《大行》美銀證券料騰訊(00700.HK)次季業績符合預期 業務穩步增長持續聚焦AI發展
美銀證券發表報告指出,憑藉穩固的市場領導地位及溫和的業務競爭環境,認為騰訊(00700.HK)在中國大型互聯網企業中表現突出。該行預期騰訊今年將穩步發展業務,並持續聚焦人工智能領域的發展。該行維持對騰訊今年第二季收入按年增長11%及調整後營業利潤按年增長14%的預測。
基於拼多多(PDD.US)盈利未達預期並下調指引,美銀證券相應下調騰訊聯營公司利潤分成預測,因此將騰訊2025年調整後淨利潤預測下調2%,2026年預測則基本保持不變。該行維持騰訊現金流折現法推算的目標價631港元,重申「買入」評級,主要考量其優質的基本面、貨幣化程度不足資產的長期增長潛力,以及人工智能領域的上升空間。
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