《公司業績》大摩料騰訊(00700.HK)網遊及廣告業務提供催化劑 上望650元
摩根士丹利發表報告表示,確信騰訊(00700.HK)基本面牢固,具多元化的業務,料網遊和廣告業務未來將提供催化劑,重申對騰訊「增持」評級及目標價650元,料其在行業上所面臨監管風險相對較少。
該行指,騰訊對旗下遊戲業務持建設性看法,當中國的其他遊戲開發商表明向高質量遊戲發展之時,騰訊已觀察內地遊戲在海外潛力,開發人員以及來自移動平台和控制台平台的融合趨勢,並在網遊《原神》 (Genshin Impact)中取得成功,這對內地相關產業發展是個好兆頭,並且符合騰訊的戰略。
大摩指,內地近期出台的反壟斷草案的重點,是如何規範相關平台壟斷行為,料網遊和內容屬創新性,料受反壟斷政策風險相較少。
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