大行評級|招銀國際:維持騰訊“買入”評級 對電商和AI長期發展持樂觀態度
招銀國際發表報吿,預期騰訊去年第四季繼續實現穩健的盈利表現,主要受遊戲收入增長強勁及市場營銷業務的韌性所推動。該行料騰訊上季總收入按年增長8%至1,676億元,符合市場預期;非國際財務報吿準則(Non-IFRS)淨利潤預測按年增長29%至552億元,較市場預期高出5%。另料騰訊上季遊戲收入按年增長17%,相對於第三季增長13%,國內及海外遊戲收入預測升19%及11%。
該行引述騰訊管理層指出,公司對電商業務持更積極的看法,因該業務現在由具有強大產品開發能力和效率的微信團隊領導,如最近推出的送禮物功能便是明顯例證。因擁有豐富的應用場景和龐大的用户羣,因此對騰訊在AI競爭中保持領先地位依然持正面態度。該行維持對騰訊的“買入”評級,對其目標價525港元,料其2024至2026年的盈利年均複合增長率為18%,並對其電商和AI長期發展持樂觀態度,維持對其2024至2026年預測大致不變。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.