研报掘金丨开源证券：首予巨人网络“买入”评级，《超自然行动组》等驱动成长

格隆汇2025-06-26

开源证券研报指出，巨人网络核心IP稳固，《超自然行动组》等驱动成长，首次覆盖，给予“买入”评级。公司为研运一体的网络游戏龙头公司，公司核心IP“征途”系列通过精细化长线运营，基本盘稳固，以《球球大作战》为代表的休闲竞技游戏也为公司优势品类，两大赛道构成公司稳定业绩基石。《超自然行动组》《五千年》等新品类游戏有望进一步拓展公司成长空间。该行看好公司征途、休闲竞技两大赛道业绩基石稳固，新品类突破及新...

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