《大行報告》高盛:騰訊(00700.HK)及網易-S(09999.HK)受惠內地恢復進口遊戲審批
高盛發表研究報告指,國家新聞出版署昨日(28日)公布新一批國產網絡遊戲版號審批結果,進口遊戲再次獲批,是過去18個月以來首次,為市場帶來利好驚喜,當中騰訊(00700.HK)戰術射擊大作《無畏契約》(Valorant)亦獲得批准,在129款新遊戲獲批當中騰訊佔6款,而網易-S(09999.HK)則佔3款。
該行指,今次騰訊獲批的遊戲,在質量和數量上都有明顯提升,為行業釋出積極訊號,預計投資者將更期待Honor of Kings World、APEX Mobile、Naraka Mobile等騰訊及網易的大作於明年獲得版號。
高盛又指,獲批遊戲平均每付費用戶收入(ARPPU)水平較高,因此相信遊戲發行商對營銷預算會適度提升。
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