《大行》里昂:市场竞争趋向良性 予网易云音乐(09899.HK)“高度确信跑赢大市”评级

阿斯达克财经
14 May

里昂发表研报指,腾讯音乐-SW(01698.HK) (TME.US)  昨日(13日)公布首季业绩,表现好过预期,推动同业网易云音乐(09899.HK) 今日(14日)股价跟升约9%。

里昂指,腾讯音乐向市场展示出其超级会员模式已取得成效,以及在线音乐服务每付费用户平均收入增长具潜力。里昂又指,腾讯音乐下调今年全年付费用户净增长指引,反映出公司期望在获取付费用户方面避免与网易云音乐进行正面竞争,亦显示行业竞争格局正趋向良性,市场参与者正专注于提升自身产品和服务差异性。里昂表示,将在网易云音乐公布业绩后再重新审视其评级,目前给予“高度确信跑赢大市”评级,目标价200元。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-14 12:25。) (美股为即时串流报价; OTC市场股票除外,资料延迟最少15分钟。)

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