互联网传媒周报:重视游戏行情持续性;AI 应用市场过度悲观

申万宏源研究
Sep 07

本期投资提示:游戏:中报多家公司超预期,预计下半年仍将高景气,估值切换至明年多家公司PE 约15x。我们认为需要从中长期角度而非一年的产品周期角度来看游戏行情持续性:1)需求:00 后90 后年轻用户悦己消费+出海创造增量市场。长期看AI 可能带来新玩法,创造新的需求。2)部分公司过去五年项目聚焦、研发体系调整,经历两轮版号监管周期留存下来的企业精品打造+长线运营能力提升。3)游戏围绕品类差异化...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10