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《大行報告》騰訊(00700.HK)投資評級及目標價(表)(更新)
阿思達克 05-16 11:22
騰訊(00700.HK)將於明日(17日)公布今年首季度業績,受內地戲版號發放常態化、遊戲流水改善、廣告業務復甦、視頻號貢獻持續增加、金融科技及企業服務重燃增長,兼且公司優化內部業務及人員配置,聚焦更高效業務的成效逐步體現,從以提升毛利率,本網綜合12間券商預測,騰訊2023年首季非國際財務報告準則純利料介乎310億至372.65億元人民幣,較2022年首季純利255.45億元人民幣,按年升21.4%至45.8%;中位數323.75億元人民幣,按年升26.7%。 綜合7間券商預測,騰訊2023年首季純利料介乎234.92億至348.71億元人民幣,較2022年首季純利234.13億元人民幣,按年下升0.3%至增加48.9%;中位數269.69億元人民幣,按年增加15.2%。投資者將關注騰訊管理層最新營運策略、資本投資回報安排、AI大模型建設與業務發展等指引。 券商│投資評級│目標價(港元) 野村│買入│510元 花旗│買入│503元 里昂│買入│500元 美銀證券│買入│496元 海通國際│優於大市│487元 天風証券│買入│476元 中金│跑贏行業│475元 中信証券│買入│467元 富瑞│買入│465元 瑞信│跑贏大市│461元 瑞銀│買入│460元 麥格理│跑贏大市│453元 摩根士丹利│增持│450元 大和│買入│465元 交銀國際│買入│445元 高盛│買入│442元 匯豐環球研究│買入│440元 摩根大通│增持│430元 建銀國際│跑贏大市│423元 (fc/w) ~
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