大行评级|花旗:上调腾讯目标价至699港元 预计次季业绩稳健

格隆汇
29 Jul

花旗发表报告指出,腾讯控股将于8月13日公布2025年第二季业绩,预期业绩稳健,估计非通用会计准则净利润按年升4.9%至601亿元,收入及利润将达到或超出该行及市场共识预期,且游戏业务因新游戏贡献及递延收入而具潜在上行可能性。花旗预期,进入2025年第三季,腾讯旗下游戏业务因较强的季节性因素、新游戏发布及内容升级支持稳健收入,并预期腾讯将重点介绍AI模型(如混元3D世界模型)及元宝新功能的最新进展与更新、新游戏管线、微信搜索动能及宏观展望。花旗将其目标价从695港元上调至699港元,对应今明两年预测市盈率各24.4倍及22.3倍,维持“买入”评级及核心持股首选地位。

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