今日放榜！騰訊繼續走高，股價已從十月低點反彈近45%
近日，$騰訊控股(00700.HK)$連日走高，今日開盤繼續上揚，股價已從十月低點反彈近45%。
騰訊控股將於今日公佈2022年度Q3財報。據市場一致預期，預計騰訊控股三季度營收爲1418億元人民幣；調整後淨利潤爲303億元人民幣；調整後每股收益爲3.12元。
近期，多家機構發佈研報對騰訊本次業績進行預測。投行對該股的評級以買入爲主，近90天內共有58家投行給出買入評級，近90天的目標均價爲424.93。機構一致認爲，雖然騰訊遊戲業務、廣告業務短期繼續承壓，但其視頻號信息流逐步變現、廣告營收貢獻已逐步起量，有望成爲騰訊業績的下一驅動力。此外，公司積極推進降本增效措施，預計22Q3利潤率環比繼續改善。中信證券最新一份研報給予騰訊控股買入評級，目標價330。
天風證券發研報指，騰訊核心競爭優勢穩固，基本面中期動能較充足。遊戲業務渡過市場調整期後，隨着產品管線釋放、海外滲透率提升，有望逐步恢復收入彈性；視頻號潛力強勁，商業化提速，或可推動廣告業務進入新一輪增長期；金融科技及企業服務消化基數後亦有望重拾較高增長。
該行認爲，騰訊控股明確的降本控費策略可支撐短期業績韌性，預計3Q22 收入同比-1.7%，Non-IFRS淨利潤同比-3.1%；收入加速的拐點漸行漸近，從中期配置而言，當前估值水平以及業績修復趨勢蘊含了可觀的風險收益比，維持「買入」評級。
中信研報表示，隨着經濟恢復和疫情有效控制，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，業績或有望逐步恢復增長。維持騰訊「買入」評級，認爲當前股價已進入價值投資區間。
此外，在二季度的業績電話會中，騰訊CEO馬化騰表示，公司將繼續收緊營銷開支，降低運營費用；未來聚焦於提升業務效率，視頻號將成爲業務重點。目前騰訊的股價和投資組合價值被嚴重低估。
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