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《大行報告》大和料中國至2025年元宇宙市場達300億美元 指騰訊及網易具條件推相關遊戲
大和發表報告表示,料中國至2025年「元宇宙」(Metaverse)市場將達到300億美元(約2,339億港元),全球相關市場約37%,料廣告收入是主要貢獻來源,該行認爲中國當局不太可能禁止元宇宙世界,但預計政府採取更積極的監督方式。 該行認爲「元宇宙」可能是中國能成爲全球科技的領導者的一部份,相信「元宇宙」興起將刺激硬件和軟件需求,創新及項目將爲用戶創造價值。 大和認爲騰訊(00700.HK)和網易(09999.HK)具強大研發和潛力在虛擬世界中推出身臨其境的遊戲。大和指,騰訊具廣泛網遊業務引擎、遊戲研發及社交網絡平臺,維持對其「買入」評級及目標價650元,而該行亦看好網易的內容創新能力,維持對其「買入」評級及目標價218元。(wl/k) ~
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