瑞银:上调腾讯及阿里目标价,投资者或低估金融科技业务价值

格隆汇
09 May

瑞银发表中资金融科技股报告,尽管短期内受到贸易冲突的压力,但该行预计中资互联网平台金融科技业务的毛利、净利润于2024年至2029年实现稳健的8%及9%年均复合增长率,这得益于潜在的政策刺激及监管收紧后的稳定。该行认为市场低估了金融科技业务对互联网平台利润增长的重要贡献。该行上调了金融科技业务估值,因此提高了腾讯和阿里巴巴的2025年每股盈利预测和目标价,腾讯目标价由676港元上调至700港元,...

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