腾讯的广告收入与AI业务融合成为亮点,关注微信生态内AI搜索广告产品和现有广告产品点击率的提升;阿里的云业务与电商竞争是焦点,关税其利润率走势、AI收入贡献以及跨境业务前景;京东重点关注其外卖业务中期目标和零售核心业务的竞争力。腾讯、阿里巴巴和京东将于本周发布2025年第一季度财报,预计整体表现健康,前景乐观。据追风交易台消息,5月12日,高盛分析师Ronald Keung及其团队发布研报,对腾讯...
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