屿
进入10月，股市的凉风吹到了腾讯身上。
10月21日，腾讯股价跌破400港元关口，创近一年新低，较年内高点回落近四成。截至10月27日休市，腾讯股价报385.2港元。
与此同时，另一组数据也引发了不小的争议。野村证券援引QuestMobile数据，2026年7月，抖音时长份额19.4%，首次超越微信的18.8%；字节系五款应用合计占据Top50应用40.9%的时长，腾讯系29.1%，差距11.8个百分点。不过微信日活9.31亿仍居第一，被反超的仅是用户时长。
市场流行的观点是：字节跳动用抖音、红果、豆包不断侵袭腾讯的用户时长，腾讯在注意力战争中输了。输掉的时长，迟早会反映在广告收入和商业价值上。
#Tencent#WorkBuddy#Enterprise WeChat#WeChat#Green Bubble#Yuanbao#QClaw#QuestMobile#Nomura Securities#ByteDance#Hongguo#Doubao