野村发表报告，指腾讯(00700.HK) 激增的人工智能支出应视为战略性利好；维持“买入”评级，目标价由727港元降至695港元。其次季业绩大致符预期，突显了该公司目前正应对的人工智能算力供应紧张情况。根据该行计算，期内人工智能相关投资可能超过1,000亿元人民币，包括530亿元人民币的资本开支(按年增长176%)及额外510亿元人民币的预付款以锁定算力资源。该行认为这笔可观的人工智能投资展现了...
Source Link野村发表报告，指腾讯(00700.HK) 激增的人工智能支出应视为战略性利好；维持“买入”评级，目标价由727港元降至695港元。其次季业绩大致符预期，突显了该公司目前正应对的人工智能算力供应紧张情况。根据该行计算，期内人工智能相关投资可能超过1,000亿元人民币，包括530亿元人民币的资本开支(按年增长176%)及额外510亿元人民币的预付款以锁定算力资源。该行认为这笔可观的人工智能投资展现了...
Source LinkDisclaimer: 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.