《大行報告》瑞銀:內地5月手遊按月進一步復甦 市場關注網易-S(09999.HK)月底推「逆水寒」手遊
瑞銀發表報告,估計內地5月手遊總收入按月增長2%,按年下降3%。騰訊(00700.HK)月內表現強勁,月度份額增長173個基點。而網易(09999.HK)份額則由4月的14.7%降至5月的13.4%,相信市場聚焦關注月底推出的「逆水寒」手遊。
該行指,雖然新遊戲推出勢頭強勁,但認為對騰訊和網易目前重磅遊戲的競爭有限。另一方面,該行認為ACG遊戲的競爭加劇可能會對嗶哩嗶哩(09626.HK)的遊戲帶來更多壓力,但對其遊戲發行和廣告業務有利。該行偏好騰訊,因為它即將推出「特戰英豪」及「地下城與勇士」手遊潛在的版號獲批。同時亦看好網易,因為其關鍵遊戲「逆水寒」即將推出,「蛋仔派對」亦將進入周年慶。
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