麥格理:予騰訊(0700.HK)目標價610港元 評級“優於大市”
美國總統特朗普早前簽署行政命令,禁止美國公司及個人,與包括騰訊(0700.HK)旗下微信的企業有任何交易往來。
麥格理髮表研究報告指,儘管近期不停有地緣政治方面的新聞消息,但認為騰訊的國際化進程仍然存在,並且進度理想。該行予騰訊目標價610港元,評級為“優於大市”。
該行表示,集團的個人遊戲不會對國家安全構成威脅,並認為會對遊戲作出審查的理據有限。海外遊戲的付款程序不會在中國進行,亦不會構成數據傳送的風險。集團來自美國的遊戲收入估計達9億美元,佔2020年集團整體收入約1.3%,而集團內內部其他業務在美國的敞口亦微不足道。

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