会飞的小虎
08-14
学学meta，多在科技方面投入。
腾讯业绩出炉！AI驱动增长，上半年净利1244亿元！二季度资本开支大增119%
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18:52","market":"sh","language":"zh","title":"腾讯业绩出炉！AI驱动增长，上半年净利1244亿元！二季度资本开支大增119%","url":"https://stock-news.laohu8.com/highlight/detail?id=2559224983","media":"券商中国","summary":"腾讯上半年再次交出亮眼成绩单。8月13日，腾讯发布上半年未经审核中期业绩，实现营业收入3645亿元，同比增长14%，非国际财务报告准则公司权益持有人应占盈利1244亿元，同比增长16%。今年第二季度腾讯实现营收1845亿元，同比增长15%，经营利润692.5亿元，同比增长18%。数据显示，第二季度研发投入同比增长17%至202.5亿元，资本开支同比增长119%至191.1亿元。自去年四季度战略加速以来，腾讯累计资本开支达831.6亿元，当期自由现金流仍保持430亿元的充裕水平。","content":"<html><body><div><h2 placeholder=\"请输入标题\"></h2><p><span><span leaf=\"\"><span textstyle=\"\"><a href=\"https://laohu8.com/S/00700\">腾讯</a>上半年再次交出亮眼成绩单。</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">8月13日，腾讯发布上半年未经审核中期业绩，实现营业收入3645亿元，同比增长14%，非国际财务报告准则公司权益持有人应占盈利1244亿元，同比增长16%。其中，第二季度实现营收1845亿元，同比增长15%，非国际财务报告准则公司权益持有人应占盈利631亿元，同比增长10%。</span></span></span></p><p><span><span leaf=\"\">“2025年第二季度，我们在AI领域持续投入并从中获益，收入和非国际财报准则经营盈利均取得双位数百分比同比增长。”腾讯董事会主席马化腾表示。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">与此同时，在AI领域投入方面，腾讯二季报显示，当季腾讯研发投入达202.5亿元，同比增长17%；资本开支191.1亿元，同比增幅达119%。</span></span></span></p><p><span><span leaf=\"\">Wind显示，今年以来，腾讯股价持续上涨，截至8月13日，腾讯收报586港元/股，股价创2021年6月以来新高，今年累计涨幅已经达到了41.75%。</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/b4c9885ea73041ff9ff1f352cba6e198\" type=\"block\"/></p><p><span><span leaf=\"\">股价</span><span><span by=\"\" center=\"\" justify=\"\" leaf=\"\" para=\"\" transparent=\"\" visible=\"\">升</span></span><span leaf=\"\">高背后，也离不开腾讯的回购，腾讯二季报披露，今年上半年，腾讯以365亿港元回购了8186.7万股股份并进行了注销，以提高股东价值。</span></span></p><p><span leaf=\"\">业绩保持高增长</span></p><p><span><span leaf=\"\">腾讯的业绩一如既往“炸裂”。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">8月13日，腾讯二季报显示，AI技术及应用正加速转化为业绩动能。今年第二季度腾讯实现营收1845亿元，同比增长15%，经营利润（Non-IFRS）692.5亿元，同比增长18%。</span></span></span></p><p><span><span leaf=\"\">今年第二季度AI深度赋能腾讯核心业务，显著驱动了其各项业务的发展。</span></span></p><p><span><span leaf=\"\">马化腾在财报中介绍，AI在业务赋能应用方面，例如，《王者荣耀》及《和平精英》等<a href=\"https://laohu8.com/S/001324\">长青</a>游戏向平台化进化并加大了AI的应用，新游戏如《三角洲行动》亦取得了突破，使得游戏业务在用户及收入侧均表现出色。</span></span></p><p><span><span leaf=\"\">同时，腾讯通过升级广告基础模型，提升了各个流量平台上的广告效果，持续推动营销服务收入的快速增长。此外，致力于通过赋能微信内更多应用场景，推动AI原生应用元宝的使用量，升级腾讯混元基础模型的能力，为用户及企业带来更进一步的AI增益。</span></span></p><p><span><span leaf=\"\">数据披露，在AI驱动下，腾讯第二季度增值服务收入同比增长16%至913.7亿元，游戏板块收入同比增长22%，其中国际游戏市场收入同比增长35%至188亿元，连续四个季度创新高；营销服务在大模型技术升级和微信生态活跃度提升带动下保持高速增长，收入同比增长20%至357.6亿元；金融科技及企业服务业务盈利明显改善，收入同比增长10%至555.4亿元。</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/c87d8b01852c46c899b1a06134fd3ee9\" type=\"block\"/></p><p><span leaf=\"\">AI深度赋能业务</span></p><p><span><span leaf=\"\">在核心业务增长的同时，腾讯坚定加码AI战略的投入。</span></span></p><p><span><span leaf=\"\">数据显示，第二季度研发投入同比增长17%至202.5亿元，资本开支同比增长119%至191.1亿元。自去年四季度战略加速以来，腾讯累计资本开支达831.6亿元，当期自由现金流仍保持430亿元的充裕水平。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">在保持高投入背后，是看到了AI技术带来的效益正在加速显现。