【国泰海通传媒】2025年第25期:潮玩二手交易价格企稳,网易首款3A游戏亮相

国泰君安互联网...
22 Jun

导读一级零售市场补货致LABUBU热门产品二手成交价剧烈波动,现已企稳回升,建议继续关注潮玩板块投资机会;网易首曝3A级单机游戏《归唐》,望树立国产游戏新标杆,并且暑期供需两旺,游戏板块有望实现盈利、估值提升。投资要点本周(2025年6月16日-2025年6月20日)传媒(申万)指数下跌1.91%,位居31个行业第15名,弱于沪深300(下跌0.45%)、上证指数(下跌0.51%)、上证中小(下跌...

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