本期投资提示:继续推荐高赔率的游戏板块,提示巨人网络《超自然行动组》表现突出。(1)低位的弱周期新消费品种。游戏行业有明显的供给创造需求特点,并且长青游戏生命周期延长、差异化竞争提升利润率。25Q1 港股和a 股游戏公司多有超预期表现。(1)游戏板块估值较低、赔率突出。当前游戏PE 估值中枢15x。(3)政策宽松叠加新品周期、AI 催化,具体eps 和PE 抬升基础。【政策端】《网络出版科技创新...
Source Link本期投资提示:继续推荐高赔率的游戏板块,提示巨人网络《超自然行动组》表现突出。(1)低位的弱周期新消费品种。游戏行业有明显的供给创造需求特点,并且长青游戏生命周期延长、差异化竞争提升利润率。25Q1 港股和a 股游戏公司多有超预期表现。(1)游戏板块估值较低、赔率突出。当前游戏PE 估值中枢15x。(3)政策宽松叠加新品周期、AI 催化,具体eps 和PE 抬升基础。【政策端】《网络出版科技创新...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.