摩根士丹利发表报告指，腾讯第三季业绩胜预期，反映各主要业务实现稳健增长，其中AI助力广告和游戏业务。另外，腾讯管理层将资本开支降低归因于GPU供应链限制，但预期随着混元能力提升，元宝采用率及微信内具任务代理能力(Agentic AI)的AI平台将加速发展。该行重申腾讯为首选股及“增持”评级，目标价为735港元，并将今明两年的收入预测上调0.9%及1.4%，non-IFRS经营溢利预测各上调0.3%及1.5%，non-IFRS净利润预测上调1.6%及2.9%。
摩根士丹利发表报告指，腾讯第三季业绩胜预期，反映各主要业务实现稳健增长，其中AI助力广告和游戏业务。另外，腾讯管理层将资本开支降低归因于GPU供应链限制，但预期随着混元能力提升，元宝采用率及微信内具任务代理能力(Agentic AI)的AI平台将加速发展。该行重申腾讯为首选股及“增持”评级，目标价为735港元，并将今明两年的收入预测上调0.9%及1.4%，non-IFRS经营溢利预测各上调0.3%及1.5%，non-IFRS净利润预测上调1.6%及2.9%。
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