Electronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season

Barrons2021-09-15

New consoles from Sony and Microsoft are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season. After...

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A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at Activision Blizzard(ticker: ATVI).\n\n“We think this has negated any positive influence from the launch of newhardware from Sony and Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”\nWhile chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. 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Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”\nThe analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.\nCrum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. 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A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at&nbsp;Activision Blizzard(ticker: ATVI).<blockquote>在2020年封锁推动的增长中领跑之后，这些视频游戏股票今年落后于大盘。许多因素打击了该股，包括硬件供应短缺、影响游戏时间的重新开放趋势、中国的监管以及其他公司特有的发展，例如动视暴雪（股票代码：ATVI）的骚扰指控。</blockquote> <img src=\"https://static.tigerbbs.com/0b0fd6bbd65c7180a077ccb0996d2e71\" tg-width=\"949\" tg-height=\"631\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> “We think this has negated any positive influence from the launch of newhardware from&nbsp;Sony&nbsp;and&nbsp;Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”<blockquote>Stifel分析师德鲁·克拉姆(Drew Crum)在周一的一份报告中写道：“我们认为这抵消了索尼和微软推出新硬件的任何积极影响，而过去视频游戏股票在游戏机周期的早期阶段享受了巨大的回报。”“话虽如此，在其他条件相同的情况下，这种观点应该被证明是短暂的。”</blockquote> While chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.<blockquote>虽然与芯片相关的供应短缺将继续拖累硬件销售，但Crum确实预计2021年将出现增长。与此同时，利润率应该会有所提高，因为此类游戏机上的游戏售价为70美元，而不是前几代游戏机的60美元。</blockquote> The analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of&nbsp;Activision Blizzard,Electronic Arts(EA), and&nbsp;Take-Two Interactive Software(TTWO).<blockquote>该分析师预计，2021年全球游戏市场将基本持平，由于经济重新开放，花在游戏上的时间将受到重大打击。这对于直播服务游戏来说是个坏消息——不断更新的在线产品通过游戏内交易赚钱。尽管如此，克拉姆认为有理由看好动视暴雪、艺电(EA)和Take-Two Interactive Software(TTWO)的股票。</blockquote> “We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”<blockquote>他写道：“与过渡年（去年）相比，我们通常会观察到新主机周期的第一个完整日历年（今年）的游戏数量有所增加。”“这一点在艺电的名单中显而易见，由战地2042此外，由于与新冠肺炎相关的并发症，有一些头条新闻被推迟到21年，例如光环无限，今年（终于）推出。”</blockquote> The analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit&nbsp;filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following&nbsp;the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.<blockquote>尽管动视暴雪在其公司的“精选名单”上，但该分析师对这三只股票都给予了买入评级，这意味着他对该股更加乐观。他对动视暴雪股票的目标价为121美元，不过他确实指出，加州公平就业和住房部提起的备受瞩目的性别偏见诉讼可能会影响该股。该公司表示，诉讼中的说法并不准确，而首席执行官鲍比·科蒂克(Bobby Kotick)在7月份表示，律师事务所将对事件进行审查。在诉讼的最初报道之后，员工们在社交媒体上分享了对不当行为的指控，并举行了罢工。</blockquote> Crum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.<blockquote>Crum对Take-Two的目标价为230美元，不过他表示，该公司正处于过渡期，因为它将在未来几年投资开发主要版本。对于EA，他的目标价为174美元，并认为该股可能会在近期及以后受益——这要归功于2022财年及以后几年的强劲发行、新游戏机推动的销售以及NCAA足球比赛的回归。</blockquote> Activision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the&nbsp;S&amp;P 500&nbsp;index is up 18%.<blockquote>动视暴雪股价2021年下跌16%，而Take-Two股价下跌27%。EA股价今年迄今上涨1.2%，而标准普尔500指数上涨18%。</blockquote> “Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.<blockquote>他补充道：“投资者情绪更加悲观，尽管可能已经反映在估值中，我们预计负面消息流将消散，增长将在明年恢复。”</blockquote> He also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.<blockquote>他还认为对中国打压的担忧被夸大了，认为这三家公司各自调整后收入数据中来自中国的收入不到5%，他认为这对业绩并不重要。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>艺电(Electronic Arts)和另外两只视频游戏股票值得在假期前买入</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElectronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>艺电(Electronic Arts)和另外两只视频游戏股票值得在假期前买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-09-15 17:23\n\n</h4>\n</header>\n<article>\nNew consoles from&nbsp;Sony&nbsp;and&nbsp;Microsoft&nbsp;are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.<blockquote>由于更广泛的芯片短缺，Sony和微软的新游戏机仍然稀缺，但Stifel的一位分析师仍然认为三只视频游戏软件股在假期前有上涨空间。</blockquote> After leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at&nbsp;Activision Blizzard(ticker: ATVI).<blockquote>在2020年封锁推动的增长中领跑之后，这些视频游戏股票今年落后于大盘。许多因素打击了该股，包括硬件供应短缺、影响游戏时间的重新开放趋势、中国的监管以及其他公司特有的发展，例如动视暴雪（股票代码：ATVI）的骚扰指控。</blockquote> <img src=\"https://static.tigerbbs.com/0b0fd6bbd65c7180a077ccb0996d2e71\" tg-width=\"949\" tg-height=\"631\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> “We think this has negated any positive influence from the launch of newhardware from&nbsp;Sony&nbsp;and&nbsp;Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”<blockquote>Stifel分析师德鲁·克拉姆(Drew Crum)在周一的一份报告中写道：“我们认为这抵消了索尼和微软推出新硬件的任何积极影响，而过去视频游戏股票在游戏机周期的早期阶段享受了巨大的回报。”“话虽如此，在其他条件相同的情况下，这种观点应该被证明是短暂的。”</blockquote> While chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.<blockquote>虽然与芯片相关的供应短缺将继续拖累硬件销售，但Crum确实预计2021年将出现增长。与此同时，利润率应该会有所提高，因为此类游戏机上的游戏售价为70美元，而不是前几代游戏机的60美元。</blockquote> The analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of&nbsp;Activision Blizzard,Electronic Arts(EA), and&nbsp;Take-Two Interactive Software(TTWO).<blockquote>该分析师预计，2021年全球游戏市场将基本持平，由于经济重新开放，花在游戏上的时间将受到重大打击。这对于直播服务游戏来说是个坏消息——不断更新的在线产品通过游戏内交易赚钱。尽管如此，克拉姆认为有理由看好动视暴雪、艺电(EA)和Take-Two Interactive Software(TTWO)的股票。</blockquote> “We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”<blockquote>他写道：“与过渡年（去年）相比，我们通常会观察到新主机周期的第一个完整日历年（今年）的游戏数量有所增加。”“这一点在艺电的名单中显而易见，由战地2042此外，由于与新冠肺炎相关的并发症，有一些头条新闻被推迟到21年，例如光环无限，今年（终于）推出。”</blockquote> The analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit&nbsp;filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following&nbsp;the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.