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《大行報告》匯豐研究升騰訊(00700.HK)目標價至385元 上調盈測
匯豐研究發表報告指,騰訊(00700.HK)發行的網遊《地下城與勇士:起源》獲批進口遊戲版號,是市場期待已久的一款遊戲,相信消息令網絡監管憂慮得以緩和。在市場對遊戲貨幣化進展更趨樂觀下,對騰訊今年本土遊戲收入的增長預測由3%上調至6%,並將今明兩年的盈利預測上調2%。 年初至今,騰訊股價跑輸網易(09999.HK),該行相信差距將會收窄,維持其「買入」評級,目標價由380元上調至385元,現價相當於今年預測市盈率13倍,兩年盈利複合年增長率17%,估值不算高。
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