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騰訊季績走樣政策支持慢熱- 香港經濟日報- 名家- 名家專區 @ 2022-05-20T12: Back Hot News
Keyword:騰訊
Concept:預期騰訊
騰訊(0700)今早股價一度跌超8%,半日仍插7.28%,報339元,成交額132億元,首季業績遜預期,遭大行紛紛下調目標價,高盛更劈價13%。不過大行亦認為,隨著近期更多游戲發布和游戲審批流程恢復,騰訊下半年有望重現增長。
【NOW財經台】騰訊控股(00700)上季業績遜預期,被多家大行下調目標價,騰訊股價一度挫逾8.6%,低見334元,中午收市報341.4元,跌逾6.6%。有分析認為,騰訊游戲業務短期有望改善,但廣告收入將持續疲弱。
科技股低位掙扎之際,大行對其看法亦陰晴不定。摩根大通3月中發表震動市場的全線下調科技股目標價報告後,兩個月後即告180度轉軑,極速將多只股份評級由「減持」上調兩級至「增持」,包括三大龍頭騰訊控股(700)、阿里巴巴(9988)及美團(3960)。摩通的解釋是,由3月中至上月底的國務院會議、中央政治局會議,以及中證監與中國人民銀行會議等釋出的訊號,均較預期早出現,因而令科技股提早進入「第二階段投資框架」,該行對板塊的偏好依次序為美團、網易(9999)、騰訊、快手(1024) 及阿里。

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