<blockquote>尽管动视暴雪在其公司的“精选名单”上，但该分析师对这三只股票都给予了买入评级，这意味着他对该股更加乐观。他对动视暴雪股票的目标价为121美元，不过他确实指出，加州公平就业和住房部提起的备受瞩目的性别偏见诉讼可能会影响该股。该公司表示，诉讼中的说法并不准确，而首席执行官鲍比·科蒂克(Bobby Kotick)在7月份表示，律师事务所将对事件进行审查。在诉讼的最初报道之后，员工们在社交媒体上分享了对不当行为的指控，并举行了罢工。</blockquote> Crum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.<blockquote>Crum对Take-Two的目标价为230美元，不过他表示，该公司正处于过渡期，因为它将在未来几年投资开发主要版本。对于EA，他的目标价为174美元，并认为该股可能会在近期及以后受益——这要归功于2022财年及以后几年的强劲发行、新游戏机推动的销售以及NCAA足球比赛的回归。</blockquote> Activision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the&nbsp;S&amp;P 500&nbsp;index is up 18%.<blockquote>动视暴雪股价2021年下跌16%，而Take-Two股价下跌27%。EA股价今年迄今上涨1.2%，而标准普尔500指数上涨18%。</blockquote> “Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.<blockquote>他补充道：“投资者情绪更加悲观，尽管可能已经反映在估值中，我们预计负面消息流将消散，增长将在明年恢复。”</blockquote> He also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.<blockquote>他还认为对中国打压的担忧被夸大了，认为这三家公司各自调整后收入数据中来自中国的收入不到5%，他认为这对业绩并不重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/electronic-arts-activision-ea-videogame-stocks-51631653913?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTWO":"Take-Two Interactive Software","ATVI":"动视暴雪","SONY":"索尼","EA":"艺电","MSFT":"微软"},"source_url":"https://www.barrons.com/articles/electronic-arts-activision-ea-videogame-stocks-51631653913?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193723154","content_text":"New consoles from Sony and Microsoft are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.\nAfter leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at Activision Blizzard(ticker: ATVI).\n\n“We think this has negated any positive influence from the launch of newhardware from Sony and Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”\nWhile chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.\nThe analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of Activision Blizzard,Electronic Arts(EA), and Take-Two Interactive Software(TTWO).\n“We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”\nThe analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.\nCrum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.\nActivision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the S&P 500 index is up 18%.\n“Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.\nHe also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.","news_type":1,"symbols_score_info":{"TTWO":0.9,"ATVI":0.9,"MSFT":0.9,"EA":0.9,"SONY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5878184,"gmtCreate":1631709787850,"gmtModify":1634798548907,"authorId":3581583688503326,"author":{"id":3581583688503326,"idStr":"3581583688503326","authorId":3581583688503326,"name":"Jazzc85","avatar":"https://static.tigerbbs.com/56b42e602a7cb8788c5ed131adee25cc","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":882507013,"type":1,"supId":0,"prevId":0,"content":"Comment ","text":"Comment ","html":"Comment "}],"langContent":"EN"},{"id":882504576,"gmtCreate":1631703255395,"gmtModify":1631889925141,"author":{"id":"3564660171292335","authorId":"3564660171292335","name":"Jinhao94","avatar":"https://static.tigerbbs.com/acdaf2c50efc732ad49148e15b3d4a6a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3564660171292335","authorIdStr":"3564660171292335"},"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/882504576","repostId":1193723154,"repostType":4,"repost":{"id":"1193723154","kind":"news","pubTimestamp":1631697808,"share":"https://www.laohu8.com/m/news/1193723154?lang=zh_CN&edition=full","pubTime":"2021-09-15 17:23","market":"us","language":"en","title":"Electronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>艺电(Electronic Arts)和另外两只视频游戏股票值得在假期前买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193723154","media":"Barrons","summary":"New consoles from Sony and Microsoft are still scarce amid the broader chip shortages, but an analys","content":"New consoles from&nbsp;Sony&nbsp;and&nbsp;Microsoft&nbsp;are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.<blockquote>由于更广泛的芯片短缺，Sony和微软的新游戏机仍然稀缺，但Stifel的一位分析师仍然认为三只视频游戏软件股在假期前有上涨空间。</blockquote> After leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at&nbsp;Activision Blizzard(ticker: ATVI).<blockquote>在2020年封锁推动的增长中领跑之后，这些视频游戏股票今年落后于大盘。许多因素打击了该股，包括硬件供应短缺、影响游戏时间的重新开放趋势、中国的监管以及其他公司特有的发展，例如动视暴雪（股票代码：ATVI）的骚扰指控。</blockquote> <img src=\"https://static.tigerbbs.com/0b0fd6bbd65c7180a077ccb0996d2e71\" tg-width=\"949\" tg-height=\"631\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> “We think this has negated any positive influence from the launch of newhardware from&nbsp;Sony&nbsp;and&nbsp;Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”<blockquote>Stifel分析师德鲁·克拉姆(Drew Crum)在周一的一份报告中写道：“我们认为这抵消了索尼和微软推出新硬件的任何积极影响，而过去视频游戏股票在游戏机周期的早期阶段享受了巨大的回报。”“话虽如此，在其他条件相同的情况下，这种观点应该被证明是短暂的。”</blockquote> While chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.<blockquote>虽然与芯片相关的供应短缺将继续拖累硬件销售，但Crum确实预计2021年将出现增长。与此同时，利润率应该会有所提高，因为此类游戏机上的游戏售价为70美元，而不是前几代游戏机的60美元。</blockquote> The analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of&nbsp;Activision Blizzard,Electronic Arts(EA), and&nbsp;Take-Two Interactive Software(TTWO).<blockquote>该分析师预计，2021年全球游戏市场将基本持平，由于经济重新开放，花在游戏上的时间将受到重大打击。这对于直播服务游戏来说是个坏消息——不断更新的在线产品通过游戏内交易赚钱。尽管如此，克拉姆认为有理由看好动视暴雪、艺电(EA)和Take-Two Interactive Software(TTWO)的股票。</blockquote> “We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”<blockquote>他写道：“与过渡年（去年）相比，我们通常会观察到新主机周期的第一个完整日历年（今年）的游戏数量有所增加。”“这一点在艺电的名单中显而易见，由战地2042此外，由于与新冠肺炎相关的并发症，有一些头条新闻被推迟到21年，例如光环无限，今年（终于）推出。”