汇丰研究发表研究报告指,在游戏、广告、金融科技及商业服务复苏的推动下,仍然相信腾讯今年可实现营收和盈利加速增长,预期微信视频号商业化及投资者看好线上游戏细分市场,将继续推动公司股价表现向好。腾讯将于 5 月中旬公布首季业绩,该行预测收入将按年增长 7%,非国际财务准则纯利料增长 26%,当中线上游戏收入预期按年升 3%,金融科技和企业服务 (FBS) 收入料增长 12%。该行预期营销及研发开支将增加,同时 Prosus 抛售影响仍然存在,但另一方面腾讯在过去 1 至 2 个月的回购基本抵销相关影响,考虑到今年 26% 的盈利增长预测,认为现价估值不高,维持目标价为 440 港元,维持买入评级。
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