$腾讯控股(0070_老虎社区_美港股上老虎

2024-08-13

鹅Q2争气得很，游戏业务牛，地下城与勇士没想到卷土重来；视频号的广告牛，一大波裁员后并入微信团队，估计后续卖货力max；金融科技的高毛利产品牛，腾讯的大模型后续商业化估计即将上桌，在潦草的港股里，还是得看鹅吃饭，以为今年开始支棱，结果回光返照，只有几只大股坚挺了

“元宝+微信”！AI增长提速，腾讯你看好吗？

微信于周三（16日）退出AI助手元宝，并容许用户将其添加为好友，直接在微信聊天界面进行互动。中原证券指出，建议关注游戏板块，从近期变化来看，国内游戏产业受中美关税的影响相对比较小，后续有望迎来估值修复。周四（17日）腾讯发布了史上最大招聘计划，未来三年，计划新增28000名员工。【AI增长提速，腾讯你看好未来发展吗？腾讯股价涨势能否持续？】

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