533 lines
36 KiB
HTML
533 lines
36 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>游戏概念深度投研报告 - 价小前投研</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Orbitron:wght@400;500;700&family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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background-image:
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backdrop-filter: blur(20px);
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linear-gradient(#fff 0 0) content-box,
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table.table tr:hover {
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-6 lg:p-8">
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<div class="max-w-7xl mx-auto space-y-12">
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<!-- Header -->
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<header class="text-center space-y-4 py-8">
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<h1 class="text-5xl md:text-7xl font-bold title-font tracking-widest text-transparent bg-clip-text bg-gradient-to-r from-purple-400 via-cyan-300 to-pink-400">
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游戏 (Game)
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</h1>
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<p class="text-xl md:text-2xl text-slate-300">概念深度投研报告</p>
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<div class="pt-2 text-xs text-slate-500">
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<p>由 北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，投资需谨慎。</p>
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</div>
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</header>
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<!-- Insight Bento Grid -->
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<section class="bento-grid lg:grid-cols-3">
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<div class="lg:col-span-3 glass-card card-glow p-8">
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<h2 class="text-2xl font-bold title-font mb-4"><span class="highlight">0.</span> 概念事件与背景</h2>
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<p class="text-slate-300 leading-relaxed">游戏概念近期受到市场高度关注，其背后是由政策、技术、市场基本面及标志性事件共同构成的多重催化。行业正经历从政策回暖、基本面修复到AI技术革命和文化出海新定位的全面升级，进入新的发展周期。</p>
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<div class="mt-6 grid grid-cols-1 md:grid-cols-2 lg:grid-cols-4 gap-4 text-sm">
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<div class="border-l-2 border-cyan-400 pl-3">
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<h4 class="font-semibold">政策持续向好 (24年至今)</h4>
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<p class="text-slate-400 mt-1">版号发放加速，地方试点政策频出，提供宽松土壤。</p>
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</div>
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<div class="border-l-2 border-purple-400 pl-3">
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<h4 class="font-semibold">基本面强劲复苏 (24年至今)</h4>
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<p class="text-slate-400 mt-1">市场与用户规模创新高，出海成核心增长引擎。</p>
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</div>
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<div class="border-l-2 border-pink-400 pl-3">
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<h4 class="font-semibold">AI技术革命临近 (25年)</h4>
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<p class="text-slate-400 mt-1">从降本增效迈向玩法创新，AI原生游戏商业化在即。</p>
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</div>
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<div class="border-l-2 border-emerald-400 pl-3">
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<h4 class="font-semibold">标志性事件催化 (24年8月后)</h4>
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<p class="text-slate-400 mt-1">《黑神话：悟空》成功将游戏提升至“文化出海”新高度。</p>
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</div>
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</div>
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</div>
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<div class="lg:col-span-2 glass-card card-glow p-8">
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<h2 class="text-2xl font-bold title-font mb-4"><span class="highlight">1.</span> 核心观点摘要</h2>
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<p class="text-slate-300 leading-relaxed">
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游戏概念正处在一个由<span class="highlight-secondary">基本面修复、技术革命与政策利好</span>共同驱动的“戴维斯双击”阶段。其核心驱动力已从单纯的版号复苏和业绩增长，演变为<span class="highlight">“AI赋能”</span>和<span class="highlight-tertiary">“文化出海”</span>两大长期叙事。当前市场情绪乐观，但真正的潜力在于AI原生游戏玩法的商业化落地和中国文化IP的全球化能力，这将是决定未来行业格局和公司价值的关键。当前行业平均估值约<span class="highlight">20倍</span>，相较历史高点（30倍以上）和双位数的业绩增速，仍有修复空间。
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</p>
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</div>
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<div class="glass-card card-glow p-8">
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<h2 class="text-2xl font-bold title-font mb-4"><span class="highlight">2.</span> 市场热度与预期差</h2>
