高盛:预期内地游戏行业仍是具防御性投资选择,腾讯收入料增长8%至10%

格隆汇资讯
20 Jan

高盛发表报告指出,在今年宏观及政策不确定之下,预期内地游戏行业仍是具防御性投资选择,龙头股腾讯及网易凭借强大的产品管线拓展海外市场,有望实现高于行业平均增长。该行偏好市场格局稳定及具渗透潜力的音乐串流平台腾讯音乐,以及在广告市场份额上有增长潜力的哔哩哔哩。当中,该行预期腾讯及腾讯音乐均实现稳定的盈利增长,收入料增长8%至10%,利润率温和扩张。而腾讯国际游戏快速增长及电商发展,以及腾讯音乐订阅及...

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