大行評級丨大和:騰訊的AI投資將推動長期結構性增長 上調目標價至670港元
大和分析師在一份研究報告中表示,騰訊控股(00700.HK)的人工智能投資戰略應該會推動其所有業務部門的長期結構性增長。大和證券認爲,騰訊在中國互聯網行業處於最有利的位置,可以從人工智能的日益普及中受益。分析師預計人工智能可能會推動騰訊第一季度營銷服務收入同比增長23%。隨着這家科技巨頭將更多的芯片產能分配給外部客戶,分析師預計第一季度金融科技和商業服務收入增長將加速至同比增長10%。大和將騰訊2025-2026年的每股收益預期上調4%-5%,以反映更好的前景。大和證券將該股目標價從565.00港元上調至670.00港元,並維持買入評級。
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