美股異動|騰訊音樂盤前續漲2.6% H股盤中創新高 績後獲多家大行上調目標價
騰訊音樂(TME.US)盤前續漲2.6%,報26.05美元;該股昨日盤中創下2021年3月以來新高(25.98美元),最終收漲11.85%,報25.39美元。H股今日盤中創下104港元的歷史新高,最終收漲超15.6%,報102.1港元。消息面上,騰訊音樂第二季度實現總收入84.4億元,同比增長17.9%,高於市場預期;調整後淨利潤26.4億元,同比增長33%。大華繼顯維持對騰訊音樂“買入”評級,目標價從85港元上調至105港元。該行預測,騰訊音樂2025年訂閱收入按年增長15.7%,主要受持續內容升級及超級VIP(SVIP)滲透率提升帶動的強大定價能力推動。另外,大和研報指,騰訊音樂第二季業績反映其在超級VIP(SVIP)及粉絲經濟變現方面的強勁執行力,並保持嚴謹的支出,將該股評級從“持有”升至“跑贏大市”,因新項目成爲收入增長動力;並基於25倍市盈率(原本18倍),將12個月目標價從66港元上調至106港元。(格隆匯)
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