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这篇文章不错，转发给大家看

@不二说价值：$Take-Two Interactive Software(TTWO)$成功收购Zynga,退市前一天还有接近20%的套利空间。最近$电子艺界(EA)$也准备卖身，所以游戏大规模整合是为什么？我思考了下可能有以下原因： 1 渠道、平台为王的趋势不可逆转，内容生产商只能去报平台大腿； 2 PC游戏走在技术革命的十字路口，无论是AR VR 还是最终的元宇宙都不是现在的独立厂商能handle的； 3 游戏是IP内容生产、变现很好的载体，在资本眼里是有价值的资产，可以卖好价钱； 4 有野心打赢技术革命，构建新生态的公司正在跑马圈地以提高自己的胜算。这么看的话$微软(MSFT)$应该是对$动视暴雪(ATVI)$势在必得的，而$腾讯控股(00700)$国内的技术积累似乎不够，只能指望Epic和Riot技术还能在第一梯队。

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