4endemic_YT
2020-09-10T14:51:27+00:00
原文标题
Tencent/US: Epic battle
[url]https://www.ft.com/content/180447a2-0e33-4c28-99b5-b4ba784978ba[/url]机翻
一个周末的视频游戏曾经涉及到沙发，一些控制和孤独感。现在，游戏已成为平台，它们已经转变为社区。越来越多的社交活动意味着大量数据流经游戏公司的服务器，包括中国游戏巨头腾讯。美国并没有忽视这一点。
特朗普政府已要求包括Epic Games和Riot Games在内的游戏公司提供有关处理涉及腾讯的个人数据的安全协议的信息。会有很多。社会疏离加速了虚拟工作会议，音乐会，婚礼，毕业典礼和深夜节目的拍摄的采用。在Epic的热门唱片《堡垒之夜》中，美国风险投资家使用虚拟会议来查找交易。可以交换敏感的付款数据。
如果美国选择追溯审查腾讯游戏所带来的国家安全风险并下令撤消其在美国的投资，则投资者应为巨大的破坏做好准备。
腾讯是全球最大的游戏公司，在全球拥有数百笔投资。它在美国价值超过200亿美元的股份是最重要的。其中包括世界上最著名的游戏英雄联盟的制造商Riot Games，Epic Games 40%的股份以及Activision Blizzard和Glu Mobile的股份。
与美国先前禁止腾讯微信社交信使的禁令影响不到不到1%的用户不同，游戏的近十分之一的收入将受到限制美国用户和业务的威胁。这可能包括禁止游戏中的金融交易或限制美国服务器。
在线游戏约占腾讯总销售额的三分之一，是今年的主要增长动力，第二季度的销售增长了40%，抵消了媒体广告收入的疲软。
在最坏的情况下，腾讯被迫剥离其股份，美国游戏公司将争先恐后地寻找买家，同时在中国失去生意。在达成全球数据隐私标准之前，每个人都会迷失方向。
Tencent/US: Epic battle
[url]https://www.ft.com/content/180447a2-0e33-4c28-99b5-b4ba784978ba[/url]
英文原文 ...
A weekend of video games once involved a couch, some controls and solitude. Now that games are platforms they have transformed into communities. Increased socialising means large amounts of data cross the servers of game companies, including Chinese gaming giant Tencent. This has not gone unnoticed by the US.
The Trump administration has asked gaming companies including Epic Games and Riot Games to provide information about security protocols for handling personal data involving Tencent. There will be a lot of it. Social distancing has accelerated the adoption of virtual work meetings, concerts, weddings, graduation ceremonies and filming of late-night shows. On Epic’s hit title Fortnite, US venture capitalists have used virtual meetings to find deals. Sensitive payments data can be exchanged.
If the US opted to retroactively review national security risks posed by Tencent’s games and order an unwinding of its US investments, investors should brace themselves for huge disruptions.
Tencent is the world’s largest gaming company, with hundreds of investments globally. Its stakes in the US, worth more than $20bn, are the most significant. These include Riot Games, the maker of the world’s most-played game League of Legends, a 40 per cent stake in Epic Games and stakes in Activision Blizzard and Glu Mobile.
Unlike the previous US ban on Tencent’s WeChat social messenger, which affected less than 1 per cent of its users, nearly a tenth of revenues from games would be threatened by a restriction on US users and business. That could include bans on financial transactions in games or restrictions on US servers.
Online games, which account for about a third of Tencent’s total sales, have been its main growth driver this year, recording 40 per cent sales growth in the second quarter and offsetting weakness in media advertising revenues.
In the worst-case scenario in which Tencent was forced to divest its stakes, US game companies would scramble to find buyers while losing out on business in China. Until global data privacy standards are agreed upon, everyone stands to lose.
The Trump administration has asked gaming companies including Epic Games and Riot Games to provide information about security protocols for handling personal data involving Tencent. There will be a lot of it. Social distancing has accelerated the adoption of virtual work meetings, concerts, weddings, graduation ceremonies and filming of late-night shows. On Epic’s hit title Fortnite, US venture capitalists have used virtual meetings to find deals. Sensitive payments data can be exchanged.
If the US opted to retroactively review national security risks posed by Tencent’s games and order an unwinding of its US investments, investors should brace themselves for huge disruptions.
Tencent is the world’s largest gaming company, with hundreds of investments globally. Its stakes in the US, worth more than $20bn, are the most significant. These include Riot Games, the maker of the world’s most-played game League of Legends, a 40 per cent stake in Epic Games and stakes in Activision Blizzard and Glu Mobile.
Unlike the previous US ban on Tencent’s WeChat social messenger, which affected less than 1 per cent of its users, nearly a tenth of revenues from games would be threatened by a restriction on US users and business. That could include bans on financial transactions in games or restrictions on US servers.
Online games, which account for about a third of Tencent’s total sales, have been its main growth driver this year, recording 40 per cent sales growth in the second quarter and offsetting weakness in media advertising revenues.
In the worst-case scenario in which Tencent was forced to divest its stakes, US game companies would scramble to find buyers while losing out on business in China. Until global data privacy standards are agreed upon, everyone stands to lose.
一个周末的视频游戏曾经涉及到沙发，一些控制和孤独感。现在，游戏已成为平台，它们已经转变为社区。越来越多的社交活动意味着大量数据流经游戏公司的服务器，包括中国游戏巨头腾讯。美国并没有忽视这一点。
特朗普政府已要求包括Epic Games和Riot Games在内的游戏公司提供有关处理涉及腾讯的个人数据的安全协议的信息。会有很多。社会疏离加速了虚拟工作会议，音乐会，婚礼，毕业典礼和深夜节目的拍摄的采用。在Epic的热门唱片《堡垒之夜》中，美国风险投资家使用虚拟会议来查找交易。可以交换敏感的付款数据。
如果美国选择追溯审查腾讯游戏所带来的国家安全风险并下令撤消其在美国的投资，则投资者应为巨大的破坏做好准备。
腾讯是全球最大的游戏公司，在全球拥有数百笔投资。它在美国价值超过200亿美元的股份是最重要的。其中包括世界上最著名的游戏英雄联盟的制造商Riot Games，Epic Games 40%的股份以及Activision Blizzard和Glu Mobile的股份。
与美国先前禁止腾讯微信社交信使的禁令影响不到不到1%的用户不同，游戏的近十分之一的收入将受到限制美国用户和业务的威胁。这可能包括禁止游戏中的金融交易或限制美国服务器。
在线游戏约占腾讯总销售额的三分之一，是今年的主要增长动力，第二季度的销售增长了40%，抵消了媒体广告收入的疲软。
在最坏的情况下，腾讯被迫剥离其股份，美国游戏公司将争先恐后地寻找买家，同时在中国失去生意。在达成全球数据隐私标准之前，每个人都会迷失方向。