异动解读 | 大和上调评级至“买入”,腾讯音乐盘中大涨5.03%

异动解读
Jan 09

腾讯音乐(TME)今日盘中大涨5.03%,表现亮眼。

消息面上,大和资本发布研报,将腾讯音乐的评级由“跑赢大市”上调至“买入”,认为其当前估值相当于2026年预测市盈率18倍,具有吸引力。大和看好公司对中度至重度用户的变现能力,以及来自活动和周边商品的新收入来源。

大和指出,腾讯音乐在用户变现和新业务拓展方面展现出强劲潜力,这可能是推动股价上涨的主要原因。此次评级上调反映了机构对公司未来增长前景的乐观态度。

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