《大行報告》中金:騰訊(00700.HK)重磅新遊戲儲備豐富 面世後可為流水帶來新增長
中金發表報告指,騰訊(00700.HK)本次發布會在新遊戲數量上有較明顯減少,順應了整體行業精品化的研發趨勢,但質素上仍然體現出較高水平,新遊戲定檔或推出為遊戲業務帶來一定的確定性,推出後有望為流水帶來新增量。該行維持騰訊「中性」評級及目標價428元。
中金指,隨著虛擬現實的加速融合,遊戲技術以其可交互、高仿真、強沉浸等特點,已開始逐步突破傳統遊戲場景,未來騰訊遊戲技術或將在更廣泛的領域中落地,並成為虛擬與現實融合過程中的重要基礎設施。
騰訊於6月27日召開線上遊戲發布會,公布了熱門遊戲的最新動態與後續更新內容,並發布12款新遊戲。重點遊戲包括祖龍娛樂(09990.HK)研發、騰訊遊戲發行的射擊RPG手遊《阿凡達:重返潘多拉》;公司首個UE5引擎開發的群俠風格開放世界產品《代號:致金庸》;騰訊魔方歷時三年研發的戰術射擊手遊《暗區突圍》;經典IP衍生、開放世界類型遊戲《洛克王國》。
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