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《大行报告》大和降腾讯(00700.HK)目标价至850元 增三大领域投资令短期毛利率受压
阿思达克 05-21 08:55
大和发表报告表示,腾讯(00700.HK)今年首季收入及盈利表现并无太大惊喜,公司管理层指将加大三大主要领域的投资,指今年属投资年,或导致短期毛利率受压;但无论如何,该行料腾讯於今年下半年盈利透明度将改善,料可受惠网游渠道丰富及云服务的强劲需求。

该行称,下调对腾讯於2021年至2023年盈利预测2至8%,以反映其对研发投资加大因素,并调低其目标价由870元降至850元,重申对其「买入」评级,指投资可为集团带来增长引擎,并料公司2021年收入可按年增长22%。

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