中銀證券：新華社肯定遊戲價值，估值有望進一步修復

智通財經
2023.02.22 02:13
2 月 17 日，新華社發文《別忽視遊戲行業的科技價值》，聚焦遊戲行業的科技價值與文化屬性，肯定其對相關產業的發展促進作用。監管部門對遊戲的官方定調扭轉，版號發放穩定，估值和基本面持續修復。遊戲產業版號下發節奏穩定，行業供給預期穩定向好。此外，遊戲行業深度受益於 AIGC 發展，目前 AI 繪畫、AI 交流等技術已在遊戲原畫、劇本編寫、NPC 交互中初步得到應用，AIGC 有望幫助遊戲行業降低成本、促進創意生成。
Source: 智通財經 The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.