You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
华泰金融料腾讯(00700.HK)下半年手游收入增速加快至逾28% 旗舰游戏受好评
阿思达克 10-02 11:39

华泰金融控股发表报告表示,内地暑假期间游戏收入增长势头良好。据该行游戏行业追踪显示,在8月总收入排名前五的手游中,腾讯(00700.HK)占据了4个席位,其新推出游戏以及旗舰游戏均录得稳健表现,特别是《王者荣耀》、《和平精英》、《跑跑卡丁车》以及《龙族幻想》。进入今年下半年,复苏势头逐渐加强。该行预测腾讯旗下手游收入於今年下半年将按年加速增长至28.8%(对比上半年为按年增长12.4%),料网易手游於今年下半年收入按年增长14.5%(上半年为按年增长21.7%)。

该行指,腾讯主要游戏录得稳健表现,腾讯的新游戏《跑跑卡丁车》和《龙族幻想》,以及旗舰游戏《王者荣耀》和《和平精英》在暑期均受到玩家好评。据Sensor Tower数据显示,截至8月底,腾讯《绝地求生》手游以及《和平精英》的累计收入(剔除来自中国大陆安卓系统的收入)已经超过了10亿美元。

8月《绝地求生》手游收入按年增长152%至6,300万美元,《和平精英》中国iOS平台收入达9,700万美元。受腾讯收入递延政策影响,《和平精英》於今年第二季贡献收入有限,但该行认为其今年下半年收入贡献将有所增长。

华泰金融认为,腾讯将整合其网络游戏市场份额,新游戏表现将更加符合玩家口味。网易现有热门游戏表现也处於正轨,而其新游戏尚待通过版号审批。该行维持对腾讯的「买入」评级和对网易的「持有」评级。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account