花旗：重申腾讯(00700)“买入”评级 目标价496港元
花旗发布报告称，重申腾讯(00700)“买入”评级，预计其旗下混元的重估潜力或会在未来几个月内逐步出现。近期的股价疲弱为市场增加买入机会，对其开启90日正面催化观察，目标价496港元。
该行认为，集团近期股价表现疲弱是由于宏观情绪较弱、缺乏买入催化剂及对其最大股东Prosus最近管理层变动后可能抛售的不必要担忧所致。另表示腾讯平台生态系统的弹性、管理层在提高营运永续性和优质利润方面的努力及最近发布的混元大型语言模型尚未得到投资者的认可，但预计影片帐号广告的持续具吸引力，特别是在用户参与度不断提高和人工智慧广告技术增强的推动下，其云端及商业服务产品的多重增长机会是依赖于混元及更快的利润增长趋势，这或会成为中期催化剂。
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