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《大行報告》大摩引述騰訊(00700.HK)指從未討論網遊消費稅上調 續推新遊戲
阿思達克 09-06 14:33
摩根士丹利發表報告指,與騰訊(00700.HK)管理層會面,討論監管新規對騰訊的影響。報告引述騰訊指,其對象為18歲以下兒童的遊戲收入僅佔其去年整體中國遊戲收入的6%。面對監管新規,騰訊將採取一系列應對措施,包括增撥更多資源至海外遊戲業務及企業軟件業務,報告指今年首季海外遊戲業務收入按年增長37%,並佔整體遊戲收入25%。報告並指海外遊戲的潛在市場範圍(TAM)為中國市場的三倍大。 報告指,管理層提到內地從未討論網遊消費稅上調,集團將繼續根據內部指引及時間表推出新遊戲。該行相信騰訊各項業務仍維持穩健,維持「增持」評級,目標價續為700元。
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