大行评级|花旗:重申腾讯、网易及世纪华通为游戏板块首选股 均予“买入”评级
Ge Long Hui·2025-12-30 03:24

Core Insights - The report by Citigroup highlights the healthy growth of China's gaming market driven by policy support, innovation, evergreen games, and the expansion of self-developed games into overseas markets [1] - The increasing application of generative AI, empowerment from the digital economy, effective measures for the protection of minors, and talent development are identified as key trends contributing to the growth of the gaming market this year [1] - Looking ahead to next year, Citigroup anticipates sustainable growth in the Chinese gaming market, fueled by the rise of generative AI interactive applications and innovative gameplay [1] Company Recommendations - Citigroup reaffirms Tencent, NetEase, and Century Huatong as preferred stocks in the sector, all receiving a "Buy" rating [1] - The target price for Tencent is set at HKD 751, while the target price for NetEase is set at USD 161 [1]

CENTURY HUATONG-大行评级|花旗:重申腾讯、网易及世纪华通为游戏板块首选股 均予“买入”评级 - Reportify