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<ul class="space-y-3 text-slate-300">
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<li><strong class="text-cyan-300">市场热度：</strong>极高，情绪普遍乐观。公募基金重仓，ETF大涨，市场正积极寻找“AI+出海”纯粹标的。</li>
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<li><strong class="text-pink-400">AI预期差：</strong>市场对AI玩法颠覆性创新抱有宏大叙事，但多数公司仍处“游戏+AI”辅助阶段，从技术突破到稳定盈利的周期和难度可能被低估。</li>
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<li><strong class="text-emerald-400">基本面预期差：</strong>行业高景气度下，资源将向头部集中，新游突围难度加大，二线厂商可能出现业绩分化。</li>
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</ul>
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</div>
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<div class="lg:col-span-3 glass-card card-glow p-8">
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<h2 class="text-2xl font-bold title-font mb-4"><span class="highlight">3.</span> 核心逻辑与驱动力</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div>
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<h3 class="text-lg font-semibold text-cyan-300 mb-2">政策“绿灯”与估值修复</h3>
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<p class="text-slate-400 text-sm">政策风险显著降低，版号稳定发放，《黑神话》更将游戏提升至文化战略高度，提供前所未有的安全边际和估值修复逻辑。</p>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-purple-300 mb-2">AI技术引发的供给侧革命</h3>
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<p class="text-slate-400 text-sm">短期降本增效（降低20-30%成本），长期玩法创新（AI原生游戏）。AI是本轮行情最具想象力的核心变量，驱动行业下一轮爆发式增长。</p>
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</div>
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<div>
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<h3 class="text-lg font-semibold text-pink-300 mb-2">强劲的基本面与出海浪潮</h3>
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<p class="text-slate-400 text-sm">国内市场稳健，用户规模触及6.79亿。更广阔的星辰大海是“游戏出海”，已成为拉动行业增长的强大第二曲线。</p>
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</div>
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</div>
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</div>
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<div class="lg:col-span-3 glass-card card-glow p-8">
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<h2 class="text-2xl font-bold title-font mb-4"><span class="highlight">4.</span> 关键催化剂与未来发展路径</h2>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h3 class="font-semibold text-lg mb-3 text-emerald-300">近期催化剂 (未来3-6个月)</h3>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><strong>重磅新品上线：</strong>恺英《盗墓笔记》、完美《诛仙世界》等流水表现将直接验证业绩。</li>
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<li><strong>AI原生玩法落地：</strong>巨人、恺英等公司的AI玩法公测，是检验商业化前景的关键节点。</li>
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<li><strong>政策试点进展：</strong>广东“无版号游戏测试”政策的推广效果。</li>
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<li><strong>硬件生态催化：</strong>苹果AR/VR生态落地，游戏作为入口级应用将迎来新机遇。</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg mb-3 text-indigo-300">长期发展路径</h3>
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<ol class="relative border-l border-gray-700">
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<li class="mb-6 ml-4">
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<div class="absolute w-3 h-3 bg-cyan-400 rounded-full mt-1.5 -left-1.5 border border-gray-900"></div>
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<time class="mb-1 text-sm font-normal leading-none text-cyan-300">当前 - 2025</time>
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<h4 class="text-base font-semibold text-white">工具化阶段</h4>
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<p class="text-sm font-normal text-gray-400">AI作为生产力工具全面渗透，以降本增效为主。</p>
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</li>
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<li class="mb-6 ml-4">
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<div class="absolute w-3 h-3 bg-purple-400 rounded-full mt-1.5 -left-1.5 border border-gray-900"></div>
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<time class="mb-1 text-sm font-normal leading-none text-purple-300">2025 - 2026</time>
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<h4 class="text-base font-semibold text-white">原生化萌芽阶段</h4>
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<p class="text-sm font-normal text-gray-400">首批商业化AI原生游戏出现，验证玩法和商业模式。</p>
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</li>
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<li class="ml-4">
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<div class="absolute w-3 h-3 bg-pink-400 rounded-full mt-1.5 -left-1.5 border border-gray-900"></div>
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<time class="mb-1 text-sm font-normal leading-none text-pink-300">2026 以后</time>
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<h4 class="text-base font-semibold text-white">平台化与生态化阶段</h4>
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<p class="text-sm font-normal text-gray-400">AI+UGC形成创作平台，游戏成为元宇宙雏形，中国文化IP全球化。</p>
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</li>
