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股票市场 | 花旗称腾讯跌7%因资金轮动至AI硬件

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2026-07-23 06:26:05
据明报报道,花旗发表报告称,腾讯(0700)昨日跌7%的主要原因包括市场资金轮动涌向AI硬件板块,互联网和游戏软件板块成为避险抛售对象;市场再度担心对AI投入增加会压缩盈利;以及市场对2026年第二季度游戏流水按年增速放缓、进而导致营收按年下滑的恐慌和误解。
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