《大行報告》大摩料內地延批遊戲是針對未成年反成癮措施 不認爲與2018年時全面停批相同
摩根士丹利發表報告表示,內地自今年8月以來延遲審批網遊許可的情況,相信是要爲網遊全面實施針對未成年人的反成癮措施預留準備時間,料與2018年時因內容改革從以全面停止審批的情況並不相同。而該行重申料內地監管是針對未成年用戶的看法。
就騰訊(00700.HK)方面,大摩指監於公司旗下部分遊戲已獲批(例如《英雄聯盟:激鬥峽谷》等旗艦遊戲),且近期推出的《金剷剷之戰》進展順利,該行預計不會對收入或新遊戲推出時間錶帶來重大影響。此外,該行亦看好騰訊的海外遊戲表現。
至於網易(09999.HK),該行指由於網易在未來6-12個月內所發行的遊戲早已獲內地當局的授權,維持對其2021年第四季度遊戲收入按年增長24%預測(對比第二季度按年升5%、第三季度按年增長5-8%)的預測,指旗下《哈利波特》遊戲排名第一,且於9月9日在內地的下載量中排名亦第一,高於《王者榮耀》。
就嗶哩嗶哩(09626.HK),大摩指嗶哩嗶哩今年下半年將在內地推出三款ACG(二次元)作品——諾弗蘭物語等以及超過10部海外作品。
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