$腾讯控股(0070_老虎社区_美港股上老虎

Constan特别帅

2018-08-31

$腾讯控股(00700)$ 其实并不算完全的利空啊

国家新闻出版署将对网络游戏实施总量调控，控制新增网络游戏上网运营数量，探索符合国情的适龄提示制度，采取措施限制未成年人使用时间。

受打击最严重的应该是小型游戏公司，那些垃圾页游广告，各种性暗示，打擦边球的垃圾公司。个人认为对腾讯的影响应该是近期利空远期利好。

探索符合国情的适龄提示制度。这个是否可以认为是终于要开始分级了，如果是的话，对腾讯wegame是一大利好，前些天还看到腾讯和国外游戏公司合作开发3a作品。腾讯也是目前唯一有能力有资金开发高水准游戏的公司。

个人拙见

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

奉仙
2018-08-31
奉仙
你的见解有卵用啊。。关键是市场怎么看。。我还觉得苹果会有回调。。它也没调。千万不要分析来分析去。顺势而为就行了。至少能赚点小钱。
- 性感鼻毛王回复我们一起喵喵喵:
  游戏利润减少会带来广告收入疲软等诸多问题。游戏本来就是一种流量广告变现方式，变现主体受到打击就意味着流量收入将受打击
- 奉仙回复我们一起喵喵喵:
  它现在资金大头都是用去投资。。明明是投资公司：
- 我们一起喵喵喵回复蔚来韭号员工:
  你忘了微信了…忘了小程序了。广告还没发力，游戏占比已经不是主要命脉。他的本质还是个社交公司
- 蔚来韭号员工回复Constan特别帅:
  长期也不见得好腾讯除了几款排队审批的游戏还有啥增长点嘛
- Constan特别帅:
  短期谁都无法预测，只分析长期，认清大方向
Tony特别帅
2018-08-31
Tony特别帅
连破站都跌了，心塞
- 心静风自平:
  这货现在和基本面没一点关系。要看基本面来买股票，亚马逊早就给空到哪儿去了。沃尔玛牛逼的时候亚马逊算哪很葱，现在沃尔玛不是连亚马逊的后背都看不到了么。
- Tony特别帅回复心静风自平:
  我也希望小摩打脸，奈何政策风险太大
- 股市卫庄:
  我跑的早，哈哈
- 开曼群岛岛主:
  中情局可帮忙查下马斯克同款安眠药😂
- 心静风自平:
  我觉得小摩这次要被打脸了。
洛大爷
2018-08-31
洛大爷
只能勉强说短期利空，长期利好。因为这一政策首当其冲的就是腾讯、网易，需要调整，所有游戏都将面临调整，如果调整不到位、被人举报、公关失败等都会面临停服整顿。但是长线考虑，就像楼主分析的那样，市场分级，凭借着几家游戏龙头企业的法务部门，可以说拿着尚方宝剑清理市场了
一定要赢
2018-08-31
一定要赢
因为这个主要针对的就是王者荣耀，那是腾讯现在的现金牛。把它打击了，你说利空还是利多？除非腾讯再开发一个现象级手游出来
吉的堡校霸
2018-08-31
吉的堡校霸
从本质上看，这是一个管制问题，什么都要管什么都能管，万一全部充公了呢
小石头小
2018-08-31
小石头小
垃圾页游玩的多还是腾讯游戏粘性高？

发表看法

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