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大行評級|招商證券國際:上調騰訊目標價至621港元並維持“增持”評級 第四季業績超預期
格隆匯 03-24 14:38
招商證券國際發表報吿指,騰訊去年第四季業績超預期,收入按年增長11%,超預期2%;非IFRS淨利潤按年增長30%,超預期4%,得益於各項業務利潤率改善。公司在遊戲和廣吿領域保持強勁的增長勢頭,並且增加人工智能資本支出指引,以利用其強大的社交網絡護城河構建更好的AI生態系統。該行維持對騰訊的“增持”評級,目標價由500港元上調至621港元。另一方面,報吿指,騰訊宣佈2025年800億港元的股票回購計劃和410億港元的現金分紅計劃,總股東回報價值為1210億港元,反映公司在股東回報和未來業務發展資本投資方面的平衡策略。
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