中国科技巨头的AI投资开始迎来回报

China’s Tech Leaders See Early Payoff from AI Investments
中国科技巨头的AI投资开始迎来回报

中国多家科技公司正从其大规模的人工智能投入中看到早期成果，快手、腾讯等企业的最新季报显示，AI 已开始在业务增长中发挥明显作用。作为国内第二大短视频平台，快手线上营销服务收入同比增长 14% 至 201 亿元人民币，而其他服务收入也大幅增长 41.3% 至 59 亿元。尽管 AI 开发成本高昂，但许多大公司坚持长期回报思维，因此能够承受前期投入。

China’s major tech companies are beginning to see early returns from their aggressive investment in artificial intelligence, with firms like Kuaishou and Tencent reporting clear business gains in their latest quarterly results.

Kuaishou, the country’s second-largest short-video platform and key competitor to Douyin, said its third-quarter revenue growth was strongly supported by AI-driven upgrades. The company highlighted improvements in marketing solutions and the rising use of its Kling video tool, which helped boost both engagement and advertiser efficiency.

As a result, revenue from online marketing services rose 14% to 20.1 billion yuan (US$2.81 billion), while income from other services surged 41.3% to 5.9 billion yuan during the quarter ending in September.

Analysts say these early returns suggest that China’s tech giants are entering a new phase where AI investments begin to translate into real commercial value. While AI development comes with high costs, many large firms follow a long-term ROI mindset, enabling them to absorb heavy upfront spending. Companies like Tencent and Kuaishou are doubling down on AI, betting that the technology will become central to future growth across entertainment, advertising, and digital services.

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