Seaton
03-21
腾讯不是“纯AI玩家”，而是将AI深度嵌入已有海量场景（14亿微信用户、游戏、广告、云），变现路径清晰。2026年AI投入翻倍+混元3.0对外开放，预计进一步提振增速。500一下是机会。
腾讯周三放榜,港股科技这场大考怎么押?
港股科技本周进入财报密集期,周二盘中先行调整——腾讯控股跌1.04%、京东集团跌1.69%、华虹宏力跌1.53%、中芯国际基本收平。时间表很清楚:腾讯将于8月12日公布Q2业绩,华尔街机构预计营收约2024.58亿元、同比增9.73%,每股收益6.259元、同比增4.38%;8月13日京东集团接棒,同日中芯国际与华虹宏力两家国产芯片厂也将交卷。游戏与广告的现金流、国产替代的产能利用率是两条独立主线。当平台与晶圆厂在48小时内集中放榜,港股科技的定价权会交给谁?
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MaudNelly
03-21
MaudNelly
腾讯这波AI整合绝了，500下闭眼入！
什么也没有了～
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