大行評級 | 瑞信:遊戲行業今年將復甦,板塊中偏好騰訊
格隆匯1月18日丨瑞信發表研報,重申在更多新作發佈和每用户平均收入(ARPU)的帶動下,預期遊戲行業今年將迎來複蘇,偏好騰訊(0700.HK)穩健的產品線、宏觀經濟復甦帶來的上行空間,以及視頻號和節省資本開支帶來的貢獻持續增多。報吿指,該行與網易(9999.HK)的前產品經理進行了電話會議,相信監管環境在過去數月顯著改善,剛發佈的新作將有利集團今年的收入表現,但對來年有多少個版號獲批仍持謹慎看法。對於網易的重點作品近期表現,該名產品經理指,《FEJ》和《SLG》表現持續穩健,《暗黑破壞神:不朽》在發佈後的下滑幅度超過預期。

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