You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》摩通:騰訊(00700.HK)面臨中美關係緊張挑戰 建議股價回落至500元以下收集
阿思達克 08-12 14:23
摩根大通發表研究報告指,美國政府宣布禁止美國個人及企業與微信交易後,騰訊(00700.HK)的股價在過3個交易日下跌了10%,同期MSCI中國指數下跌3%。估計中美緊張關係升級,最壞情況下騰訊旗下國際遊戲工作室Riot、Supercell及Epic Games均有可能受到影響,一旦被強制出售持股,將令2021年收入損失340億元人民幣,淨利潤損失120億元人民幣,佔約6%及8%。

惟該行指出認為,隨著股價增長動力由遊戲逐漸轉移到金融科技及雲技術,騰訊未來3至5年將主要受中國業務帶動,以市盈率估值區間歷史低位25倍,建議投資者可等到股價回落至500元以下再吸納,維持「增持」評級,目標價600元。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account