</span></span></span></p><p><span><span leaf=\"\">技术突破方面，腾讯自研快思考模型混元TurboS、深度思考模型混元T1持续升级，同时混元3D大模型系列核心成果密集落地。</span></span></p><p><span><span leaf=\"\">社交起家的腾讯，在AI助力之下，其微信用户数仍然在保持增长。截至2025年6月30日，腾讯的微信及WeChat的合并月活跃账户数14.11亿，同比增长3%。</span></span></p><p><span leaf=\"\">国际收入连续四个季度创新高</span></p><p><span><span leaf=\"\">今年以来，腾讯在游戏、云服务和微信生态方面在出海方面持续发力，取得积极进展。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">其中，国际游戏表现突出。伴随着游戏出海政策红利释放，上半年国内厂商海外市场整体回暖，腾讯更迎来厚积薄发。受益于Supercell游戏、《PUBGMOBILE》《沙丘：觉醒》等表现出色，二季度国际市场游戏收入增长35%至188亿元，连续四个季度刷新历史高点。</span></span></span></p><p><span><span leaf=\"\">腾讯云国际化持续深化，上半年助力GoTo、正大等国际客户提升效率，并支持<a href=\"https://laohu8.com/S/MPNGY\">美团</a>Keeta、美的、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>等中国企业加速出海。</span></span></p><p><span><span leaf=\"\">此外，为进一步拓展全球布局，腾讯还宣布将投资1.5亿美元在沙特建设中东首个数据中心，并在日本大阪新建第三个数据中心及设立区域办公室。</span></span></p><p><span><span leaf=\"\">微信生态则通过小程序与支付持续优化出境及全球用户的体验。在交通出行领域，“Uber全球打车”小程序上线并开通中国香港和日本服务，未来数月将扩展至更多国家和地区。</span></span></p><p><span><span leaf=\"\">支付方面，外卡服务升级和境外支付网络建设持续推进，日前在马来西亚已实现通过DuitNow二维码支付接入260万当地商户，便利用户跨境消费。</span></span></p><h2 arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" left=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" placeholder=\"请输入标题\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></h2><h2 placeholder=\"请输入标题\"></h2><h2 arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" left=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" placeholder=\"请输入标题\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span leaf=\"\"><br/></span></h2><h2 placeholder=\"请输入标题\"></h2><h2 arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" left=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" placeholder=\"请输入标题\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></h2><h2 placeholder=\"请输入标题\"></h2><h2 arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" left=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" placeholder=\"请输入标题\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></h2><p><span><span leaf=\"\"><span textstyle=\"\">责编：</span></span><span><span leaf=\"\"><span textstyle=\"\">杨喻程</span></span></span><span><span leaf=\"\"></span></span></span></p><h2 placeholder=\"请输入标题\"><span><span leaf=\"\"><span textstyle=\"\">排版：刘珺宇</span></span></span></h2><h2 placeholder=\"请输入标题\"></h2><p><span arial=\"\" gb=\"\" helvetica=\"\" initial=\"\" leaf=\"\" neue=\"\" none=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">校对：</span>王朝全</span></p><h2 placeholder=\"请输入标题\"></h2><p mp-original-font-size=\"17.910400390625\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><strong mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><span leaf=\"\" mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><span textstyle=\"\">百万用户都在看</span></span></strong></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" mp-original-font-size=\"14\" mp-original-line-height=\"24.5\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">突发！