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《大行報告》美銀證券:騰訊(00700.HK)於美國收入有限 評級「買入」
阿思達克 08-10 10:55
美銀證券發表研報指,美國政府日前頒布行政命令,禁止美國企業於45日後與騰訊(00700.HK)旗下微信交易,相信對其收入沒有太大影響。

該行認為,美國微信用戶絕大多數為中國移民及留學生,料有共約590萬人,佔微信總用戶不足1%,變現率亦低,目前海外市場佔騰訊手機遊戲收入20%至25%,美國雖是主要市場,但收入佔海外部分不足一半。該行指,除非白宮將限制範圍擴大至其他領域,包括禁玩騰訊遊戲,則將會對總收入造成中單位數百分比的影響。

該行引述《洛杉磯時報》報道指,行政命令僅針對微信,緩解其美國遊戲運營商合作夥伴的擔憂,但單就對微信的禁令而言措辭並不清晰,現階段當局再施加更具戲劇性的措施機會較小,因此維持「買入」評級,目標價612元。

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