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《大行報告》野村料騰訊(00700.HK)首季非通用會計準則淨利潤313.57億人幣 按年升23%
阿思達克 04-21 10:21
野村發表研究報告指,預計騰訊(00700.HK)今年第一季收入按年增長8%,非通用會計準則淨利潤按年升23%至313.57億人民幣。該行預計,季內線上遊戲收入按年增長4%;隨著視頻賬戶(VA)廣告開始投放,廣告收入可能按年錄強勁增長19%,這是受惠於強勁的社交廣告收入,又料VA廣告收入已增至15億元人民幣,佔季內社交廣告總收入的8%。 該行表示,騰訊最新的用戶參與度和廣告毛收入將影響市場情緒和對其的廣告收入預測,同時市場或會密切關注騰訊是否會繼續減持其投資組合及其遊戲發布時間,維持集團「買入」評級及目標價510元。
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