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里昂:維持騰訊控股(00700)「跑贏大市」評級 目標價480港元 作者 智通財經 @ 2024-10-02T Back Hot News
Keyword:騰訊 目標價 評級 港元 大行
Concept:騰訊控股買入評級 , 大摩上調騰訊目標價
智通財經APP獲悉,天風證券發布研究報告稱,維持騰訊控股(00700)「買入」評級,目標價476港元。公司AI業務加速落地,行業互聯互通趨勢清晰,中長期下有望催生更多新增長點。短期該行預計下半年公司游戲收入增速逐季環比提升,邊際關注《地下城與勇士:起源》運營節奏。
智通財經APP獲悉,摩根士丹利發布研究報告稱,認為騰訊控股(00700)是中國互聯網股票中擁有最佳的風險回報,其游戲業務具有結構性優勢,各細分市場的占有率增加,盈利可見度較高,資本管理為反彈後的下行提供支持。大摩重申騰訊評級至「增持」及首選,目標價上調6.7%,由450港元升至480港元。
投行對該股的評級以買入為主,近90天內共有42家投行給出買入評級,近90天的目標均價為473.44港元。天風證券最新一份研報給予騰訊控股買入評級,目標價476港元。

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