大行评级|里昂:确认对中国音乐娱乐市场的正面看法 上调腾讯音乐目标价

格隆汇资讯
Aug 11

里昂发表报告指,该行第三次音乐调查结果再次确认其对中国在线/离线音乐娱乐市场的正面看法,因为消费需求的复苏、超级粉丝经济的巨大潜力以及良性的竞争格局,都支持可持续的利润增长前景。报告指,注意到年轻和低收入用户的支付倾向有显著的季度改善,倾向于等待折扣的“摇摆用户”有所减少,而自称对价格不敏感的“快乐消费者”有所增加。里昂对腾讯音乐美股目标价由20美元升至25美元,H股目标价由77.7港元升至...

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