大和下調騰訊音樂(01698)目標價至38元 維持「持有」評級 X
13/08/2026 10:44
<匯港通訊>   大和發表報告指，騰訊音樂(01698)第二季收入及經調整盈利分別勝市場預期2%及6%，但宏觀逆風加上與喜馬拉雅的整合過程需時或導致收入增長放緩，令廣告收入存在下行風險，將目標價由47元下調至38元，維持「持有」評級。

該行下調公司2026-2028年每股ADS預測8.1%及9%，至6.373元人民幣及7.115元人民幣，較市場共識低1-2%，因對公司在競爭下的收入前景持更審慎的態度。(JC)

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