花旗集团近日发布研究报告，重申对腾讯控股的“买入”评级，并将其目标价从735港元上调至751港元，强调继续将其视为行业首选及人工智能主题核心标的。
花旗维持对腾讯的积极观点。分析师Alicia Yap及其团队在报告中表示，腾讯第三季度的高增长势头主要得益于多项高利润率业务的贡献。其中包括自主研发的游戏、视频号、微信搜索广告的强劲表现，以及通过战略性招聘AI人才以优化生产力成本所带来的效益。
此外，报告还特别关注了腾讯在AI领域的长期投入。尽管由于芯片采购等因素影响，腾讯第三季度资本支出同比下降24%，但公司在升级基础模型架构和在微信生态内开发代理型AI方面的投入并未减缓。
花旗认为，这些前瞻性投资有望在未来为公司带来显著的回报。基于以上因素，花旗决定上调腾讯目标价，继续视其为首选及AI主题标的。
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