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《大行報告》大摩:騰訊(00700.HK)迎三大催化劑 指是機會進行建倉
摩根士丹利發表報告表示,料騰訊(00700.HK)2023年第四季收入及非GAAP準則經營盈利按年分別升8%及32%,認爲市場早前對內地監管遊戲的草案反應過度,公司短期內將迎來三大催化劑,第一是監管規則在執時較或原預期寬鬆、第二是旗下《元夢之星》表現強勁、第三是多人在線戰鬥競技遊戲(MOBA,multiplayer online battle arena)如《王者榮耀》及《英雄聯盟》迎來拐點。 該行指,騰訊是該行在中國科網四巨頭「BATM」(百度-SW(09888.HK)、阿里巴巴-SW(09988.HK)、騰訊及美團-W(03690.HK))中首選,維持「增持」評級及目標價430元。大摩表示,騰訊正加大股票回購力度、兼且其估值不高,指是機會進行「建倉」(Opportunity to Build Positions)。 大摩估計騰訊去年第四季收收入按年升8%至1,568.23億人民幣;料去年第四季非國際財務報告準則(Non-IFRS)淨利潤403.05億人民幣,按年升36%。(wl/u) ~
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