大行評級|建銀國際:上調騰訊目標價至630港元 重申“跑贏大市”評級
建銀國際發表報告,重申騰訊“跑贏大市”評級,目標價由557港元升至630港元。報告指,騰訊去年第四季業績表現強勁,總收入恢復雙位數增長,達到11%的按年增長。經調整淨利潤按年增長30%,超出預期。報告指,公司在廣告、雲服務和遊戲業務上加大AI投資,預計2025年將帶來更快增長。由於收入增長加快,該行對公司2025/2026財年盈利預測各上調2%。
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