超10万人爆仓，发生了什么？</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" mp-original-font-size=\"14\" mp-original-line-height=\"24.5\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">DeepSeek，突传重磅！盘中，“A股标杆”大爆发！</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" mp-original-font-size=\"14\" mp-original-line-height=\"24.5\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">最新！中美再次暂停实施24%关税90天</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" mp-original-font-size=\"14\" mp-original-line-height=\"24.5\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">沸腾！暴涨近170%！中国，创造历史！</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" mp-original-font-size=\"14\" mp-original-line-height=\"24.5\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">解散！马斯克，突发！</span></span></p><p mp-original-font-size=\"16\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span leaf=\"\" mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span textstyle=\"\">违法和不良信息举报电话：0755-83514034</span></span></span></p><p mp-original-font-size=\"16\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span leaf=\"\" mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span textstyle=\"\">邮箱：bwb@stcn.com</span></span></span></p><p mp-original-font-size=\"16\" mp-original-line-height=\"25.600000381469727\" nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/89389bcf3d834a35815fc1efb2368d17\" width=\"676px\"/></p><p><span><span leaf=\"\"></span></span><span><span leaf=\"\"></span></span></p></div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯业绩出炉！AI驱动增长，上半年净利1244亿元！二季度资本开支大增119%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯业绩出炉！AI驱动增长，上半年净利1244亿元！二季度资本开支大增119%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-08-13 18:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><h2 placeholder=\"请输入标题\"></h2><p><span><span leaf=\"\"><span textstyle=\"\"><a href=\"https://laohu8.com/S/00700\">腾讯</a>上半年再次交出亮眼成绩单。</span></span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">8月13日，腾讯发布上半年未经审核中期业绩，实现营业收入3645亿元，同比增长14%，非国际财务报告准则公司权益持有人应占盈利1244亿元，同比增长16%。其中，第二季度实现营收1845亿元，同比增长15%，非国际财务报告准则公司权益持有人应占盈利631亿元，同比增长10%。</span></span></span></p><p><span><span leaf=\"\">“2025年第二季度，我们在AI领域持续投入并从中获益，收入和非国际财报准则经营盈利均取得双位数百分比同比增长。”腾讯董事会主席马化腾表示。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">与此同时，在AI领域投入方面，腾讯二季报显示，当季腾讯研发投入达202.5亿元，同比增长17%；资本开支191.1亿元，同比增幅达119%。</span></span></span></p><p><span><span leaf=\"\">Wind显示，今年以来，腾讯股价持续上涨，截至8月13日，腾讯收报586港元/股，股价创2021年6月以来新高，今年累计涨幅已经达到了41.75%。</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/b4c9885ea73041ff9ff1f352cba6e198\" type=\"block\"/></p><p><span><span leaf=\"\">股价</span><span><span by=\"\" center=\"\" justify=\"\" leaf=\"\" para=\"\" transparent=\"\" visible=\"\">升</span></span><span leaf=\"\">高背后，也离不开腾讯的回购，腾讯二季报披露，今年上半年，腾讯以365亿港元回购了8186.7万股股份并进行了注销，以提高股东价值。