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美股異動丨騰訊音樂盤前續升超5.5% 績後獲大摩上調目標價及盈測
騰訊音樂(TME.US)盤前續升超5.5%,報15.5美元;H股今日收升超12.8%,報61.5港元。消息面上,騰訊音樂第一季度總收入同比增長8.7%至73.6億元,主要得益於在線音樂服務收入同比強勁增長;公司權益持有人應占淨利潤同比大增201.8%至42.9億元。摩根士丹利發表研報指,騰訊音樂首季在線音樂服務付費用户數量及單個付費用户月均收入(ARPPU)分別按年增長8.3%及7.5%,表現良好。管理層有信心ARPPU將為財報增長貢獻更多,大摩認為騰訊音樂專注於在內容方面形成差異,有助於增強現有用户留存率。大摩將騰訊音樂2025及2026年盈利預測分別上調31.2%和0.9%,美股目標價從14.7美元上調至16.5美元,維持“增持”評級。(格隆匯)
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