华泰金融(HK)：给予腾讯控股(00700.HK)“买入”评级目标价465.35港元

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华泰金融(HK)：给予腾讯控股(00700.HK)“买入”评级目标价465.35港元

2024-09-20 10:01:32 来源：同花顺金融研究中心

　　华泰金融(HK)9月20日发布公告。Tencent launched the new Hunyuan Turbo model (benchmarked against GPT-4o) at its Global Digital Ecosystem Summit with a 108% boost in training efficiency and a 50% cut in inference costs. It enhances internal development productivity by 15%. Tencent Cloud 2Q24 revenue yoy hit double digits in overseas markets, with strengths in audio/video, live streaming, and games. Spark cloud game also expanded the player base for Black Myth: Wukong by reducing hardware requirements. Looking ahead, we expect Tencent Cloud to see more synergies from AIGC and internal efficiency improvement. We maintain our 2024/2025/2026 adjusted NP forecasts for Tencent at RMB214.4/247.7/283.9bn. We maintain a BUY rating and the SOTP-based target price at HKD465.35.

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