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2)AI 表现:本季度公司实现 84 亿美元的 AI 收入,环比增长 19 亿美元。公司预期下季度 AI 收入将达到 107 亿美元,环比增长 23 亿美元,好于市场预期(97 亿美元)。
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More than 20,000 fans from all over the world flocked towards the Co-op Live arena in Manchester on Friday to watch Harry Styles perform his first concert in two and a half years – some waiting 48 hours for a place down the front.
Marketing spend stood out even more. From 2023 to 2024, marketing and advertising expenses increased from RMB 216 million to RMB 314 million, while promotion fees paid to one third-party platform rose from RMB 133 million to RMB 176 million. Customer acquisition costs kept climbing, indicating intensifying competition for traffic.