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《大行報告》花旗微升騰訊(00700.HK)目標價至506元 評級「買入」
花旗發表報告指,騰訊(00700.HK)首季業績穩固且勝預期,其中總收入按年升11%至1,499.9億元人民幣,較該行及市場預期分別高出3.8%及3%,而非通用會計準則營運利潤按年升32%至482億元人民幣,較該行預期高了21%,而非通用會計準則純利升27%至325.4億元人民幣,勝於該行預期的320億元人民幣,並符合市場預測。 該行指,對於次季或下半年,管理層對主要業務線的基礎實力有信心,並對AI基礎模型能加速增長機會持樂觀態度。 該行對騰訊今年至2025年各年淨利潤預測分別降0.8%、升0.3%及升0.4%,同時將其目標價由503元微升至506元,維持其評級為「買入」。
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