大行評級|美銀:重申騰訊“買入”評級 上調2024年至26年每股盈測
美銀證券發表報吿指,騰訊今年第二季收入按年升8%至1,610億元,符合預期;本地及海外遊戲業務增幅皆按年升9% ,廣吿業務增長按年升19%超預期,期內盈利勝預期。毛利率持續其按年及按季擴張的軌道達53.3%,稍高過預期。該行指,下半年遊戲業務增長應加快以帶動穩定的整體收入增長。該行指,對於公司的遊戲增長明朗程度、對宏觀經濟的應對以及毛利擴張不是短期行動感到放心,稱管理層相信轉移至更高毛利的收入來源可持續數年。美銀證劵上調騰訊2024年至2026年的每股盈利預測分別至19.19元、21.66元及24.17元,維持目標價480港元,重申“買入”評級。
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