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《大行報告》大摩:中國電子遊戲收入次季恢復正增長 7月增長加速
摩根士丹利發表報告指,中國電子遊戲收入兩年的複合年增長率,在第二季恢復2%的正增長,7月加快至8%,主要由手機遊戲帶動,電腦遊戲亦保持穩定表現。據調查機構Sensor Tower,中國iOS作業系統的手機遊戲,在8月份毛收入按月增長3%,主要受夏季假期及新遊戲推出所帶動,預期下半年及明年持續復甦,因爲遊戲版號發放是主要指標,亦未見到宏觀經濟疲弱對電子遊戲消費造成實質影響。 該行估計騰訊(00700.HK)下半年本地遊戲收入按年增長6%,主要受新遊戲如《MapleStory》的強勁表現推動,另外估計網易(09999.HK)下半年手遊收入按年升40%,受《Justice Mobile》、《巔峯極速》等遊戲推動。
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