大行评级丨高盛:维持腾讯“买入”评级 预测首季业绩表现将向好

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Yesterday

高盛发表研究报告指,腾讯将于5月中旬公布今年首季业绩,预期投资者关注重点将集中在由广告技术驱动的营销服务收入增长进展、游戏业务下半年增长可持续性、金融科技业务增长前景,以及AI智能体的发展和最终盈利模式等。高盛目前预测腾讯首季业绩表现将向好,收入及每股盈利料分别按年增长10%及20%,盈利增速高于收入,主要由于广告和游戏等高利润业务快速增长,以及营运杠杆的推动。

高盛维持对其“买入”评级及目标价为590港元,强调腾讯仍然是高盛在中国互联网行业中最推荐买入的股份之一。至于全年预测,该行目前估计腾讯今年收入将按年增长10%,每股盈利料增长14%,相信腾讯依托其独特的微信生态系统和全球游戏资产,拥有多元化盈利渠道,可在宏观周期中实现利润复合增长。

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