智通财经APP获悉，腾讯音乐-SW(01698)涨超6%，截至发稿，涨6.38%，报45港元，成交额995.35万港元。
消息面上，摩根士丹利发布研报称，腾讯音乐股价自去年12月1日起已回调15%，至于MSCI中国指数则回调1%。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%，目前预测13.5倍的2025财年市盈率估值具有吸引力。大摩认为，腾讯音乐仍处于有利地位，该公司能抵御宏观不确定性，主要由于所有类型的线上娱乐中，音乐订阅的每用户平均收入(ARPPU)最低。
此外，中银国际预期，腾讯音乐2024年第四季度业绩表现与市场预期一致，估计总收入同比增长6%；经调整净利润率达到27%。当中，核心的音乐会员业务收入将同比增长17%。报告中称，腾讯音乐将持续依赖其核心音乐内容生态，以及丰富且融合的基建设施，通过加强商业化变现能力及提高商业化变现效率，从而在未来获得稳定高质量的音乐业务增长。
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