騰訊(0700.HK)一度大漲4.7% 收購搜狗增強搜索能力獲市場看好
格隆匯7月28日丨騰訊(0700.HK)盤中一度漲4.7%報544.5港元。騰訊計劃以每股9美元的價格收購搜狗的所有流通股,總額為21億美元。這一收購意向目前普遍獲市場看好。花旗最新報告稱,騰訊可以將搜狗搜索引擎完全整合到旗下產品及生態系統中,從而更好地利用搜狗的技術來增強騰訊的搜索能力及增加廣告收入的機會,這有助騰訊抵禦市場競爭加劇;維持對騰訊買入評級及目標價649港元。野村最新報告指出,這筆交易完成後,將增加騰訊在搜索業務中的佔有率,而微信已成為中國智能手機用户的重要信息來源,對高質量搜索服務的需求也在迅速增長,相信這項交易將創造雙贏,微信更能從搜狗中得益,從而為用户提供更好的服務,並通過搜索廣告進一步挖掘其微信廣告的潛力;維持騰訊“買入”投資評級及目標價531港元。

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