腾讯，重大发布！

Core Viewpoint - Tencent's Q2 financial report shows strong growth driven by AI investments, with revenue reaching 184.5 billion yuan, a 15% year-on-year increase, and operating profit (Non-IFRS) growing 18% to 69.25 billion yuan [1] Group 1: Financial Performance - Tencent's revenue for Q2 was 184.5 billion yuan, marking a 15% increase year-on-year [1] - Operating profit (Non-IFRS) reached 69.25 billion yuan, up 18% year-on-year [1] - The company achieved a gross margin of 22% and an operating profit margin of 18% despite significant capital expenditures [1][4] Group 2: Business Segments - Value-added services revenue grew 16% to 91.37 billion yuan, with gaming revenue increasing 22% [3] - Marketing services revenue reached 35.76 billion yuan, with a 20% year-on-year growth, benefiting from AI-driven improvements [3] - Financial technology and enterprise services revenue increased 10% to 55.54 billion yuan, driven by consumer loans and AI-related services [4] Group 3: AI Strategy and Investments - Tencent's R&D expenditure rose 17% to 20.25 billion yuan, while capital expenditures surged 119% to 19.11 billion yuan [4][2] - The company is focusing on AI technology development, with advancements in its "Hunyuan" models and a growing ecosystem of AI applications [6][7] - The "Hunyuan" family of models has expanded, with multiple iterations and open-source releases enhancing its capabilities [6][7] Group 4: International Expansion - International game revenue grew 35% to 18.8 billion yuan, achieving record highs for four consecutive quarters [9] - Tencent is investing 150 million USD to build its first data center in the Middle East and expanding its presence in Japan [10] - The WeChat ecosystem is optimizing global user experiences through mini-programs and payment services, with significant user engagement in overseas markets [10]