</blockquote> The analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit&nbsp;filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following&nbsp;the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.<blockquote>尽管动视暴雪在其公司的“精选名单”上，但该分析师对这三只股票都给予了买入评级，这意味着他对该股更加乐观。他对动视暴雪股票的目标价为121美元，不过他确实指出，加州公平就业和住房部提起的备受瞩目的性别偏见诉讼可能会影响该股。该公司表示，诉讼中的说法并不准确，而首席执行官鲍比·科蒂克(Bobby Kotick)在7月份表示，律师事务所将对事件进行审查。在诉讼的最初报道之后，员工们在社交媒体上分享了对不当行为的指控，并举行了罢工。</blockquote> Crum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.<blockquote>Crum对Take-Two的目标价为230美元，不过他表示，该公司正处于过渡期，因为它将在未来几年投资开发主要版本。对于EA，他的目标价为174美元，并认为该股可能会在近期及以后受益——这要归功于2022财年及以后几年的强劲发行、新游戏机推动的销售以及NCAA足球比赛的回归。</blockquote> Activision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the&nbsp;S&amp;P 500&nbsp;index is up 18%.<blockquote>动视暴雪股价2021年下跌16%，而Take-Two股价下跌27%。EA股价今年迄今上涨1.2%，而标准普尔500指数上涨18%。</blockquote> “Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.<blockquote>他补充道：“投资者情绪更加悲观，尽管可能已经反映在估值中，我们预计负面消息流将消散，增长将在明年恢复。”</blockquote> He also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.<blockquote>他还认为对中国打压的担忧被夸大了，认为这三家公司各自调整后收入数据中来自中国的收入不到5%，他认为这对业绩并不重要。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>艺电(Electronic Arts)和另外两只视频游戏股票值得在假期前买入</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElectronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>艺电(Electronic Arts)和另外两只视频游戏股票值得在假期前买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-09-15 17:23\n\n</h4>\n</header>\n<article>\nNew consoles from&nbsp;Sony&nbsp;and&nbsp;Microsoft&nbsp;are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.<blockquote>由于更广泛的芯片短缺，Sony和微软的新游戏机仍然稀缺，但Stifel的一位分析师仍然认为三只视频游戏软件股在假期前有上涨空间。</blockquote> After leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at&nbsp;Activision Blizzard(ticker: ATVI).<blockquote>在2020年封锁推动的增长中领跑之后，这些视频游戏股票今年落后于大盘。许多因素打击了该股，包括硬件供应短缺、影响游戏时间的重新开放趋势、中国的监管以及其他公司特有的发展，例如动视暴雪（股票代码：ATVI）的骚扰指控。</blockquote> <img src=\"https://static.tigerbbs.com/0b0fd6bbd65c7180a077ccb0996d2e71\" tg-width=\"949\" tg-height=\"631\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> “We think this has negated any positive influence from the launch of newhardware from&nbsp;Sony&nbsp;and&nbsp;Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”<blockquote>Stifel分析师德鲁·克拉姆(Drew Crum)在周一的一份报告中写道：“我们认为这抵消了索尼和微软推出新硬件的任何积极影响，而过去视频游戏股票在游戏机周期的早期阶段享受了巨大的回报。”“话虽如此，在其他条件相同的情况下，这种观点应该被证明是短暂的。”</blockquote> While chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.<blockquote>虽然与芯片相关的供应短缺将继续拖累硬件销售，但Crum确实预计2021年将出现增长。与此同时，利润率应该会有所提高，因为此类游戏机上的游戏售价为70美元，而不是前几代游戏机的60美元。</blockquote> The analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of&nbsp;Activision Blizzard,Electronic Arts(EA), and&nbsp;Take-Two Interactive Software(TTWO).<blockquote>该分析师预计，2021年全球游戏市场将基本持平，由于经济重新开放，花在游戏上的时间将受到重大打击。这对于直播服务游戏来说是个坏消息——不断更新的在线产品通过游戏内交易赚钱。尽管如此，克拉姆认为有理由看好动视暴雪、艺电(EA)和Take-Two Interactive Software(TTWO)的股票。</blockquote> “We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”<blockquote>他写道：“与过渡年（去年）相比，我们通常会观察到新主机周期的第一个完整日历年（今年）的游戏数量有所增加。”“这一点在艺电的名单中显而易见，由战地2042此外，由于与新冠肺炎相关的并发症，有一些头条新闻被推迟到21年，例如光环无限，今年（终于）推出。”</blockquote> The analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit&nbsp;filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following&nbsp;the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.<blockquote>尽管动视暴雪在其公司的“精选名单”上，但该分析师对这三只股票都给予了买入评级，这意味着他对该股更加乐观。他对动视暴雪股票的目标价为121美元，不过他确实指出，加州公平就业和住房部提起的备受瞩目的性别偏见诉讼可能会影响该股。该公司表示，诉讼中的说法并不准确，而首席执行官鲍比·科蒂克(Bobby Kotick)在7月份表示，律师事务所将对事件进行审查。在诉讼的最初报道之后，员工们在社交媒体上分享了对不当行为的指控，并举行了罢工。</blockquote> Crum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.<blockquote>Crum对Take-Two的目标价为230美元，不过他表示，该公司正处于过渡期，因为它将在未来几年投资开发主要版本。对于EA，他的目标价为174美元，并认为该股可能会在近期及以后受益——这要归功于2022财年及以后几年的强劲发行、新游戏机推动的销售以及NCAA足球比赛的回归。</blockquote> Activision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the&nbsp;S&amp;P 500&nbsp;index is up 18%.<blockquote>动视暴雪股价2021年下跌16%，而Take-Two股价下跌27%。EA股价今年迄今上涨1.2%，而标准普尔500指数上涨18%。</blockquote> “Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.<blockquote>他补充道：“投资者情绪更加悲观，尽管可能已经反映在估值中，我们预计负面消息流将消散，增长将在明年恢复。”</blockquote> He also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.<blockquote>他还认为对中国打压的担忧被夸大了，认为这三家公司各自调整后收入数据中来自中国的收入不到5%，他认为这对业绩并不重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/electronic-arts-activision-ea-videogame-stocks-51631653913?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTWO":"Take-Two Interactive Software","ATVI":"动视暴雪","SONY":"索尼","EA":"艺电","MSFT":"微软"},"source_url":"https://www.barrons.com/articles/electronic-arts-activision-ea-videogame-stocks-51631653913?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193723154","content_text":"New consoles from Sony and Microsoft are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.\nAfter leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at Activision Blizzard(ticker: ATVI).\n\n“We think this has negated any positive influence from the launch of newhardware from Sony and Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”\nWhile chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.\nThe analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of Activision Blizzard,Electronic Arts(EA), and Take-Two Interactive Software(TTWO).\n“We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”\nThe analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.\nCrum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.\nActivision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the S&P 500 index is up 18%.