</span></span></p><p><span leaf=\"\">业绩保持高增长</span></p><p><span><span leaf=\"\">腾讯的业绩一如既往“炸裂”。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">8月13日，腾讯二季报显示，AI技术及应用正加速转化为业绩动能。今年第二季度腾讯实现营收1845亿元，同比增长15%，经营利润（Non-IFRS）692.5亿元，同比增长18%。</span></span></span></p><p><span><span leaf=\"\">今年第二季度AI深度赋能腾讯核心业务，显著驱动了其各项业务的发展。</span></span></p><p><span><span leaf=\"\">马化腾在财报中介绍，AI在业务赋能应用方面，例如，《王者荣耀》及《和平精英》等<a href=\"https://laohu8.com/S/001324\">长青</a>游戏向平台化进化并加大了AI的应用，新游戏如《三角洲行动》亦取得了突破，使得游戏业务在用户及收入侧均表现出色。</span></span></p><p><span><span leaf=\"\">同时，腾讯通过升级广告基础模型，提升了各个流量平台上的广告效果，持续推动营销服务收入的快速增长。此外，致力于通过赋能微信内更多应用场景，推动AI原生应用元宝的使用量，升级腾讯混元基础模型的能力，为用户及企业带来更进一步的AI增益。</span></span></p><p><span><span leaf=\"\">数据披露，在AI驱动下，腾讯第二季度增值服务收入同比增长16%至913.7亿元，游戏板块收入同比增长22%，其中国际游戏市场收入同比增长35%至188亿元，连续四个季度创新高；营销服务在大模型技术升级和微信生态活跃度提升带动下保持高速增长，收入同比增长20%至357.6亿元；金融科技及企业服务业务盈利明显改善，收入同比增长10%至555.4亿元。</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/c87d8b01852c46c899b1a06134fd3ee9\" type=\"block\"/></p><p><span leaf=\"\">AI深度赋能业务</span></p><p><span><span leaf=\"\">在核心业务增长的同时，腾讯坚定加码AI战略的投入。</span></span></p><p><span><span leaf=\"\">数据显示，第二季度研发投入同比增长17%至202.5亿元，资本开支同比增长119%至191.1亿元。自去年四季度战略加速以来，腾讯累计资本开支达831.6亿元，当期自由现金流仍保持430亿元的充裕水平。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">在保持高投入背后，是看到了AI技术带来的效益正在加速显现。</span></span></span></p><p><span><span leaf=\"\">技术突破方面，腾讯自研快思考模型混元TurboS、深度思考模型混元T1持续升级，同时混元3D大模型系列核心成果密集落地。</span></span></p><p><span><span leaf=\"\">社交起家的腾讯，在AI助力之下，其微信用户数仍然在保持增长。截至2025年6月30日，腾讯的微信及WeChat的合并月活跃账户数14.11亿，同比增长3%。</span></span></p><p><span leaf=\"\">国际收入连续四个季度创新高</span></p><p><span><span leaf=\"\">今年以来，腾讯在游戏、云服务和微信生态方面在出海方面持续发力，取得积极进展。</span></span></p><p><span><span leaf=\"\"><span textstyle=\"\">其中，国际游戏表现突出。伴随着游戏出海政策红利释放，上半年国内厂商海外市场整体回暖，腾讯更迎来厚积薄发。受益于Supercell游戏、《PUBGMOBILE》《沙丘：觉醒》等表现出色，二季度国际市场游戏收入增长35%至188亿元，连续四个季度刷新历史高点。</span></span></span></p><p><span><span leaf=\"\">腾讯云国际化持续深化，上半年助力GoTo、正大等国际客户提升效率，并支持<a href=\"https://laohu8.com/S/MPNGY\">美团</a>Keeta、美的、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>等中国企业加速出海。</span></span></p><p><span><span leaf=\"\">此外，为进一步拓展全球布局，腾讯还宣布将投资1.5亿美元在沙特建设中东首个数据中心，并在日本大阪新建第三个数据中心及设立区域办公室。</span></span></p><p><span><span leaf=\"\">微信生态则通过小程序与支付持续优化出境及全球用户的体验。在交通出行领域，“Uber全球打车”小程序上线并开通中国香港和日本服务，未来数月将扩展至更多国家和地区。</span></span></p><p><span><span leaf=\"\">支付方面，外卡服务升级和境外支付网络建设持续推进，日前在马来西亚已实现通过DuitNow二维码支付接入260万当地商户，便利用户跨境消费。