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泡沫花啤酒
2020-06-03

$中手游(00302)$众所周知，游戏行业已经进入了一个存量竞争的阶段，哪些公司能获得高于行业的增速呢？答案是具备持续制造爆款游戏能力的公司。爆款游戏，受众广，能给公司超预期的盈利增量。而IP游戏是最有可能成为爆款游戏，首先是大IP拥有的广泛的粉丝基础，其次是IP游戏变现难度小，市场已经给过证明。

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价值投资为王
·2020-06-03
ip确实占得先机，但历史上凉凉的游戏也不少
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