\n“Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.\nHe also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.","news_type":1,"symbols_score_info":{"TTWO":0.9,"ATVI":0.9,"MSFT":0.9,"EA":0.9,"SONY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5877391,"gmtCreate":1631703702146,"gmtModify":1634798611907,"authorId":3582927789816025,"author":{"id":3582927789816025,"idStr":"3582927789816025","authorId":3582927789816025,"name":"SKLow","avatar":"https://static.tigerbbs.com/b3aeaabd2ee1ec9afcdda5a4aab1994c","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":882504576,"type":1,"supId":0,"prevId":0,"content":"like back pls, tq","text":"like back pls, tq","html":"like back pls, tq"}],"langContent":"EN"},{"id":882271374,"gmtCreate":1631701394398,"gmtModify":1631890156756,"author":{"id":"3574732601913835","authorId":"3574732601913835","name":"iwantmoney","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3574732601913835","authorIdStr":"3574732601913835"},"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882271374","repostId":1193723154,"repostType":4,"repost":{"id":"1193723154","kind":"news","pubTimestamp":1631697808,"share":"https://www.laohu8.com/m/news/1193723154?lang=zh_CN&edition=full","pubTime":"2021-09-15 17:23","market":"us","language":"en","title":"Electronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>艺电(Electronic Arts)和另外两只视频游戏股票值得在假期前买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193723154","media":"Barrons","summary":"New consoles from Sony and Microsoft are still scarce amid the broader chip shortages, but an analys","content":"New consoles from&nbsp;Sony&nbsp;and&nbsp;Microsoft&nbsp;are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.<blockquote>由于更广泛的芯片短缺，Sony和微软的新游戏机仍然稀缺，但Stifel的一位分析师仍然认为三只视频游戏软件股在假期前有上涨空间。</blockquote> After leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at&nbsp;Activision Blizzard(ticker: ATVI).<blockquote>在2020年封锁推动的增长中领跑之后，这些视频游戏股票今年落后于大盘。许多因素打击了该股，包括硬件供应短缺、影响游戏时间的重新开放趋势、中国的监管以及其他公司特有的发展，例如动视暴雪（股票代码：ATVI）的骚扰指控。</blockquote> <img src=\"https://static.tigerbbs.com/0b0fd6bbd65c7180a077ccb0996d2e71\" tg-width=\"949\" tg-height=\"631\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> “We think this has negated any positive influence from the launch of newhardware from&nbsp;Sony&nbsp;and&nbsp;Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”<blockquote>Stifel分析师德鲁·克拉姆(Drew Crum)在周一的一份报告中写道：“我们认为这抵消了索尼和微软推出新硬件的任何积极影响，而过去视频游戏股票在游戏机周期的早期阶段享受了巨大的回报。”“话虽如此，在其他条件相同的情况下，这种观点应该被证明是短暂的。”</blockquote> While chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.<blockquote>虽然与芯片相关的供应短缺将继续拖累硬件销售，但Crum确实预计2021年将出现增长。与此同时，利润率应该会有所提高，因为此类游戏机上的游戏售价为70美元，而不是前几代游戏机的60美元。</blockquote> The analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of&nbsp;Activision Blizzard,Electronic Arts(EA), and&nbsp;Take-Two Interactive Software(TTWO).<blockquote>该分析师预计，2021年全球游戏市场将基本持平，由于经济重新开放，花在游戏上的时间将受到重大打击。这对于直播服务游戏来说是个坏消息——不断更新的在线产品通过游戏内交易赚钱。尽管如此，克拉姆认为有理由看好动视暴雪、艺电(EA)和Take-Two Interactive Software(TTWO)的股票。</blockquote> “We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”<blockquote>他写道：“与过渡年（去年）相比，我们通常会观察到新主机周期的第一个完整日历年（今年）的游戏数量有所增加。”“这一点在艺电的名单中显而易见，由战地2042此外，由于与新冠肺炎相关的并发症，有一些头条新闻被推迟到21年，例如光环无限，今年（终于）推出。”</blockquote> The analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit&nbsp;filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following&nbsp;the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.<blockquote>尽管动视暴雪在其公司的“精选名单”上，但该分析师对这三只股票都给予了买入评级，这意味着他对该股更加乐观。他对动视暴雪股票的目标价为121美元，不过他确实指出，加州公平就业和住房部提起的备受瞩目的性别偏见诉讼可能会影响该股。该公司表示，诉讼中的说法并不准确，而首席执行官鲍比·科蒂克(Bobby Kotick)在7月份表示，律师事务所将对事件进行审查。在诉讼的最初报道之后，员工们在社交媒体上分享了对不当行为的指控，并举行了罢工。</blockquote> Crum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.<blockquote>Crum对Take-Two的目标价为230美元，不过他表示，该公司正处于过渡期，因为它将在未来几年投资开发主要版本。对于EA，他的目标价为174美元，并认为该股可能会在近期及以后受益——这要归功于2022财年及以后几年的强劲发行、新游戏机推动的销售以及NCAA足球比赛的回归。</blockquote> Activision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the&nbsp;S&amp;P 500&nbsp;index is up 18%.<blockquote>动视暴雪股价2021年下跌16%，而Take-Two股价下跌27%。EA股价今年迄今上涨1.2%，而标准普尔500指数上涨18%。</blockquote> “Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.<blockquote>他补充道：“投资者情绪更加悲观，尽管可能已经反映在估值中，我们预计负面消息流将消散，增长将在明年恢复。”</blockquote> He also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.<blockquote>他还认为对中国打压的担忧被夸大了，认为这三家公司各自调整后收入数据中来自中国的收入不到5%，他认为这对业绩并不重要。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>艺电(Electronic Arts)和另外两只视频游戏股票值得在假期前买入</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElectronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>艺电(Electronic Arts)和另外两只视频游戏股票值得在假期前买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-09-15 17:23\n\n</h4>\n</header>\n<article>\nNew consoles from&nbsp;Sony&nbsp;and&nbsp;Microsoft&nbsp;are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.<blockquote>由于更广泛的芯片短缺，Sony和微软的新游戏机仍然稀缺，但Stifel的一位分析师仍然认为三只视频游戏软件股在假期前有上涨空间。</blockquote> After leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at&nbsp;Activision Blizzard(ticker: ATVI).<blockquote>在2020年封锁推动的增长中领跑之后，这些视频游戏股票今年落后于大盘。许多因素打击了该股，包括硬件供应短缺、影响游戏时间的重新开放趋势、中国的监管以及其他公司特有的发展，例如动视暴雪（股票代码：ATVI）的骚扰指控。</blockquote> <img src=\"https://static.tigerbbs.com/0b0fd6bbd65c7180a077ccb0996d2e71\" tg-width=\"949\" tg-height=\"631\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> “We think this has negated any positive influence from the launch of newhardware from&nbsp;Sony&nbsp;and&nbsp;Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”<blockquote>Stifel分析师德鲁·克拉姆(Drew Crum)在周一的一份报告中写道：“我们认为这抵消了索尼和微软推出新硬件的任何积极影响，而过去视频游戏股票在游戏机周期的早期阶段享受了巨大的回报。”