腾讯IR的回复： O_老虎社区_美港股上老虎

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$腾讯控股(00700)$

腾讯周三放榜,港股科技这场大考怎么押?

港股科技本周进入财报密集期,周二盘中先行调整——腾讯控股跌1.04%、京东集团跌1.69%、华虹宏力跌1.53%、中芯国际基本收平。时间表很清楚:腾讯将于8月12日公布Q2业绩,华尔街机构预计营收约2024.58亿元、同比增9.73%,每股收益6.259元、同比增4.38%;8月13日京东集团接棒,同日中芯国际与华虹宏力两家国产芯片厂也将交卷。游戏与广告的现金流、国产替代的产能利用率是两条独立主线。当平台与晶圆厂在48小时内集中放榜,港股科技的定价权会交给谁?

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