《大行》里昂:腾讯(00700.HK)遭美列入军事企业名单 对业务和营运影响有限

阿斯达克财经01-08

美国国防部将腾讯(00700.HK) 等企业列入与内地军方合作的企业名单,公司指被列入该清单显然是一个错误,强调腾讯并不是军工企业或军工供应商,将与美国相关部门共同解决误会。过去曾出现过撤销名单的情况,例如小米(01810.HK) 于2021年1月14日被列入此名单,但因证据薄弱,小米在3月14日成功上诉,并于5月11日从名单中移除。
里昂研究报告指,遭美列入军事企业名单对腾讯业务和经营影响有限。在上诉过程中,股价可能面临压力,但若上诉成功,随之而来的可能是大规模的股份回购计划。该行予公司评级“跑赢大市”。(vc/k)

(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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