第一财经
2022.08.03 08:38

银河证券:游戏行业仍然具备较好的成长性,具有强研发实力的厂商将享有红利

【银河证券:游戏行业仍然具备较好的成长性,具有强研发实力的厂商将享有红利】银河证券指出,版号停发以来,游戏板块估值持续下行,目前处于历史低位。我们认为随着版号常态化发放恢复,游戏板块估值及游戏公司业绩都将迎来修复。同时,目前游戏行业精品化趋势及出海红利明显,精品游戏可突围实现较好的流水表现,游戏出海仍处于红利期,也能为公司贡献一定的增量。长期来看,游戏行业仍然具备较好的成长性,具有强研发
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