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《大行》大摩料騰訊(00700.HK)《無畏契約》手遊年收入可達50至60億元人民幣
阿思達克 08-05 09:55
摩根士丹利研究報告指,《無畏契約》手遊(Valorant)是騰訊(00700.HK)今年最重要的新作之一,市場期待已久。截至7月,預先註冊人數已突破5,000萬。此次上線時間早於市場預期的11月,緩解了去年5月推出《地下城與勇士》手遊造成高基數的憂慮。該行預計《無畏契約》手遊年收入可達50至60億元人民幣。 行業數據顯示,騰訊中國市場次季總收入按年跌6%,但經典遊戲表現強勁,當中《王者榮耀》按年增13%、《和平精英》按年增5%,而《三角洲行動》最新季度收入規模達10億元人民幣。該行預期騰訊2025年線上遊戲收入將按年升14%,現予目標價650元及「增持」評級。
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