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《大行》花旗升騰訊(00700.HK)目標價至535元反映政府政策刺激正面財經新聞Financial News @ 2024-10-02T Back Hot News
Keyword:目標價 騰訊 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,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。
報告認為,騰訊透過擴大AI產品來協助外部客戶加快采用大型語言模型,並升級三款PAAS產品,包括大模型知識引擎、大模型圖像創作引擎以及大模型視頻創作引擎,以支援更快速及輕松地創建AI原生應用。騰訊將交易、企業服務及海外游戲視為未來增長動力,預計其盈利年均復合增長率將保持約20%,因此維持騰訊「跑贏大市」評級及目標價480元。(MN/W)(港股報價延遲最少十五分鍾。沽空資料截至 2024-09-30 16:25。)

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