第一上海：AI赋能腾讯控股长期成长逻辑

第一上海11-11

一、腾讯2025年第三季度财报预期根据Visible Alpha的一致预期，腾讯预计在2025年第三季度实现收入1889亿元人民币，同比增长13%。其中，增值服务收入预计为933亿元人民币，同比上升12.8%；营销服务收入预计同比增长19.4%，达到358亿元人民币；云和金融业务预计录得582.7亿元人民币，同比增长9.8%。利润端方面，毛利预计同比上升17%，约1057亿元人民币，Non-...

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