中金发表报告指，腾讯音乐第二季收入84.4亿元，按年增17.9%，超该行和市场预期。Non-IFRS净利润25.7亿元，按年增37.4%，超该行和市场预期，主要因非订阅收入(广告、演唱会和艺人周边等)超预期。因音乐非订阅业务好于预期，中金上调腾讯音乐2025/2026年Non-IFRS净利润预测6.8%、13.0%至94.6、112.1亿元，维持“跑赢行业”评级，鉴于行业估值中枢上移，上调H股目标价43.1%至114.5港元，上调美股目标价42%至29.4美元。
中金发表报告指，腾讯音乐第二季收入84.4亿元，按年增17.9%，超该行和市场预期。Non-IFRS净利润25.7亿元，按年增37.4%，超该行和市场预期，主要因非订阅收入(广告、演唱会和艺人周边等)超预期。因音乐非订阅业务好于预期，中金上调腾讯音乐2025/2026年Non-IFRS净利润预测6.8%、13.0%至94.6、112.1亿元，维持“跑赢行业”评级，鉴于行业估值中枢上移，上调H股目标价43.1%至114.5港元，上调美股目标价42%至29.4美元。
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.