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美銀髮報告指，騰訊料將重振收入增長並擴大多個業務線利潤率，重申其評級。該行指，已看到集團有積極跡象，年初至今的日均商業支付量已按年反彈雙位數。管理層對廣告商情緒謹慎樂觀。該行預計，視頻號廣告可通過增加庫存來增長，交易驅動能力增強和機器學習基礎設施改進，可以成為結構性廣告驅動因素。管理層預期生成 AI 將成為長期增長動力。該行將騰訊 23 財年收入預測小幅升至 6,310 億元，按年增 14%，認為更好的遊戲業務抵銷了較低的金融科技和商業服務；調整淨利預測微升至 2,070 億元，目標價上調 5%。
Source: 美港電訊 The copyright of this article belongs to the original author/organization.
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