大摩发表报告，将腾讯音乐(01698.HK) 2026至28年订阅收入预测上调11%至16%，以纳入喜马拉雅自次季开始的收入贡献，部分被汽水音乐竞争导致的广告及社交娱乐收入下调所抵消。将毛利率预测上调1.5至1.8个百分点，以反映喜马拉雅较高的毛利率。大摩下调腾讯音乐2026至28年各年每股盈测分别4.2%、3.8%及5.8%，主要反映收购发行新股带来的摊薄影响。由于收购带来的效益被核心业务走弱所...
Source Link大摩发表报告，将腾讯音乐(01698.HK) 2026至28年订阅收入预测上调11%至16%，以纳入喜马拉雅自次季开始的收入贡献，部分被汽水音乐竞争导致的广告及社交娱乐收入下调所抵消。将毛利率预测上调1.5至1.8个百分点，以反映喜马拉雅较高的毛利率。大摩下调腾讯音乐2026至28年各年每股盈测分别4.2%、3.8%及5.8%，主要反映收购发行新股带来的摊薄影响。由于收购带来的效益被核心业务走弱所...
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