《大行報告》野村料騰訊(00700.HK)次季收入按年升13% 非通用會計準則每股盈利增25%
野村發表報告指,預計騰訊(00700.HK)第二季收入按年增長13%至1,520億元人民幣(下同),與市場預期一致;非通用會計準則每股盈利增25%至3.63元,較市場最新預期低出約5%。該行指,在廣告市場復甦及其視頻號(VA)廣告的推動下,集團的廣告業務或按年增23至230億元。
該行預計,集團的海外市場將成爲網絡遊戲業務的驅動力,另預計次季金融科技和商業服務收入將增長21%至510億元,而金融科技收入則料增25%,騰訊雲收入將增長4%。該行予騰訊「買入」評級,目標價510元。
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