在今年三月份由雪球组织的一场投资沙龙活动中,我谈了一下对腾讯控股2025 年业绩的展望,主要观点如下:其一,战略重心由追逐单一爆款产品转向构建长生命周期爆款矩阵,通过持续运营与迭代机制实现游戏业务的可持续发展其二,广告业务潜力空间巨大,摸着 Meta 过河其三,微信小店补足微信交易生态闭环的最后一块拼图其四,云服务业务预计将于2025年实现显著增长其五,人工智能战略全面提速,资本开支结构持续优化。...
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