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高盛:上调腾讯控股目标价至443港元 评级买入
高盛发表研究指出,腾讯首季经营溢利超预期,同时收入恢复按年双位数增长;经调整经营溢利按年增长32%,高过该行预期的25%;经调整经营利润率按年增长5.3个百分点至32.3%,为2020年第二季以来新高。该行引述腾讯管理层预期,今年公司盈利能力及毛利率将按年持续改善;传统游戏与管道的游戏收入复甦可见度提高,国际市场份额增长;广告收入持续加速等。长远而言,腾讯管理层认为腾讯的基础模型进展顺利。高盛维持对腾讯买入评级,目标价由442港元微升至443港元。
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