涨3%，我知道为什么_老虎社区_美港股上老虎 - 老虎社区

涨3%，我知道为什么是创两年新高[DOGE]

@小虎活动：【有奖竞猜】腾讯股价创两年新高，财报能否再推波助澜？

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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 还会发布今年第一季度的财报，不知是否能进一步拉动市场情绪。那就要凭业绩说话辣~</p> <p>在此之前，小虎君和您一起预看下腾讯本次表现：</p> <p><img src=\"https://static.tigerbbs.com/d1d7b8859e6e10d8c75ad05589249303\" tg-width=\"640\" tg-height=\"366\"></p> <p><b>回顾上季度</b></p> <p>腾讯营收<span>1057</span>亿元（<span>+24.6%yoy</span>）优于预期，<span>EPS2.12</span>（<span>+44%yoy</span>）略低于预期。当季度游戏业务及支付<span>&amp;</span>云业务加速扩张，递延收入和资本开支的增长，利于支撑这两部分业务保持高速增长。</p> <p><img src=\"https://static.tigerbbs.com/2aab9b4b544bdc94ac0733ba8345fa1a\" tg-width=\"1371\" tg-height=\"575\"></p> <p>收入端：游戏业务加速，云业务前景稳定</p> <p>当季金融科技贡献率（<span>28.3%</span>）已与游戏（<span>28.6%</span>）相当，二者贡献率累计达<span>57%</span>，其中递延收入同比增加<span>43.8%</span>，环比<span>+12%</span>，进一步肯定游戏业务复苏；资本开支同比增长<span>269%</span>，有望驱动金融科技业务保持高增速，双核驱动亦利于业绩稳定。</p> <p>利润端：各项成本开支分化，利润不及预期</p> <p>四季度增值服务成本增长<span>28%</span>，游戏业务毛利率环比下降<span>1.2pcts</span>；网络广告成本同比下降<span>14%</span>，毛利率环比提升<span>5.5pct</span>；支付和云成本增长<span>32%</span>，毛利率环比提升<span>0.35pcts.</span></p> 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