小摩：腾讯控股(00700)AI变现逻辑改善重申目标价690港元

智通财经03-25

智通财经APP获悉，摩根大通发布研报称，腾讯控股(00700)在业绩后的投资者会议上，详细阐述了AI投资逻辑、已可见的变现路径，以及支持相关投资的资本配置框架。该行认为，这对中期投资案例有建设性，但料对短期股价帮助有限，因短期股价仍受盈利预测下调、回购预期降低，以及市场偏好短期盈利可见度而非长期AI期权价值所影响。小摩维持对腾讯的“增持”评级，目标价690港元。报告引述，腾讯管理层澄清，去年180...

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小摩：腾讯控股(00700)AI变现逻辑改善 重申目标价690港元

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小摩：腾讯控股(00700)AI变现逻辑改善重申目标价690港元