高盛:维持腾讯“买入”评级 AI赋能所有核心业务的长期增长

格隆汇
Dec 16, 2025

高盛发表研究报告指,日前与腾讯管理层进行业务交流,认为腾讯云正加强拓展东盟、东北亚、欧洲、中东及美洲等关键市场,取得多个大型项目订单,连同其本地化基础建设,预期有助于在国际市场上提升品牌知名度。该行又指,腾讯作为中国互联网领板块中的AI应用受益者,认为AI已赋能其所有核心业务的长期增长,相信腾讯凭借其独特的微信生态及全球游戏资产,配合多元化变现能力,可实现盈利复合增长,维持“买入”评级,目标价为...

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