《大行》富瑞料App Store佣金下调 对内地娱乐企业盈利有低单位数正面影响

阿斯达克财经
Yesterday

富瑞研究报告指,苹果(AAPL.US)  下调中国App Store佣金率,包括将App Store内购买及付费应用交易的佣金率由30%下调至25%等。该行认为有关措施对整体娱乐板块属正面因素,预期对主要企业今年盈利的影响为低单位数。以腾讯(00700.HK) 为例,市场预期今年智能手机游戏收入按年增长11.7%至2,560亿元人民币(下同),占总收入31%。该行估计其中七成来自国内市场,涉及约1...

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