招商证券升腾讯目标价5% 料仍有潜在盈利及估值上升机会

美港电讯
16 May

【招商证券升腾讯目标价5% 料仍有潜在盈利及估值上升机会】金十数据5月16日讯,招商证券国际发报告指,腾讯控股(00700.HK)凭借其强大的社交网络护城河和人工智能技术,该行认为腾讯在人工智能代理、广告和利润率扩张方面有潜在的盈利及估值上升机会。现市价处基于今明两年17及15倍预测市盈率,高于同业,以SOTP估值后,上调目标价5%,由621港元升至650港元,维持“买入”评级。报告表示,腾讯第一季业绩表现理想,人工智能驱动的提升日趋明显,且进一步推动盈利增长。同时,游戏及广告业务在人工智能的带动下维持强劲增长势头,首季资本开支投资亦如期进行。

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