You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級丨瑞銀:重點推薦騰訊,維持“買入”評級,上調目標價至676港元
格隆匯 03-20 14:05
瑞銀髮布研報稱,維持騰訊控股“買入”評級,目標價從593港元上調至676港元,仍列重點推薦股份。該行指騰訊的AI發展潛力穩健,短期內核心業務和微信小店發展應會持續帶來可見的盈利增長。騰訊2025年AI相關增量營運開支料為約150億元人民幣,瑞銀預期相關營運支出很容易被消化,指出2024年人工智能雲收入同比增長近一倍,當有部分已受到集團內部用於大語言模型訓練和改善廣吿定向投放的GPU使用限制,相信隨着資本支出增加,供應限制緩解,雲服務業務增長應會加快。
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.
uSMART
Wealth Growth Made Easy
Open Account