《大行報告》高盛微降騰訊(00700.HK)目標價至755元 重申列確信買入名單
高盛發表研究報告,指騰訊控股(00700.HK)第二季業績穩健,收入及純利均符該行預期。
該行降騰訊2021至2023年收入預期1%至2%,以反映下調遊戲和社交媒體收入預測,純利預測則降3%至9%,以反映投資附屬虧損擴大,正進入再投資周期;目標價由759元輕微降至755元,維持「買入」評級,並續列「確信買入」名單內,看好其業務基本面穩固、風險回報吸引,以及認為保護兒童政策已帶來過度調整,騰訊在政策出台已採取更嚴厲保護兒童措施。
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