大行評級|瑞銀:上調騰訊目標價至593港元 預期可受惠於三大潛在利好因素
瑞銀髮表研報指,騰訊遊戲業務表現穩健,為盈利提供一定可見性,數據顯示農曆新年期間騰訊國內遊戲總收入好過預期,估計按年增幅達到雙位數百分比,除了來自焦點大作《地下城與勇士:起源》的貢獻外,也歸功於其現有的常青遊戲,例如旗艦遊戲《王者榮耀》推出了不同價位的新皮膚套裝,以迎合不同用户的需求。
憧憬騰訊有更多新遊戲即將推出,瑞銀認為有助減輕市場對2024年強勁增長後可能出現增長放緩的憂慮,將目標價從588港元上調至593港元,評級“買入”,並將今明兩年每股盈利預測上調1%。該行預期騰訊今年可受惠於三大潛在利好因素,包括市場競爭減少、新用户內生增長,以及廣吿業務投資回報提升。
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