本报告摘自:《开源证券_行业周报_沿景气趋势,坚定布局游戏、线下文体娱、AI应用_传媒互联网团队_20250713》核心观点 ·游戏玩法创新或不断拓增量,暑期电影/演唱会/漫展等线下文娱或继续升温(1)游戏:7月10日,巨人网络《超自然行动组》迎来版本更新,上线新武器“长鞭”等,七麦数据显示近一周iPhone畅销榜排名稳居前30;另外,7月9日,心动公司旗下Taptap2025游戏发布会上首次发布...
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