gguohui
2023-12-22

腾讯IR的回复:

Our thoughts about it , for yr reference

1. This is a consultation not final paper

2. Any measures more likely to impact high ARPU games, our big games are low ARPU. Established games do not rely on those daily signup, and incentive for first spending anyway

3. The rules mentioned are small changes and are not going to affect already very compliant developers and operators, especially not the established popular games

4. May have some impact on marginal new games

5. Govt. support for healthy growth of gaming industry not changed. We see this NOT a new round of crack down, just fine tuning rules in an increasingly healthy gaming market$腾讯控股(00700)$ 

腾讯绩后市场分歧加大!大家看好后市发展吗?
腾讯Q4营收同比增长13%,调整后净利增17%,云业务全年实现规模化盈利,【腾讯财报超预期,但同时表示要开始投入大力投入AI了,同时减少回购,市场分歧增加。大家看好腾讯后市吗?绩后你的操作策略是?】
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白
发表看法