《大行報告》麥格理微降騰訊(00700.HK)目標價至491元 評級「跑贏大市」
麥格理發表報告指,騰訊(00700.HK)首季純利按年升27%至325億元人民幣,大致上符合市場及該行預期,而首季毛利率改善至45.5%,受惠於營運效率。
該行重申,基於騰訊穩健增長軌道,對對其持正面看法,並預料視頻帳戶及人工智能產生協同效應,以及成為其增長的推動力。該行表示,將騰訊今年、明年及2025年每股盈測分別上調1%、4%及4%,同時將其目標價由496元下調至491元,維持「跑贏大市」評級。(ca/w)
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