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騰訊(00700.HK)ADR升7.4%
阿思達克 08-14 08:14
騰訊美股預託證券(TCEHY.US)升7.4%,報77.08美元。瑞銀表示騰訊第二季業績全面勝預期,毛利率擴張,重申「買入」評級及上調目標價由710元升至720元,料下半年收入增速潛在加快,在未來催化劑逐步釋放、市場情緒改善之下,騰訊有望突破20倍P/E心理門檻,尤其是在新遊戲、廣告、金融科技等新動能帶動下,具備進一步估值重評的潛力。 騰訊(00700.HK)昨日(13日)收市後公布截至6月底止第二季業績,純利按年升16.8%至556.28億元人民幣,為本網綜合6間券商預測上限;每股盈利6.115元人民幣。非國際財務報告準則淨利潤按年增長10%至630.52億元人民幣,高於本網綜合11間券商預測中位數的613.88億元人民幣;Non-IFRS每股盈利6.931元人民幣。Non-IFRS經營盈利錄692.48億元人民幣,增長18.5% 騰訊第二季收入按年升14.5%至1,845.04億元人民幣,騰訊透露,第二季持續對AI投入已從中獲益,令收入及Non-IFRS經營盈利均取得雙位數百分比按年增幅,《王者榮耀》及《和平精英》等長青遊戲亦加大了AI的應用。
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