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港股異動 | 騰訊音樂-SW盤中大漲12%再創新高 市值超1100億港元
格隆匯12月22日丨騰訊音樂-SW(1698.HK)盤中一度大漲12%,最高報34.5港元再度刷新上市新高價,總市值達1150億港元。中銀國際上調騰訊音樂評級至買入,目標價上調至36.5港元。該行稱公司的音樂業務在收入增長及毛利率提升方面的長期前景均清晰,訂閲量、用户付費率及平均每付費用户收入(ARPPU)增長,及音樂廣吿的拓展,都將為音樂業務收入帶來支持。該行預測,未來三年音樂業務訂閲量按年增幅將達到十數個百分點。此外,中美審計監管合作取得關鍵進展,中概股退市風險進一步解除。

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