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《大行报告》腾讯(00700.HK)投资评级及目标价(表)
阿思达克 11-09 15:32
腾讯(00700.HK)将于下周三(16日)公布今年第三季业绩,受宏观与新冠疫情导致游戏、广告及云业务疲弱影响,本网综合18间券商预测,腾讯2022年第三季非国际财务报告准则纯利料介乎264.67亿至331.33亿元人民币,较2021年第三季317.51亿元人民币,按年下跌16.6%至上升4.4%;中位数299.48亿元人民币,按年下跌5.7%。 综合10间券商预测,腾讯2022年第三季纯利料介乎176.81亿至291.69亿元人民币,较2021年第三季纯利395.1亿元人民币,按年下跌26.2%至55.2%;中位数234.32亿元人民币,按年跌40.7%。投资者将关注腾讯管理层最新营运指引、视频号业务展、投资组合变现策略、未来回购计划等。 下表列出20间券商对腾讯的投资评级及目标价: 券商│投资评级│目标价(港元) 美银证券│买入│484元 德银│买入│450元 瑞信│跑赢大市│441元 高盛│买入│439元 农银国际│买入│430元 广发证券│买入│428.97元 国海证券│买入│422元 富瑞│买入│421元 汇丰环球研究│买入│420元 华泰证券│买入│416.2元 花旗│买入│400元 摩根大通│增持│400元 大和│买入│395元 申万宏源│买入│394元 工银国际│跑赢大市│383元 中银国际│买入│379元 摩根士丹利│增持│350元 瑞银│买入│330元 中信证券│买入│330元 中金│中性│328元 海通国际│优于大市│263元
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