异动解读 | 苹果谷歌调低佣金率利好游戏股,博雅互动盘中大涨6.08%

异动解读
Mar 17

博雅互动今日盘中股价大幅上涨6.08%,成为市场关注的焦点。

消息面上,此次上涨与游戏板块整体走强密切相关。根据高盛最新研报,苹果公司上周宣布调低中国内地App Store的佣金率,而谷歌亦于本月初宣布对Google Play商店的应用内购买佣金率进行下调。这两大平台的举措将显著降低手游开发商和发行商的渠道成本,有助于扩大其利润空间,并可节约成本以增加研发投入,从而推动整个游戏行业的发展。

高盛进一步指出,苹果的举措可能产生示范效应,为游戏开发商向国内安卓渠道争取类似改革提供重要筹码。如果国内安卓渠道未来也效仿降低佣金率,游戏发行商和开发商的盈利能力将有望获得进一步提升,这为包括博雅互动在内的游戏公司带来了积极的盈利预期。

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