里昂发表研究报告指，腾讯音乐股价年初至今跑输大市，或因为市场持续担忧竞争加剧、对内地K-pop演唱会重启的预期重新调整，以及反垄断活动增加可能对其收购喜马拉雅产生影响。考虑到其可持续的订阅模式，以及围绕粉丝及艺术家连系所构建的产品竞争力，该行认为市场过度抛售，其股价已较去年9月17日高位回调38%，在目前具吸引力的风险回报水平下提供良好机会；重申“跑赢大市”评级，维持美股及港股目标价分别为23.7美元及92.1港元。
里昂发表研究报告指，腾讯音乐股价年初至今跑输大市，或因为市场持续担忧竞争加剧、对内地K-pop演唱会重启的预期重新调整，以及反垄断活动增加可能对其收购喜马拉雅产生影响。考虑到其可持续的订阅模式，以及围绕粉丝及艺术家连系所构建的产品竞争力，该行认为市场过度抛售，其股价已较去年9月17日高位回调38%，在目前具吸引力的风险回报水平下提供良好机会；重申“跑赢大市”评级，维持美股及港股目标价分别为23.7美元及92.1港元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.