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大行每日評級 | 高盛大幅上調騰訊目標價,至929港元
今日看點
1.高盛預計騰訊的遊戲將會在2023年於總值2,200億美元的全球遊戲市場中搶佔市場份額,旗下廣告的增長將受到微信的短視頻的過渡時間、及其廣告技術提升所帶動。
2.信義光能受摩根大通,瑞信,中銀國際,等大行看好,預計信義光能銷售量將提升。
3.高盛認爲比亞迪業務組合獨特,可以在檔純電動車、創新混合動力技術,以及具成本效益的電池供應市場尋找機會並且電池外部銷售將增加。

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