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《大行報告》花旗料騰訊(00700.HK)第三季收入按年升9.8% 非通用會計準測淨利潤按年升15.4%至372億人民幣
花旗發表報告指,騰訊(00700.HK)將於11月15日公布第三季度業績,估計盈利及利潤率略為好市場預期,收入大致符合預期,遊戲增長較緩慢,但部分被廣告收入增長抵銷,預期第三季收入按年升9.8%至1,539億元人民幣,非公認會計準則淨利潤按年升15.4%至372億元人民幣,利潤率24.2%。 該行料騰訊第三季網上遊戲收入按年升6.2%至455億元人民幣,其中本地遊戲升4%,廣告收入升21.4%,其中媒體廣告升12.7%、社交平台及其他廣告升22.6%。 該行指,第四季比較基數較高,視頻直播將會支持電商廣告開支上升,在雙11期間商業服務收入增長,維持對騰訊「買入」評級,目標價496元。該行認為,騰訊股價可能繼續受宏觀經濟及地緣政治影響,人工智慧模型「混元」(Hunyuan)的貨幣化進程,或會支持氣氛改善。
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