中金研究报告指,如将布局AI简化为AI组织优先级、资本开支和产品产出,相对于同行,腾讯(00700.HK) AI动作看似较慢,认为原因可能来自腾讯独特的产品基因(社交),以及偏自下而上的组织架构和文化等因素:本轮AI需要千亿级资本开支、集中式组织调整,高度依赖自上而下的快速决策。中金表示,腾讯社交和游戏等主业强韧性,正像打仗时始终握着充足的粮草一样,是腾讯长周期持续投资AI趋势的最大底气。基于此,...
Source Link中金研究报告指,如将布局AI简化为AI组织优先级、资本开支和产品产出,相对于同行,腾讯(00700.HK) AI动作看似较慢,认为原因可能来自腾讯独特的产品基因(社交),以及偏自下而上的组织架构和文化等因素:本轮AI需要千亿级资本开支、集中式组织调整,高度依赖自上而下的快速决策。中金表示,腾讯社交和游戏等主业强韧性,正像打仗时始终握着充足的粮草一样,是腾讯长周期持续投资AI趋势的最大底气。基于此,...
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