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《大行報告》美銀證券下調騰訊(00700.HK)目標價至497元 評級「買入」
阿思達克 05-19 12:20
美銀證券表示,騰訊(00700.HK)今年第一季收入差過市場預期,預計今年第二季將受到封城全面影響,收入按年下降9%,然後在下半年逐步復甦,將目標價從525元下調至497元,假設下半年重新放寬防疫措施,收入增長將改善,重申評級「買入」。 美銀證券認爲,隨着宏觀消費和商業活動放緩,騰訊的廣告、金融科技和雲業務將繼續受到疫情封鎖的影響,而且這種低迷並與其產品的競爭力問題相關。
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