下跌是因为阴阳师

$网易(NTES)$阴阳师从第一季度的手游头把交椅跌落，影响了10个亿的利润被农药抢去了。农药仿的端游lol，lol仿的war3地图dota，dota火了10来年吧。下半年网易要出不少游戏，估计游戏领域差不多能反弹。考拉跟严选销量爆发了，由于还在开荒阶段没有附加太多的利润，但是到收割阶段会比阴阳师挣得多，毕竟是中产阶级消费的。总之，下跌是自然的，也差不多到270平台了，现在再卖就不合适了。长线投资者可以忽略这次的波动，中线拿到明年可以有不错的收获，短线就不要等了，机会只在下半年底出现。

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。

精彩评论

FeelLikeBug
2017-11-17
FeelLikeBug
回头看看二季报我的分析，基本到位。270平台盘整，中间下摸250但是很快拉起，下半年游戏业务反弹，一个月收益20%多，遥遥领先大盘，虽然不如某些妖股但是网易依然稳定吃鸡
别碰我兰博基尼
2017-08-19
别碰我兰博基尼
游戏现金奶牛，没有游戏这块收入肯定不理想，反观腾讯大部分利润都是游戏带来的，中国游戏用户就那么多，蛋糕被腾讯抢了，其他厂商自然就少了很多
123liuzhezhe
2017-08-19
123liuzhezhe
说的很有道理但是电商的地方总是比游戏的利润要小
好汉饶命
2017-08-19
好汉饶命
强力支撑在255左右
123liuzhezhe
2017-08-19
123liuzhezhe
除非爆款不断引带潮流
pxczy
2017-08-19
pxczy
分析的不错哦

发表看法

7

1

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