金吾财讯 | 游戏股向好,飞鱼科技(01022)涨13.24%、火岩控股(01909)涨6.42%、网龙(00777)涨4.06%,金山软件(03888)涨2.46%,腾讯控股(00700)涨1.76%,天鸽互动(01980)涨1.56%,智傲控股(08282)涨1.56%,哔哩哔哩-W(09626)涨1.28%。开源证券研报认为,供需共振下,游戏行业此轮景气周期长度或超市场预期,而板块当前估值性价比仍突出,建议继续加码布局游戏,持续关注核心新游及长青游戏表现。
金吾财讯 | 游戏股向好,飞鱼科技(01022)涨13.24%、火岩控股(01909)涨6.42%、网龙(00777)涨4.06%,金山软件(03888)涨2.46%,腾讯控股(00700)涨1.76%,天鸽互动(01980)涨1.56%,智傲控股(08282)涨1.56%,哔哩哔哩-W(09626)涨1.28%。开源证券研报认为,供需共振下,游戏行业此轮景气周期长度或超市场预期,而板块当前估值性价比仍突出,建议继续加码布局游戏,持续关注核心新游及长青游戏表现。
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