大和升騰訊目標價至850港元，網易目標價升至235港元。

4
2
Favorite

大和升騰訊目標價至850港元，網易目標價升至235港元。

港股研究社
2021-01-28

港股研究社1月28日消息，大和發表研究報告，指內地手遊公司透過推出新遊戲時繞過一些第三方Android應用程式商店，尋求將後者提成比率由約50%降至約30%，在下游渠道取回更多議價能力。報告稱，相信手遊公司會受合理的利潤分成所激勵，爭取可持續長期增長，並確認對內地線上遊戲板塊正面看法，首選騰訊(00700.HK)及網易(09999.HK)；並料騰訊及網易直接受惠潛在應用程式商店提成減少，亦提升兩者目標價，騰訊由700港元升至850港元，網易則由187港元升至235港元，評級均爲買入。

本文來源：港股研究社—旨在幫助中國投資者理解世界，專注報道港股企業，對港股感興趣的朋友趕緊關注我們

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（2）

Top
Latest

晚主
·2021-01-30
研究机构研究的都是2年以后的事
Reply
Like
Report
世界股票收割机
·2021-01-28
春节会大涨！
Reply
Like
Report

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":311553472,"tweetId":"311553472","gmtCreate":1611818159296,"gmtModify":1704863841108,"author":{"id":3516422794850265,"idStr":"3516422794850265","authorId":3516422794850265,"authorIdStr":"3516422794850265","name":"港股研究社","avatar":"https://static.tigerbbs.com/6f93253ece299c58b5ce6c809885d9ed","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4256,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/b47936c0f4de23d9b01bb06d44599b8f","width":"688","height":"459"}],"coverImages":[{"img":"https://static.tigerbbs.com/b47936c0f4de23d9b01bb06d44599b8f","width":"688","height":"459"}],"title":"大和升騰訊目標價至850港元，網易目標價升至235港元。","extraTitle":"","html":"<html><head></head><body>港股研究社1月28日消息，大和發表研究報告，指內地手遊公司透過推出新遊戲時繞過一些第三方Android應用程式商店，尋求將後者提成比率由約50%降至約30%，在下游渠道取回更多議價能力。報告稱，相信手遊公司會受合理的利潤分成所激勵，爭取可持續長期增長，並確認對內地線上遊戲板塊正面看法，首選騰訊(00700.HK)及網易(09999.HK)；並料騰訊及網易直接受惠潛在應用程式商店提成減少，亦提升兩者目標價，騰訊由700港元升至850港元，網易則由187港元升至235港元，評級均爲買入。<img src=\"https://static.tigerbbs.com/b47936c0f4de23d9b01bb06d44599b8f\" tg-width=\"688\" tg-height=\"459\">本文來源：港股研究社—旨在幫助中國投資者理解世界，專注報道港股企業，對港股感興趣的朋友趕緊關注我們 </body></html>","htmlText":"<html><head></head><body>港股研究社1月28日消息，大和發表研究報告，指內地手遊公司透過推出新遊戲時繞過一些第三方Android應用程式商店，尋求將後者提成比率由約50%降至約30%，在下游渠道取回更多議價能力。報告稱，相信手遊公司會受合理的利潤分成所激勵，爭取可持續長期增長，並確認對內地線上遊戲板塊正面看法，首選騰訊(00700.HK)及網易(09999.HK)；並料騰訊及網易直接受惠潛在應用程式商店提成減少，亦提升兩者目標價，騰訊由700港元升至850港元，網易則由187港元升至235港元，評級均爲買入。<img src=\"https://static.tigerbbs.com/b47936c0f4de23d9b01bb06d44599b8f\" tg-width=\"688\" tg-height=\"459\">本文來源：港股研究社—旨在幫助中國投資者理解世界，專注報道港股企業，對港股感興趣的朋友趕緊關注我們 </body></html>","text":"港股研究社1月28日消息，大和發表研究報告，指內地手遊公司透過推出新遊戲時繞過一些第三方Android應用程式商店，尋求將後者提成比率由約50%降至約30%，在下游渠道取回更多議價能力。報告稱，相信手遊公司會受合理的利潤分成所激勵，爭取可持續長期增長，並確認對內地線上遊戲板塊正面看法，首選騰訊(00700.HK)及網易(09999.HK)；並料騰訊及網易直接受惠潛在應用程式商店提成減少，亦提升兩者目標價，騰訊由700港元升至850港元，網易則由187港元升至235港元，評級均爲買入。 本文來源：港股研究社—旨在幫助中國投資者理解世界，專注報道港股企業，對港股感興趣的朋友趕緊關注我們","highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":2,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/311553472","repostId":0,"isVote":1,"tweetType":1,"viewCount":1218,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09999","TCEHY","00700","NTES"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":519,"xxTargetLangEnum":"ZH_HK"},"commentList":[{"id":3440221,"commentId":"3440221","gmtCreate":1611969280733,"gmtModify":1680774935676,"authorId":3498046512989944,"author":{"id":3498046512989944,"idStr":"3498046512989944","authorId":3498046512989944,"name":"晚主","avatar":"https://static.tigerbbs.com/0068e604d0fb68ae9c06b6a0b2298b66","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":311553472,"objectIdStr":"311553472","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"研究机构研究的都是2年以后的事","text":"研究机构研究的都是2年以后的事","html":"研究机构研究的都是2年以后的事","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3412180,"commentId":"3412180","gmtCreate":1611825192874,"gmtModify":1680774513416,"authorId":3573977462750645,"author":{"id":3573977462750645,"idStr":"3573977462750645","authorId":3573977462750645,"name":"世界股票收割机","avatar":"https://static.tigerbbs.com/db12b28f6c507edfd9c8a3ad37c57e06","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":311553472,"objectIdStr":"311553472","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"春节会大涨！","text":"春节会大涨！","html":"春节会大涨！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}