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Tencent Holdings Limited 2021-05-21T15:08 財經茄呢啡 騰訊控股績後捱沽,相信短期內市場對股權業績不太滿意,有大行調降其目標價,但中線具一定上揚空間,以大行平均目標價看780元左右,現價可小注增持騰訊,參考近期低位566元止蝕,距離現價只差約4%,風險有限。他續指,早前股權於620元有較多蟹貨,若突破這個阻力位,可再加注。
Tencent Holdings Limited 2021-05-14T15:35 財經茄呢啡 現時美股估值高,要提防美股反彈過後繼續探底,港股也會有調整壓力,加上科技股是近期大市下滑主因,騰訊控股下星期業績表現好壞相當關鍵,若有任何差池,有機會恆指可能貶破27,505點。
Tencent Holdings Limited 2021-05-07T15:21 財經茄呢啡 騰訊控股自去年下半年起與美國財政部轄下外國投資委員會磋商,以允許其保持對美國游戲開發商RIOT GAMES及EPIC GAMES的持股。騰訊昨日無上落,收報610.5元。騰訊控股、EPIC GAMES及CFIUS均拒絕置評。RIOT GAMES發言人則直言,該公司的運作獨立於騰訊,而且已實施領先行業的做法,以保護玩家用戶的數據。騰訊控股ADR收報608.7元,較港收市跌1.8元。
Tencent Holdings Limited 2021-05-07T15:21 財經茄呢啡 熟知內情的消息人士透露,獲騰訊控股支撐的保險科技商水滴公司將其美國首次公開募股價位定在建議區間的上限。 消息人士直言,水滴公司以每股12美元的價位發行股權。
Tencent Holdings Limited 2021-05-07T15:21 財經茄呢啡 騰訊自2020下半年開始,就持續與美國外國投資委員會進行磋商。美國近年對中資高度警戒,CFIUS相信騰訊控股與投資這兩家有影響力的美國游戲公司,用戶數據將有外流至中國的疑慮,進而令到資安甚至國安風險,而CFIUS手中亦握有生殺大權,可要求騰訊撤資、分拆控股。
Tencent Holdings Limited 2021-04-30T15:12 財經茄呢啡 大和公布研究報告,重申騰訊控股買進評級,目標價870港元。基於手機游戲及行業數據,該行估計公司首季總收入同比增22.7%至1326億元,非國際財務報告准則經利潤潤增25.6%至447億元。
Tencent Holdings Limited 2021-04-30T15:12 財經茄呢啡 美國中概股繁多,但其中電動車概念股成長委靡,網路股如京東、阿里巴巴正受管控壓力,許多中概股目前不是最受歡迎的選擇。不過財經新聞網《INVESTOR'S BUSINESS DAILY》依然列出5家值得購買的中企,包括騰訊控股、網易、富途控股、嗶哩嗶哩、攜程集團(TRIP.COM)。
Tencent Holdings Limited 2021-04-16T14:52 財經茄呢啡 騰訊控股有限公司(TENCENT HOLDINGS LIMITED,簡稱「騰訊控股」,00700.HK,穆迪:A1 穩定,標普:A+ 穩定,惠譽:A+ 穩定)擬發行REG S/144A、以美元計價的高級無抵押票據。
Tencent Holdings Limited 2021-04-16T14:52 財經茄呢啡 開放付費推廣功能是視頻號打開商業化空間的主要突破,視頻號加快商業化進程,有望成為主要的品效營銷渠道。同一時間視頻號打通微信生態並且能力持續升級,視頻號在短視頻及廣告、電商領域的影響力有望持續增長。我們睇好視頻號在廣告、電商等領域巨大的商業化潛力,並且睇好騰訊控股的中長期投資價值。保持公司「買進」評級。
Tencent Holdings Limited 2021-04-05T14:47 財經茄呢啡 仍是以中國市場為主,收入在中國IOS收入已達到11億美元,占整體收入96.2%。不過,阿里巴巴想挑戰騰訊控股的手游地位仍然相當困難,後者單是《PUBG MOBILE》國際版及內地版的收入,今年首季已達到近7.1億美元,若計算騰訊另一王牌《王者榮耀》的收入,阿里系與騰訊系在游戲方面仍有一段距離。
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