You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級丨德銀:大升騰訊目標價至650港元,各業務可受益於AI
格隆匯 03-25 13:02
德銀的研究報告指,騰訊(0700.HK)去年收入及經調整淨利潤稍勝預期,主要因爲遊戲及數碼廣告的收入較強。展望今年,管理層相信人工智能(AI)的發展可有助公司的不同業務,並指引今年的資本開支約收入的低雙位數,該行預期爲按年升13%至870億元人民幣。該行對AI發展持樂觀態度,並認爲AI能爲騰訊帶來更高的用戶黏性和變現機會,支持長期繁榮。將2025/26財年的收入預測上調2%及3%,並因線上遊戲和廣告業務的更好前景,將調整後淨利潤預測提高2%及3%,將目標價由540港元升至650港元,維持評級“買入”。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account