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《大行報告》花旗:內地限未成年人網遊新規 料對騰訊收入影響少 但會降行業增長預期
花旗發表研究報告,指日前內地推出政策,收緊未成年人遊戲時間,不屬完全令人意外,而騰訊控股(00700.HK)、網易(09999.HK)等的主要遊戲公司已一直加大力度減低未成年人接觸遊戲或遊戲時間。政策對兩公司的收入影響較輕微,料影響少於低單位數百分比。 不過,該行相信事件對行業仍然是再一次的挫折,可能對市場再發送另一波負面情,令投資者下調對未來遊戲行業的增長預期。對於海外佔收入比重較多,以及有較多成人玩家遊戲組合的企業,或將能較好地應對目前的逆風環境。
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