《大行報告》中金料騰訊(00700.HK)首季收入按年升9% 非國際會計準則淨利潤增24%
中金發表報告指,預測騰訊(00700.HK)今年首季收入按年升9%至1,473億元人民幣(下同),非國際財務報告準則淨利潤按年升24%至316億元。
該行表示,隨著內地版號發放回復正常,《無畏契約》等已獲版號的遊戲有望貢獻增量,且《王者榮耀》等存量遊戲也在發力商業化;海外基本消化掉後疫情時代時長減少的影響,前期海外佈局成果今年有望逐步體現,故中金預計今年首季騰訊遊戲收入按年增長5%,且後續季度有望走出持續改善的趨勢。
至於廣告業務方面,中金表示,宏觀復甦將同時體現在媒體廣告與社交廣告上,視頻號仍然為重要增量,因此社交廣告表現仍然優於媒體廣告,預計今年首季廣告業務按年增長19%。
中金給予騰訊目標價為475港元,維持「跑贏行業」評級。(ca/s)
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