大摩:並無新的遊戲法規 大部分遊戲發行商正海外擴展
大摩發研報指,昨日有內媒報道稱,關於遊戲內容監管更加嚴格以及今年停發遊戲版號的報道,騰訊(0700.HK)和網易(9999.HK)的股價分別應聲下跌5%和4%。港股收市後,國家新聞出版署稱仍在接受申請,另國家音數協遊戲工委亦否認了報道。
大摩不認為內地2月21日或年初至今增加了新的遊戲法規,指更嚴格的內容監管和未成年人保護並不是新的消息。自去年9月起,未成年人的遊戲時間被限制為每週3小時。大多數中國遊戲發行商亦正在向海外擴張,騰訊有超過20%的遊戲收入來自國際市場,網易和嗶哩嗶哩(9626.HK)亦有超過10%。
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