异动解读|腾讯控股盘中下跌3.25%,一季报略逊预期叠加AI投入压制利润预期

行情直击
May 21

5月21日,腾讯控股盘中下跌3.25%,报441.0港元/股,成交额91.29亿港元。

消息面上,腾讯近期发布一季报,总收入1965亿元同比增长9%,略低于市场一致预期约1.5%,主要受春节时间较晚导致游戏收入递延确认影响。更关键的是,管理层明确表示从二季度起经营利润增速将低于收入增速,全年AI投入超360亿元,对经营利润率造成4-5个百分点拖累。此外,市场对腾讯AI"内化型"战略难以获得独立估值溢价的担忧持续发酵,叠加日均回购力度从此前10亿降至5亿港元,未能有效提振信心。同业互动媒体板块整体承压,哔哩哔哩跌7.46%、百度跌4.92%、快手跌4.57%。

腾讯控股有限公司是一家主要提供增值服务、网络广告服务以及金融科技及企业服务的投资控股公司。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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