摩根士丹利：腾讯_ 3Q24 预览_ 强劲游戏；广告中的宏观选择性，FBS
腾讯研究院·2024-10-11 14:13
M Idea October 7, 2024 11:27 PM GMT Tencent Holdings Ltd. | Asia Pacific 3Q24 Preview: Robust Games; Macro Optionality in Ads, FBS | --- | --- | --- | |---------------------------------------------------|-----------|-----------| | What's Changed \nTencent Holdings Ltd. (0700.HK) | From | To | | Price Target | HK$480.00 | HK$570.00 | 3Q24 revenue and non-IFRS OP should grow 7% and 16% YoY. Games growth remains robust, driven by evergreen and new titles. Ads and FBS growth moderated amid a weak macro climate ...