高盛表示,腾讯实现超预期的业绩,主要得益于游戏和广告业务的强劲增长,以及在AI相关领域的投入显著增加。预计其未来将持续受益于微信生态系统、全球游戏资产以及AI技术的应用,市场将重点关注AI应用进展、游戏增长前景等。高盛解读腾讯业绩,预计市场将重点关注腾讯的AI应用进展和资本支出计划。周三,腾讯控股发布截至2024年全年业绩报告,营收和利润均超过市场预期,资本支出同比暴增221%创新高。高盛亚洲研究...
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