腾讯不卷,专心赚钱

Buffett读书会
Jan 13

在AI概念疯炒、内卷加剧的时候,我们在腾讯公司身上看到了一种超然世外、稳健如牛的气质。当然,我们无法忘记过去几年深蹲的日子。腾讯最艰难的时刻是2021年前后,当时互联网用户渗透率渐进顶端,游戏业务受到版号限制和未成年人的保护政策影响,腾讯首次出现净利润同比下滑、营收下滑。但正是在那个时刻,公司开始聚焦练内功、控成本,做转型。经历过2021年以来的业绩下滑,腾讯今天能够实现营收和毛利双重增长,主要...

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