大行評級|傑富瑞:上調騰訊目標價至484港元 預計次季非國際會計準則淨利潤增長26%
傑富瑞發表研究報吿指,維持對騰訊今年第二季度總收入增長8%的預測不變,主要基於其網絡遊戲業務表現穩健,並努力振興現有遊戲業務。按細分市場劃分,該行預計騰訊國內外遊戲收入將按年增長約6%(早前預計按年增長3%),主要得益於現有遊戲策略的強勁執行;線上廣吿收入按年增長約17%(早前預計按年增長15%),主要得益於廣吿基礎設施升級及視訊帳户實力提高;金融科技及企業服務(FBS)收入將按年增長4%;至於騰訊的非國際會計準則淨利潤則預計按年升26%至470億,並認為其高質量增長策略將於今年第二季度繼續發揮作用。該行將騰訊目標價由480港元上調至484港元,維持“買入”評級。
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