美国日前将腾讯(00700.HK) 列入“中国军工企业名单”，而后者昨日(7日)回应指此决定为错误，并指公司并非中国军工企业，也不是中国国防工业的军民融合企业。
麦格理发表研究报告回应指，今次美国的举动对腾讯的收入负面影响料相对有限，称公司的收入主要来自面向消费者的业务，不过今次的事件或为公司海外的投资及合作带来负面影响。该行维持其对腾讯的看法，认为公司拥有一个支持可持续利润扩张的成本结构，主要增长动力包括稳定的游戏产品线和视频号变现。目标价维持562元，评级“跑赢大市”。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-07 16:25。)
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