大行評級|星展:上調騰訊目標價至609港元 維持“買入”評級
星展報告指,騰訊整合DeepSeek模型,提振自身大語言模型及雲使用,強化商業對商業(B2B)助理及商業對客戶(B2C)產品,未來兩至三年有潛力變現。該行又預期公司2024至2026年線上遊戲收入年複合增長率8%,人工智能將強化功能及提升遊戲參與。金融科技與商業部分收入增長料由去年的4%增至今明兩年的9%及10%。
該行維持對騰訊“買入”評級,目標價由495港元上調至609港元,爲今年預測市盈率24倍,爲歷史平均高0.5個標準差。
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