港A兩地遊戲股走強 機構預計遊戲產業在春節期間表現超市場預期
格隆匯2月3日丨港A兩地遊戲股走強,聯眾(6899.HK)漲6.38%、騰訊(0700.HK)漲2.04%,A股三五互聯、世紀天鴻漲停,電魂網絡漲逾9%。東莞證券指,遊戲已成為春節假期不可或缺娛樂方式,同時疫情的發生使得遊戲承接了消費者更多的娛樂需求、疊加今年春節假期的延長,在以上三個因素的影響下,預計遊戲產業在春節期間表現超市場預期。天風證券認為,虛擬經濟不受疫情影響——頭部遊戲生命週期穩定現金流量良好,以《王者》為例春節充值再創新高,一季度業績增速有保證;發展空間廣闊、長邏輯不變——5G共振雲遊戲/VRAR等應用前景廣闊,政策19年築底開始出現利好,出海打開新空間。繼續看好遊戲行業20年的投資表現。

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