《大行》麦格理：腾讯(00700.HK)遭美列入黑名单对收入负面影响相对有限_老虎社区_美港股上老虎

《大行》麦格理：腾讯(00700.HK)遭美列入黑名单对收入负面影响相对有限

阿斯达克财经2025-01-08

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...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2501033795?lang=zh_CN&edition=full","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240409112051266_s.jpg","is_english":false,"pubTime":"2025-01-08 11:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2501033795","market":"hk","top_or_hot":-1,"title":"《大行》麦格理：腾讯(00700.HK)遭美列入黑名单  对收入负面影响相对有限","media":"阿斯达克财经","content":"<div>\n<p>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...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1408763/latest-news/AAFN\">网页链接</a>\n\n</div>\n","source":"aastocks_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>《大行》麦格理：腾讯(00700.HK)遭美列入黑名单  对收入负面影响相对有限</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行》麦格理：腾讯(00700.HK)遭美列入黑名单  对收入负面影响相对有限\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-08 11:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1408763/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1408763/latest-news/AAFN\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TCEHY","symbol_name":"腾讯控股ADR","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1408763/latest-news/AAFN","article_id":"2501033795","we_media_id":null,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240409112051266_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1408763/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2501033795","pubTimestamp":1736307960,"columns":[],"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"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。)AASTOCKS新闻","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80700":"腾讯控股-R","TCEHY":"腾讯控股ADR","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0048388663.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" (USD) INC AV","IE00B8HQ1Z84.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"A\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","IE0008368742.USD":"首域中国增长基金I Acc","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU0683595622.HKD":"AB SICAV I-EM.MKTS MUL.ASS.PTF(AD)","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","IE00B97KM107.HKD":"FSSA ASIAN EQUITY PLUS \"I\" (HKD) ACC","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU1226288170.HKD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P6%\"(HK D) INC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","HTCD.SI":"Tencent HK SDR 10to1","LU1226287875.USD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"PM\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU1046422090.SGD":"Fidelity Pacific A-SGD","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU1196710195.USD":"SCHRODER ISF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A"},"translate_title":"\"Big Bank\" Macquarie: Tencent (00700. HK) was blacklisted by the United States and has a relatively limited negative impact on revenue","themeId":"e304733debdfe5003f888fdd3118ea7c","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"HTCD.SI":0.6,"TCEHY":0.6},"content_text":"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。)AASTOCKS新闻","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}