</span></span></p><h2 arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" left=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" placeholder=\"请输入标题\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></h2><h2 placeholder=\"请输入标题\"></h2><h2 arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" left=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" placeholder=\"请输入标题\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span leaf=\"\"><br/></span></h2><h2 placeholder=\"请输入标题\"></h2><h2 arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" left=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" placeholder=\"请输入标题\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></h2><h2 placeholder=\"请输入标题\"></h2><h2 arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" left=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" placeholder=\"请输入标题\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></h2><p><span><span leaf=\"\"><span textstyle=\"\">责编：</span></span><span><span leaf=\"\"><span textstyle=\"\">杨喻程</span></span></span><span><span leaf=\"\"></span></span></span></p><h2 placeholder=\"请输入标题\"><span><span leaf=\"\"><span textstyle=\"\">排版：刘珺宇</span></span></span></h2><h2 placeholder=\"请输入标题\"></h2><p><span arial=\"\" gb=\"\" helvetica=\"\" initial=\"\" leaf=\"\" neue=\"\" none=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">校对：</span>王朝全</span></p><h2 placeholder=\"请输入标题\"></h2><p mp-original-font-size=\"17.910400390625\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><strong mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><span leaf=\"\" mp-original-font-size=\"15\" mp-original-line-height=\"25.600000381469727\"><span textstyle=\"\">百万用户都在看</span></span></strong></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" mp-original-font-size=\"14\" mp-original-line-height=\"24.5\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">突发！超10万人爆仓，发生了什么？</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" mp-original-font-size=\"14\" mp-original-line-height=\"24.5\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">DeepSeek，突传重磅！盘中，“A股标杆”大爆发！</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" mp-original-font-size=\"14\" mp-original-line-height=\"24.5\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">最新！中美再次暂停实施24%关税90天</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" mp-original-font-size=\"14\" mp-original-line-height=\"24.5\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">沸腾！暴涨近170%！中国，创造历史！</span></span></p><p mp-original-font-size=\"14\" mp-original-line-height=\"24.5\"><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" mp-original-font-size=\"14\" mp-original-line-height=\"24.5\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">解散！马斯克，突发！</span></span></p><p mp-original-font-size=\"16\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span leaf=\"\" mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span textstyle=\"\">违法和不良信息举报电话：0755-83514034</span></span></span></p><p mp-original-font-size=\"16\" mp-original-line-height=\"25.600000381469727\"><span mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span leaf=\"\" mp-original-font-size=\"12\" mp-original-line-height=\"19.200000762939453\"><span textstyle=\"\">邮箱：bwb@stcn.com</span></span></span></p><p