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《大行報告》瑞信引述騰訊(00700.HK)指網遊業務健康 「視頻號」具差異化優勢 重點為知識平台
阿思達克 04-01 10:58
瑞信發表報告表示,參與了騰訊(00700.HK)投資者會議,騰訊管理層透露今年以來在線遊戲的用戶指標及趨勢仍然保持健康,但考慮到去年強勁的基數、以及今年首季缺少大型遊戲發布,估計在線遊戲收入增長會恢復正常。該行指維持對騰訊「跑贏大市」評級及目標價800元。

騰訊管理層對公司旗下網遊今年前景仍然充滿信心,《英雄聯盟:激鬥峽谷》在本周在美國進行測試,這是該遊戲的主要目標市場。它將受到密切注視,並且遊戲可能還將在今年晚些時候在中國內地發布之前進行數輪測試。

在線廣告方面,騰訊管理層指在線教育廣告的政策不確定性,可能會對2021年的廣告收入增長產生負面影響。但是鑑於騰訊擁有電子商務,在線遊戲,互聯網服務,快速消費品以及在線教育等多元化的廣告客戶基礎,估計相關影響屬可控。

關於「微信視頻號」方面,騰訊管理層指出微信視頻帳號與其他領先的短視頻平台的區別,第一是在於社交流量以及與微信其他屬性的連接,可促進流量;第二是從內容方面,視頻帳戶致力於成為一個基於知識內容平台,重點放在知識和信息內容上,而不是純粹的娛樂上。騰訊管理層指最近共同加強了實時流媒體功能,管理層認為視頻帳戶和微信生態系統內整體增強的連通性應有助於改善用戶參與度,營銷投資回報率和商家轉化率。(wl/k)

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