瑞信:內地互聯網行業流量增長已見頂 海外市場被視為下一個增長點
瑞信亞太區互聯網證券研究主管方錦聰表示,內地互聯網行業已經積累了超過10.3億龐大用戶群體,並產生許多創新的商業模式,又指目前有證據表明,流量增長已經見頂。
他指,互聯網公司目前正朝著提高盈利能力的方向發展,包括產品升級、增強營運和提高流量變現能力;並認為在內地增長放緩的背景下,中國遊戲和電商公司日益將海外市場視為下一個增長點。
他指,領先遊戲開發商正在以收購、自主開發與合作開發的方式拓展海外業務,內地遊戲收入於次季出現負增長情況下,但由中國自主開發的海外遊戲收入在今年上半年展現韌性,在首季和次季分別錄得按年增12%和1%。
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