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港股異動 | 騰訊控股早盤段漲超6%創新高,花旗上調其目標價至876港元
uSMART盈立智投 01-25 09:58

uSMART盈立智投1月25日消息,週一港股早盤,騰訊控股一度衝高至735.5港元,漲幅高達6.82%,股價再創新高。

【騰訊控股目前支持20倍槓桿日內交易】

消息面上,騰訊持股21.5%的快手科技明日起公開招股,每股招股價介乎105港元至115港元,每手100股,入場費11615.89港元,擬發行3.65億股新股,當中97.5%國際配售,2.5%公開發售,倘計及超額配售權,集資額最高可達483億港元,較去年集資王京東(09618)的345.6億港元更高,成爲2019年底阿里巴巴(09988)回港第二上市籌逾千億元以來,逾一年集資最多的新股。

快手是次發行股份相當於已擴大後股本8.89%,在計及超額配售權前,集資額已高達384億至420億港元,相當於公司估值約4314億至4724億港元;假若招股反應熱烈的話,最後悉數行使15%的超額配售權,則集資額可進一步增至441億至483億港元,屆時公司整體估值將達4367億至4783億港元。

花旗:上調騰訊控股目標價19%

大行評級方面,花旗上調騰訊控股目標價19%,將目標價從734港元上調至876港元。看好微信收入持續增長的前景、全球遊戲市場份額不斷提高以及企業客戶業務的增長。

花旗最新報告指出,隨着微信進入運營第11年,其超級應用生態系統日趨強大,並且從搜索、交易和視頻社交等多維度獲得利潤,看好未來10年前景。

中國公募基金四季度重倉騰訊、美團

機構觀點上,華西證券稱,從中國公募基金季報看,公募四季度在港股配置倉位首次突破10%,重倉股集中在騰訊、美團等。中金認爲,目前機構對航空航天科技行業的超配幅度還遠低 於歷史峯位,仍有較大提升空間。

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