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《大行報告》大摩:投資者對騰訊(00700.HK)今年網遊業務前景轉趨樂觀 重申「增持」評級
阿思達克 01-13 14:28
摩根士丹利發表報告指,投資者對騰訊(00700.HK)今年網遊業務前景轉趨樂觀,並對其新遊戲毛利潛力相當感興趣。隨著內地監管環境的進一步放寬,投資者亦對金融科技前景亦愈來愈有信心。該行重申對騰訊「增持」評級,目標價420元。 該行指,投資者對騰訊遊戲今年的增長潛力信心加大。騰訊去年遊戲業務增長乏力為市場重點關注因素,但自去年11月以來出現兩個拐點催化劑,包括去年11月和12月的總收入提高,以及獲得關鍵IP《越南大戰:覺醒》、《寶可夢大集結》和《失落的方舟》遊戲授權,估計年總收入分別為10億、8億、30至40億人民幣。 大摩預測,騰訊今年的遊戲總收入將按年增長10%,其中內地遊戲收入按年增長5%,海外遊戲收入按年增長22%。另外,該行預計騰訊今年視頻賬戶(VA)的廣告收入增長16%。
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