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</ol>
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</div>
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</div>
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</div>
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<div class="lg:col-span-3 glass-card card-glow p-8">
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<h2 class="text-2xl font-bold title-font mb-4"><span class="highlight">5.</span> 投资启示与细分环节</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="border-t-2 border-cyan-500 pt-4">
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<h3 class="text-lg font-semibold text-cyan-300 mb-2">AI游戏创新层</h3>
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<p class="text-slate-400 text-sm">逻辑最性感，弹性最大。关注在AI大模型和原生玩法上有实质性布局的公司。</p>
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<p class="text-xs text-slate-500 mt-2">代表: 巨人网络、恺英网络</p>
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</div>
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<div class="border-t-2 border-purple-500 pt-4">
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<h3 class="text-lg font-semibold text-purple-300 mb-2">游戏出海龙头层</h3>
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<p class="text-slate-400 text-sm">业绩确定性最高，增长最稳健。关注已在海外市场建立规模优势的公司。</p>
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<p class="text-xs text-slate-500 mt-2">代表: 世纪华通、三七互娱、神州泰岳</p>
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</div>
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<div class="border-t-2 border-pink-500 pt-4">
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<h3 class="text-lg font-semibold text-pink-300 mb-2">精品IP运营层</h3>
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<p class="text-slate-400 text-sm">商业模式最优，现金流最稳定。关注拥有长青IP、高玩家粘性及稳定分红的公司。</p>
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<p class="text-xs text-slate-500 mt-2">代表: 吉比特</p>
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</div>
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</div>
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</div>
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</section>
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<!-- Data Deep Dive (Tabs) -->
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<section x-data="{ tab: 'news' }" class="glass-card card-glow p-8">
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<h2 class="text-2xl font-bold title-font mb-6">数据深度挖掘</h2>
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<div role="tablist" class="tabs tabs-bordered tabs-lg">
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<a role="tab" class="tab tab-lift" :class="{ 'tab-active': tab === 'news' }" @click.prevent="tab = 'news'">宏观新闻洞察</a>
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<a role="tab" class="tab tab-lift" :class="{ 'tab-active': tab === 'ai' }" @click.prevent="tab = 'ai'">AI+游戏专题</a>
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<a role="tab" class="tab tab-lift" :class="{ 'tab-active': tab === 'companies' }" @click.prevent="tab = 'companies'">公司与路演精粹</a>
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<a role="tab" class="tab tab-lift" :class="{ 'tab-active': tab === 'reports' }" @click.prevent="tab = 'reports'">研报核心观点</a>
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</div>
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<div class="mt-8 space-y-6">
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<div x-show="tab === 'news'">
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<h3 class="text-xl font-semibold mb-4 text-cyan-300">宏观与政策动态</h3>
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<div class="grid md:grid-cols-2 gap-6">
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<div id="marketChart" class="w-full h-80"></div>
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<div>
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<ul class="space-y-3 text-slate-300 text-sm">
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<li><strong>市场高景气度:</strong> 游戏ETF大涨，公募基金重仓。行业增速从个位数提升至双位数，估值有望从20倍向历史30倍以上修复。</li>
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<li><strong>版号政策友好:</strong> 版号持续加速发放，<span class="highlight">2025年1-8月累计发放1119款，同比+20%</span>。</li>
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<li><strong>地方政策试点:</strong> <span class="highlight-secondary">广东</span>试点无版号游戏测试，<span class="highlight-secondary">上海</span>试点外资游戏视同国产，加速新游上线。</li>
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<li><strong>核心趋势:</strong> <span class="highlight-tertiary">游戏出海</span>和<span class="highlight-tertiary">游戏AI化</span>是未来最核心的两个趋势。</li>
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<li><strong>出海成绩亮眼:</strong> <span class="highlight">2025上半年自研游戏海外收入95.01亿美元，同比+11%</span>。世纪华通、三七互娱、神州泰岳位列A股海外收入前三。</li>
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</ul>
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</div>
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</div>
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</div>
