异动解读 | Take-Two互动软件盘前大涨6.37%,游戏需求强劲助推业绩超预期

异动解读
Aug 08, 2025

8月8日周五,Take-Two互动软件(TTWO)股价在盘前交易中大涨6.37%,引发市场关注。这一涨幅主要受到公司发布强劲财报及上调全年业绩指引的推动。

根据公司最新公布的2026财年第一季度业绩报告,Take-Two的净预订额(net bookings)同比增长17%至14.2亿美元,超过分析师预期的13.1亿美元。公司净亏损由去年同期的2.62亿美元显著收窄至1190万美元,调整后EBITDA利润达2.255亿美元。受此鼓舞,Take-Two将2026财年的全年净预订额预测从此前的59亿至60亿美元上调至60.5亿至61.5亿美元。

除了强劲的财务表现外,Take-Two还重申了广受期待的《侠盗猎车手6》(Grand Theft Auto VI)将于2026年5月发布的消息,预计该游戏在发布后的数周内将创造数十亿美元的收入。分析师对公司前景持乐观态度,摩根大通将Take-Two的目标价从250美元上调至275美元,并维持"增持"评级。截至最近收盘,Take-Two股价今年以来已累计上涨约23%,显著跑赢大盘。

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