《大行》美银证券料腾讯(00700.HK)次季业绩符合预期 业务稳步增长持续聚焦AI发展

阿斯达克财经
Jul 23, 2025

美银证券发表报告指出,凭借稳固的市场领导地位及温和的业务竞争环境,认为腾讯(00700.HK) 在中国大型互联网企业中表现突出。该行预期腾讯今年将稳步发展业务,并持续聚焦人工智能领域的发展。该行维持对腾讯今年第二季收入按年增长11%及调整后营业利润按年增长14%的预测。基于拼多多(PDD.US)  盈利未达预期并下调指引,美银证券相应下调腾讯联营公司利润分成预测,因此将腾讯2025年调整后净利润...

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