李慧芬

騰訊控股(700.HK)

2015-01-07

騰訊獲發徵信牌照股價上揚

有消息指中國人民銀行日前向8間機構開放個人徵信(個人信用證明)業務的牌照,其中包括:阿里巴巴、騰訊控股(700)和平安保險(2318)。市場預計,內地的徵新業務規模可逾千億人民幣。

今年內地互聯網用戶將佔人口過半

今年內地互聯網行業有上升潛力,預料將有超過一半內地人在今年成為互聯網用戶,尤其可以隨時隨地使用手機移動服務。本地服務數碼化(即線上線下電子商務)結合新服務及商業模式,很大可能繼續成為行業焦點;另一個主要趨勢是深化移動服務商業化。預期,受惠新移動服務推出及現有庫存,移動廣告增長或有強勁回升,移動遊戲每月每戶平均收入(ARPU)亦可增長。相信騰訊控股獲發銀行牌照,可開拓新收入來源。隨著內地消費模式改變,更多人轉至網購消費,相信今年互聯網行業競爭將加劇,盈利受壓,但因騰訊控股(700.HK)擁有較大型平台的企業廣告,收益較多,料最能受惠。

在消息的刺激下,騰訊控股(700.HK)一舉升破121元阻力。投資者可於122元左右買入騰訊控股(700.HK),目標價看150元。

(The above displayed are just writers’ own opinions and for readers’ reference only. Financial markets are volatile and please be careful of the risks.)NOTICE

Investment involves risk. It is as likely that losses will be incurred rather than profits made as a result of buying and selling investment and financial products. Before investment, you should be aware of all the risks involved and carefully consider your investment objectives, trading experience, and level of risk acceptance. If you have any question, please seek advice from an independent professional advisor.

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