腾讯Q1营收同比增13%,加大AI投资尽管利润率收窄

业绩会速递
14 May

1. 腾讯第一季度业绩强劲,收入同比增长13%至1810亿元,增长主要来自增值服务增长17%和营销服务增长20%。
2. 国内游戏收入同比增长24%,受益于《王者荣耀》等旗舰游戏和《Delta Force》等新游戏。
3. 公司正大幅增加人工智能投资,包括GPU采购,以增强现有产品并开发新的AI能力。
4. AI已经为广告效果和游戏参与度等领域的收入增长做出贡献。
5. 管理层预计AI投资成本将暂时缩小收入和利润增长率之间的差距,但长期看好AI创造巨大价值的潜力。
6. 腾讯通过软件优化、模型定制和探索替代芯片选项来应对GPU供应限制。
声明:本业绩会速递内容由人工智能生成,仅供参考,因技术所限可能存在不准确之处,不构成任何投资建议或承诺。

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