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中金:維持騰訊(0700.HK)中性評級 目標價上調至682港元
格隆匯 03-25 16:32

中金髮表研究報吿表示,騰訊(0700.HK)非通用準則淨利潤超過市場預期,上調目標價12%至682港元,維持中性評級。

報吿指,騰訊去年四季度手遊收入增長放緩,主要受到Supercell並表影響消失所致,今年儘管面臨高基數,但受惠於公司穩健的產品矩陣,手遊收入仍有望保持18-26%增速。

該行小幅下調公司2021年非通用準則淨利潤預測3.8%,為新遊戲上線時間的不確定性留出足夠的緩衝。隨着視頻號、小程序等一整套微信生態體系產品逐漸成熟,判斷騰訊在廣吿業務上後勁長足。

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