招商证券发表报告指，腾讯第二季业绩超预期，收入按年增长15%，超预期3%；非IFRS净利润按年增长10%，同样超预期3%，主要受益于各业务板块的利润率改善。所有业务线在AI赋能下展现强劲增长势头。凭借其强大的社交网络护城河和AI技术，该行预计AI代理、广告、AI产品商业化和AI驱动利润率扩张将为腾讯带来潜在的收益和估值上升机会，维持“增持”评级，目标价由670港元上调至700港元，看好公司独特市场地位。
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.