mp-original-font-size=\"16\" mp-original-line-height=\"25.600000381469727\" nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/89389bcf3d834a35815fc1efb2368d17\" width=\"676px\"/></p><p><span><span leaf=\"\"></span></span><span><span leaf=\"\"></span></span></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU2293587155.HKD":"ALLIANZ ORIENTAL INCOME 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ACC"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzA3NjM5MjIwOQ==&mid=2652230568&idx=2&sn=0150eeab06eeb57b3e840877f407f3de&chksm=85959a433dc12760dd08c425e552def5ae7d8b484db66014767af3a5c19b5914a9a3a0943049&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2559224983","content_text":"腾讯上半年再次交出亮眼成绩单。8月13日，腾讯发布上半年未经审核中期业绩，实现营业收入3645亿元，同比增长14%，非国际财务报告准则公司权益持有人应占盈利1244亿元，同比增长16%。其中，第二季度实现营收1845亿元，同比增长15%，非国际财务报告准则公司权益持有人应占盈利631亿元，同比增长10%。“2025年第二季度，我们在AI领域持续投入并从中获益，收入和非国际财报准则经营盈利均取得双位数百分比同比增长。”腾讯董事会主席马化腾表示。与此同时，在AI领域投入方面，腾讯二季报显示，当季腾讯研发投入达202.5亿元，同比增长17%；资本开支191.1亿元，同比增幅达119%。Wind显示，今年以来，腾讯股价持续上涨，截至8月13日，腾讯收报586港元/股，股价创2021年6月以来新高，今年累计涨幅已经达到了41.75%。股价升高背后，也离不开腾讯的回购，腾讯二季报披露，今年上半年，腾讯以365亿港元回购了8186.7万股股份并进行了注销，以提高股东价值。业绩保持高增长腾讯的业绩一如既往“炸裂”。8月13日，腾讯二季报显示，AI技术及应用正加速转化为业绩动能。今年第二季度腾讯实现营收1845亿元，同比增长15%，经营利润（Non-IFRS）692.5亿元，同比增长18%。今年第二季度AI深度赋能腾讯核心业务，显著驱动了其各项业务的发展。马化腾在财报中介绍，AI在业务赋能应用方面，例如，《王者荣耀》及《和平精英》等长青游戏向平台化进化并加大了AI的应用，新游戏如《三角洲行动》亦取得了突破，使得游戏业务在用户及收入侧均表现出色。同时，腾讯通过升级广告基础模型，提升了各个流量平台上的广告效果，持续推动营销服务收入的快速增长。此外，致力于通过赋能微信内更多应用场景，推动AI原生应用元宝的使用量，升级腾讯混元基础模型的能力，为用户及企业带来更进一步的AI增益。数据披露，在AI驱动下，腾讯第二季度增值服务收入同比增长16%至913.7亿元，游戏板块收入同比增长22%，其中国际游戏市场收入同比增长35%至188亿元，连续四个季度创新高；营销服务在大模型技术升级和微信生态活跃度提升带动下保持高速增长，收入同比增长20%至357.6亿元；金融科技及企业服务业务盈利明显改善，收入同比增长10%至555.4亿元。AI深度赋能业务在核心业务增长的同时，腾讯坚定加码AI战略的投入。数据显示，第二季度研发投入同比增长17%至202.5亿元，资本开支同比增长119%至191.1亿元。自去年四季度战略加速以来，腾讯累计资本开支达831.6亿元，当期自由现金流仍保持430亿元的充裕水平。在保持高投入背后，是看到了AI技术带来的效益正在加速显现。技术突破方面，腾讯自研快思考模型混元TurboS、深度思考模型混元T1持续升级，同时混元3D大模型系列核心成果密集落地。社交起家的腾讯，在AI助力之下，其微信用户数仍然在保持增长。截至2025年6月30日，腾讯的微信及WeChat的合并月活跃账户数14.11亿，同比增长3%。国际收入连续四个季度创新高今年以来，腾讯在游戏、云服务和微信生态方面在出海方面持续发力，取得积极进展。其中，国际游戏表现突出。伴随着游戏出海政策红利释放，上半年国内厂商海外市场整体回暖，腾讯更迎来厚积薄发。受益于Supercell游戏、《PUBGMOBILE》《沙丘：觉醒》等表现出色，二季度国际市场游戏收入增长35%至188亿元，连续四个季度刷新历史高点。腾讯云国际化持续深化，上半年助力GoTo、正大等国际客户提升效率，并支持美团Keeta、美的、泡泡玛特等中国企业加速出海。此外，为进一步拓展全球布局，腾讯还宣布将投资1.5亿美元在沙特建设中东首个数据中心，并在日本大阪新建第三个数据中心及设立区域办公室。微信生态则通过小程序与支付持续优化出境及全球用户的体验。在交通出行领域，“Uber全球打车”小程序上线并开通中国香港和日本服务，未来数月将扩展至更多国家和地区。支付方面，外卡服务升级和境外支付网络建设持续推进，日前在马来西亚已实现通过DuitNow二维码支付接入260万当地商户，便利用户跨境消费。责编：杨喻程排版：刘珺宇校对：王朝全百万用户都在看突发！超10万人爆仓，发生了什么？DeepSeek，突传重磅！盘中，“A股标杆”大爆发！最新！中美再次暂停实施24%关税90天沸腾！暴涨近170%！中国，创造历史！解散！马斯克，突发！违法和不良信息举报电话：0755-83514034邮箱：bwb@stcn.com","news_type":1,"symbols_score_info":{"00700":1,"TCHmain":0.6,"HTCD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":170,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":26,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/467309607633112"}
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