《大行報告》中金:騰訊(00700.HK)重磅新遊密集推出 以技術推動「第三次擴容」
中金發表報告指,騰訊(00700.HK)舉辦遊戲發布會,共分為三個模塊,分別為技術新探索、產品新體驗與更多新價值(涉及疾病患者、未成年人保護等社會價值內容)。
中金表示,騰訊重磅新遊密集推出,以技術推動「第三次擴容」。是次新遊遊以技術推動「第三次擴容」為主,騰訊強調遊戲發展成果也正在向遊戲領域之外更廣闊的應用領域拓展;中金表示,今次發布會重點涉及10款老遊戲,以及20款新遊戲,並認為無論是新遊上線,還是老遊戲疊代,都體現了公司遊戲業務深厚的底蘊和從容不迫的節奏,全年遊戲業務恢復的確定性較強。
中金對騰訊盈利預測維持不變,以及維持其目標價為475元,其評級為「跑贏行業」。
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