金吾财讯 | 网易(NTES)盘前涨超2%,截至发稿,报151.20美元。中信建投发布研报称,近期游戏板块回调较多,但该行认为游戏不受关税影响,需求稳定,作为典型的精神消费,游戏在今年的暑期、国庆等期间均保持了较高的高景气度。板块平均Forward-PE不到20x,近期调整主要是资金因素居多,部分公司估值更具性价比。后续催化包括Q3业绩亮眼、Q4新品上线潮。
金吾财讯 | 网易(NTES)盘前涨超2%,截至发稿,报151.20美元。中信建投发布研报称,近期游戏板块回调较多,但该行认为游戏不受关税影响,需求稳定,作为典型的精神消费,游戏在今年的暑期、国庆等期间均保持了较高的高景气度。板块平均Forward-PE不到20x,近期调整主要是资金因素居多,部分公司估值更具性价比。后续催化包括Q3业绩亮眼、Q4新品上线潮。
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