騰訊$騰訊控股.HK上季業績表現,對公司今年股價前景看法維持正面。其股價可能會有進一步上升空間,主要由於估值重評,及強勁的遊戲産品線等令盈利有正面修正。

但年初至今上升 28% 後,不利因素有遊戲玩家消費疲軟,加上娛樂和廣告的變現減慢,以及內地重新開放後,支付或雲項目等活動隨即中斷。

現價是跟著大市動力上或落,可能和大市走勢相若。

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