高盛研究报告指，目前该行覆盖的内地游戏板块估值接近过去5年历史水平的下限。不过，今年首季内地游戏发行商展现韧性，合计国内收入按年增长13%，海外销售按年增长32%。随着市场进入旺季，多款新游戏相继推出，该行预期市场将维持强劲势头。股份方面，该行对哔哩哔哩(09626.HK) 持正面看法，预期第二及三季游戏广告预算增加推动广告收入表现强劲，新的《三国》游戏有望获得广泛用户参与。至于网易(09999....
Source Link高盛研究报告指，目前该行覆盖的内地游戏板块估值接近过去5年历史水平的下限。不过，今年首季内地游戏发行商展现韧性，合计国内收入按年增长13%，海外销售按年增长32%。随着市场进入旺季，多款新游戏相继推出，该行预期市场将维持强劲势头。股份方面，该行对哔哩哔哩(09626.HK) 持正面看法，预期第二及三季游戏广告预算增加推动广告收入表现强劲，新的《三国》游戏有望获得广泛用户参与。至于网易(09999....
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