广告、游戏双线爆发!AI正为腾讯打开全新的变现空间

华尔街见闻
Nov 14, 2025

腾讯三季度业绩全面超预期,广告与游戏业务在AI驱动下实现强劲增长,其中国际游戏收入同比激增43%,AI技术正从投入期迈入商业化收获阶段。高盛分析指出,尽管资本开支有所回落,但基于日益增强的AI模型能力与持续增长的企业需求,外部AI与云服务将成为重要新兴增长点,此外,公司同期执行大规模股票回购展现信心,凸显AI已成为推动营收与利润增长的核心新引擎。腾讯2025年第三季度的业绩表现强劲,全面超出市场...

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