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麦格理:升腾讯控股(00700)目标价至676港元 评级“跑赢大市”

麦格理预计腾讯控股游戏业务和广告业务将支持第一季度业绩,调整后纯利同比增长24%至621亿元人民币。公司通过人工智能优化广告转化率并提升盈利空间,成本结构改善推动整体毛利增长。该行上调腾讯今明两年盈利预测,并将目标价从651港元提高至676港元,维持“跑赢大市”评级。

媒体报道
大行评级|麦格理:上调腾讯目标价至676港元 上调今明两年盈利预测 金融界/格隆汇
麦格理:升腾讯控股(00700)目标价至676港元 评级“跑赢大市” 金融界

事件追踪
2025-03-26 麦格理:维持比亚迪电子“跑赢大市”评级 下调目标价至63.2港元
2025-03-25 德银将腾讯控股目标价由540港元升至650港元 维持评级“买入”
2025-03-24 海通国际:维持腾讯控股「优于大市」评级 上调目标价 20% 至 600 港元
2025-02-26 麦格理对携程长期上升潜力仍持乐观态度 予“跑赢大市”评级
2025-02-17 高盛:维持腾讯控股「买入」评级 目标价 534 港元
2025-02-13 花旗:维持腾讯控股“买入”评级 目标价563港元
2025-02-12 瑞银维持腾讯“买入”评级 上调今明两年每股盈利预测1%
2025-01-22 中金予腾讯“跑赢行业”评级 目标价468港元
2025-01-15 大摩重申腾讯“增持”评级 目标价550港元
2025-01-14 花旗银行调整腾讯目标价至563港元 维持“买入”评级

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麦格理:升腾讯控股(00700)目标价至676港元 评级“跑赢大市”

麦格理预计腾讯控股游戏业务和广告业务将支持第一季度业绩,调整后纯利同比增长24%至621亿元人民币。公司通过人工智能优化广告转化率并提升盈利空间,成本结构改善推动整体毛利增长。该行上调腾讯今明两年盈利预测,并将目标价从651港元提高至676港元,维持“跑赢大市”评级。

媒体报道
大行评级|麦格理:上调腾讯目标价至676港元 上调今明两年盈利预测 金融界/格隆汇
麦格理:升腾讯控股(00700)目标价至676港元 评级“跑赢大市” 金融界

事件追踪
2025-03-26 麦格理:维持比亚迪电子“跑赢大市”评级 下调目标价至63.2港元
2025-03-25 德银将腾讯控股目标价由540港元升至650港元 维持评级“买入”
2025-03-24 海通国际:维持腾讯控股「优于大市」评级 上调目标价 20% 至 600 港元
2025-02-26 麦格理对携程长期上升潜力仍持乐观态度 予“跑赢大市”评级
2025-02-17 高盛:维持腾讯控股「买入」评级 目标价 534 港元
2025-02-13 花旗:维持腾讯控股“买入”评级 目标价563港元
2025-02-12 瑞银维持腾讯“买入”评级 上调今明两年每股盈利预测1%
2025-01-22 中金予腾讯“跑赢行业”评级 目标价468港元
2025-01-15 大摩重申腾讯“增持”评级 目标价550港元
2025-01-14 花旗银行调整腾讯目标价至563港元 维持“买入”评级

#热门话题

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