大和：重申腾讯“买入”评级强调其为中国互联网板块的首选股

格隆汇2025-12-12

大和发表研究报告，认为腾讯正优先将GPU资源用于内部模型训练及增强核心业务，此举预料可带来更高确定性的回报。腾讯采用AI推动生态系统整合，可放大微信核心界面的价值，在聊天、搜索、视频号、内容总结与互动、小程序编程等方面均可赋能，同时亦能推动游戏业务发展，降低成本并加强游戏内容创新，预期腾讯明年将专注于更新现有游戏及推出新的常青游戏，对腾讯游戏业务增长有信心。大和强调腾讯为中国互联网板块的首选股，...

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大和：重申腾讯“买入”评级 强调其为中国互联网板块的首选股

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大和：重申腾讯“买入”评级强调其为中国互联网板块的首选股