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大行評級|大摩:遊戲行業結構變化對騰訊更有利 重申為首選
格隆匯 06-03 14:16

大摩發表報吿,認為遊戲行業結構變化,包括對ARPU(每用户平均收入)較低的遊戲類型或小遊戲偏好以及海外機遇對騰訊更為有利,重申騰訊為首選,因為其2025年13倍市盈率並未反映遊戲行業的轉捩點,加上回購承諾。

報吿指,自2021年監管重啟以來,監管重點已從未成年人保護轉向過度變現。在經歷將未成年人風險降至最低的過渡期後,該行認為騰訊目前的定位更有利,因為對高消費遊戲類型的風險有限;移動遊戲的ARPU較低;以及遊戲類型多樣化。該行預計騰訊下半年網絡遊戲收入按年增長10%,而網易則增長5%。

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