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大摩:維持騰訊(0700.HK)“增持”評級 目標價820港元
格隆匯 04-16 17:27

摩根士丹利發表研究報吿指,騰訊控股(0700.HK)的平台和內容事業羣(PCG)宣佈了新一輪的組織和員工調整,這是自2018年成立以來最大的一次改組。當中PCG旗下的騰訊視頻、微視及應用寶將合併在在線視頻業務部門(OVB)。該行維持“增持”評級,目標價820港元。

該行認為,此次宣佈的重組可令騰訊內部資源整合,以及鞏固其在內容時代的領導地位。另外,將騰訊視頻(長視頻)和微視(短視頻)整合到一個新的在線視頻業務部門中,可以幫助騰訊充分利用其豐富的視頻產品,從而更好地與新興平台如抖音、快手(1024.HK)及嗶哩嗶哩(9626.HK)競爭。

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