《大行》高盛降腾讯音乐(01698.HK)目标价至78元 股价回调后具吸引力

阿斯达克财经
Mar 05

高盛发表研究报告指,腾讯音乐(01698.HK) 股价在过去六个月回落,反映市场日益加剧的忧虑,包括音乐串流平台竞争对手带来的挑战、非订阅业务及现场活动赞助业务占比提升可能带来的利润率压力,以及近期有关AI对整个音乐产业影响的讨论。该行预期公司2025年第四季音乐业务收入按年升17%,由订阅业务增长中十位数所带动。另料公司今年整体收入按年增长中十位数,利润率维持稳定,因公司专注其策略,透过扩大每...

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