11月17日，招银国际发表报告指，腾讯第三季总营收按年增15%至1929亿元，分别较市场共识预估及该行的预估高出2%和4%，主要得益于稳健的游戏营收成长，按年增23%；非国际财务报告准则营业利益年按年增18%至726亿元，尽管营运费用成长高于预期，仍大致符合市场共识及该行的预估。
考虑到其多元化的应用场景和庞大的用户基础，该行仍看好腾讯在AI领域的长期机遇。该行将腾讯2025至2027财年的总营收预测上调3%至5%，主要反映游戏收入成长较预期强劲。该行将估值窗口向前推展至2026财年，并基于分类加总估值法将目标价从705港元上调至760港元，维持“买入”评级。
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