整体业绩:1Q25收入与盈利增长强劲,AI能力已产生实质性贡献1Q25公司收入同比13%,毛利同比+20%,Non-IFRS经营利润同比+18%,Non-IFRS净利润同比+22%,收入与利润均明显超过彭博一致预期。1Q25收入明显超彭博预期,主要来自游戏、广告收入强劲增长。1Q25综合毛利率超彭博预期1.9pct,主要由于增值服务、金融科技及企业服务毛利率超预期,以及高毛利率的国内游戏、小游戏、...
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