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研報掘金丨開源證券:首予巨人網絡“買入”評級,《超自然行動組》等驅動成長

開源證券研報指出,巨人網絡核心IP穩固,《超自然行動組》等驅動成長,首次覆蓋,給予“買入”評級。公司爲研運一體的網絡遊戲龍頭公司,公司核心IP“徵途”系列通過精細化長線運營,基本盤穩固,以《球球大作戰》爲代表的休閒競技遊戲也爲公司優勢品類,兩大賽道構成公司穩定業績基石。《超自然行動組》《五千年》等新品類遊戲有望進一步拓展公司成長空間。該行看好公司徵途、休閒競技兩大賽道業績基石穩固,新品類突破及新產品週期驅動公司長期成長。

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