大行评级 | 摩通：予腾讯(0700.HK)增持评级目标价570港元

格隆汇APP2022-02-17

格隆汇2月17日丨摩根大通发表报告，在腾讯(0700.HK)公布去年第四季财报前，将2022年的每股盈利预测下调4%，但不认为新一轮的盈利下调会在短期内严重拖累腾讯的股价，因为预计腾讯以及其他大多数大型中国互联网公司将在今年第二季度恢复收入势头，原因是政策刺激及监管环境正常化等。因此目前应关注2022年第二季度的收入恢复是否符合市场预期，而非去年第四季度和今年第一季度的财务疲软程度。另外，摩通预计...

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TOuch
2022-03-15
TOuch
怎么不评到一个亿

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大行评级 | 摩通：予腾讯(0700.HK)增持评级 目标价570港元

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大行评级 | 摩通：予腾讯(0700.HK)增持评级目标价570港元