AI是这次 $腾讯控_老虎社区_美港股上老虎

AI是这次 $腾讯控股(00700)$ 财报最大看点。Hy3模型出来后调用量冲得猛，混元3.0和微信AI智能体如果落地节奏超预期，市场对腾讯的估值逻辑就得重算。

5月中下旬，中概科网股新一轮财报季将正式拉开帷幕。目前腾讯Q1营收同比增9%，净利润大增21%，资本开支达370亿元；阿里巴巴Q1营收小幅增长，云收入同比增长38%，首次披露AI产品收入规模；电话会：AI ARR年底超过300亿元，服务器“没有一张卡是闲置的”，资本支出将超过3800亿元。【阿里财报目前带动华尔街大举看多中国AI，中概指数5月13日大涨，大家觉得现在是布局好时机吗？】

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

暴涨暴赚
05-11
暴涨暴赚
做不出来废物跌，做的勉强还行无用浪费钱跌，没有涨的理由
ladybrid
05-11
ladybrid
没用成本支出过大，跌

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