You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》光大證券:美國微信禁令再被法官駁回 維持騰訊(00700.HK)「買入」評級
阿思達克 10-28 14:30
光大證券發表報告表示,美國微信禁令再被法官駁回,仍可正常下載與使用,即使WeChat禁令生效亦不會對騰訊(00700.HK)整體業務產生顯著影響,因微信在美國以及海外業務體量佔比很小,以去年騰訊海外收入佔比仍不足5%,其中來自美國的收入佔比不足2%。

報告又指,騰訊投資活躍,其資產仍主要集中於國內市場,內地及香港的投資佔比居第一;北美地區是騰訊海外投資版圖的重要地區,其投資佔比居於所有區域第二名。

該行稱,公司海外業務體量及收入佔比小,核心業務游戲收入繼續高速增長,增值服務、網絡廣告、金融科技與雲服務均表現出較強的逆周期成長性,微信通過視頻內容/廣告/小商店有望加速商業生態成長與貨幣化,因此維持其2020至2022年度盈利預測、目標價為602元及「買入」評級不變。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account