“话虽如此，在其他条件相同的情况下，这种观点应该被证明是短暂的。”</blockquote> While chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.<blockquote>虽然与芯片相关的供应短缺将继续拖累硬件销售，但Crum确实预计2021年将出现增长。与此同时，利润率应该会有所提高，因为此类游戏机上的游戏售价为70美元，而不是前几代游戏机的60美元。</blockquote> The analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of&nbsp;Activision Blizzard,Electronic Arts(EA), and&nbsp;Take-Two Interactive Software(TTWO).<blockquote>该分析师预计，2021年全球游戏市场将基本持平，由于经济重新开放，花在游戏上的时间将受到重大打击。这对于直播服务游戏来说是个坏消息——不断更新的在线产品通过游戏内交易赚钱。尽管如此，克拉姆认为有理由看好动视暴雪、艺电(EA)和Take-Two Interactive Software(TTWO)的股票。</blockquote> “We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”<blockquote>他写道：“与过渡年（去年）相比，我们通常会观察到新主机周期的第一个完整日历年（今年）的游戏数量有所增加。”“这一点在艺电的名单中显而易见，由战地2042此外，由于与新冠肺炎相关的并发症，有一些头条新闻被推迟到21年，例如光环无限，今年（终于）推出。”</blockquote> The analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit&nbsp;filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following&nbsp;the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.<blockquote>尽管动视暴雪在其公司的“精选名单”上，但该分析师对这三只股票都给予了买入评级，这意味着他对该股更加乐观。他对动视暴雪股票的目标价为121美元，不过他确实指出，加州公平就业和住房部提起的备受瞩目的性别偏见诉讼可能会影响该股。该公司表示，诉讼中的说法并不准确，而首席执行官鲍比·科蒂克(Bobby Kotick)在7月份表示，律师事务所将对事件进行审查。在诉讼的最初报道之后，员工们在社交媒体上分享了对不当行为的指控，并举行了罢工。</blockquote> Crum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.<blockquote>Crum对Take-Two的目标价为230美元，不过他表示，该公司正处于过渡期，因为它将在未来几年投资开发主要版本。对于EA，他的目标价为174美元，并认为该股可能会在近期及以后受益——这要归功于2022财年及以后几年的强劲发行、新游戏机推动的销售以及NCAA足球比赛的回归。</blockquote> Activision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the&nbsp;S&amp;P 500&nbsp;index is up 18%.<blockquote>动视暴雪股价2021年下跌16%，而Take-Two股价下跌27%。EA股价今年迄今上涨1.2%，而标准普尔500指数上涨18%。</blockquote> “Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.<blockquote>他补充道：“投资者情绪更加悲观，尽管可能已经反映在估值中，我们预计负面消息流将消散，增长将在明年恢复。”</blockquote> He also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.<blockquote>他还认为对中国打压的担忧被夸大了，认为这三家公司各自调整后收入数据中来自中国的收入不到5%，他认为这对业绩并不重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/electronic-arts-activision-ea-videogame-stocks-51631653913?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTWO":"Take-Two Interactive Software","ATVI":"动视暴雪","SONY":"索尼","EA":"艺电","MSFT":"微软"},"source_url":"https://www.barrons.com/articles/electronic-arts-activision-ea-videogame-stocks-51631653913?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193723154","content_text":"New consoles from Sony and Microsoft are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.\nAfter leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at Activision Blizzard(ticker: ATVI).\n\n“We think this has negated any positive influence from the launch of newhardware from Sony and Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”\nWhile chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.\nThe analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of Activision Blizzard,Electronic Arts(EA), and Take-Two Interactive Software(TTWO).\n“We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”\nThe analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.\nCrum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.\nActivision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the S&P 500 index is up 18%.\n“Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.\nHe also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.","news_type":1,"symbols_score_info":{"TTWO":0.9,"ATVI":0.9,"MSFT":0.9,"EA":0.9,"SONY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5877395,"gmtCreate":1631703735017,"gmtModify":1631890156771,"authorId":3582927789816025,"author":{"id":3582927789816025,"idStr":"3582927789816025","authorId":3582927789816025,"name":"SKLow","avatar":"https://static.tigerbbs.com/b3aeaabd2ee1ec9afcdda5a4aab1994c","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":882271374,"type":1,"supId":0,"prevId":0,"content":"like and comment back pls.tq","text":"like and comment back pls.tq","html":"like and comment back pls.tq"},{"id":5877348,"gmtCreate":1631703264605,"gmtModify":1631890156760,"authorId":3564660171292335,"author":{"id":3564660171292335,"idStr":"3564660171292335","authorId":3564660171292335,"name":"Jinhao94","avatar":"https://static.tigerbbs.com/acdaf2c50efc732ad49148e15b3d4a6a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":882271374,"type":1,"supId":0,"prevId":0,"content":"Liked","text":"Liked","html":"Liked"}],"langContent":"EN"},{"id":882249974,"gmtCreate":1631700074898,"gmtModify":1631890790152,"author":{"id":"3575883708634905","authorId":"3575883708634905","name":"mQ","avatar":"https://static.tigerbbs.com/f15c6544cce801bf2702a439bc97d760","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3575883708634905","authorIdStr":"3575883708634905"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882249974","repostId":1193723154,"repostType":4,"repost":{"id":"1193723154","kind":"news","pubTimestamp":1631697808,"share":"https://www.laohu8.com/m/news/1193723154?lang=zh_CN&edition=full","pubTime":"2021-09-15 17:23","market":"us","language":"en","title":"Electronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>艺电(Electronic Arts)和另外两只视频游戏股票值得在假期前买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193723154","media":"Barrons","summary":"New consoles from Sony and Microsoft are still scarce amid the broader chip shortages, but an analys","content":"New consoles from&nbsp;Sony&nbsp;and&nbsp;Microsoft&nbsp;are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.