从《GTA6》看游戏股的预期炒作

Ofweek光电信息网
03 Jul

最近一段时间,游戏行业翻转之声不绝于耳,不仅仅是支持游戏公司的政策多了起来,游戏板块超额收益也越来越多。回想过去,整个行业是不见兔子不撒鹰,有销量流水,不行,得有利润。有利润也不够,得分红,因为游戏股缺乏持续性,小公司给个10倍PE就差不多,有高分红才能证明利润是真的,才能获得一点估值溢价。现在总算是靠产品预期就能涨了。原因还是在于行业低迷太久,而游戏行业想象力丰富,一个产品就能救活一家公司,在...

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