《大行報告》花旗:騰訊(00700.HK)近期股價疲弱增加買入機會 開啟90日正面催化觀察
花旗發表研究報告指,騰訊(00700.HK)過去一個月在沒有具體的基本面原因下,股價下跌逾15%。該行認為,集團表現疲弱是由於宏觀情緒較弱、缺乏買入催化劑及對其最大股東Prosus最近管理層變動後可能拋售的不必要擔憂所致。
該行認為,騰訊平台生態系統的彈性、管理層在提高營運永續性和優質利潤方面的努力及最近發布的混元大型語言模型尚未得到投資者的認可,但預期影片帳號廣告的持續具吸引力,特別是在用戶參與度不斷提高和人工智慧廣告技術增強的推動下,其雲端及商業服務產品的多重增長機會是依賴於混元及更快的利潤增長趨勢,這或會成為中期催化劑。
花旗預計,騰訊旗下混元的重估潛力或會在未來幾個月內逐步出現。該行指,近期的股價疲弱為市場增加買入機會,對其開啟90日正面催化觀察,重申「買入」評級,目標價496元。
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