【交银国际:11月内地手游大盘边际改善 腾讯流水稳健】金十数据12月5日讯,交银国际发表报告,予内地互联网行业领先评级。腾讯控股(00700.HK)流水稳健增长,10-11月流水按年增13%,《MDnF》流水12月有望按月止跌回升,维持第四季度手游收入加速增长预期。网易本土手游流水降幅收窄,高基数影响有望逐步缓释,或带动第四季度手游收入边际改善,关注重点端游上线对投资信心的拉动。11月,该行跟踪的本土头部手游流水之和按年增2%,好于10月,主要因高基数影响逐步减弱。
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