国泰海通:腾讯业绩全面提速,AI垂直需求井喷

国泰海通证券研究
Yesterday

报告导读:腾讯业绩再传捷报,AI全面赋能垂直领域,对各项业务提质增效明显。特朗普政府拟以国家资金直接入股英特尔。推理需求井喷式爆发,AI基建加速推动大模型迭代。投资建议:维持行业增持评级,推荐AI算力方向、云厂商方向、AI应用方向、AI社交方向以及AI注入周期下的中概巨头。腾讯业绩再传捷报,AI全面赋能垂直领域,对各项业务提质增效明显。腾讯8月13日半年报披露,上半年营收3645亿元(+14%),...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10