大模型下半场,腾讯手里还有哪“三张牌”?

Ofweek光电信息网
Aug 18, 2025

在当今的全球科技公司中,很少有企业像腾讯这样,引发如此复杂且两极分化的市场情绪。一方面,其稳健的财务报表和庞大的用户基数,让它在资本市场中一直以“养老股”著称;2025年第二季度,腾讯交出了一份堪称优异的答卷:营收同比增长15%,股价一度触及近四年来的高点。另一方面,关于其创新能力、增长潜力和面对新兴技术浪潮时反应速度的争议,也从未停歇。腾讯在这波人工智能浪潮中是否“掉队”,是否反应过于迟缓的讨论...

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