《大行报告》瑞银:腾讯(00700.HK)季绩符预期 但料股价受加大投资所影响
瑞银发表报告表示,腾讯(00700.HK)今年首季收入录1,353亿人民币按年升25%,略高於该行及市场原预期各3.4%及2.4%,期内经调整EBIT录428亿人民币大致符合预期,手游收入按年升19.4%亦符合市场预期。
该行指,腾讯管理层指会加大主要领域投资,包括企业服务、游戏及短视频,料市场会对腾讯首季业绩反应正面,但预期股价会一定程度上受到管理层加大投资方向所影响。该行维持腾讯「买入」评级及目标价780元。
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