华泰证券:国内游戏出海可期,建议重点关注腾讯控股、哔哩哔哩等

华泰证券
Oct 08

华泰证券研报显示,东京游戏展(TGS)于9月25日至9月28日在日本召开,通过现场参展、体验试玩、玩家采访收获以下几项观察:1)中国厂商参与度持续提升,对日本市场重视度进一步上升,腾讯网易鹰角等头部厂商旗下最新二次元游戏均在展会期间释放了最新游戏视频及试玩,吸引了大量日本玩家关注。2)日本玩家对中国厂商游戏产品认可度较高,多数日本玩家表示玩过不止一款中国游戏,并且认为中国二次元游戏在人物设计及玩法...

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