我们认为腾讯是国内互联网平台中竞争力最强企业,且在投资者回报与资金分配管理中,表现突出。按600港元股价计算,对应2024/2025年经调整净利润市盈率分别为22.8/19.4倍,对应2025E股息率约2.4%。TTM增长率为22.7%,TTM市盈率为21.2倍。基于当前数据,我们适度上修公司全年营业收入预期,并微幅上调经调整利润预测,维持估值模型不变。01.历史回顾作为资本市场超级股王,2004...
Source Link我们认为腾讯是国内互联网平台中竞争力最强企业,且在投资者回报与资金分配管理中,表现突出。按600港元股价计算,对应2024/2025年经调整净利润市盈率分别为22.8/19.4倍,对应2025E股息率约2.4%。TTM增长率为22.7%,TTM市盈率为21.2倍。基于当前数据,我们适度上修公司全年营业收入预期,并微幅上调经调整利润预测,维持估值模型不变。01.历史回顾作为资本市场超级股王,2004...
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