暴跌24%是错杀?谷歌Genie 3引发游戏股崩盘,高盛、德银都认为市场反应过度了

华尔街见闻
Feb 03

一句话,就能生成一个可玩的游戏世界?谷歌Genie 3引爆恐慌,Unity、Roblox、AppLovin等公司股价单日跌幅高达17%–24%,但高盛、德银研判市场严重过度反应:Genie 3本质是开发提效工具,而非商业模式颠覆者。AI降低内容门槛后,IP与用户规模才是真正稀缺资源,头部公司反而强者恒强。谷歌发布生成式世界模型Genie 3后,美股游戏与广告技术板块出现剧烈抛售,Unity、...

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