《大行報告》野村:內地要求即時通信軟件商解除屏蔽 料騰訊(00700.HK)對手可望受惠
內地媒體《21世紀經濟報道》指,工信部上星期四(9日)召開行政指導會,要求各即時通信軟件平臺限期內必須按標準解除屏蔽。野村發表報告指,指令的最即時受惠者是騰訊(00700.HK)的大型對手,尤其是阿裏巴巴(09988.HK)和字節跳動,他們分別擁有軟件淘寶和抖音,能夠透過分享滲透騰訊旗下的微信的用戶羣。
不過野村認爲,最終騰訊有多少競爭者能夠受惠,取決於騰訊會否採取進一步行動阻止由H5網頁轉導到第三方應用程式,若騰訊的競爭者不能夠將微信用戶吸納到自身的流動應用程式,解除屏蔽對他們不會有大影響,同時這些平臺能夠補足微信生態圈,長遠上有利微信自身。野村預計,若轉導功能最終被停止,對阿裏巴巴來說不算特別高興 。
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