大行評級丨中信證券:維持騰訊控股“買入”評級 目標價467港元
格隆匯7月17日丨中信證券發佈研究報吿稱,維持騰訊控股“買入”評級,目標價467港元,2023-25年Non-IFRS淨利潤預測1490/1698/1937億元。該行預計,二季度公司業務延續健康增長趨勢,隨着宏觀經濟回暖、視頻號商業化加速、重磅新遊戲上線、降本增效持續推進,公司業績有望進一步提升。公司積極擁抱AI科技浪潮,推出高性能計算集羣、MaaS產業服務解決方案等產品,並利用AI技術推動社交平台、遊戲、廣吿等業務轉型升級,有望帶來增長新動能。該行預測公司2Q23實現營收1496億元,Non-IFRS淨利潤或達351億元。
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