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《大行报告》瑞信上调腾讯(00700.HK)目标价至683元 评级「跑赢大市」
阿思达克 09-15 09:54
瑞信发表研究报告指,由於社交距离措施有助重新刺激玩家加入,手机游戏用户群在上半年看到大幅增长。虽然4月份以来流量回复正常,但内地网游行业的收入仍维持强劲,意味用户的参与度及付费渗透率均有所提高。

基於用户群及参与度的结构性利好因素,该行维持其对内地游戏开发行业的正面看法,继续看好具有以下因素的企业,包括有丰富内容及营运纪录;具有知名IP的稳健渠道;以及在海外扩张上具有中至长期的上行潜力。首选腾讯(00700.HK),并将其目标价由原来的641元上调至683元,维持「跑赢大市」投资评级。

该行表示,留意到内地游戏开发商在上半年在休闲游戏方面加大努力,以吸引休闲用户。而流量获取则主要以短视频平台为主要渠道。若新的iOS应用商店规则严格实行,则有可能潜在降低领先游戏开发商的流量获取成本,并加速行业整合。

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