市场对AI投资“用脚投票”?美银:腾讯很稳健,耐心是美德

华尔街见闻
9 hours ago

腾讯宣布2026年AI投资翻倍至360亿元以上,短期盈利承压引发股价5天下跌8%。美银表示“耐心是一种美德”,并认为腾讯AI重估路径清晰:未来6-18个月,混元3.0、云收入加速及微信智能体的推出将是关键。该行认为,腾讯在2026至2027年的资本支出强度仍将远低于其运营现金流的50%。腾讯宣布大幅增加AI投资,引发市场对短期盈利的担忧,但美银美林认为,这是腾讯AI重估的必经之路,耐心将带来回报。...

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