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分歧中上漲!騰訊(0700.HK)逆勢漲近5%
格隆匯 08-06 14:35
格隆匯8月6日丨騰訊今日逆勢上漲,盤中最高漲4.78%至460港元,市值4.41萬億港元。在互聯網被反壟斷陰影籠罩,官媒批遊戲“毒害”未成年人,騰訊股價自高位跌去超40%之際,商界大佬段永平日前在社交論壇透露加倉騰訊引市場關注。不過,格隆匯APP數據顯示,自7月15日至昨日的16個交易日中,港股通資金僅在一個交易日(8月4日)淨買入騰訊,其他15個交易日均為淨賣出,共計淨賣出285億港元。高盛最新報吿認為騰訊雖然目前仍面臨監管不明朗的風險因素,但股價已調整過度,重申買入評級,將其納入確信買入名單。不過,花旗最新報吿指出,逐漸收緊的監管環境及最近的反競爭法調查將使騰訊在獲得優惠税率方面顯得有困難,並預期騰訊未來兩年的盈利相對將下降。

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