<blockquote>由于更广泛的芯片短缺，Sony和微软的新游戏机仍然稀缺，但Stifel的一位分析师仍然认为三只视频游戏软件股在假期前有上涨空间。</blockquote> After leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at&nbsp;Activision Blizzard(ticker: ATVI).<blockquote>在2020年封锁推动的增长中领跑之后，这些视频游戏股票今年落后于大盘。许多因素打击了该股，包括硬件供应短缺、影响游戏时间的重新开放趋势、中国的监管以及其他公司特有的发展，例如动视暴雪（股票代码：ATVI）的骚扰指控。</blockquote> <img src=\"https://static.tigerbbs.com/0b0fd6bbd65c7180a077ccb0996d2e71\" tg-width=\"949\" tg-height=\"631\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> “We think this has negated any positive influence from the launch of newhardware from&nbsp;Sony&nbsp;and&nbsp;Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”<blockquote>Stifel分析师德鲁·克拉姆(Drew Crum)在周一的一份报告中写道：“我们认为这抵消了索尼和微软推出新硬件的任何积极影响，而过去视频游戏股票在游戏机周期的早期阶段享受了巨大的回报。”“话虽如此，在其他条件相同的情况下，这种观点应该被证明是短暂的。”</blockquote> While chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.<blockquote>虽然与芯片相关的供应短缺将继续拖累硬件销售，但Crum确实预计2021年将出现增长。与此同时，利润率应该会有所提高，因为此类游戏机上的游戏售价为70美元，而不是前几代游戏机的60美元。</blockquote> The analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of&nbsp;Activision Blizzard,Electronic Arts(EA), and&nbsp;Take-Two Interactive Software(TTWO).<blockquote>该分析师预计，2021年全球游戏市场将基本持平，由于经济重新开放，花在游戏上的时间将受到重大打击。这对于直播服务游戏来说是个坏消息——不断更新的在线产品通过游戏内交易赚钱。尽管如此，克拉姆认为有理由看好动视暴雪、艺电(EA)和Take-Two Interactive Software(TTWO)的股票。</blockquote> “We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”<blockquote>他写道：“与过渡年（去年）相比，我们通常会观察到新主机周期的第一个完整日历年（今年）的游戏数量有所增加。”“这一点在艺电的名单中显而易见，由战地2042此外，由于与新冠肺炎相关的并发症，有一些头条新闻被推迟到21年，例如光环无限，今年（终于）推出。”</blockquote> The analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit&nbsp;filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following&nbsp;the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.<blockquote>尽管动视暴雪在其公司的“精选名单”上，但该分析师对这三只股票都给予了买入评级，这意味着他对该股更加乐观。他对动视暴雪股票的目标价为121美元，不过他确实指出，加州公平就业和住房部提起的备受瞩目的性别偏见诉讼可能会影响该股。该公司表示，诉讼中的说法并不准确，而首席执行官鲍比·科蒂克(Bobby Kotick)在7月份表示，律师事务所将对事件进行审查。在诉讼的最初报道之后，员工们在社交媒体上分享了对不当行为的指控，并举行了罢工。</blockquote> Crum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.<blockquote>Crum对Take-Two的目标价为230美元，不过他表示，该公司正处于过渡期，因为它将在未来几年投资开发主要版本。对于EA，他的目标价为174美元，并认为该股可能会在近期及以后受益——这要归功于2022财年及以后几年的强劲发行、新游戏机推动的销售以及NCAA足球比赛的回归。</blockquote> Activision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the&nbsp;S&amp;P 500&nbsp;index is up 18%.<blockquote>动视暴雪股价2021年下跌16%，而Take-Two股价下跌27%。EA股价今年迄今上涨1.2%，而标准普尔500指数上涨18%。</blockquote> “Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.<blockquote>他补充道：“投资者情绪更加悲观，尽管可能已经反映在估值中，我们预计负面消息流将消散，增长将在明年恢复。”</blockquote> He also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.<blockquote>他还认为对中国打压的担忧被夸大了，认为这三家公司各自调整后收入数据中来自中国的收入不到5%，他认为这对业绩并不重要。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>艺电(Electronic Arts)和另外两只视频游戏股票值得在假期前买入</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElectronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>艺电(Electronic Arts)和另外两只视频游戏股票值得在假期前买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-09-15 17:23\n\n</h4>\n</header>\n<article>\nNew consoles from&nbsp;Sony&nbsp;and&nbsp;Microsoft&nbsp;are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.<blockquote>由于更广泛的芯片短缺，Sony和微软的新游戏机仍然稀缺，但Stifel的一位分析师仍然认为三只视频游戏软件股在假期前有上涨空间。</blockquote> After leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at&nbsp;Activision Blizzard(ticker: ATVI).<blockquote>在2020年封锁推动的增长中领跑之后，这些视频游戏股票今年落后于大盘。许多因素打击了该股，包括硬件供应短缺、影响游戏时间的重新开放趋势、中国的监管以及其他公司特有的发展，例如动视暴雪（股票代码：ATVI）的骚扰指控。</blockquote> <img src=\"https://static.tigerbbs.com/0b0fd6bbd65c7180a077ccb0996d2e71\" tg-width=\"949\" tg-height=\"631\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> “We think this has negated any positive influence from the launch of newhardware from&nbsp;Sony&nbsp;and&nbsp;Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”<blockquote>Stifel分析师德鲁·克拉姆(Drew Crum)在周一的一份报告中写道：“我们认为这抵消了索尼和微软推出新硬件的任何积极影响，而过去视频游戏股票在游戏机周期的早期阶段享受了巨大的回报。”“话虽如此，在其他条件相同的情况下，这种观点应该被证明是短暂的。”</blockquote> While chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.<blockquote>虽然与芯片相关的供应短缺将继续拖累硬件销售，但Crum确实预计2021年将出现增长。与此同时，利润率应该会有所提高，因为此类游戏机上的游戏售价为70美元，而不是前几代游戏机的60美元。</blockquote> The analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of&nbsp;Activision Blizzard,Electronic Arts(EA), and&nbsp;Take-Two Interactive Software(TTWO).<blockquote>该分析师预计，2021年全球游戏市场将基本持平，由于经济重新开放，花在游戏上的时间将受到重大打击。这对于直播服务游戏来说是个坏消息——不断更新的在线产品通过游戏内交易赚钱。尽管如此，克拉姆认为有理由看好动视暴雪、艺电(EA)和Take-Two Interactive Software(TTWO)的股票。</blockquote> “We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”<blockquote>他写道：“与过渡年（去年）相比，我们通常会观察到新主机周期的第一个完整日历年（今年）的游戏数量有所增加。”“这一点在艺电的名单中显而易见，由战地2042此外，由于与新冠肺炎相关的并发症，有一些头条新闻被推迟到21年，例如光环无限，今年（终于）推出。”</blockquote> The analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit&nbsp;filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following&nbsp;the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.<blockquote>尽管动视暴雪在其公司的“精选名单”上，但该分析师对这三只股票都给予了买入评级，这意味着他对该股更加乐观。他对动视暴雪股票的目标价为121美元，不过他确实指出，加州公平就业和住房部提起的备受瞩目的性别偏见诉讼可能会影响该股。该公司表示，诉讼中的说法并不准确，而首席执行官鲍比·科蒂克(Bobby Kotick)在7月份表示，律师事务所将对事件进行审查。在诉讼的最初报道之后，员工们在社交媒体上分享了对不当行为的指控，并举行了罢工。</blockquote> Crum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.<blockquote>Crum对Take-Two的目标价为230美元，不过他表示，该公司正处于过渡期，因为它将在未来几年投资开发主要版本。对于EA，他的目标价为174美元，并认为该股可能会在近期及以后受益——这要归功于2022财年及以后几年的强劲发行、新游戏机推动的销售以及NCAA足球比赛的回归。</blockquote> Activision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the&nbsp;S&amp;P 500&nbsp;index is up 18%.<blockquote>动视暴雪股价2021年下跌16%，而Take-Two股价下跌27%。EA股价今年迄今上涨1.2%，而标准普尔500指数上涨18%。</blockquote> “Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.