Take-Two Interactive Software（TTWO）今日盘中股价大幅上涨5.01%，引起了市场的广泛关注。
消息面上，华泰证券发布研究报告，维持对Take-Two Interactive Software的“买入”评级，并将目标价定为271.7美元。报告指出，公司第三财季的收入及净预定量超出市场预期，同时全面上调了本财年的业绩指引。市场对《侠盗猎车手6》（GTA6）如期上线的预期得到强化，此外，公司的移动端业务与《NBA 2K》系列游戏表现亮眼，共同支撑了收入增长。
分析认为，公司强大的知识产权（IP）与制作壁垒在短期内难以被AI生成内容所撼动，基于FY27财年5.8倍的市销率（PS）估值，其长期增长前景受到机构认可，这推动了股价在交易时段内的强势表现。
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