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《大行报告》大和:手游公司争取App商店提成减少属利好 升腾讯(00700.HK)目标价至850元
阿思达克 01-28 12:43
大和发表研究报告,指内地手游公司透过推出新游戏时绕过一些第三方Android应用程式商店,寻求将後者提成比率由约50%降至约30%,在下游渠道取回更多议价能力。该行亦留意到年轻一代游戏玩家拥抱游戏社群。

报告称,相信手游公司会受合理的利润分成所激励,争取可持续长期增长,并确认对内地线上游戏板块正面看法,首选腾讯(00700.HK)、B站(BILI.US)及网易(09999.HK);并料腾讯及网易直接受惠潜在应用程式商店提成减少,亦提升两者目标价,腾讯由700元升至850元,网易则由187升至235元,评级均为「买入」。

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