大行評級|大摩:予嗶哩嗶哩目標價14美元 《三國:謀定天下》公測首日表現超預期
摩根士丹利發表研究報吿指,嗶哩嗶哩旗下重磅策略類遊戲(SLG)《三國:謀定天下》於昨日(13日)進行公測,雖然SLG類型作品一向需要花費較長時間提升營運,但該遊戲推出首日,於iOS應用商店的總收入排名已達到第三位,僅次於騰訊的兩款大作《地下城與勇士》和《王者榮耀》,並超越《和平精英》和網易《逆水寒》手遊,超出大摩最牛預期表現。該行認為,《三國:謀定天下》的商業化程度較低、簡化玩法及具創意的英雄系統,再加上游戲行業近年來一直缺乏一款優秀的SLG新作,預期將推動該遊戲的表現。考慮到嗶哩嗶哩首次推SLG作品,預期首年收入達10億元,給予美股目標價14美元,評級為“與大市同步”。
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