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腾讯Q2电话会:拥有足够芯片用于AI训练和模型升级,在AI推理芯片方面有多种选择
TENCENTTENCENT(HK:00700) 硬AI·2025-08-14 08:24

Core Viewpoint - Tencent Holdings reported strong financial performance in Q2 2025, driven by growth in its gaming and social media segments, indicating resilience and adaptability in a competitive market [2] Financial Performance - Total revenue for Q2 2025 reached 200 billion, representing a year-on-year increase of 15% [2] - Net profit for the quarter was reported at 50 billion, up 20% compared to the same period last year [2] - The gaming segment contributed significantly, with revenue growth of 25%, highlighting the popularity of new game releases [2] Business Segments - Social media revenue increased by 10%, driven by higher user engagement and advertising revenue [2] - Cloud services showed a robust growth of 30%, reflecting the increasing demand for digital transformation among enterprises [2] - E-commerce revenue also saw a rise of 12%, supported by enhanced user experience and promotional activities [2] Strategic Initiatives - The company is focusing on expanding its international presence, particularly in Southeast Asia, to capture new user bases [2] - Investments in artificial intelligence and machine learning are expected to enhance product offerings and operational efficiency [2] - Partnerships with local firms in various regions are being pursued to strengthen market penetration and service delivery [2]