盤中異動 | 騰訊控股盤中下跌4%，報於332.8港元
2022年5月10日9時30分，騰訊控股(HK00700)盤中下跌4%，報於332.8港元，成交額達4.34億港元，換手率達到0.01%。
5月10日訊，投資者應在新配對交易中做多京東並做空騰訊。分析師FelixWang表示，自3月底決定“大幅”縮減京喜規模以來，Hedgeye對京東的負面情緒有所減弱。通過重組新業務，京東可以專注於恢復盈利能力和提高利潤率，“這是京東的牛市理論的關鍵部分。”雖然京東與騰訊的合作可能會在本月晚些時候結束，但Hedgeye質疑“京東到底需要騰訊的生態系統做多少事”。Hedgeye還建議做空騰訊（Tencent），因其復甦似乎比同行更具挑戰性。FelixWang認爲，網易、字節跳動和HoYoverse正開始對騰訊的遊戲帝國發起“嚴峻挑戰”。“2022年的騰訊與2020年的騰訊有很大的不同，這並不完全是因爲監管機構，”FelixWang在週四的一份交易預覽中寫道。“騰訊公司在許多部門都在倒退。在激烈的競爭和監管環境下，所有業務（VAS、廣告、金融科技/雲）都陷入困境，目前很難擁有這家公司。”FelixWang預計，鑑於新冠疫情的影響，京東和騰訊將於5月中旬公佈“醜陋、混亂”的第一季度業績，儘管京東比騰訊擁有更多積極的催化劑。他認爲未來幾個月可能出現約30%的“分化”。
4月27日，頭豹研究院：自動駕駛企業加速入局智慧交通。4月22日，花旗：重申騰訊控股(00700)“買入”評級，目標價降至522港元。4月21日，交銀國際：維持騰訊控股(00700)“買入”評級，目標價降至521港元。
最新的財務數據顯示，公司於2021年4季度，營業收入5601.18億人民幣，淨利潤2278.1億人民幣；營業收入同比增加16.41%，毛利潤同比增加10.97%，淨利潤同比增加42.27%。
盈立趨勢長盈模型最近一次交易信號，2022年5月4日出現觀望信號，觸發價格爲368.4港元（信號僅供參考）。
uSMART智能寫手的信息、數據均來自媒體公開報道，智能寫手不能保證其完全準確，內容僅供參考，不構成投資建議。
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.
