里昂发表报告预计腾讯控股在2025年第二季度将延续稳健的游戏和广告增长势头总收入及调整后EBIT分别按年增长10.1%和

智通财经
Aug 11
里昂发表报告预计腾讯控股在2025年第二季度将延续稳健的游戏和广告增长势头总收入及调整后EBIT分别按年增长10.1%和10.2%达到1773亿元和644亿元。在线游戏收入预计因经典游戏的强劲表现而上升特别是《王者荣耀》和《和平精英》/《PUBG Mobile》以及新游戏如《三角洲行动》和《胜利女神:妮姬》的成功。《无畏契约手游》预计于8月发布。里昂认为腾讯广告收入可能受惠于广告技术升级、视频号、小程序和搜寻业务的推动而增长云业务收入则因人工智能(AI)需求强劲而有望恢复双位数增长。基于稳健的游戏和广告增长及新游戏的成功将目标价从645港元上调至710港元维持“高度确信跑赢大市”评级。

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