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美股異動丨騰訊音樂盤前升超2% 獲多家大行上調目標價
格隆匯 06-30 16:37
騰訊音樂(TME.US)盤前升2.36%,報19.55美元。消息面上,騰訊音樂獲多家大行上調目標價,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。將其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。高盛亦指,騰訊音樂超級VIP的滲透率目前為低雙位數,料未來可增至20%。非訂閲業務方面,該行認為線下活動及藝人經理人業務長期有很大潛力。該行將其美股目標價由15.5美元升至21美元,重申“買入”評級;2025至27年的收入預測上調0.5至3.9%,非公認會計准則淨利潤預測上調0至4%。(格隆匯)

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