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騰訊業績前夕 港股淡靜待變 @ 2025-08-12T Back Hot News
Keyword:騰訊
Concept:騰訊目標價
《大行》騰訊(00700.HK)投資評級及目標價(表)
《大行》高盛:電商及即時零售補貼戰拖累 料內地科企次季整體盈利跌10% 升騰訊(00700.HK)目標價至658元
踏入業績高峰期,市場聚焦騰訊(00700)周三公布的業績,尤其是關注騰訊游戲業務收入以及AI業務相關的消息。不少大行預料騰訊游戲業務或有穩健增長,主要受惠於《王者榮耀》、《和平精英》等長青游戲的強勁表現。另外,騰訊積極推動AI以加強其廣告平台功能,亦以AI大大改善微信搜尋功能以提升用戶體驗。騰訊近日股價上落不大,但表現穩健,暫時股價仍然企穩10天線水平以上。如投資者希望部署騰訊業績,看好可留意騰訊牛證(59868),收回價524.2元,行使價521元,25年12月到期,有效槓桿約13倍;及騰訊認購(28545),行使價700.5元,25年12月到期,有效槓桿約9.6倍。如投資者看淡騰訊,可留意騰訊熊證(53403),收回價600元,行使價602.8元,27年12月到期,有效槓桿約15倍;及騰訊認沽(14201),行使價481.61元,26年12月到期,有效槓桿約4倍。
《大行》大摩:金蝶國際(00268.HK)上半年業績基本符合預期 目標價14.2元
大行評級|里昂:上調騰訊目標價至710港元 預計次季游戲和廣告增長勢頭強勁

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