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大行評級丨傑富瑞:暑假遊戲市場將熱鬧 首選騰訊目標升至480港元
格隆匯 06-18 15:12
傑富瑞發表報吿,認為今年暑假內地遊戲市場將很熱鬧,包括騰訊、網易、完美世界等公司將推出新遊戲,重申騰訊為行業首選。該行近期評估了iOS遊戲排名表現以及下半年遊戲管線情況,騰訊旗下《地下城與勇士》手遊版自5月21日推出以來持續排名第1,考慮到《王者榮耀》已多年長期佔據iOS遊戲榜首位,故《地下城與勇士》表現好過市場預期。該行上調了該遊戲首12個月收入預測,並預期將超出市場的90至100億元人民幣的預測。傑富瑞認為騰訊在遊戲策略上展現強勁的執行力,並預計有多個新遊戲將會推出,包括:《極品飛車》(Need for Speed)、《寶可夢大集結》(Pokémon UNITE)、《三角洲行動:黑鷹作戰》(Delta Force:Hawk Ops)等;另外,騰訊旗下Supercell的手遊《爆裂小隊》自5月29日捱出首周內已產生了超過1000萬美元收入,以名3000萬個下載。該行維持騰訊“買入”評級,目標價由475港元上調至480港元,以反映最新的業務趨勢。
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