大摩：维持腾讯(0700.HK)增持评级目标价350港元

格隆汇APP2022-11-03

摩根士丹利发表研究指，腾讯(0700.HK)将于本月中旬公布第三季业绩，预期第三季收入表现将成为下一个股价催化剂，基本情况下预测收入将按年下跌3%，指出若收入录得正增长，将为投资者下半年及明年增长预期带来一定支持，维持“增持”评级，目标价350港元。大摩指腾讯旗下游戏、广告及金融服务等核心业务今年上半年都受到监管和疫情不确定性等因素严重影响，股价已跌至2018年以来的历史低点，认为在有效成本优化...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

巴菲特的首席弟子
2022-11-03
巴菲特的首席弟子
这评级醉了，上次还看好800，这妹的又350

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2280956805?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2022-11-03 12:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2280956805","market":"us","top_or_hot":-1,"title":"大摩：维持腾讯(0700.HK)增持评级 目标价350港元","media":"格隆汇APP","content":"<div>\n<p>摩根士丹利发表研究指，腾讯(0700.HK)将于本月中旬公布第三季业绩，预期第三季收入表现将成为下一个股价催化剂，基本情况下预测收入将按年下跌3%，指出若收入录得正增长，将为投资者下半年及明年增长预期带来一定支持，维持“增持”评级，目标价350港元。大摩指腾讯旗下游戏、广告及金融服务等核心业务今年上半年都受到监管和疫情不确定性等因素严重影响，股价已跌至2018年以来的历史低点，认为在有效成本优化...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001t0py.html\">网页链接</a>\n\n</div>\n","source":"sina_symbol","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大摩：维持腾讯(0700.HK)增持评级 目标价350港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩：维持腾讯(0700.HK)增持评级 目标价350港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 12:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001t0py.html><strong>格隆汇APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利发表研究指，腾讯(0700.HK)将于本月中旬公布第三季业绩，预期第三季收入表现将成为下一个股价催化剂，基本情况下预测收入将按年下跌3%，指出若收入录得正增长，将为投资者下半年及明年增长预期带来一定支持，维持“增持”评级，目标价350港元。大摩指腾讯旗下游戏、广告及金融服务等核心业务今年上半年都受到监管和疫情不确定性等因素严重影响，股价已跌至2018年以来的历史低点，认为在有效成本优化...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001t0py.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00700","symbol_name":"腾讯控股","start_time":0,"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001t0py.html","article_id":"2280956805","we_media_id":null,"thumbnails":[],"rights":{"source":"sina_symbol","url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001t0py.html","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.extra-info, .source{#sourceStyle#;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2280956805","pubTimestamp":1667449547,"sourceInfo":{"source_id":"sina_symbol","name":"新浪媒体新闻"},"weMediaInfo":null,"summary":"摩根士丹利发表研究指，腾讯 将于本月中旬公布第三季业绩，预期第三季收入表现将成为下一个股价催化剂，基本情况下预测收入将按年下跌3%，指出若收入录得正增长，将为投资者下半年及明年增长预期带来一定支持，维持“增持”评级，目标价350港元。大摩分三个情景作出预测。在第三个情景下，假如腾讯第三季收入跌幅超过5%，该行预期股价将相应下跌5%至10%。","collect":0,"end_time":0,"defaultTopTitle":"sina.cn","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"translate_title":"Damo: Maintain Tencent (0700. HK) to increase its rating target price by HK $350","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00700":1,"TCEHY":1},"content_text":"摩根士丹利发表研究指，腾讯(0700.HK)将于本月中旬公布第三季业绩，预期第三季收入表现将成为下一个股价催化剂，基本情况下预测收入将按年下跌3%，指出若收入录得正增长，将为投资者下半年及明年增长预期带来一定支持，维持“增持”评级，目标价350港元。大摩指腾讯旗下游戏、广告及金融服务等核心业务今年上半年都受到监管和疫情不确定性等因素严重影响，股价已跌至2018年以来的历史低点，认为在有效成本优化措施推动下，腾讯的利润率提升是可以预料的，因此收入能否录得增长将成为下一个关键股价驱动因素。大摩分三个情景作出预测。在第一个情景下，若第三季收入按年跌3%，则是由于游戏收入表现疲软，抵销了期内广告及金融服务业务的逐步复苏，将令股价出现下跌5%至上升10%。在第二个情景下，若视频号变现速度快于预期，令第三季收入录得正增长，则预期令股价上升10%至15%。在第三个情景下，假如腾讯第三季收入跌幅超过5%，该行预期股价将相应下跌5%至10%。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":665473986,"gmtCreate":1667465223046,"gmtModify":1667465225832,"author":{"id":"4126572556908202","authorId":"4126572556908202","name":"巴菲特的首席弟子","avatar":"https://static.tigerbbs.com/01da8318f4b77df83b1232fc9042a3c8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4126572556908202","authorIdStr":"4126572556908202"},"htmlText":"这评级醉了，上次还看好800，这妹的又350","listText":"这评级醉了，上次还看好800，这妹的又350","text":"这评级醉了，上次还看好800，这妹的又350","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665473986","repostId":2280956805,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.0","shortVersion":"4.29.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2280956805"}

大摩：维持腾讯(0700.HK)增持评级 目标价350港元

精彩评论

大摩：维持腾讯(0700.HK)增持评级目标价350港元