《大行报告》瑞信引述腾讯(00700.HK)指网游业务健康 「视频号」具差异化优势 重点为知识平台
瑞信发表报告表示,参与了腾讯(00700.HK)投资者会议,腾讯管理层透露今年以来在线游戏的用户指标及趋势仍然保持健康,但考虑到去年强劲的基数、以及今年首季缺少大型游戏发布,估计在线游戏收入增长会恢复正常。该行指维持对腾讯「跑赢大市」评级及目标价800元。
腾讯管理层对公司旗下网游今年前景仍然充满信心,《英雄联盟:激斗峡谷》在本周在美国进行测试,这是该游戏的主要目标市场。它将受到密切注视,并且游戏可能还将在今年晚些时候在中国内地发布之前进行数轮测试。
在线广告方面,腾讯管理层指在线教育广告的政策不确定性,可能会对2021年的广告收入增长产生负面影响。但是监於腾讯拥有电子商务,在线游戏,互联网服务,快速消费品以及在线教育等多元化的广告客户基础,估计相关影响属可控。
关於「微信视频号」方面,腾讯管理层指出微信视频帐号与其他领先的短视频平台的区别,第一是在於社交流量以及与微信其他属性的连接,可促进流量;第二是从内容方面,视频帐户致力於成为一个基於知识内容平台,重点放在知识和信息内容上,而不是纯粹的娱乐上。腾讯管理层指最近共同加强了实时流媒体功能,管理层认为视频帐户和微信生态系统内整体增强的连通性应有助於改善用户参与度,营销投资回报率和商家转化率。(wl/k)
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