研報掘金|中金:上調騰訊目標價至553港元 看好AI服務與現有產品體系間的化學反應
中金髮表報吿表示,看好加速AI佈局給騰訊企業服務及其他業務帶來的機遇,該行維持對其“跑贏行業”評級,由於AI帶來整個中概科技板塊的估值提升,上調目標價18%至553港元,相當於預測今年Non-IFRS市盈率19倍。該行認為,騰訊具備創新土壤,看好AI服務與騰訊現有產品體系間的化學反應。騰訊所提供的服務側重於社交、內容等,一定程度上對精確度的要求沒有那麼高,與大語言模型高度適配,因此具備創新的土壤。此外,微信內容自成體系,尤其是高質量的公眾號內容,有助於騰訊形成閉環、強化自身優勢。
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