《大行報告》富瑞料騰訊(00700.HK)次季收入按年升12% 非國際會計準則淨利潤看漲27%
富瑞發表報告,預期騰訊(00700.HK)次季收入按年升12%至1,500億元人民幣,非國際會計準則淨利潤料可按年升27%至360億元人民幣。該行維持集團目標價看470元,評級「買入」不變。
該行指,按業務劃分,預期整體線上遊戲(包括國內及海外)收入按年升8.6%至460億元人民幣,業務按計劃執行,料海外收入按年增速將快於國內。考慮到廣告技術、視頻賬戶和618營銷活動的強勢,該行看好第二季線上廣告表現,料收入按年增22%至228億元人民幣(原預期增長21%)。至於金融科技和商業服務,相信消費者對支付業務的信心逐漸恢復,料收入按年增17%至492億元人民幣(原預期增18%)。
富瑞亦提到,是次業績焦點將會是生成式人工智能以及行業大語言模型和模型即服務(MaaS)策略的更新,及國內遊戲行業競爭格局及正在醞釀的新遊戲等。
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