《大行報告》花旗對騰訊音樂(TME.US)開啟30日下跌催化劑觀察
花旗發表研究報告指,騰訊音樂(TME.US)於下半年仍然存在進一步下調預測的風險,如果線上音樂無法維持穩健的增長勢頭,則音樂業務有增長放緩風險,持續的宏觀因素疲弱亦可能影響集團下半年線上廣告收入增長。因此,該行對集團開啟30日下跌催化劑觀察。
該行表示,予騰訊音樂「中性」評級,目標價7.5美元。該行指,其收入在今年第一季恢復正增長,但集團決定加強直播收緊措施後,令公司的增長前景變得更加黯淡,加上來自短視頻平台的持續競爭壓力,認為社交娛樂收入將面臨持續挑戰。
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