腾讯Q1收入增13%,游戏强劲表现下加大AI投资

业绩会速递
14 May

腾讯2025年第一季度业绩强劲,总收入同比增长13%至1810亿元人民币。主要亮点:
1. 国内游戏收入同比增长24%,主要由旗舰游戏和新游戏(如《三角洲特种部队》)驱动。
2. 营销服务收入同比增长20%至320亿元人民币,受益于AI改善广告定向投放。
3. 公司正在整个生态系统中大力投资AI能力,包括Yubo聊天机器人和微信中的AI功能。
4. 管理层预计AI投资将在短期内缩小收入和利润增长之间的差距,但长期将创造价值。
5. 腾讯正通过软件优化和探索替代芯片选项来应对AI开发的GPU供应挑战。
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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