人民财讯8月13日电，腾讯控股(00700.HK)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%。在持续加码AI战略的推动下，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%，AI技术带来的效益正在加速显现。 ...

Core Viewpoint - Tencent Holdings (00700.HK) reported significant growth in revenue and non-IFRS operating profit in the AI sector for Q2 2025, driven by continuous investment and application of AI technologies in its gaming and advertising businesses [1] Group 1: AI Investment and Growth - The company has achieved double-digit percentage year-on-year growth in both revenue and non-IFRS operating profit due to ongoing investments in AI [1] - Popular games like "Honor of Kings" and "Peacekeeper Elite" are evolving towards platformization with increased AI applications, contributing to strong performance in user engagement and revenue [1] - New game "Delta Action" has also made breakthroughs, enhancing the overall gaming business performance [1] Group 2: Advertising and Marketing Services - The company upgraded its advertising foundational model, improving ad effectiveness across various traffic platforms, which has led to rapid growth in marketing services revenue [1] - Tencent is focused on empowering more application scenarios within WeChat to drive the usage of AI-native applications, further enhancing AI benefits for users and businesses [1]

新京报贝壳财经讯 8月13日下午，腾讯控股在2025年第二季度财报中披露，微信及WeChat的合并月活跃 账户数14.11亿，环比增长0.6%，同比增长3%；QQ的智能终端月活跃账户数5.32亿，环比下降0.4%，同 比下降7%。 ...

Financial Performance - Tencent Holdings reported Q2 2025 revenue of RMB 184.5 billion, a year-on-year increase of 15% and a quarter-on-quarter increase of 2% [1] - Gross profit for the same period was RMB 105.01 billion, reflecting a year-on-year growth of 22% and a quarter-on-quarter growth of 4% [1] - Profit attributable to equity holders reached RMB 55.63 billion, up 17% year-on-year and 16% quarter-on-quarter [1] - Non-IFRS profit attributable to equity holders was RMB 63.05 billion, a 10% year-on-year increase and a 3% quarter-on-quarter increase [1] - Basic earnings per share were RMB 6.115 [1] Business Segments - Value-added services revenue for Q2 2025 grew 16% year-on-year to RMB 91.4 billion, driven by new game releases and growth in established titles [1] - Domestic game revenue was RMB 40.4 billion, up 17% year-on-year, supported by the success of titles like "Delta Operation" and "Honor of Kings" [1] - International game revenue reached RMB 18.8 billion, a 35% year-on-year increase, benefiting from Supercell games and "PUBG MOBILE" [1] - Social network revenue increased 6% year-on-year to RMB 32.2 billion, attributed to sales of virtual items and live streaming services [1] Marketing and Financial Services - Marketing services revenue for Q2 2025 rose 20% year-on-year to RMB 35.8 billion, driven by AI-enhanced advertising platforms and improved WeChat ecosystem [2] - Financial technology and enterprise services revenue grew 10% year-on-year to RMB 55.5 billion, with growth in consumer loans and business payments [2] - The demand for AI-related services, including GPU leasing and API token usage, contributed to the acceleration in enterprise service revenue growth [2] User Engagement and AI Development - As of June 30, 2025, WeChat and WeChat's combined monthly active accounts reached 1.411 billion, a 3% year-on-year increase [3] - QQ's mobile monthly active accounts were 532 million, with paid value-added service subscribers at 264 million, a 0.4% year-on-year increase [3] - Tencent Video maintained its leading position in China's long video market with 114 million paid subscribers [3] - Tencent Music led the music streaming market with 124 million paid subscribers [3] - The company continues to invest in AI, with advancements in its mixed Yuan model capabilities attracting various developers and industries [3]

Group 1 - The core point of the article is that Tencent Holdings reported a 17% year-on-year increase in domestic game revenue for Q2, amounting to RMB 40.4 billion, driven by the success of newly released games and the continued performance of established titles [1] Group 2 - The revenue growth is attributed to the contribution from the recently launched game "Delta Action" [1] - Established games such as "Honor of Kings," "Valorant," and "Peacekeeper Elite" also contributed to the revenue increase [1]

Core Viewpoint - Tencent Holdings reported a 10% year-on-year increase in revenue from its financial technology and enterprise services business for the second quarter, reaching RMB 55.5 billion [1] Financial Technology Services - The growth in financial technology services revenue was driven by increases in consumer loan services, commercial payment activities, and wealth management services [1] Enterprise Services - The growth rate of enterprise services revenue accelerated compared to recent quarters, attributed to rising demand from corporate clients for AI-related services, including GPU leasing and API token usage, as well as an increase in merchant technology service fees [1]

8月13日下午，腾讯控股在2025年第二季度财报中披露，微信及WeChat的合并月活跃账户数14.11亿，环 比增长0.6%，同比增长3%；QQ的智能终端月活跃账户数5.32亿，环比下降0.4%，同比下降7%。 ...

腾讯控股在2025年第二季度财报中披露，截至二零二五年六月三十日止六个月内，公司于联交所以总代 价约365亿港元(未计开支)购回合共8186.7万股股份。购回的股份其后已被注销。进行回购旨在长远提高 股东价值。 ...

于2025年6月30日，微信及WeChat的合并月活跃账户数达14.11亿，同比增长3%。腾讯视频保持中国长 视频市场的领先地位，视频付费会员数达到1.14亿。腾讯音乐保持在音乐流媒体市场的领先地位，音乐 付费会员数达到1.24亿。 2025年第二季，公司在AI领域持续投入并从中获益，收入及非国际财务报告准则经营盈利均取得双位 数百分比同比增长。《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，使得公司的游戏业务在用户及收入侧均表现出色。公司通过升级广 告基础模型，提升了公司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。公司致力于 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，升级公司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。 格隆汇8月13日丨腾讯控股(00700.HK)发布公告，2025年第二季的收入同比增长15%至人民币1,845亿 元。其中增值服务业务2025年第二季的收入同比增长16%至人民币914亿元。本土市场游戏收入为人民 币404亿元，同比增长17%。营销服务业务2025年第二季的收入同比增长20% ...

Group 1 - The core viewpoint of the article highlights Tencent's significant increase in R&D investment and capital expenditure in the second quarter [2] Group 2 - Tencent's R&D investment reached 20.25 billion yuan, representing a year-on-year growth of 17% [2] - The company's capital expenditure amounted to 19.11 billion yuan, with a year-on-year increase of 119% [2]