中信建投:看好游戏全年主线,游戏板块利润上修有空间

智通财经网
Sep 08

中信建投证券发布研究报告称,看好游戏全年主线推荐。回顾23年AI驱动游戏整体到30x,今年其实是更落地的EPS上修+景气度高+格局改善驱动的。Q3会是更好的一个季度(暑期流水爆发),后续还有腾讯《无畏契约m》、巨人《名将杀》、吉比特《九牧之野》、心动《伊瑟》国服、完美《异环》。同时今年游戏板块费用节省多,利润上修有空间。AI:阿里发布Qwen3大参数版本,国产模型编程与Agent能力再提升国产新...

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