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戲板塊快速走強 盛天網絡(300494.SZ)三連板
格隆匯 11-19 09:41
格隆匯11月19日丨遊戲板塊快速走強,盛天網絡三連板,愷英網絡直線封板,天神娛樂漲超8%,北緯科技、天舟文化、三七互娛、遊族網絡等紛紛跟漲。據報道,谷歌宣佈其雲遊戲服務Stadia將於11月19日上線。隨着各大科技巨頭紛紛推出雲遊戲服務,行業爆發臨近。機構測算,雲技術下的手機遊戲ARPU有望大幅提升,同時對現有遊戲場景有明顯替代作用,假設端遊、網吧、主機遊戲市場部分轉化為依託雲技術的手機遊戲市場,預計雲遊戲技術下,手遊市場規模有望從1400億增至3500億左右。
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