《大行報告》美銀證券下調騰訊(00700.HK)目標價至626元 評級「買入」
美銀證券發表報告指,內地收緊未成年人登入遊戲限制,為遊戲行業添壓,但大型遊戲開發商,例如騰訊(00700.HK)管線中有很多獲批的遊戲,該行對騰訊今年下半年至明年上半年遊戲收入預測已經假設了新熱門遊戲收入貢獻有限,並將今年至後年的總收入預測下調少於1.5%,以計及新遊戲推出進一步受阻的可能。該行將騰訊目標價由642元降至626元,維持「買入」評級。
據《CNBC》早前報道,螞蟻集團被監管當局要求與國有機構成立合資公司,共同擁有和管理信用資料,和設立額外應用程式提供網上金融服務,美銀證券認為,事件可能成為騰訊的先例,或會削弱該公司的數據掌握優勢。不過美銀證券說,由於騰訊用戶使用支付和投資工具,多過取用信貸,加上若騰訊允許在其通訊工具上,快速開啟淘寶連結,騰訊有可能成為阿里巴巴(09988.HK)的支付系統提供者,因此或部分抵銷金融科技業務收入下行。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.