腾讯(00700.HK)股价涨3%突破600元创新高 市值升至5.77万亿元
腾讯(00700.HK)股价午後上破600元创新高,最高暂见603元,现升3%,报602.5元,成交1,573.9万股,涉资93.6亿元,市值突破5.77万亿元
麦格理发表的研究报告指,近月与腾讯(00700.HK)进行多次讨论,亦就其财务及指标等与蚂蚁(06688.HK)做比较,基於相关因素调整了对微信支付的估算,参考蚂蚁的估值,认为到2022年前微信支付估值应可达2,640-3,460亿美元。麦格理指出虽然金融科技增值服务拓展较慢,但相信支付业务较金融服务有价值,而微信支付估值亦会较蚂蚁贵。该行调整了对腾讯金融科技方面的估算,将2020-22年的每股盈测分别降2%、0%及升2%,目标价由797元升至815元,重申「跑赢大市」评级。
另外,腾讯旗下由古龙正版授权,国风MMORPG手游《天涯明月刀》上市首周,便在中国App Store预估收入近5,000万美元,打破2019年《完美世界》手游创下的上市首周收入记录。
较早前,美国上诉法院驳回司法部要求解除禁止WeChat下架的临时禁制令,苹果(AAPL.US)及Alphabet(GOOGL.US)的谷歌美国应用程式商店可以继续下载WeChat。
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