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大行評級|中銀國際:上調騰訊目標價至470港元 預測第四季遊戲收入將加速增長
格隆匯 11-14 16:11

中銀國際發表研究報吿指,騰訊第三季調整後的純利按年增長33%,超出預期,總收入按年增長8%,毛利率為53.1%。該行預測,遊戲收入將在第四季加速增長,線上廣吿增長將放緩,金融科技將逐步復甦,同時基本服務收入保持穩健。中銀國際預計,在騰訊生態系統內,隨各種基礎設施和人工智慧工具的應用,流量的逐步變現將提高盈利能力。

該行維持公司“買入”評級,目標價由445港元升至470港元,並上調2024至2026財年的純利預測3%至4%,相信毛利擴張會持續。

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