研報掘金丨國信證券:吉比特下半年新品儲備豐富,維持“買入”評級
國信證券研報指出,吉比特(603444.SH)上半年營收及淨利潤表現穩健,第二季度淨利潤同比正增長。公司產品研發及長線運營能力優秀,下半年新品上線即將開啟新一輪產品週期,同時海外持續發力,維持“買入”評級。公司核心老遊戲運營穩健、《奧比島》貢獻增量,下半年新一輪產品週期啟航。自研遊戲《勇者與裝備》(代號 BUG)和《不朽家族》(M66)預計於下半年上線,《Outpost: InfinitySiege》《超喵星計劃》(青瓷運營)《M88》預計於2024年上線;代理產品《新莊園時代》預計於8月24日上線,《皮卡堂》擬於2023下半年上線。
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