第一上海 |【公司评论】腾讯控股（700）：2024年第三季度业绩前瞻

第一上海证券11-12

腾讯宣布将于11月13日发布2024年第三季度财报。财报发布后，公司将于北京时间20:00举行业绩会。2024年第三季度财务一致预期根据Visible Alpha的一致预期，三季度收入为1670亿元，同比增长8%。按收入细分，增值服务三季度预期为823亿人民币，同比上升8.71%。广告三季度预期同比上升15.18%，至296亿元人民币。广告收入预计延续高同比增长，视频号依旧成为广告增长的主要驱动力...

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2482741108?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-11-12 11:46","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2482741108","market":"sh","top_or_hot":-1,"title":"第一上海 |【公司评论】腾讯控股（700）：2024年第三季度业绩前瞻","media":"第一上海证券","content":"<div>\n<p>腾讯宣布将于11月13日发布2024年第三季度财报。财报发布后，公司将于北京时间20:00举行业绩会。2024年第三季度财务一致预期根据Visible Alpha的一致预期，三季度收入为1670亿元，同比增长8%。按收入细分，增值服务三季度预期为823亿人民币，同比上升8.71%。广告三季度预期同比上升15.18%，至296亿元人民币。广告收入预计延续高同比增长，视频号依旧成为广告增长的主要驱动力...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-11-12/doc-incvupae8412517.shtml\">网页链接</a>\n\n</div>\n","source":"sina","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>第一上海 |【公司评论】腾讯控股（700）：2024年第三季度业绩前瞻</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第一上海 |【公司评论】腾讯控股（700）：2024年第三季度业绩前瞻\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-12 11:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2024-11-12/doc-incvupae8412517.shtml><strong>第一上海证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯宣布将于11月13日发布2024年第三季度财报。财报发布后，公司将于北京时间20:00举行业绩会。2024年第三季度财务一致预期根据Visible Alpha的一致预期，三季度收入为1670亿元，同比增长8%。按收入细分，增值服务三季度预期为823亿人民币，同比上升8.71%。广告三季度预期同比上升15.18%，至296亿元人民币。广告收入预计延续高同比增长，视频号依旧成为广告增长的主要驱动力...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-11-12/doc-incvupae8412517.shtml\">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":"BK1526","symbol_name":"科网股","start_time":0,"source_url":"https://finance.sina.com.cn/roll/2024-11-12/doc-incvupae8412517.shtml","article_id":"2482741108","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2024-11-12/doc-incvupae8412517.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","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=2482741108","pubTimestamp":1731383160,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"腾讯宣布将于11月13日发布2024年第三季度财报。财报发布后，公司将于北京时间20:00举行业绩会。2024年第三季度财务一致预期根据Visible Alpha的一致预期，三季度收入为1670亿元，同比增长8%。广告三季度预期同比上升15.18%，至296亿元人民币。三季度预计云和金融将录得535亿元人民币，同比增长2.75%。利润端，Non-GAAP净利润三季度预计同比上升19.55%，约537亿元人民币左右。叠加上AI技术赋能腾讯广告3.0投放端，预计广告业务高毛利率的势头将延续。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80700":"腾讯控股-R","BK1526":"科网股","BK1521":"挪威政府全球养老基金持仓","IE00B0169L03.USD":"FSSA ASIA FOCUS FUND \"I\" (USD) ACC","IE0031814852.USD":"FSSA GREATER CHINA GROWTH \"I\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","BK1589":"北水核心资产","BK1095":"互动媒体与服务","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE0003795394.USD":"BNY MELLON ASIAN EQUITY \"A\" (USD) ACC","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB  LE EQUITY \"A\" (USD) ACC","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","BK1147":"投资银行业与经纪业","00227":"第一上海","BK1516":"腾讯概念","BK1531":"手游股","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC","IE0003851619.USD":"BNY MELLON ASIAN EQUITY \"B\" (USD) ACC","LU0048597586.USD":"富达亚洲焦点A","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0048388663.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" (USD) INC AV","IE0008368742.USD":"首域中国增长基金I Acc","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","BK1591":"就地过年概念","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","IE00B97KM107.HKD":"FSSA ASIAN EQUITY PLUS \"I\" (HKD) ACC","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0048580855.USD":"富达大中华区A","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","IE00B031J352.USD":"FSSA GREATER CHINA GROWTH \"I\" (USD) INC","BK1502":"双十一","00700":"腾讯控股","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","L":"洛斯公司","IE00B8HQ1Z84.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"A\" (USD) ACC","IE00B8L5B284.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"B\" (USD) INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","HTCD.SI":"Tencent HK SDR 10to1"},"translate_title":"First Shanghai [Company Review] Tencent Holdings (700): 2024 Third Quarter Performance Prospects","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"00700":1,"00227":1,"L":0.6,"HTCD.SI":0.6},"content_text":"腾讯宣布将于11月13日发布2024年第三季度财报。财报发布后，公司将于北京时间20:00举行业绩会。2024年第三季度财务一致预期根据Visible Alpha的一致预期，三季度收入为1670亿元，同比增长8%。按收入细分，增值服务三季度预期为823亿人民币，同比上升8.71%。广告三季度预期同比上升15.18%，至296亿元人民币。广告收入预计延续高同比增长，视频号依旧成为广告增长的主要驱动力，预计客单价以及加载率仍有上升空间。三季度预计云和金融将录得535亿元人民币，同比增长2.75%。利润端，Non-GAAP净利润三季度预计同比上升19.55%，约537亿元人民币左右。长青游戏策略稳定发力增长，AI赋能广告提效，视频号、小游戏、搜一搜广告流量增长助力商业化收入业绩会中，管理层应该会就今年游戏爆款新品和未来游戏商业化发展做出新的展望。得益于大型游戏恢复和手游的优秀表现，公司游戏收入预计未来几个季度环比持续上升。国内方面，暑期档和平精英货币化自7月底加速，王者荣耀DAU仍能保持1亿用户，手游DNF三季度稳定游戏畅销榜TOP4。海外游戏持续贡献收入，王者海外版表现亮眼，7月跻身Sensor Tower中国手游海外市场下载榜前三，预计海外游戏全年可以维持稳定增长。新游产品方面，9月底上线的三角洲行动上线一周注册人数已突破2,500万人。广告业务收入在视频号高速发展和运营优化的双重加持下将同比上升。得益于视频号加载率提升、微信小店生态升级、微信搜一搜广告流量持续增长及暑期游戏放量，均为广告业务带来有力支持。叠加上AI技术赋能腾讯广告3.0投放端，预计广告业务高毛利率的势头将延续。云业务将持续追求运营效率的同时降低成本，着重于高质量增长。金融云方面主要关注大模型市场环境带来的云计算需求攀升，加上小程序等项目的商业化进程。微信支付与淘宝天猫9月底开始互联互通，预计显著提升Q4及25年技术服务费。预计今年公司整体收入得到改善；降本增效持续进行，销售、管理费用率低于预期，期待视频号的亮眼数据披露。同时期待管理层在电话会上能给出更清晰的指引。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","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":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"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":"4.29.2","shortVersion":"4.29.2","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/2482741108"}