最新一期聚焦股票市场的专题对话。
北京时间04时12分——晨星分析师Ivan Su在研究报告中指出，苹果公司决定削减其中国大陆App Store向游戏开发者收取的佣金费率，这对腾讯和网易而言是一股顺风。她预计，苹果的降费举措以及谷歌降低Play Store服务费的行为，可能会改善中国游戏公司的利润率，并在今年将其营业利润提升低个位数百分比。她补充道，如果包括华为和小米运营的在内的安卓应用商店效仿此举，这些公司的营业利润增幅可能达到中高个位数百分比。晨星维持对腾讯800.00港币和网易200.00美元的公允价值估算，并指出这两只股票目前仍被显著低估。腾讯股价最新报545.00港币，而网易美国存托凭证（ADR）最新收盘价为118.87美元。
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