腾讯控股有限公司的营收增速达到三年多来的最快水平，增强了投资者对这家中国游戏和社交媒体领导者将挺过 2025 年潜在全球经济衰退的预期。 这家微信运营商公布，3月份当季销售额增长13%，至人民币1800.2亿元（约合250亿美元），增幅快于预期。净利润增长14%，至人民币478亿元，低于预期，部分原因是人工智能研究和项目支出增加。 这些数据或许能让那些认为中国市值最高的公司腾讯能够抵御特朗普政府关税行动带来的经济动荡的投资者信心倍增。其股价在2025年已上涨25%。然而，腾讯运营着庞大的云计算、广告和金融科技服务业务，容易受到经济冲击和国内消费放缓的影响。其主要支持者Prosus NV的股价在欧洲一度上涨4.2%。 腾讯是DeepSeek引发的中国科技复兴的最大受益者之一，该公司今年 1 月发布的 R1 模型颠覆了美国在人工智能领域的主导地位，重新点燃了人们对本土技术的兴趣。 与许多竞争对手一样，腾讯高管周三回答了一系列关于公司如何利用人工智能盈利的问题。他们重申了对人工智能开发投入的承诺——这笔支出可能会抑制利润增长。但高管们表示，通过将这项技术整合到从微信到游戏和聊天机器人等一系列产品中，腾讯应该能够获得更长期的收入。 首席战略官詹姆斯·米切尔在电话会议上告诉分析师： “在人工智能部署方面，我们正处于一个未知领域，这不仅对腾讯而言，对整个世界而言都是如此。腾讯已经经历了许多阶段，将新产品培育到临界规模和相当受欢迎的程度。” 彭博行业研究分析师分析师Robert Lea和Jasmine Lyu表示，腾讯第一季度业绩虽然略有超出预期，但更令人安心的是，尽管面临关税不确定性，其业务仍有望实现稳健的增长。本季度，国内视频游戏业务表现突出，尽管运营支出高于预期，但调整后营业利润率仍环比提升 400 个基点至 38.5%。人工智能定向广告再次推动了广告增长，但鉴于地缘政治紧张局势和不确定的经济环境，下半年仍面临风险。 腾讯在回应有关针对英伟达公司芯片的制裁可能扰乱其人工智能发展的担忧时重申，目前其拥有足够的半导体和软件能力。 去年年底，这家深圳企业集团迅速抢购人工智能芯片，以满足云客户日益增长的需求。自与DeepSeek的产品整合以来，其旗下包括微信和类似ChatGPT的元宝在内的应用用户不断增长。 总裁刘炽平表示：“我们应该有足够的高端芯片来继续进行几代模型的训练。”
After two days of talks in Switzerland aimed at easing the trade war, both the United States and China reported making “substantial progress”. Chinese Vice Premier He Lifeng said it was an “important first step” towards resolving differences. Although neither side immediately announced specific measures on Sunday, He said that the world’s two largest economies […]
The Trump administration is considering slashing tariffs in weekend talks with China to ease tensions and alleviate the economic pain that both sides have begun to feel. The negotiations are scheduled to take place in Geneva on Saturday, with US Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng presiding over the talks. According […]
According to informed sources, the Trump administration plans to revoke the AI chip restrictions imposed during the Biden era. This is part of a broader effort to modify semiconductor trade restrictions, which have drawn strong opposition from major tech companies and foreign governments. The repeal bill has not been finalized yet and aims to reshape […]
The two governments announced the visit on Tuesday. This will be the first confirmed trade negotiation between the two countries since US President Donald Trump announced punitive tariffs of up to 145% on China (Beijing responded with retaliatory tariffs of up to 125%). Bessen told Fox News that the current tariff rates are unsustainable and […]
The Liberal Party of Canada won the general election for the fourth consecutive time. Mark Carney, the former governor of the Bank of Canada, who promised to boost economic growth and confront US President Donald Trump in the trade war during the election campaign, was eventually appointed. As of 10:14 p.m. Ottawa time, Liberal Party […]
The “sell US Treasuries” trade that has swept through the market this month could deal a lasting blow to investors’ willingness to hold the longest-dated bonds of the US government, a mainstay of financing the US deficit. For bond managers at BlackRock, Brandywine Global Investment Management and Vanguard, the problem is that as President Donald […]
According to three people familiar with the matter, Russian President Vladimir Putin insists that as part of an agreement to end the war, Russia must control four regions in Ukraine that it has not yet fully occupied. This requirement dealt a blow to US President Donald Trump’s efforts to achieve a ceasefire and a permanent […]
Facing new warnings from financial markets, business leaders and senior advisers, President Donald Trump this week eased up on two of his frequent targets: Jerome Powell and China. When Trump took office, he was determined to reshape the global economy. But in the face of turmoil in the stock and bond markets, as well as […]
US President Donald Trump said that although he was frustrated with the Federal Reserve for not lowering interest rates more quickly, he had no intention of firing Federal Reserve Chair Jerome Powell. “Never,” Trump told reporters on Tuesday. “The media is always reporting nonsense. No, I have no intention of firing him. I hope to […]