$腾讯控股(0070_老虎社区_美港股上老虎

$腾讯控股(00700)$ AI的投入成本可不是简单的归因逻辑。如果营收上来了，但利润对比预期持续下滑，那就说明增长是靠砸钱堆出来的。资本市场迟早会问：你的AI到底能不能赚钱？

$腾讯控股 (00700.HK)$ 公布2025年第一季度业绩，财报显示: 营收1800.22亿元(人民币，下同)，同比增长13%；净利润为478.21亿元，同比增长14%；经调整净利润613.29亿元，同比增长22%。一季度资本开支付款230亿元主要用于支持AI相关业务发展。【大家看好腾讯这份财报吗？接下来股价会继续突破走高，还是利好兑现下跌？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

布鲁斯侯恩
05-14
布鲁斯侯恩
qq不是接dsek吗
- 买股票的打铁匠:
  dsek是啥，deepseek？
鹿鼎公韦小宝
05-14
鹿鼎公韦小宝
如果腾讯的AI都会赚不到钱，中国没有一家公司有搞AI的必要，稍微懂点AI都知道，数据>>模型设计

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