国信证券:腾讯控股长青游戏表现良好,AI驱动广告业务提升份额

国信证券
16 Jul

事项:腾讯控股即将发布2025年二季度业绩公告。国信互联网观点:预计二季度收入增长12%,经调整归母净利润增长13%。预计二季度网络广告持续收益广告库存释放和AI;游戏业务长青游戏表现良好;金融科技业务环比略有恢复。具体来看:①游戏方面,长青游戏表现良好。25Q2,我们预计公司网络游戏业务收入为560亿元,同比增长15%。预计国内游戏收入同比增长16%。老游戏基本盘稳固增长,次新游戏逐步长青,《...

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