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Tencent Holdings Limited 2013-12-07T09:48 財經茄呢啡 訊匯證券沈振盈騰訊,認為騰訊短線回吐壓力大,不宜高追。瑞銀亞洲於正人則表示,買騰訊Call輪的投資者昨日大多獲利離場,反而熊證和Put輪錄得淨資金流入,反映散戶對騰訊後市信心較弱。
Tencent Holdings Limited 2013-11-14T09:01 財經茄呢啡 有分析指,Twitter在美國上市初期表現理想,當時仍未能為騰訊股價起帶動作用,加上該股今輪升浪由200元起步,已累積龐大升幅,不排除有基金大戶減磅套現。騰訊轉弱,相信是年尾將至,基金先沽貨鎖定利潤,預期370元是初步支持,較大支持是350元。若出現深度調整是吸納機會,較理想的吸納水平是300元之下。
Tencent Holdings Limited 2013-11-14T09:01 財經茄呢啡 分析員指,騰訊(700)投入大量資金做廣告,推廣微信及WeChat,令季內銷售及市場推廣開支按季大增近19%至14.65億元,拖低毛利率。阿里今季出力推廣「來往」,將令微信的增長進一步受壓。預期微信將成為未來貿易商的主要渠道,騰訊未來數季會繼續投入去推廣微信。
Tencent Holdings Limited 2013-11-14T08:59 財經茄呢啡 騰訊(700)第三季總收入升34.3%至155.35億元,增值服務業務的收入按年增25%至116.35億元,當中網絡遊戲收入增35%至84.24億元,網絡廣告業務的收入按年增加37%至13.9億元,電子商務交易業務收入按年增加108%至23.59億元。騰訊最新的QQ活躍用戶、QQ遊戲平台用戶及收費增值服務的註冊用戶,同時出現按季度的跌幅。
Tencent Holdings Limited 2013-11-07T10:19 財經茄呢啡 穆迪相信騰訊(700)能夠維持網上遊戲平台的增長,以及能將旗下的微信商業化,因此將騰訊的前景展望由「穩定」上調至「正面」。
Tencent Holdings Limited 2013-10-29T08:27 財經茄呢啡 摩通指,騰訊(0700)未來兩年手機遊戲賺錢能力高企,即使今年已經累計上升七成,惟現價仍未完全反映明年強勁的盈利增長動力,因而將目標價由433元上調至506元。騰訊現時合共推出6隻手機遊戲,當中3隻均打入內地15大手機遊戲之列,其中遊戲《天天酷跑》首月收益已高達1億元人民幣。
Tencent Holdings Limited 2013-09-17T08:52 財經茄呢啡 騰訊主席馬化騰表示,騰訊基本上把QQ瀏覽器、QQ拼音等業務全部剝離放到新的搜狗平台上,騰訊未來將會專注在安全產品方面。根據調查公司CNZZ數據顯示,截至8月止,內地搜索引擎的市場佔有率,首位為百度的63.1%,次席為奇虎360的18.3%,搜狗則以10.3%排第三,排第四的搜搜只有3.62%。分析指,騰訊投入大量資金和精力經營「搜搜」達6年,市場份額難與前三者抗衡。
Tencent Holdings Limited 2013-09-17T08:52 財經茄呢啡 騰訊(700)昨宣佈,以4.48億美元現金再加資產,入股內地搜索引擎「搜狗」36.5%。入股後,騰訊隨即獲得搜狗攤薄後36.5%的股份和20.6%投票權,而其在內地搜索引擎市場的佔有率,亦由3.6%急升至近14%,成為第三位。騰訊股價連續10日創新高,昨再升2.5%至421.2元,公司市值衝破千億美元大關。
Tencent Holdings Limited 2013-09-03T17:05 財經茄呢啡 內地經濟數據理想,騰訊(700)自8月中公佈業績後一直於高位整固,股價回落至350元附近明顯見支持。資金流方面,上周五單日有超過100萬元流出認購證,累計上周五天流出650萬元。
Tencent Holdings Limited 2010-06-11T10:47 財經茄呢啡 三網融合正式落實,廣電局取得收費電視IPTV最終集成播控權,下月試點推出。騰訊控股(700)暴跌,有傳騰訊調低盈利預測,亦有分析員相信是中國上周公佈新法規監管網上遊戲,打擊網遊股的盈利前景。
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