$Take-Two _老虎社区_美港股上老虎

不二说价值

2022-05-25

$Take-Two Interactive Software(TTWO)$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。

我对这事儿有想法

抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

梅川洼子
2022-05-26
梅川洼子
$Take-Two Interactive Software(TTWO)$ 这走势看着不错呀
德迈metro
2022-05-26
德迈metro
Epic和Riot技术应该还能在第一梯队的
丹尼尔加
2022-05-26
丹尼尔加
嗯，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
小时候可帅了00
2022-05-26
小时候可帅了00
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，这个观点我比较认同
刀哥拉丝
2022-05-26
刀哥拉丝
很喜欢你的文章，感觉你看到了很多人看不到的东西
福斯特09
2022-05-26
福斯特09
电子艺界(EA)走势好喜欢，现在的行情中有这样的表现很不错了

发表看法

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