腾讯(00700.HK):疫情後媒体广告回暖 游戏玩家及忠诚度有所提升
腾讯控股(00700.HK)总裁刘炽平在线上业绩发布会表示,去年媒体广告受疫情拖累,广告主花费有所减少,不过去年下半年开始内地复工复产,情况已开始改善,估计今年将持续回暖并向正面方向走。他续指,在效果广告方面将利用技术等逐步放量,总体来说广告业务将持续稳步发展。
在游戏业务方面,刘炽平指随着内地复工复产,游戏流水逐步确认後,到去年第四季已逐步消化,不过值得留意的是疫情期间游戏玩家数目及忠诚度亦有提升,游戏行业逐步正常化,但长远仍站在更高的台阶上,无论用户数或对游戏的看法亦有所改善,相信对行业长远属利好。
刘炽平指现有游戏包括《王者荣耀》、《PUBG Mobile》等持续表现都很好,公司亦有与不同公司合作开发新游戏,形容产品线丰富。被问及米哈游旗下游戏《原神》表现强劲,刘炽平指游戏行业竞争本来激烈,正因如此游戏行业才会百花齐放、快速增长,希望行业有更多游戏公司推出创新的游戏,认为对整个行业来说亦是好事。
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