《大行報告》野村:騰訊(00700.HK)若能按工信部行政指導儘快整改 料受影響較小
據《央視新聞》獲悉,工信部對騰訊(00700.HK)採取過渡性行政指導措施,其App上架前需經技術檢測。野村發表報告,認爲如果騰訊能夠在行政指導措施期限結束前,完成所需的整改,過渡性行政指導措施對騰訊的影響可能不大,因爲其所有現有的應用程序都可能像往常一樣運行。該行維持對騰訊「買入」評級,目標價維持586元。
該行指,據其行業調查統計,過渡性行政指導措施實施期可能會從昨日(24日)持續到今年底,期間騰訊應改正工信部在其應用程序中所發現的問題,並需要得到工信部對這些整改的認可。
不過野村指,如果整改過程需要更長的時間,則可能會將行政指導措施延長至明年1月,打擊騰訊的手機遊戲業務,騰訊通常會在1月爲遊戲推出農曆新年版本更新,工信部的補充審查將進一步延遲所有新手機遊戲的發佈,令騰訊錯過手機遊戲的旺季。
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