国信证券：维持腾讯控股(00700)“优于大市”评级海外云与游戏双轮驱动 AI赋能构筑新增长引擎

智通财经2025-12-19

智通财经APP获悉，国信证券发布研报称，维持腾讯控股(00700)“优于大市”评级，海外已成为腾讯游戏与云业务明确的第二增长曲线，前期战略投入进入成果兑现期，腾讯云基础设施全球布局64个可用区，AI原生游戏领域，凭借游戏场景理解与大模型技术融合，未来有望在"生成式AI+SaaS"转型中持续领跑。国信证券主要观点如下：基础设施筑基+AI赋能，腾讯海外云后发先至抢占增长高地海外云业务布局：基础设施先行...

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国信证券：维持腾讯控股(00700)“优于大市”评级 海外云与游戏双轮驱动 AI赋能构筑新增长引擎

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国信证券：维持腾讯控股(00700)“优于大市”评级海外云与游戏双轮驱动 AI赋能构筑新增长引擎