《大行報告》高盛下調騰訊(00700.HK)目標價至503元 剔出確信買入名單
高盛發表報告指,由於與該行覆蓋範圍內的其他「買入」評級股份相比,騰訊(00700.HK)的隱含上升差距縮小,因此將其剔出「確信買入」名單,股份目標價由559元下調至503元,但仍維持「買入」評級,相信騰訊可繼續為投資者帶來有利的風險回報。
高盛表示,自去年8月將騰訊納入「確信買入」名單後,其股價下跌20%,與恆指的下跌19%大致相符,但跑贏KraneShares滬深中國網路ETF的下跌35%。
由於有空前的微信生態系統,加上在遊戲領域有領導地位,且影片賬戶、國際遊戲和SaaS有新增長動力,該行認為騰訊仍是中國互聯網行業中定位最獨特的公司之一。 雖然第二季宏觀經濟疲弱帶來短期收入/盈利壓力,但高盛認為騰訊正在鞏固各業務的龍頭地位,並有望於今年下半年恢復收入增長。
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