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《大行報告》大摩相信騰訊音樂(TME.US)股價60日內將升
摩根士丹利發表研究報告,預測騰訊音樂(01698.HK)(TME.US)的股價在未來60日內有70%至80%機率會上升,指出其股價已跌至接近今年內低位,主要反映今年第二季部分社交娛樂內容及互動業務的一次性調整影響。 該行預計,在訂閱、廣告和數字專輯銷售向好,及營運槓桿改善的推動下,今年第二度音樂收入將按年升40%,增速較首季的34%加快,有助抵銷社交娛樂業務的負面影響,帶動經調整淨利潤料按年升56%至16億元人民幣。 大摩強調,騰訊音樂現時估值便宜,給予騰訊音樂美股目標價10美元,評級為「增持」。
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