腾讯，重大发布！

Core Viewpoint - Tencent's Q3 financial report shows solid revenue and profit growth, driven by advancements in AI, international expansion, and the performance of its core businesses [1][5][10]. Group 1: Financial Performance - In Q3, Tencent achieved revenue of 192.87 billion yuan, a 15% year-on-year increase, and a non-IFRS operating profit of 72.57 billion yuan, up 18% [1]. - Marketing services revenue reached 36.24 billion yuan, growing 21% year-on-year, marking 12 consecutive quarters of double-digit growth [5]. - Financial technology and enterprise services revenue grew 10% to 58.2 billion yuan, driven by increased commercial payment activities and demand for AI-related services [5]. Group 2: AI Strategy and Ecosystem - Tencent's AI initiatives are becoming increasingly visible and usable across its core applications, enhancing user experience and engagement [4]. - The AI application "Yuanbao" has been integrated into dozens of Tencent's core applications, showing significant daily active user growth and engagement [4]. - Tencent's R&D expenditure in Q3 was 22.82 billion yuan, with capital expenditure at 12.98 billion yuan, reflecting a strategic focus on AI and infrastructure [4]. Group 3: International Expansion - Tencent's international game revenue grew by 43% year-on-year, surpassing 20.8 billion yuan, driven by strong performance from Supercell games and new releases [7]. - Tencent Cloud has maintained high double-digit revenue growth over the past three years, serving over 90% of leading outbound internet companies [7]. - The number of overseas active service providers has increased by nearly 30% in the past year, with significant growth in the number of overseas mini-programs [8]. Group 4: Long-term Strategy and New Growth Areas - Tencent's long-term strategy is solidifying its core business performance, with gaming revenue growing by 22.8% year-on-year, despite a high base from the previous year [10]. - The WeChat ecosystem continues to show strong momentum, with monthly active users reaching 1.414 billion, and new business areas like WeChat Mini Stores and video accounts experiencing rapid growth [10][11]. - The AI application ecosystem is also expanding, with significant increases in user engagement across various AI features and tools [11].