大行評級 | 大摩:遊戲版號復批與互聯網行業拐點相呼應
格隆匯4月12日丨摩根士丹利發表研究報告指,國家新聞出版署恢復審批遊戲版號,爲自2021年7月以來再有新遊戲獲批,標誌着長達8個月的凍結期結束,認爲恢復版號審批與互聯網行業出現監管拐點的看法相呼應。
首批45款新遊戲包括來自心動公司(2400.HK)及雷霆遊戲的產品,而騰訊(0700.HK)及網易(9999.HK)遊戲並未有包括在內,今次遊戲授權數量遠低於2019年1月的164個及2021年每月平均約97個。大摩認爲3月份政府當局召開會議,被視爲恢復市場信心的標誌,預期遊戲行業監管或已告一段落。
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