大和：降腾讯控股(00700)目标价至670港元调整AI资本开支及盈利预测

智通财经网07-13

智通财经APP获悉，大和发布研报称，预计腾讯控股(00700)将上调对AI资本开支的预期，这将对其中期盈利带来压力。同时，游戏业务增长在高基数下有所放缓，但其市场份额增长势头依然完好。该行下调公司2026至2028年每股盈利预测1%至6%以反映相关影响。大和维持腾讯“买入”评级，目标价由700港元下调至670港元。大和将腾讯2026年AI资本开支预测由原先的1,080亿元人民币，大幅上调至约1,...

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大和：降腾讯控股(00700)目标价至670港元 调整AI资本开支及盈利预测

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大和：降腾讯控股(00700)目标价至670港元调整AI资本开支及盈利预测