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大行評級丨高盛:維持騰訊“買入”評級 預測首季業績表現將向好

高盛發表研究報告指,騰訊將於5月中旬公佈今年首季業績,預期投資者關注重點將集中在由廣告技術驅動的營銷服務收入增長進展、遊戲業務下半年增長可持續性、金融科技業務增長前景,以及AI智能體的發展和最終盈利模式等。高盛目前預測騰訊首季業績表現將向好,收入及每股盈利料分別按年增長10%及20%,盈利增速高於收入,主要由於廣告和遊戲等高利潤業務快速增長,以及營運槓桿的推動。

高盛維持對其“買入”評級及目標價爲590港元,強調騰訊仍然是高盛在中國互聯網行業中最推薦買入的股份之一。至於全年預測,該行目前估計騰訊今年收入將按年增長10%,每股盈利料增長14%,相信騰訊依託其獨特的微信生態系統和全球遊戲資產,擁有多元化盈利渠道,可在宏觀週期中實現利潤複合增長。

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