BMO对Roblox(RBLX.US)亮起谨慎信号：谷歌入局用户生成游戏赛道，“降维打击”改写竞争叙事

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【BMO对Roblox(RBLX.US)亮起谨慎信号：谷歌入局用户生成游戏赛道，“降维打击”改写竞争叙事】智通财经APP获悉，BMO Capital Markets分析师Stan Velikov在一份最新研究报告中，将谷歌(GOOGL.US)新推出的实验性游戏创作平台Playground定位为Roblox(RBLX.US)面临的最直接竞争威胁，而非对Take-Two互动软件(TTWO.US)等传统游戏发行商的挑战。该行这一判断标志着华尔街对用户生成内容(UGC)游戏赛道的竞争格局正在重新定价——竞争不再来自同类UGC平台的横向竞争，而是来自科技巨头以AI能力为杠杆的“降维打击”。

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