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《大行報告》匯豐研究:騰訊(00700.HK)遊戲業務正復甦 評級「買入」
阿思達克 05-19 09:24
匯豐環球研究發表報告指,騰訊(00700.HK)首季遊戲業務收入勝於市場預期,是受惠於其穩健復甦,且國內外的遊戲增長強勁。遊戲業務的防守性增長緩衝了盈利前景,抵銷了營運槓桿的降低和成本優化帶來的提升。 該行將騰訊2023至2025年的收入預測上調1至2%,並假設今年國內外遊戲增長將分別達到9%和18%。 匯豐環球研究認為,騰訊旗下雲端儲存的降價對騰訊的影響應該有限,因為它僅貢獻了總收入的中單位數百分比,而且降價只適用於部分IaaS。該行指,因為該股的估值不高,維持騰訊「買入」評級及目標價440元。
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