智通财经APP获悉，招商证券国际发布研报称，腾讯控股(00700)去年第四季业绩超预期。收入同比增长11%，超预期2%;非IFRS净利润同比增长30%，超预期4%，得益于各项业务利润率改善。公司在游戏和广告领域保持强劲的增长势头，并且增加人工智能资本支出指引，以利用其强大的社交网络护城河构建更好的AI生态系统。该行维持对腾讯的“增持”评级，目标价由500港元上调至621港元。
另一方面，报告指，腾讯宣布2025年800亿港元的股票回购计划和410亿港元的现金分红计划，总股东回报价值为1,210亿港元，低于2024年的1,445亿港元，反映公司在股东回报和未来业务发展资本投资方面的平衡策略。
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