中信证券：游戏版号发放维持稳定节奏关注具备强大研运能力和全球化布局的头部公司

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智通财经APP获悉，中信证券发布研报称，整体来看，头部厂商与中小型公司产品储备均持续推进，IP长线运营，行业中期景气度稳健，建议关注具备强大研运能力和全球化布局的头部公司。看好网络游戏版号发放持续宽松，且料AI、IP商业化趋势下游戏板块的新产品周期会带来的业绩提升。建议从三个维度筛选标的：1)绩优及高分红标的：关注基本面稳健、具备分红能力的优质游戏公司；2)新技术与新消费趋势：AI赋能游戏研发与...

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中信证券：游戏版号发放维持稳定节奏 关注具备强大研运能力和全球化布局的头部公司

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中信证券：游戏版号发放维持稳定节奏关注具备强大研运能力和全球化布局的头部公司