异动解读 | Take-Two互动软件盘前大涨5.10%,业绩超预期、上调指引及《GTA VI》定档提振股价

异动解读
Feb 04

Take-Two互动软件(TTWO)今日盘前股价大幅上涨5.10%,引起了市场的广泛关注。

消息面上,该公司公布了2026财年第三季度强劲的业绩报告,净预订额同比增长28%至17.6亿美元,超出市场预期。同时,公司上调了2026财年全年净预订额指引,由此前的64亿至65亿美元区间上调至66.5亿至67亿美元区间,显示出管理层对未来业务的信心。

此外,公司重申了备受期待的旗舰游戏《侠盗猎车手VI》将于2026年11月上市的计划,这被业界视为重大的增长催化剂。公司高管也在财报会议上淡化了生成式人工智能对游戏开发构成的威胁,进一步稳定了投资者情绪。摩根大通等机构也指出,公司股价在历史重大游戏发布前通常有扩张趋势。

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