《大行報告》大摩上調內地網絡遊戲收入增長預測 行業首選網易-S(09999.HK)
摩根士丹利發表報告引述伽瑪資料(CNG)顯示,8月內地網絡遊戲收入兩年年均複合增長率維持穩定於7%,相對於7月增長8%,並較第二季增長2%,較第一季跌6%有所改善,主要受手遊收入推動。該行將今年內地網絡遊戲收入增長預測,由按年升10%上調至15%,當中手遊收入預測按年增長20%;並預期下半年增長加快。該行於行業首選網易-S(09999.HK)。
該行預期,網易下半年手遊收入按年增長40%,主要受惠於《逆水寒》、《巔峰時速》及《Dunk City Dynasty 》。公司旗下《蛋仔派對》於8月23日的月活躍用戶(MAU)高達1億,而自《永劫無間》於7月13日改為免費遊戲後,日活躍用戶(DAU)倍增。此外,公司擬於2023年底推出國際版的《蛋仔派對》及《巔峰時速》。該行基於網易旗下《燕雲十六聲》、《永劫無間》手遊及《代號:無限大》,將公司明年遊戲收入增長預測上調至15%。
騰訊(00700.HK)方面,該行料公司下半年國內遊戲收入按年增長6%,主要受惠於《王者榮耀》國際版的推動,因在黃金周及亞運期間推出更多促銷和內容更新。至於《冒險島:楓之傳說》的勢頭仍然強勁,而《元夢之星》亦於9月28日啟動Beta測試。該行預期在微信及QQ生態系統支持下,騰訊的DAU將快速增長。
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