核心观点今年游戏行业进入新的景气周期,供需两旺,用户活跃度高。今年1-5 月,国内移动游戏市场同比增长20%,头部大厂的长青游戏流水稳中有升,中型公司的新产品频超预期。供给端,1- 6 月国产游戏版号数量同比增长21%。需求侧来看,用户活跃度高,Taptap、好游快爆、哔哩哔哩、小红书、微信游戏圈等垂类平台,正在成为传统买量之外,新的游戏宣发阵地和内容讨论社区。随着平台的流量增长,以及游戏厂商的...
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