腾讯总裁刘炽平谈AI资本开支增加:多款应用表现良好,已看到明显上行空间

智通财经
Aug 12
【腾讯总裁刘炽平谈AI资本开支增加:多款应用表现良好,已看到明显上行空间】8月12日,在腾讯2026Q2财报业绩电话会上,腾讯总裁刘炽平回应了二季度公司资本开支增加的问题。他表示,腾讯的确正在算力上进行大规模投入,目前已经看到了明显的回报上行空间,多款新应用表现良好。此外,算力用于云上租赁业务也有望带来可观的收入增长,提升资本开支回报率。对于此前下达的部分算力订单,如果售出可以较几个月前的采购价高出30%以上的利润。刘炽平表示,“如果先用来自建模型、再用来开发应用、最后将算力对外出租的顺序推进,我们就能打造起一项极具规模的原生AI业务,这会带来非常可观的利润。”腾讯2026Q2财报显示,该季度公司资本支出大幅跳升至528亿元,远超预期的321亿元,与上年同期的191亿元相比翻了将近三倍。腾讯管理层表示,这是对AI基础设施的战略性前期投入,用于支持Hy模型升级、WorkBuddy及CodeBuddy推理需求、微信AI,以及满足外部客户对云服务持续增长的需求。

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