金吾财讯 | 哔哩哔哩(BILI)盘前涨超2%,截至发稿,报28.51美元。华泰证券认为,中国厂商通过高规格的游戏项目投入目前已经在海外逐渐站稳脚跟,尤其是国产二次元游戏向日本的文化输出,依靠精美的制作和差异化的玩法已捕获众多玩家心智。同时,多端化发行也逐渐成为中国厂商出海标配。看好中国出海游戏厂商在研发制作和本地化运营方面的潜力,并同时看好日本具备经典IP穿越周期能力的头部厂商,建议重点关注任天堂、万代南梦宫、腾讯控股、哔哩哔哩等。
金吾财讯 | 哔哩哔哩(BILI)盘前涨超2%,截至发稿,报28.51美元。华泰证券认为,中国厂商通过高规格的游戏项目投入目前已经在海外逐渐站稳脚跟,尤其是国产二次元游戏向日本的文化输出,依靠精美的制作和差异化的玩法已捕获众多玩家心智。同时,多端化发行也逐渐成为中国厂商出海标配。看好中国出海游戏厂商在研发制作和本地化运营方面的潜力,并同时看好日本具备经典IP穿越周期能力的头部厂商,建议重点关注任天堂、万代南梦宫、腾讯控股、哔哩哔哩等。
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