大行評級丨建銀國際:上調騰訊目標價至635港元 上調2025至27財年收入及盈利預測
建銀國際發表研究報告指,騰訊首季業績表現穩健,集團內部投資人工智能的戰略,爲其在線業務的長期增長路徑奠定基礎。
該行將騰訊2025至2027財年的收入預測上調2%,盈測上調1至2%,預期2025財年的收入、經營溢利及盈利將分別增長11%、17%和12%,又將目標價由630港元上調至635港元。
由於集團可持續的盈利增長、騰訊人工智能業務的長期發展、獨特的人工智能例子,以及微信生態系統在中長期的貨幣化,重申該股“跑贏大市”評級。
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