騰訊馬化騰:今年全力發展視頻號直播電商 冀遊戲出海走向國際化
騰訊(00700.HK)(TCEHY.US)董事會主席、首席執行官馬化騰在公司年會上表示,今年騰訊雲重點發展的一大業務是AI(人工智能)和大模型。馬化騰揚言,AI是去年全行業甚至全世界的重點,騰訊已跟上第一陣列,稱不能算最領先,但是至少沒有太落後。在遊戲業務方面,騰訊要找準主業聚焦,不做太多硬件投入,要投入更多精力在出海上,遊戲出海是公司目前出海國際化的最大希望。
馬化騰表示,微信已有12年的歷史,是騰訊目前日活、整個生態最強壯的平台,但微信這棵老樹如何發新芽是一個很大的問題。一年前曾指視頻號是「全鵝廠的希望」,經過一年多的發展,的確不負眾望,在成長過程中給很多驚喜,讓過去短視頻失利的情況下,重新具備一個堅實的抓手。微信未來除特別重要的戰略性產品和基礎投入外,產品必須盡快推出帶來收入。而借貸及保險等金融服務是有發展空間,但必須注重風險。
馬化騰又指,集團最關鍵的不是跟在別人身後做一樣東西,而是結合自身特點、做熟人社交的短視頻。公司用戶群體的消費能力很強,但多年來缺乏的電商知識還是要補的,所以今年能夠全力發展的就是視頻號直播電商,電商和廣告是相輔相成的。
對於集團早前斥資64億元人民幣在北京拿地,馬化騰認為,這不是僅僅為提振信心,而是經過深思熟慮的。公司業務比較穩健發展起來是有這個需求的。(ta/cy) ~
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