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美股異動丨騰訊音樂盤前漲2.8% 高盛指其收購喜馬拉雅與擴張策略相符
格隆匯 06-12 16:15

騰訊音樂(TME.US)盤前漲2.8%,報19.1美元。消息面上,高盛指出,騰訊音樂過去數年致力拓展長篇音頻和播客領域,鑑於喜馬拉雅在有聲書、音頻IP和播客方面的影響力,擬議收購與公司擴張策略相符。該行對騰訊音樂評級爲“買入”,目標價爲15.5美元。

另外,花旗對騰訊音樂宣佈與喜馬拉雅達成合並協議持正面看法,認爲整合喜馬拉雅的資產將強化騰訊音樂在長篇音頻及播客領域的定位,豐富其內容供應並提升變現能力。該行維持對其“買入”評級,看好其穩健的訂閱收入及廣告變現帶來的上行潛力,目標價爲17美元。(格隆匯)

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