申万宏源：维持腾讯控股买入评级目标价673港元

金吾财讯2025-07-14

申万宏源研报指出，预计腾讯(00700)25Q2实现营业收入1783亿元，同比增长11%；调整后归母净利润602亿元，同比增长5%。该机构预计，腾讯25Q2网络游戏收入同比增长14%，其中国内海外均实现双位数增长。24Q2/Q3上线的《DNFM》《三角洲行动》仍在贡献增量，其中《三角洲行动》带动“搜打撤”进一步破圈，4月DAU超1200万（全行业近3年新游平均DAU的最高水平）。25年下半年重点...

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申万宏源：维持腾讯控股买入评级 目标价673港元

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申万宏源：维持腾讯控股买入评级目标价673港元