格隆汇10月17日|海通证券研报指出,国内游戏市场进入成熟期,出海大势所趋。2023年,中国游戏市场约占全球市场的37.4%,海外市场仍有近2倍的空间。目前美、日仍是我国游戏出海的主要市场,占比分别达到32.51%和18.87%,但渗透率水平仍不到30%,2023年10月至2024年4月,国产游戏出海收入稳步增长,AI赋能,提升研发和营销效率。建议关注:1)逐步走向全球化的游戏公司:吉比特、三七互娱等;2)专注海外市场的优质游戏厂商:神州泰岳、世纪华通等;3)港股:腾讯控股、哔哩哔哩等。
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海通证券:国内游戏市场进入成熟期 出海大势所趋
Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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