腾讯绩前跌超2%，将于收盘后公布最新业绩，美银证券指看好微信生态的AI变现潜力_老虎社区_美港股上老虎

腾讯绩前跌超2%，将于收盘后公布最新业绩，美银证券指看好微信生态的AI变现潜力

老虎资讯综合08-12 14:16

8月12日，腾讯业绩前跌超2%，报460港元，成交90亿港元。腾讯将于收盘后公布业绩。

摩根大通维持增持，目标价690港元，认为核心业务质地不变，AI投入属于长期战略布局，只是短期压制盈利表现；摩根士丹利维持增持，目标价650港元，测算剔除AI成本之后，公司本身的核心利润增速依旧可观。

美银证券给出780港元目标价，认为市场低估腾讯在AI智能体编排层的行业地位，看好微信生态的AI变现潜力。

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。

不嫩的韭菜
·08-12 16:57
目标价这么高，为什么你们不买啊[惊讶]
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- Yangsirisme:
  因为韭菜喜欢追已经在大涨的，海力士目标价翻倍也不是沉浸那么久
  08-12 21:46
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