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《大行報告》中信証券料騰訊(00700.HK)第三財季營收按年升9.1%至1,528億人幣 非國際會計準測淨利潤增22.2%至394億人幣
中信証券發表報告,預計騰訊(00700.HK)第三財季營收1,528億元人民幣(下同),按年增長9.1%,非國際會計準測(Non-IFRS)淨利潤料394億元,按年增長22.2%,業務維持健康增長趨勢,暑期新遊戲及視頻號、小程序商業生態貢獻增量,混元大模型發布補齊AI版圖。 中信証券看好宏觀經濟回暖、產品創新疊代和互聯互通帶來的機遇,騰訊積極擁抱人工智能浪潮將釋放更大潛力。維持「買入」評級。目標價468元。 該行指,維持公司全年Non-IFRS淨利潤預測1,490億元,考慮公司 AI大模型領域佈局和金融科技拓展帶來增量業務,降本增效及高毛利業務佔比提升帶動利潤率中樞上移 ,上調明年和後年Non-IFRS淨 利潤預測分別至1,741億元和1,995億元,原預測為1,698億元和1,937 億元。
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