开源证券:建议继续加码布局游戏板块
Mei Ri Jing Ji Xin Wen·2025-09-22 00:58
Core Viewpoint - The gaming industry is expected to experience a longer economic cycle than market expectations due to supply and demand resonance, with current valuation attractiveness remaining prominent, suggesting continued investment in the gaming sector and ongoing attention to key new games and evergreen titles [1] Group 1 - The current economic cycle in the gaming industry may exceed market expectations due to supply and demand dynamics [1] - The valuation of the gaming sector is still considered attractive, indicating potential for further investment [1] - There is a recommendation to continue focusing on the performance of core new games and established titles [1]