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《大行報告》瑞銀下調騰訊(00700.HK)目標價至650元 評級「買入」
阿思達克 08-19 10:52
瑞銀發表研究報告指,騰訊控股(00700.HK)未來在廣告、手機遊戲、金融科技產品方面仍然有進一步風險。預期未來會進一步監管收集和使用用戶數據,當中主要在線上遊戲、付款、線上媒體和社交網站平台上,故再降低預期以反映風險。 該行仍視公司為高質素企業,相信在處理監管問題上會較其他同業好,但因應不確定性增,相信投資者將等待更好的位置。 該行表示,未來1-2年仍有增長點,包括海外遊戲市場的增長、小程序的商品成交額增長,相信小程序、短視頻和搜索業務將成為廣告方面的主要增長動力,雲業務也將迎來數年機遇。目標價由700元降至650元,維持「買入」評級。
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