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騰訊(00700.HK)料線上廣告業務今年底將回暖 遊戲監管影響下半年消化
阿思達克 03-23 18:37
騰訊(00700.HK)執行董事兼總裁劉熾平表示,內地科技行業正面對結構性轉型,由過去的零和博弈及進取營銷,轉爲更專注用戶價值、科技創新、降低成本提升效率,預期隨着經濟及教培等各行業狀況開始改善,市場消化監管影響,線上廣告業務今年底將回暖。 談及未成年人保護措施,騰訊預期相關影響將於今年下半年全面消化。劉熾平指出,遊戲版號發放因監管要求而被推遲,但認爲當局對行業發展仍抱支持態度,預期當未成年人保護得以解決後版號會恢復發放,強調公司遊戲庫存充足,當版號發放時新遊戲將隨之推出。 兩會提出互聯網平臺應爲中小企降費,他指,對比起海外市場,中國的支付費率相對較低,商業支付費率爲約0.4%至0.6%,小微商戶面對面支付更是零收費,旗下雲業務在市場競爭下價格水平較低,因此預期政策對現有經營不會造成特別大影響。 主席兼首席執行官馬化騰表示,自2015年「互聯網+」概念被提出後,市場上數字與產業的融合發展已開始,經過過去幾年發展公司建立雲與智慧產業事業羣(CSIG),爲各行業提供數字科技服務。他認爲目前實體與數字經濟融合只是剛開始,指出近期受追捧的元宇宙發展上,他更關注當中的數字融合而非單單的虛擬世界發展,預期騰訊除通用技術外,在通信、效率工具等SaaS領域上亦具優勢,期望未來與市場參與者共同努力服務實體經濟而非只有競爭。
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