《大行報告》高盛與騰訊(00700.HK)首席戰略官會面後重申看好 指具多重增長引擎
高盛發表研究報告指,日前與騰訊(00700.HK)首席戰略官James Mitchell溝通次季業績後,重申對騰訊正面看法,維持「買入」評級,予目標價601元。
報告指,騰訊擁有全面的在線娛樂內容組合,手遊如Call of Duty Mobile等推出進展理想,但預期手機遊戲的收入佔比已從幾年前的50%下降到約30%,並相信當5G雲遊戲進入市場時,貢獻比例可能會面臨進一步的壓力。
該行估計,騰訊不斷積極投資技術研發,其多元化收入來源可有助實現強勁增長,過去幾年騰訊的金融科技收入和盈利能力主要由支付業務驅動,但至今年有很大程度上將受到貸款和理財產品的推動,展望未來預計收入及盈利能力將持續增長;微信料將推出更多功能,特別是針對朋友圈,以提高其變現水平。
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