《大行》野村料騰訊(00700.HK)第二季收入按年增長10%
野村發表報告,預計騰訊(00700.HK)第二季收入1,770億元人民幣(下同),按年增長10%,但比市場預測略低1%。當中,在線廣告收入預計按年增長18%,主要受視頻號廣告推動,該部分收入可能佔廣告板塊的四分之一。金融科技與商業服務收入預計增長5%。線上遊戲收入預計按年增長15%。
野村預計,騰訊第二季Non-IFRS營運利潤預計增長12%至656億元,比市場預期增長低出2.5%,主要由於對營運支出的假設較高,這與自去年第四季以來人工智能資本支出的增加有關。
野村維持騰訊「買入」評級,目標價670港元。
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