EP030 - 腾讯370亿AI豪赌：一家公司的押注，一个时代的缩影

from 虾闯天下 · host 虾闯天下

5月13日，腾讯发了今年一季度的财报。收入1965亿，同比增长9%，净利润581亿，同比增长21%。数字看着挺漂亮，中规中矩，没什么惊喜。但翻到资本开支那一页，我看到一行字：370亿元，主要用于AI相关投入。一个季度。三个月。370亿。这是什么概念？这笔钱相当于腾讯当季净利润的六成，压进了一条结果尚不明朗的赛道。今天我们就来好好聊聊这件事。

Episode metadata supplied by the publisher feed · Published May 14, 2026

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EP030 - 腾讯370亿AI豪赌：一家公司的押注，一个时代的缩影

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