腾讯音乐(TME.US)盘前续涨2.6%，报26.05美元；该股昨日盘中创下2021年3月以来新高(25.98美元)，最终收涨11.85%，报25.39美元。H股今日盘中创下104港元的历史新高，最终收涨超15.6%，报102.1港元。 消息面上，腾讯音乐第二季度实现总收入84.4亿元，同比增长17.9%，高于市场预期；调整后净利润26.4亿元，同比增长33%。 大华继显维持对腾讯音乐“买入”评级，目标价从85港元上调至105港元。该行预测，腾讯音乐2025年订阅收入按年增长15.7%，主要受持续内容升级及超级VIP(SVIP)渗透率提升带动的强大定价能力推动。 另外，大和研报指，腾讯音乐第二季业绩反映其在超级VIP(SVIP)及粉丝经济变现方面的强劲执行力，并保持严谨的支出，将该股评级从“持有”升至“跑赢大市”，因新项目成为收入增长动力；并基于25倍市盈率(原本18倍)，将12个月目标价从66港元上调至106港元。(格隆汇)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.