高盛：腾讯4Q24财报点评
高盛·2025-03-20 01:21
19 March 2025 | 6:15PM HKT Tencent Holdings (0700.HK): 4Q24 First Take: Solid beat with marked step-up in AI capex; eyes on AI applications; Buy 1) AI applications progress/AI capex spending: With adoption of DeepSeek R1 into WeChat AI search (where Tencent saw rapid increase in Weixin search daily enquiries) and a marked increase of capex in 4Q24, investor focuses are on Tencent's progress in AI applications (including potential WeChat AI agent), the estimate investment pace and the level of capex for 2025 ...