本期投资提示:从中期增长的角度看本轮游戏行情的持续性。除了暑期旺季、腾网米等大厂今年无新的大作,竞争格局不错(新品易超预期+买量成本不高),我们认为游戏投资还有中期四大逻辑:1)需求:00 后90 后+出海是游戏厂商增量市场,很多超预期的产品来自这两个方向。包括部分A 股公司经过厚积薄发,也拿到了增量。AI 可能带来新玩法,创造新的需求:如AI 恋爱陪伴、养成类成品实现新的人机交互、UGC 模式...
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.