摩根士丹利发表报告指，受益于游戏和广告业务的稳固增长，金融与企业服务(FBS)略有回升，预计腾讯控股次季的营收和盈利增长稳健，收入和非国际财务报告准则(non-IFRS)计营业利润料分别增长11%和14%。因人工智能投资增加，营业利润杠杆效应将有所收窄，但利润率仍有望持续扩大。 大摩重申腾讯为首选股，反映其稳固收入与盈利增长，重申“增持”评级；以分类加总计算法计，对其目标价上调3%，由630港元上调至650港元，对应预期2026年市盈率18倍，较当前15倍估值有一定上行空间。
摩根士丹利发表报告指，受益于游戏和广告业务的稳固增长，金融与企业服务(FBS)略有回升，预计腾讯控股次季的营收和盈利增长稳健，收入和非国际财务报告准则(non-IFRS)计营业利润料分别增长11%和14%。因人工智能投资增加，营业利润杠杆效应将有所收窄，但利润率仍有望持续扩大。 大摩重申腾讯为首选股，反映其稳固收入与盈利增长，重申“增持”评级；以分类加总计算法计，对其目标价上调3%，由630港元上调至650港元，对应预期2026年市盈率18倍，较当前15倍估值有一定上行空间。
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