美银发报告指，腾讯料将重振收入增长并扩大多个业务线利润率，重申其评级。该行指，已看到集团有积极迹象，年初至今的日均商业支付量已按年反弹双位数。管理层对广告商情绪谨慎乐观。该行预计，视频号广告可通过增加库存来增长，交易驱动能力增强和机器学习基础设施改进，可以成为结构性广告驱动因素。管理层预期生成 AI 将成为长期增长动力。该行将腾讯 23 财年收入预测小幅升至 6,310 亿元，按年增 14%，认为更好的游戏业务抵销了较低的金融科技和商业服务；调整净利预测微升至 2,070 亿元，目标价上调 5%。
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