<blockquote>他补充道：“投资者情绪更加悲观，尽管可能已经反映在估值中，我们预计负面消息流将消散，增长将在明年恢复。”</blockquote> He also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.<blockquote>他还认为对中国打压的担忧被夸大了，认为这三家公司各自调整后收入数据中来自中国的收入不到5%，他认为这对业绩并不重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/electronic-arts-activision-ea-videogame-stocks-51631653913?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTWO":"Take-Two Interactive Software","ATVI":"动视暴雪","SONY":"索尼","EA":"艺电","MSFT":"微软"},"source_url":"https://www.barrons.com/articles/electronic-arts-activision-ea-videogame-stocks-51631653913?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193723154","content_text":"New consoles from Sony and Microsoft are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.\nAfter leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at Activision Blizzard(ticker: ATVI).\n\n“We think this has negated any positive influence from the launch of newhardware from Sony and Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”\nWhile chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.\nThe analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of Activision Blizzard,Electronic Arts(EA), and Take-Two Interactive Software(TTWO).\n“We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”\nThe analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.\nCrum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.\nActivision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the S&P 500 index is up 18%.\n“Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.\nHe also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.","news_type":1,"symbols_score_info":{"TTWO":0.9,"ATVI":0.9,"MSFT":0.9,"EA":0.9,"SONY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":882259672,"gmtCreate":1631698733196,"gmtModify":1631890751036,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"VinKuang","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"htmlText":"Pls help me with a like tyvm[财迷]&nbsp;","listText":"Pls help me with a like tyvm[财迷]&nbsp;","text":"Pls help me with a like tyvm[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882259672","repostId":1193723154,"repostType":4,"repost":{"id":"1193723154","kind":"news","pubTimestamp":1631697808,"share":"https://www.laohu8.com/m/news/1193723154?lang=zh_CN&edition=full","pubTime":"2021-09-15 17:23","market":"us","language":"en","title":"Electronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>艺电(Electronic Arts)和另外两只视频游戏股票值得在假期前买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193723154","media":"Barrons","summary":"New consoles from Sony and Microsoft are still scarce amid the broader chip shortages, but an analys","content":"New consoles from&nbsp;Sony&nbsp;and&nbsp;Microsoft&nbsp;are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.<blockquote>由于更广泛的芯片短缺，Sony和微软的新游戏机仍然稀缺，但Stifel的一位分析师仍然认为三只视频游戏软件股在假期前有上涨空间。</blockquote> After leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at&nbsp;Activision Blizzard(ticker: ATVI).<blockquote>在2020年封锁推动的增长中领跑之后，这些视频游戏股票今年落后于大盘。许多因素打击了该股，包括硬件供应短缺、影响游戏时间的重新开放趋势、中国的监管以及其他公司特有的发展，例如动视暴雪（股票代码：ATVI）的骚扰指控。</blockquote> <img src=\"https://static.tigerbbs.com/0b0fd6bbd65c7180a077ccb0996d2e71\" tg-width=\"949\" tg-height=\"631\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> “We think this has negated any positive influence from the launch of newhardware from&nbsp;Sony&nbsp;and&nbsp;Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”<blockquote>Stifel分析师德鲁·克拉姆(Drew Crum)在周一的一份报告中写道：“我们认为这抵消了索尼和微软推出新硬件的任何积极影响，而过去视频游戏股票在游戏机周期的早期阶段享受了巨大的回报。”“话虽如此，在其他条件相同的情况下，这种观点应该被证明是短暂的。”</blockquote> While chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.<blockquote>虽然与芯片相关的供应短缺将继续拖累硬件销售，但Crum确实预计2021年将出现增长。与此同时，利润率应该会有所提高，因为此类游戏机上的游戏售价为70美元，而不是前几代游戏机的60美元。</blockquote> The analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of&nbsp;Activision Blizzard,Electronic Arts(EA), and&nbsp;Take-Two Interactive Software(TTWO).<blockquote>该分析师预计，2021年全球游戏市场将基本持平，由于经济重新开放，花在游戏上的时间将受到重大打击。这对于直播服务游戏来说是个坏消息——不断更新的在线产品通过游戏内交易赚钱。尽管如此，克拉姆认为有理由看好动视暴雪、艺电(EA)和Take-Two Interactive Software(TTWO)的股票。</blockquote> “We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”<blockquote>他写道：“与过渡年（去年）相比，我们通常会观察到新主机周期的第一个完整日历年（今年）的游戏数量有所增加。”“这一点在艺电的名单中显而易见，由战地2042此外，由于与新冠肺炎相关的并发症，有一些头条新闻被推迟到21年，例如光环无限，今年（终于）推出。”</blockquote> The analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit&nbsp;filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following&nbsp;the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.<blockquote>尽管动视暴雪在其公司的“精选名单”上，但该分析师对这三只股票都给予了买入评级，这意味着他对该股更加乐观。他对动视暴雪股票的目标价为121美元，不过他确实指出，加州公平就业和住房部提起的备受瞩目的性别偏见诉讼可能会影响该股。该公司表示，诉讼中的说法并不准确，而首席执行官鲍比·科蒂克(Bobby Kotick)在7月份表示，律师事务所将对事件进行审查。在诉讼的最初报道之后，员工们在社交媒体上分享了对不当行为的指控，并举行了罢工。</blockquote> Crum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.<blockquote>Crum对Take-Two的目标价为230美元，不过他表示，该公司正处于过渡期，因为它将在未来几年投资开发主要版本。对于EA，他的目标价为174美元，并认为该股可能会在近期及以后受益——这要归功于2022财年及以后几年的强劲发行、新游戏机推动的销售以及NCAA足球比赛的回归。</blockquote> Activision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the&nbsp;S&amp;P 500&nbsp;index is up 18%.<blockquote>动视暴雪股价2021年下跌16%，而Take-Two股价下跌27%。EA股价今年迄今上涨1.2%，而标准普尔500指数上涨18%。</blockquote> “Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.<blockquote>他补充道：“投资者情绪更加悲观，尽管可能已经反映在估值中，我们预计负面消息流将消散，增长将在明年恢复。”</blockquote> He also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.<blockquote>他还认为对中国打压的担忧被夸大了，认为这三家公司各自调整后收入数据中来自中国的收入不到5%，他认为这对业绩并不重要。