中金：遊戲板塊估值仍低於近五年平均值

智通財經
2023.03.05 23:56
中金公司認為，受益於版號常態化、供需恢復，遊戲板塊較 2H22 低點上漲超 40% 後，估值仍低於近五年平均值，市場亦未隨外部環境好轉上修盈利預期，未來或有小幅雙擊機會。具體而言，頭部廠商產品及版號儲備整體充盈，業績穩健性強、估值尚處底部，具備較好投資性價比；中小型公司更多關注產品週期的交易性機會。
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