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Wallstreetcn
2022.09.14 23:59

天风证券：游戏公司估值或将迎来修复

天风证券研报称，前期受版号暂停及大盘调整影响，游戏公司估值处于历史相对低位。短期 2022 年下半年新游戏的稳步上线有望修复行业内公司的财务表现，中期来看，政策边际改善有望提振行业信心及增长逻辑，长期来看，VR、AR 硬件及软件快速更新迭代，电竞酒店等第三方游戏相关产业发展势头良好，有望成为行业板块未来的新增长点，估值或将迎来修复。
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