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《大行報告》中金:騰訊(00700.HK)擬年底推企業微信和騰訊文檔深度融合版本 維持「中性」評級
阿思達克 11-05 14:25
中金發表報告,指參加了2021年騰訊數字生態大會。會上,騰訊雲預告,即將在年底推出企業微信和騰訊文檔深度融合的版本,更好提升用戶體驗。 大會上,騰訊雲宣布擁有100多萬台服務器,全網帶寬資源儲備超過200T,存儲規模突破10EB。拳頭級別分佈式數據庫產品TDSQL服務了國內前10大銀行中的6家,逐漸替代金融機構的核心業務系統數據庫。同時加深在硬件層面的積累,AI推理芯片紫霄,視頻轉碼芯片滄海,智能網卡芯片玄靈的性能相比同行均有明顯提升。 生態建設層面,騰訊雲充分發揮連接器的作用,攜手9,000多家生態合作夥伴,收入破千萬的合作夥伴增加150%。 未來三年,公司計劃投入超過200億元,培育超過1,000家年收入突破1,000萬元的夥伴企業。 垂直行業深耕層面,騰訊雲目前服務了30多個行業,推出了400多個行業解決方案,在各垂直行業具有豐富落地經驗。 中金維持對騰訊2021年和2022年收入及盈利預測,並維持「中性」評級,維持基於分部加總估值的目標價610元,對應31.7倍2022年經調整市盈率,較現價有30%上行空間。
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