腾讯音乐(01698)盘中股价大涨6.38%,引发市场关注。
利好消息是,摩根士丹利发布研报看好腾讯音乐。该行认为,鉴于预计腾讯音乐2024至2026财年非国际财务报告准则净利润复合年均增长率超过15%,目前腾讯音乐的估值具有吸引力。大摩认为腾讯音乐能抵御宏观不确定性,主要由于音乐订阅的每用户平均收入最低,有助于公司保持长期增长。
另外,中银国际预期,腾讯音乐2024年第四季度业绩符合市场预期,公司将持续依赖其音乐内容生态和基础设施,通过加强商业化变现能力,实现未来稳定高质量的音乐业务增长。
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