《大行》第一上海:腾讯(00700.HK)AI重构生态护城河 广告、游戏与微信AI等核心场景均已构建新增长动能

阿斯达克财经
Jul 23, 2025

腾讯(00700.HK) 今早高开近0.8%后持续向上,午后升幅扩大,盘中曾高见552元一度弹高4.9%,最新报549.5元上扬4.5%,成交额222.56亿元,市值突破5万亿元水平(最新达50,365亿元)。第一上海发表报告,腾讯(00700.HK) 广告在AI赋能下逐步由“工具集合”向“工作流平台”演进,广告AI工具如“妙问”、“妙思”、“妙播”覆盖素材生成、投放配置、数据反馈与影片内容创意...

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