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大行評級丨大摩:看好騰訊新遊戲《三角洲行動》,將是邁向國際化的另一里程碑
格隆匯 09-12 16:34
摩根士丹利發表報吿指,騰訊(0700.HK)新遊戲《三角洲行動》(Delta Force)將於9月26日推出,預期該遊戲首年國內流水可達50億元,重申予騰訊“增持”評級及該行的首選股,目標價450港元不變。該行指,《三角洲行動》首階段會率先在內地推出個人電腦及手機遊戲版本,估計短期內將會推出國際版,目標是明年首季推出家用機版本,目前國內登記玩家人數逾4000萬,Steam免費遊戲的願望清單(wishlist)中排名第一位。大摩又預期該遊戲平均日活躍用户約500萬,每月平均付費80元,新遊戲將會是騰訊邁向國際化另一里程碑,預期稍後推出的國際版,將進一步搶佔遊戲市場份額。大摩表示,騰訊明年預測市盈率(PE)13倍,估值仍然吸引。
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