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　　腾讯音乐-SW（01698）盘中涨超5%，截至发稿，股价上涨4.39%，现报70.20港元，成成交额2281.20万港元。

　　此前，交银国际发布研报称，看好腾讯音乐在线音乐服务的稳定增长，预计每付费用户平均收入（ARPPU）提升拉动效果将高于会员数增加，关注超级会员（SVIP）增长并看好订阅及广告收入增长、自制内容增加持续促进毛利率优化。该行轻微上调2025年经调整净利润3%至89亿元人民币，维持目标价66港元及“买入”的投资评级。该行表示，腾讯音乐首财季经调整归母净利润录得21.2亿元人民币，略超市场预期5%。

　　展望第二财季，该行预计集团音乐订阅收入同比增16%，会员净增150万，月 ARPPU同比增9%至11.6元人民币。因集团聚焦高质量会员增长，故下调全年会员净增预期至610万，并上调第二财季月 ARPPU增长预期至12.2元人民币。同时，该行预测集团非订阅收入于第二季或同比增25%。基于优于预期的短期运营，该行调整全年收入降幅预期至13%。

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