$中手游(00302_老虎社区_美港股上老虎

2020-06-24

$中手游(00302)$哈哈哈，这公司从最低点已经反弹超过50%了吧，而且近期成交量十分活跃，换手率甚至超过了3%。个人认为，这波游戏的反弹有两个逻辑驱动，第一是手游板块短期利好，5月份的行业增速达到双位数；第二是5G时代来临，云游戏商业化加速。至于中手游，还要再得加字节的概念驱动，所以上涨幅度应该超过同行业公司.

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