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　　摩根士丹利发布研报称，重申腾讯控股（00700）为首选股，反映其稳固收入与盈利增长，以及对持续竞争风险的有限曝露，同时重申“增持”评级。以分类加总计算法计，对其目标价上调3%，由原先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。

　　大摩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，预计腾讯今年次季的营收和盈利增长稳健，其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。

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