《大行報告》大和:嗶哩嗶哩(09626.HK)新遊暫停客戶端下載 據悉涉誤導性圖像需改版 無猜測般嚴重
就嗶哩嗶哩(09626.HK)今早(11日)股價受壓,新報109元下滑6.4%,公司上周宣布,由於技術升級需要,新推出的「閃耀!優俊少女」於上周四(7日)6時起暫時關閉客戶端下載入口,技術升級後將盡快恢復上架。
大和上周五(8日)發表報告,透過向嗶哩嗶哩管理層核實,從監管部門收到的技術升級和內容修改反饋主要有兩部份,第一是外文,遊戲背景場景中仍然存在一些零星的日語單詞或句子,所有這些文本都需要翻譯成中文。第二是誤導性圖像:遊戲中的某些顏色或圖像可能會引起誤導性信息,如一瓶紅色液體可能指酒或血。
雖然公司管理層沒有對其他原因的猜測發表評論,但該行認為改版問題沒有市場猜測那麼嚴重,並且遊戲下載入口將在改版完成後不久重新開放。文本和圖像的修改是遊戲發布後監管機構需要監控的一些關鍵領域。該行指,「閃耀!優俊少女」雖然其下載入口暫時被暫停,但已經下載的現有玩家仍然可以在遊戲內進行遊戲和充值,這表明其正常運行並未受到影響。該行維持對嗶哩嗶哩(BILI.US)「買入」評級。
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