dlqiyl11
2023-07-24
面对港股这种流动性高度集中的市场,游戏板块的投资更应该遵循全盘考虑的角度来看待。除非有超级爆款,否则单一的游戏产品,很难抗衡市场风险多面性。这点,我倒是看好中手游,除了占据主要收入的IP游戏发行、其他IP授权收入不可小觑,可能成为新的业绩增长点,对抗风险性,增加确定性。
接下来的游戏市场争夺战会更加激烈,可以关注中手游这类拥有强IP运营能力的游戏生态公司 ,基本面更稳,长线投资价值确定性更强。
$中手游(00302)$
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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理财小队长
2023-07-24
理财小队长
各人有各人的看法,在我看来多元收入结构会更稳
张丹丹龙之狂者
2023-07-24
张丹丹龙之狂者
好公司就怕港股带不动呀
什么也没有了~
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