港股异动 | 腾讯音乐-SW(01698)跌近4% 会员净增指引下调 绩后遭多家大行下调目标价
腾讯音乐-SW(01698)跌近4%，截至发稿，跌3.79%，报41.85港元，成交额1465.01万港元。
大和指出，公司第二季业绩大致符市场预期，最新指引2025年音乐订阅目标为同比增长18%，连同今年下半年指引，都较该行预期为低，而公司也延迟了达成中长期目标的时间。将腾讯音乐评级由“买入”连降两级至“持有”，目标价由66港元削至46港元。
高盛也表示，腾讯音乐第二季业绩符合预期，但对下半年至2025年的展望不一，管理层将每季净新增用户指引由原来的300万，下调至150万至200万水平。料腾讯音乐增长动力的转换，可能会引起部分投资者对多重收缩的忧虑，但看好其长期增长前景，目标价下调11%至55.1港元。另外，中银国际将腾讯音乐目标价由63港元降至51港元。
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