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天風證券:未來區塊鏈遊戲和元宇宙將是NFT行業擴張的主要領域

來源:天風證券

天風證券發佈研究報告稱,隨着基礎設施層側鏈、Layer2等擴容解決方案和去中心化可修復存儲系統的技術突破,交易速度與交易成本對區塊鏈遊戲的限制大幅降低,區塊鏈遊戲和元宇宙的經濟體系得到安全可靠的存儲保障,未來區塊鏈遊戲和元宇宙領域將是NFT行業擴張的主要領域,相關標的包括各遊戲公司和元宇宙Roblox(RBLX.US)、湯姆貓(300459.SZ)。衍生應用層的價值捕獲主要基於流量和需求變現,天風證券認爲基於平臺流量有潛力搭建NFT交易平臺的公司包括嗶哩嗶哩(BIBL.US)(視頻、遊戲發行)、芒果超媒(300413.SZ)(視頻)、快手(01024)(短視頻)、心動公司(02400)(遊戲發行)、美團(03690)(生活服務)。

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