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高盛:上調騰訊(0700.HK)目標價至542港元 評級“買入”
格隆匯 06-30 11:12

高盛發表研究報告表示,維持騰訊控股(0700.HK)大部分預期不變,但基於美元兑人民幣匯率更新至7.15,及考慮騰訊組合內的投資市值增加,將其目標價上調至542港元,維持“買入”評級。

高盛表示,在騰訊遊戲年會上,騰訊公佈了40多種遊戲產品更新的路線圖,其中包括36種自行開發和授權的新遊戲,並宣佈了8月12日推出重磅手遊《地下城與勇士》(Dungeon and Fighter,DNF)。騰訊高級副總裁馬曉軼在會議上表示,在遊戲方面的戰略將圍繞三個核心要素,技術,遊戲玩法、故事情節,其中將重點圍繞新技術的加速採用,遊戲玩法的創新週期縮短以及故事IP的豐富創作。在線遊戲產業是主要娛樂垂直行業中增長最快的行業,該行預計,到2024年其收入將達到2000億美元,目前正進入一個新階段。

高盛稱,基於為全球超過100個遊戲公司/工作室提供技術資源的網絡,該行仍然看好騰訊能夠利用IP和收購帶來不斷增長的機會,並進一步鞏固其在在線遊戲行業中領先地位的能力。該行預計騰訊的手遊收入在2020年第二季、2020及2021年度,分別將同比增長50%、44%及23%,達到332億人民幣(下同)、1347億及1653億元。《王者榮耀》、《和平精英》及Supercell《荒野亂鬥》的本地需求,加上《地下城與勇士》的推出,以及正在計劃發佈的多個手機遊戲,預計將成為其下一個重要的增長催化劑。

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