研報掘金|華泰證券:上調騰訊目標價至505.43港元 看好遊戲長線營運能力及微信商業化潛力
華泰證券發表研報指,騰訊第三季度營收按年增長8.1%,基本符合市場一致預期。經調整淨利潤按年增長33.2%,超出預期11.4%,主要由於投資收益和税率改善。華泰證券預期,騰訊今年第四季度遊戲收入將加速增長,至於2025財年春節《地下城與勇士》手遊增量有望成為催化劑。
華泰證券看好騰訊遊戲的長線營運能力及微信的商業化潛力。另外,華泰證券將騰訊2024至2026財年經調整淨利潤預測分別上調2.5%、0.2%及0.3%,同時將其H股目標價由495港元上調至505.43港元,維持“買入”評級。
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