里昂:升腾讯目标价至500港元 游戏增长料因递延收入和稳定产品管道而加速

美港电讯
04 Nov 2024

【里昂:升腾讯目标价至500港元 游戏增长料因递延收入和稳定产品管道而加速】金十数据11月4日讯,里昂发表报告指出,腾讯控股(00700.HK)在面对宏观挑战时展现出韧性,预期第三季总收入及经调整EBIT将按年增长9%及18%,至1,680亿及610亿元人民币,主要由于强劲的游戏表现和广告增长所推动。该行认为,在《地下城与勇士》手游及《荒野乱斗》的出色表现下,估计腾讯第三季线上游戏收入按年增长12%。广告收入料升16%,因广告技术提升及视频号上的广告投放量增加。另随着递延收入的积累和游戏产品管道稳定,该行料腾讯游戏收入增长有望进一步加速。该行将腾讯今明两年的经调整净利润预测各上调3%,目标价由480港元上调至500港元,维持“跑赢大市”评级。

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