《大行報告》大和:騰訊(00700.HK)將投資百億支持促SaaS發展 重申目標價620元
大和發表研究報告指出騰訊(00700.HK)在上周三(9日)至上周五(11日)主辦2020年全球數字生態大會。該行指,在第二及第三天出席數個子論壇,包括智能零售、電子商務、智慧教育、智慧城市及騰訊會議。騰訊反覆強調其作為「行業數字化助手」的地位,將超過30個子論壇連結在一起,介紹了針對各行業的解決方案。
該行認為,在疫情後中國企業的數字化趨勢必定會加快,而這長遠對騰訊雲而言是正面的事,能在平台層面為各行業創造更多價值。該行對騰訊內部企業產品,例如微信工作、騰訊會議及小程序等的更新感興趣。
自2月份首次亮相以來,騰訊會議已錄1億用戶,並在9月10日正式推出企業版。留意到公司稍為修改了其SaaS生態系統戰略,現時更加緊緊地抓住面向消費者的領域。該行相信,雖然不可避免地會與某些SaaS合作夥伴有重疊的地方,但這將會更好地利用其消費者互聯網專業知識,並驅動其雲生態系統以更快速度發展。騰訊並透露其SaaS業務收入在今年上半年同比增長216%,其中SaaS合作夥伴數量同比增長175%。為促進騰訊的SaaS生態系統的發展和中小型企業的數字化,騰訊將投入100億元人民幣,支持100個SaaS合作夥伴開發SME特定的SaaS產品和解決方案。
大和重申公司「買入」投資評級,12個月目標價為620元。
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