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　　招银国际发布研报称，上调腾讯控股（00700）目标价7.8%，从705港元升至760港元，维持“买入”评级。

　　腾讯2025年第三季总收入同比增15%至1929亿元人民币（下同），较机构预期/招银国际预期高2%/4%，得益于游戏业务收入的强劲增长（同比+23%）；尽管费用增长略高于预期，非IFRS营运利润仍同比增长18%至726亿元，基本上符合一致预期及该行预期。

　　受供应链限制影响，公司下调2025年资本支出指引，但仍致力于在广告、游戏、电商及微信智能体等领域加速AI应用落地。凭借多元化的应用场景与庞大的用户基数，该行看好腾讯在AI领域的长期发展机会。考虑游戏收入成长优于预期，该行上调2025-2027年总收入预测3%-5%；将估价窗口前滚至2026年。

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