5月14日，腾讯控股ADR盘中下跌3.03%，报59.14美元/股，成交额1754.08万美元。
消息面上，腾讯于5月13日发布一季度业绩报告，营收1964.58亿元人民币，同比增长9%，略低于市场此前约1994亿元的一致预期。经调整净利润679.05亿元，同比增长11%，小幅超出预期。毛利率56.7%，同比提升1.6个百分点。
分业务来看，广告（营销服务）收入395亿元，同比增长20%，为增速最快板块。不过整体营收未达预期，叠加市场对AI高额资本开支压制未来利润空间的担忧，股价承压回调。腾讯当前正通过加大AI投入换取未来增长引擎，核心业务产生的充裕现金流为战略转型提供安全垫。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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