野村发表研究报告指，腾讯(00700.HK) 计划今年进一步加大对新AI产品的投资，预算将增加超过一倍至逾360亿元人民币，相当于市场对其2026年收入预测的逾4%。另外，公司的云业务策略出现转变，该行预期云端收入增长将由去年的16%，加快至今年的20%。核心业务方面，该行认为网上游戏及广告业务将继续健康增长，但2026年海外游戏业务将面临高基数影响；料网上游戏收入增长将由去年的22%降至今年的...
Source Link野村发表研究报告指，腾讯(00700.HK) 计划今年进一步加大对新AI产品的投资，预算将增加超过一倍至逾360亿元人民币，相当于市场对其2026年收入预测的逾4%。另外，公司的云业务策略出现转变，该行预期云端收入增长将由去年的16%，加快至今年的20%。核心业务方面，该行认为网上游戏及广告业务将继续健康增长，但2026年海外游戏业务将面临高基数影响；料网上游戏收入增长将由去年的22%降至今年的...
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