大行評級|里昂:重申騰訊“高度確信跑贏大市”評級 預測首季業績將表現穩健
里昂發表研究報吿,重申對騰訊的“高度確信跑贏大市”評級,預測首季業績將表現穩健,收入料同比增長10%至1753億元,經調整息税前利潤(EBIT)料同比增長15%至673億元,主要受惠於遊戲業務及廣吿業務的增長,當中遊戲收入料增長15.8%,線上廣吿收入料增長17.4%。
騰訊於去年第四季度加強採購GPU,憧憬雲計算業務在今年下半年增長或加快,里昂認為在關税不確定性中,騰訊較具防守性,維持目標價645港元,預測該公司未來三年收入及盈利年均複合增長率將達到十數個百分點及15%至20%。
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