-- 彭博社周五发布的财报前瞻显示，由于人工智能成本上升和国内竞争加剧，阿里巴巴集团（HKG:9988）和腾讯控股（HKG:0700）下周公布的业绩可能放缓。 彭博社援引彭博行业研究的数据称，腾讯全年盈利增长预计将放缓至10%左右，原因是其人工智能投资翻了一番；而阿里巴巴则面临中国消费前景疲软的压力。 彭博行业研究还表示，由于云计算领域竞争激烈且利润率承压，强劲的云计算需求不太可能在2026年为两家公司带来显著的盈利增长。 两家公司都将于下周三公布业绩。 （市场动态新闻来源于与全球市场专业人士的对话。这些信息被认为是来自可靠来源，但可能包含传闻和猜测。准确性无法保证。）
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