巴克莱研报表示无论宏观状况如何腾讯仍然是处境最佳的中国科技公司之一。巴克莱分析师表示他们将腾讯好于预期的第二季度利润率归

智通财经

08/15

巴克莱研报表示无论宏观状况如何腾讯仍然是处境最佳的中国科技公司之一。巴克莱分析师表示他们将腾讯好于预期的第二季度利润率归因于有效利用人工智能(AI)来提高生产率和降低成本。巴克莱认为短期内利用AI获益的机会不会出现在消费者应用领域而是会出现在企业的内部使用方面。腾讯将更多开支用于投资该公司AI原生应用是积极之举不过通过ChatGPT式的订阅模式将这些应用变现将具有挑战性。巴克莱维持对腾讯的超配评级该公司的美国存托凭证(ADR)目标价维持在77.00美元不变。

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