美股異動|騰訊音樂盤前升1% 多家大行看好其收購喜馬拉雅
騰訊音樂(TME.US)盤前升0.98%,報18.6美元。消息面上,多家大行發研報表示看好騰訊音樂收購喜馬拉雅,其中:野村指出,騰訊音樂與喜馬拉雅達成合並協議,符合騰訊音樂強化內容生態系統的投資策略,並可能強化其在長音頻領域的內容供應能力。該行將騰訊音樂2026財年的收入及每股盈利預測,分別上調20%及4%,維持“買入”評級並將美股目標價從17.2美元上調至21.5美元。高盛認為,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為“買入”,目標價為15.5美元。花旗亦對騰訊音樂宣佈與喜馬拉雅達成合並協議持正面看法,認為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,看好其穩健的訂閲收入及廣吿變現帶來的上行潛力,目標價為17美元。(格隆匯)

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