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大行評級|招銀國際:上調騰訊目標價至625港元 加強AI投資釋放長期增長機會
格隆匯 03-21 11:12
招銀國際發表研究報告指,騰訊上季總收入按年增長11%,分別較該行及市場預期高出3%和2%,主要是由於遊戲及營銷業務收入增長優於預期。non-IFRS淨收入按年升30%,符合該行預測。招銀國際提到,騰訊計劃今年進一步投資AI,這將釋放人工智能雲端、營銷和遊戲業務的長期增長機會。該行上調集團2025及26財年的總收入預測1%,目標價由525港元上調至625港元,續予“買入”評級。
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