智通财经APP获悉，腾讯控股(00700)午后跌超2%，触及400港元关口，年内累计跌幅已超30%。截至发稿，跌2.29%，报401港元，成交额78.84亿港元。
海通国际发布研报称，预期腾讯第三季收入2,102亿元人民币，同比增长9%；经调整经营溢利688亿元人民币，同比跌5%，主要由于AI相关折旧及产品投资反映在收入成本及营运开支中。
该行指出，AI仍是腾讯的策略投资重点，短期折旧仍将拖累财务表现，但腾讯倾向纪律性部署，而非自动逐季加快支出。该行轻微下调目标价2%至470港元，以反映每股盈利预测下调，维持“优于大市”评级。
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