建银国际研报指出,腾讯3Q25业绩超预期,AI赋能的长期成长逻辑未变。尽管AI芯片供应瓶颈限制了腾讯的资本支出计划,但其仍致力于AI模型架构升级、顶尖人才投入,并在微信生态内开发智能体AI能力。鉴于腾讯独特的微信生态,该机构持续认为它是中国互联网行业中最有望从智能体AI应用中获益的企业之一,这类应用具备显著的商业化潜力。基于2025年第三季度的业绩超预期及AI赋能持续推进,该机构将2025/...
Source Link建银国际研报指出,腾讯3Q25业绩超预期,AI赋能的长期成长逻辑未变。尽管AI芯片供应瓶颈限制了腾讯的资本支出计划,但其仍致力于AI模型架构升级、顶尖人才投入,并在微信生态内开发智能体AI能力。鉴于腾讯独特的微信生态,该机构持续认为它是中国互联网行业中最有望从智能体AI应用中获益的企业之一,这类应用具备显著的商业化潜力。基于2025年第三季度的业绩超预期及AI赋能持续推进,该机构将2025/...
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