高盛:騰訊料明年網遊管道強勁,反壟斷指南對業務影響有限
高盛發表報告指,與騰訊管理層於路演活動溝通後,重申對騰訊的積極正面看法。報告指出,騰訊管理層透露明年將推出不少備受關注的遊戲,包括3款根據知名電腦遊戲改編的手機遊戲,因此對明年的遊戲收入增長勢頭充滿信心,又指在行業監管法規日益增加的情況下,遊戲商由追求發行速度,至改爲專注提升遊戲品質,促使市場發展得更健康。
針對反壟斷指南草案,高盛認爲隨着全球互聯網公司的影響力越來越大,反壟斷規則指南是順應趨勢自然而然的監管,公司亦表明對業務及投資組合不會帶來重大不利影響,因此維持目標價705港元及買入評級不變。
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