上周五(6日)收涨2.57%的腾讯音乐(TME.US)今日美股盘前续涨1.29%,报16.55美元。消息面上,花旗发报告指,预期腾讯音乐2025年第四季业绩将符合预期或略胜预期,主要由于稳定的订阅服务及非订阅音乐收入的加速增长。展望2026年,该行认为关键关注点包括竞争格局与抖音Soda Music潜在威胁、SVIP转换率及每用户平均收入趋势、线上广告收入、音乐演唱会收入更新、喜马拉雅的最新状况、毛利率与经营利润率趋势。该行维持对腾讯音乐美股“买入”评级,目标价29美元。(格隆汇)
上周五(6日)收涨2.57%的腾讯音乐(TME.US)今日美股盘前续涨1.29%,报16.55美元。消息面上,花旗发报告指,预期腾讯音乐2025年第四季业绩将符合预期或略胜预期,主要由于稳定的订阅服务及非订阅音乐收入的加速增长。展望2026年,该行认为关键关注点包括竞争格局与抖音Soda Music潜在威胁、SVIP转换率及每用户平均收入趋势、线上广告收入、音乐演唱会收入更新、喜马拉雅的最新状况、毛利率与经营利润率趋势。该行维持对腾讯音乐美股“买入”评级,目标价29美元。(格隆汇)
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