《大行報告》摩通:今年內地網遊市場復甦 遊戲供應將有所改善 薦騰訊(00700.HK)及網易-S(09999.HK)
摩根大通發表報告指,去年內地網遊市場行業充滿挑戰。內地遊戲市場收入按年下跌10%,而遊戲股的股價平均按年大幅下跌39%。該行預計,在網遊行業收入恢復支持下,今年遊戲股前景將改善,主要驅動因素包括更有利的監管環境、更多的遊戲供應、更好的玩家支出。
與普遍認為重新開放將對內地的遊戲活動產生負面影響相反,摩通認為影響有限,因為內地遊戲市場是由移動設備驅動,所以不受地點限制,加上去年由於經濟疲軟和遊戲供應有限,令收入比較基礎較低。
由於網絡遊戲的內容驅動性質,該行認為今年更強勁的遊戲內容供應將超過重新開放後消費者活動復常帶來的負面影響。大型股中偏好騰訊(00700.HK)及網易-S(09999.HK)。
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