《大行報告》麥格理:騰訊(00700.HK)視頻號有望成為收入主要引擎 評級「跑贏大市」
麥格理發表研究報告指出,騰訊(00700.HK)旗下的視頻號為中國領先的短視頻平台,相信有望成為集團的主要收入貢獻,支持公司盈利復甦。
該行認為,騰訊視頻號與集團其他生態系統有強大的協同作用,在用戶、內容創作者及商戶之間提供更多互動元素及全渠道解決方案,尤其是與微信的關鍵資產有所銜接,如小程序、支付、官方帳戶及即時消息方面,提供多樣化的內容。
於內地互聯網行業中,麥格理首選騰訊,目前股價相當於2023財年市盈率18.6倍,對其盈利預測保持不變,維持「跑贏大市」評級及目標價515元,認為集團成功將視頻號變現,加上遊戲和在線廣告恢復,推動明年上半年的盈利加速增長。
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