招商证券国际发表研究报告指，腾讯(00700.HK) 第二季业绩略胜预期，国内游戏及广告业务增长超出预期，剔除新AI产品投入后，经营溢利按年增19%，核心主业盈利品质仍在提升。另一方面，腾讯明确四大AI策略，支持更激进的资本开支。该行指出，AI赋能核心业务盈利释放为AI投入提供支持，看好腾讯的AI产品及生态护城河，续予其“增持”评级，目标价由632元下调至620元。该行上调腾讯2026及27年资本...
Source Link招商证券国际发表研究报告指，腾讯(00700.HK) 第二季业绩略胜预期，国内游戏及广告业务增长超出预期，剔除新AI产品投入后，经营溢利按年增19%，核心主业盈利品质仍在提升。另一方面，腾讯明确四大AI策略，支持更激进的资本开支。该行指出，AI赋能核心业务盈利释放为AI投入提供支持，看好腾讯的AI产品及生态护城河，续予其“增持”评级，目标价由632元下调至620元。该行上调腾讯2026及27年资本...
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