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瑞銀:維持對騰訊(0700.HK)買入評級 目標價650港元
格隆匯 09-21 12:25

瑞銀髮表的研究報告,對於美國方面的相關行政命令,騰訊早前指美國收入佔比僅2%左右,但監管因素持續為投資者帶來憂慮,相信針對騰訊方面的投資情緒在美國大選後將有改善,而《地下城與勇者》及《英雄聯盟》手遊版推出亦料有幫助。

該行估計騰訊的美國手遊收入佔比少於一成,而來自Riot及Epic的收入則佔高單位數百分比,騰訊在美國的主要投資都在遊戲及社交領域。該行維持對公司買入評級,目標價650港元,相信公司增長可見性、同業競爭定位及利潤擴張等均有改善。

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