政策重塑、经济回暖、_老虎社区_美港股上老虎

熊忘记了出没
2023-07-20

政策重塑、经济回暖、消费复苏，将进入新一轮产品周期。按照行业大佬的推断，预计2023年内地游戏行业收入将重回正增长区间。积极寻找可持续增长的游戏企业，才是重要工作。像是中手游，依靠自身IP优势发布了多个爆款游戏，更有市场超期待的元宇宙新游戏《仙剑世界》，庞大新品数量加持下，机会更多。此外，在AIGC技术的加持下，有望实现降本增效，提升游戏的体验性，在付费模式方面也会有新的突破，持续贡献新业绩，提升自身价值，只是时间问题。整体而言，供给回暖驱动业绩释放+AIGC赋能新品+估值向上空间，看好游戏板块投资价值。$中手游(00302)$

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盼雨
·2023-07-20
AI对游戏的赋能到底到什么程度，还需要验证
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zstwqq29
·2023-07-20
那我就浅浅期待一波各家半年报吧
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木筏子
·2023-07-20
所以什么时候才能迎来真正的回暖？
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