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研報掘金丨安信國際:維持騰訊“買入”評級 目標價488.5港元
格隆匯 08-19 13:38
安信國際發佈研究報吿稱,維持騰訊控股(0700.HK)“買入”評級,受益於遊戲業務表現超預期,以及微信商業化的順利推進和AI廣吿模型的持續升級,公司的利潤率水平預計將會持續保持高位,目標價488.5港元。公司的收入表現整體符合預期,不同業務分佈有結構性的超預期表現,費用率保持穩定,受益於聯營公司收益以及有效税率下降,公司的淨利潤表現大超市場預期。
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