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中金:腾讯控股(00700.HK)重磅新游密集推出 以技术推动第三次扩容
中金发表报告指,腾讯举办游戏发布会,共分为三个模块,分别为技术新探索、产品新体验与更多新价值(涉及疾病患者、未成年人保护等社会价值内容)。中金表示,腾讯重磅新游密集推出,以技术推动“第三次扩容”。此次新游戏以技术推动“第三次扩容”为主,腾讯强调游戏发展成果也正在向游戏领域之外更广阔的应用领域拓展;中金表示,今次发布会重点涉及10款老游戏,以及20款新游戏,并认为无论是新游上线,还是老游戏叠代,都体现了公司游戏业务深厚的底蕴和从容不迫的节奏,全年游戏业务恢复的确定性较强。中金对腾讯盈利预测维持不变,以及维持其目标价为475港元,其评级为跑赢行业。
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