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>艺电(Electronic Arts)和另外两只视频游戏股票值得在假期前买入</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElectronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>艺电(Electronic Arts)和另外两只视频游戏股票值得在假期前买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-09-15 17:23\n\n</h4>\n</header>\n<article>\nNew consoles from&nbsp;Sony&nbsp;and&nbsp;Microsoft&nbsp;are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.<blockquote>由于更广泛的芯片短缺，Sony和微软的新游戏机仍然稀缺，但Stifel的一位分析师仍然认为三只视频游戏软件股在假期前有上涨空间。</blockquote> After leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at&nbsp;Activision Blizzard(ticker: ATVI).<blockquote>在2020年封锁推动的增长中领跑之后，这些视频游戏股票今年落后于大盘。许多因素打击了该股，包括硬件供应短缺、影响游戏时间的重新开放趋势、中国的监管以及其他公司特有的发展，例如动视暴雪（股票代码：ATVI）的骚扰指控。</blockquote> <img src=\"https://static.tigerbbs.com/0b0fd6bbd65c7180a077ccb0996d2e71\" tg-width=\"949\" tg-height=\"631\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> “We think this has negated any positive influence from the launch of newhardware from&nbsp;Sony&nbsp;and&nbsp;Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”<blockquote>Stifel分析师德鲁·克拉姆(Drew Crum)在周一的一份报告中写道：“我们认为这抵消了索尼和微软推出新硬件的任何积极影响，而过去视频游戏股票在游戏机周期的早期阶段享受了巨大的回报。”“话虽如此，在其他条件相同的情况下，这种观点应该被证明是短暂的。”</blockquote> While chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.<blockquote>虽然与芯片相关的供应短缺将继续拖累硬件销售，但Crum确实预计2021年将出现增长。与此同时，利润率应该会有所提高，因为此类游戏机上的游戏售价为70美元，而不是前几代游戏机的60美元。</blockquote> The analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of&nbsp;Activision Blizzard,Electronic Arts(EA), and&nbsp;Take-Two Interactive Software(TTWO).<blockquote>该分析师预计，2021年全球游戏市场将基本持平，由于经济重新开放，花在游戏上的时间将受到重大打击。这对于直播服务游戏来说是个坏消息——不断更新的在线产品通过游戏内交易赚钱。尽管如此，克拉姆认为有理由看好动视暴雪、艺电(EA)和Take-Two Interactive Software(TTWO)的股票。</blockquote> “We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”<blockquote>他写道：“与过渡年（去年）相比，我们通常会观察到新主机周期的第一个完整日历年（今年）的游戏数量有所增加。”“这一点在艺电的名单中显而易见，由战地2042此外，由于与新冠肺炎相关的并发症，有一些头条新闻被推迟到21年，例如光环无限，今年（终于）推出。”</blockquote> The analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit&nbsp;filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following&nbsp;the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.<blockquote>尽管动视暴雪在其公司的“精选名单”上，但该分析师对这三只股票都给予了买入评级，这意味着他对该股更加乐观。他对动视暴雪股票的目标价为121美元，不过他确实指出，加州公平就业和住房部提起的备受瞩目的性别偏见诉讼可能会影响该股。该公司表示，诉讼中的说法并不准确，而首席执行官鲍比·科蒂克(Bobby Kotick)在7月份表示，律师事务所将对事件进行审查。在诉讼的最初报道之后，员工们在社交媒体上分享了对不当行为的指控，并举行了罢工。</blockquote> Crum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.<blockquote>Crum对Take-Two的目标价为230美元，不过他表示，该公司正处于过渡期，因为它将在未来几年投资开发主要版本。对于EA，他的目标价为174美元，并认为该股可能会在近期及以后受益——这要归功于2022财年及以后几年的强劲发行、新游戏机推动的销售以及NCAA足球比赛的回归。</blockquote> Activision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the&nbsp;S&amp;P 500&nbsp;index is up 18%.<blockquote>动视暴雪股价2021年下跌16%，而Take-Two股价下跌27%。EA股价今年迄今上涨1.2%，而标准普尔500指数上涨18%。</blockquote> “Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.<blockquote>他补充道：“投资者情绪更加悲观，尽管可能已经反映在估值中，我们预计负面消息流将消散，增长将在明年恢复。”</blockquote> He also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.<blockquote>他还认为对中国打压的担忧被夸大了，认为这三家公司各自调整后收入数据中来自中国的收入不到5%，他认为这对业绩并不重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/electronic-arts-activision-ea-videogame-stocks-51631653913?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTWO":"Take-Two Interactive Software","ATVI":"动视暴雪","SONY":"索尼","EA":"艺电","MSFT":"微软"},"source_url":"https://www.barrons.com/articles/electronic-arts-activision-ea-videogame-stocks-51631653913?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193723154","content_text":"New consoles from Sony and Microsoft are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.\nAfter leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at Activision Blizzard(ticker: ATVI).\n\n“We think this has negated any positive influence from the launch of newhardware from Sony and Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”\nWhile chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.\nThe analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of Activision Blizzard,Electronic Arts(EA), and Take-Two Interactive Software(TTWO).\n“We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”\nThe analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.\nCrum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.\nActivision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the S&P 500 index is up 18%.\n“Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.\nHe also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.","news_type":1,"symbols_score_info":{"TTWO":0.9,"ATVI":0.9,"MSFT":0.9,"EA":0.9,"SONY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5877237,"gmtCreate":1631702312748,"gmtModify":1631890751046,"authorId":3583235292459629,"author":{"id":3583235292459629,"idStr":"3583235292459629","authorId":3583235292459629,"name":"Milopowder","avatar":"https://static.tigerbbs.com/af7c551102488406a8f7f878051ada74","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":882259672,"type":1,"supId":0,"prevId":0,"content":"K","text":"K","html":"K"},{"id":5876935,"gmtCreate":1631699416596,"gmtModify":1631890751034,"authorId":3584930099421547,"author":{"id":3584930099421547,"idStr":"3584930099421547","authorId":3584930099421547,"name":"JohnLeeToday","avatar":"https://static.tigerbbs.com/f50ae8cdbdb7309ac4d36b63ed8e0734","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":882259672,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":58,"commentSize":5,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1193723154","isCrawlerRequest":true}