汇丰:阿里腾讯AI变现潜力被低估? episode artwork

EPISODE · Apr 3, 2026 · 7 MIN

汇丰:阿里腾讯AI变现潜力被低估?

from 深度

汇丰报告指出,市场低估了阿里和腾讯的AI变现能力,股价回调是短期运营费用顾虑。腾讯凭借微信高粘性和多元变现路径,阿里依靠to-B和to-C双轮驱动,平台型公司优势显著,汇丰维持买入评级,目标价上行空间可观。

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汇丰:阿里腾讯AI变现潜力被低估?

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