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《大行報告》中信証券:騰訊(00700.HK)股價已進入價值投資區間 料業績有望逐步恢復增長
內地科網股今早(15日)受追捧,騰訊(00700.HK)半日股價抽升9.6%,收285.6元。中信証券近日發表報告表示,騰訊旗下微信上線搜索結果廣告,預計商業化變現進程加速有望帶動騰訊廣告業務回暖,預測搜索結果廣告至2027年有望帶來70億人民幣左右增量收入,商業化彈性較大。該行能預計隨著經濟恢復和疫情得到有效控制,視頻號、搜一搜商業化加速推進,重磅新遊戲上線,以及成本持續優化,公司業績有望逐步恢復增長。 該行認為當前騰訊股價已進入價值投資區間,核心業務保持較強競爭優勢,中長期仍有持續上行空間,維持「買入」評級,目標價330元。 中信証券表示,維持對騰訊2022年至2024年非國際財務報告準則淨利潤預測各為1,173億、1,393億及1,663億人民幣。
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