港股異動丨騰訊升近2%,今日盤後公佈業績
騰訊(0700.HK)盤中拉昇一度升1.82%報290.2港元。消息面上,騰訊即將於今日盤後公佈業績。摩根士丹利預計,騰訊Q4收入同比升8%,其中網遊收入同比升1%,主要受累高基數。大摩提到,市場將集中關注手遊《元夢之星》及多人線上戰鬥競技場遊戲(MOBA)去年12月流水錶現,以觀察對今年遊戲收入再加速的推動力。招銀國際1月底報吿認為,騰訊上季遊戲收入增長可能放緩,但對騰訊在內地遊戲市場的長期領導地位和應對海外遊戲市場的能力持樂觀態度。由於騰訊放慢數款關鍵遊戲的變現步伐,預計上季內地遊戲收入同比增速放慢至3%,由於高基數效應,上季國際遊戲收入同比持平。招銀國際稱,金融科技及企業服務收入將同比增長15%,分部利潤率將進一步提高,這要歸因於低基數下的付款回收、雲業務調整以及直播電商增量收入。招銀國際提到,隨着騰訊調整收入組合和規模,將推動整體利潤率提高。

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