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美股異動|騰訊音樂盤前升超1% 獲機構看好
騰訊音樂(TME.US)盤前升1.66%,報12.84美元。廣發證券發研報稱,國內音樂流媒體相較於全球同業,優勢在於格局更為整合;同時,國內用户聽歌偏好分散,平台對頭部唱片的依賴度更輕,騰訊音樂和網易雲音樂通過塑造自制體系構建差異化內容供給。建議關注騰訊音樂美股和網易雲音樂,量價雙輪驅動增長持續性強,長期自制佔比提升、用户提價等因素對經營槓桿帶來的空間仍未被充分關注,基於穩定的利潤增長後續也有望逐步加大股東回饋。(格隆匯)

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