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吉比特(603444.SH):從長遠來看,大廠仍然具有頭部的優勢
格隆匯 09-11 20:41

格隆匯9月11日丨吉比特(603444.SH)在股東大會上表示,從長遠來看,大廠仍然具有頭部的優勢,這是毋庸置疑的,這個優勢可能是比較穩定的,但我們也不要被榜單給迷惑了,並不是説前十名榜單佔據了大部分的市場,並不見得這麼誇張。同樣在暢銷榜上,並不是説第一名就是第100名的100倍。比如我們拿電商來舉例子,可能第四名至第十名加在一起也比不上前三家任何一家的GMV,在這樣的競爭格局下如果將來某一家起來了,可能要伴隨着前面某一家隕落才行。但是遊戲行業不太一樣,雖然有前面非常頭部的作品佔據市場,但是往後看中小廠商加在一起的市場總份額其實也是不小的。我認為中小廠商永遠都是有活路的,這個是行業屬性決定的。雖然遊戲行業頭部企業市場份額佔比大,但是這個事情並沒有大家想象的差距那麼大。

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