《大行》高盛降腾讯(00700.HK)目标价至700元 转向以AI新产品为主导投资阶段

阿斯达克财经
Mar 19

高盛发表报告指,腾讯(00700.HK) 旗下人工智能发展为游戏和广告业务带来稳健的增长前景,不过,公司明显转向以AI新产品为主导的投资阶段,并预告回购规模将按年有所收窄,因此该行将公司今年经调整净利润按年增长预测由10%降至7%。该行表示,虽然腾讯短期内的利润增长放缓,但相信随着公司的AI发展,及未来3至6个月即将推出微信AI助理,和基于WeChat/WeCom的Claw-agent等关键产品...

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