EPISODE · Aug 18, 2026 · 5 MIN
AI大战转折点？腾讯在打“中途岛战役”
from 深度
美银美林将腾讯 AI 竞争格局比作"中途岛战役"，维持买入、目标价 780 港元（较 440 港元现价约 77% 上行空间），核心看点是算力前置投入、混元以推理效率换规模、WorkBuddy 与微信"小微"双线落地，以及短期折旧压力换长期 AI 期权价值。
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AI大战转折点？腾讯在打“中途岛战役”
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