《大行報告》高盛:遊戲股偏好快手(01024.HK)、騰訊(00700.HK)及網易(NTES.US)
高盛發表報告指,繼去年需求正常化之後,預期今年國內遊戲需求按年有中單位數增長。遊戲和娛樂股偏好快手(01024.HK)、騰訊(00700.HK)及網易(NTES.US)。
報告指,在遊戲類別中,休閒遊戲的興起將成為增長動力,年增長率將進一步達到30%。在未來二至三年內,海外擴張亦將為遊戲公司帶來可觀的收入貢獻,尤其是全球移動遊戲市場似乎已趨於穩定。重點關注今年上半年的監管更新及可能對遊戲變現的影響,以及新遊戲推出。
高盛預計騰訊的遊戲收入將從去年第四季按年增長2%,在今年加快增長,原因是新遊戲貢獻增加,以及國內和海外遊戲收入渠道穩固。
另外,該行指,網易股價自11月高位回調25%後,繼續是良好的入市點,因為潛在監管的影響可控,而且自12月中旬以來,旗下遊戲《蛋仔派對》的趨勢仍具韌性。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.