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<div x-show="tab === 'ai'">
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<h3 class="text-xl font-semibold mb-4 text-purple-300">AI技术革命</h3>
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<div class="space-y-4 text-slate-300 text-sm">
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<p>行业共识认为，AI与游戏的结合正从第一阶段<span class="highlight">(降本增效)</span>迈向第二阶段<span class="highlight">(玩法创新)</span>，爆款AI原生产品或已临近。</p>
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<div class="overflow-x-auto">
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<table class="table table-zebra w-full">
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<thead>
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<tr>
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<th>公司</th>
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<th>AI布局/模型</th>
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<th>应用进展</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><strong>巨人网络</strong></td>
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<td>"千影"多模态大模型, GiantGPT</td>
|
||
<td><span class="badge badge-primary badge-outline">行业首创</span> 《太空杀》基于多智能体大模型的"内鬼挑战"玩法开启灰度测试。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>恺英网络</strong></td>
|
||
<td>"形意"大模型</td>
|
||
<td>AI模型分拆独立运营，投资AI 3D陪伴游戏。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>腾讯</strong></td>
|
||
<td>"混元游戏"AI工具</td>
|
||
<td>优化美术工作流程，加速工业化游戏开发。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>神州泰岳</strong></td>
|
||
<td>"1+N+X"大模型产品体系</td>
|
||
<td>获得亚马逊云生成式AI能力认证。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>电魂网络</strong></td>
|
||
<td>-</td>
|
||
<td>海外上线AI陪伴养成游戏《吾家有女》。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'companies'">
|
||
<h3 class="text-xl font-semibold mb-4 text-pink-300">重点公司动态</h3>
|
||
<div class="space-y-4">
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="company-accordion" checked="checked" />
|
||
<div class="collapse-title text-md font-medium text-white">
|
||
腾讯控股：战略转向长线运营，国际业务超预期
|
||
</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside text-sm text-slate-300 space-y-1">
|
||
<li>战略转型：从依赖大单品转向长线运营，聚焦现有14款长青游戏迭代。</li>
|
||
<li>业绩：上半年游戏收入1197亿元创新高，中期财报国际业务大超预期35%。</li>
|
||
<li>产品：《洛克王国：世界》定档25Q4。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="company-accordion" />
|
||
<div class="collapse-title text-md font-medium text-white">
|
||
世纪华通(ST华通)：A股出海收入第一，业绩超预期
|
||
</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside text-sm text-slate-300 space-y-1">
|
||
<li>出海龙头：A股海外游戏收入第一（113.68亿元），占比超50%。</li>
|
||
<li>业绩：中报业绩预计增长107%-159%，《无尽的生存》海外月流水近1.4亿美元。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-base-200/50">
|
||
<input type="radio" name="company-accordion" />
|
||
<div class="collapse-title text-md font-medium text-white">
|
||
吉比特：精品化代表，高股息+AI探索
|
||
</div>
|
||
<div class="collapse-content">
|
||
<ul class="list-disc list-inside text-sm text-slate-300 space-y-1">
|
||
<li>业绩：中报扣非增长超40%，新游戏流水超预期。</li>
|
||
<li>防御属性：股息率预计超6%，具备防御属性。</li>
|
||
<li>探索：关注AI+UGC生态，交易系统成熟（七宝斋）。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="tab === 'reports'">
|
||
<h3 class="text-xl font-semibold mb-4 text-emerald-300">研报核心观点</h3>
|
||
<div class="grid md:grid-cols-2 gap-6 text-sm">
|
||
<div class="space-y-3 p-4 bg-base-200/50 rounded-2xl">
|
||
<h4 class="font-semibold text-white">广州游戏出海市场研究报告</h4>
|
||
<p class="text-slate-300">广州出海企业在<span class="highlight">SLG赛道</span>表现突出，全球前三。中轻度混合休闲玩法产品成为最具"爆款潜质"的出海趋势。政府政策从版号、税收、出海等多方面提供全链条支持。</p>
|
||
</div>
|
||
<div class="space-y-3 p-4 bg-base-200/50 rounded-2xl">
|
||
<h4 class="font-semibold text-white">青瓷游戏研报</h4>
|
||
<p class="text-slate-300">公司业绩承压主因是新游集中推广，但收入结构优化（授权游戏占比提升）及<span class="highlight-secondary">海外扩张已见成效</span>（海外收入占比提升至28.5%）。未来成长性取决于自研大作《项目E》及小游戏业务。</p>
|
||
</div>
|
||
<div class="space-y-3 p-4 bg-base-200/50 rounded-2xl">
|
||
<h4 class="font-semibold text-white">巨人网络研报</h4>
|
||
<p class="text-slate-300">小游戏业务发力，<span class="highlight-tertiary">《王者征途》</span>成为Q3流水增长主动力。自研<span class="highlight">GiantGPT</span>游戏垂类大模型已备案，在《太空杀》中落地行业首个多智能体大模型AI玩法，"游戏+AI"战略领先。</p>
|
||
</div>
|
||
<div class="space-y-3 p-4 bg-base-200/50 rounded-2xl">
|
||
<h4 class="font-semibold text-white">行业综合研报</h4>
|
||
<p class="text-slate-300">《黑神话》推动行业从“政策敏感”转向“文化出海”新定位，政策风险显著降低，估值中枢有望上修。AIGC在美术、剧情生成等环节<span class="highlight">降本增效</span>，AI驱动的交互式内容将重塑用户体验。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Rise Analysis -->
|
||
<section class="space-y-6">
|
||
<h2 class="text-2xl font-bold title-font text-center">涨幅异动分析</h2>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div class="glass-card card-glow p-6">
|
||
<h3 class="font-bold text-lg mb-2 text-red-400">ST华通 (002602) <span class="text-sm font-normal text-slate-400">2025-08-05 上涨5.03%</span></h3>
|
||
<p class="text-sm text-slate-300 leading-relaxed">上涨核心逻辑为多重因素共振：<br>1. <strong>基本面驱动</strong>：业绩超市场预期，产品管线（《无尽冬日》等）表现优异。<br>2. <strong>行业景气</strong>：游戏行业整体向好，监管改善+新品周期+AI赋能。<br>3. <strong>估值修复</strong>：市场认为其行业地位（与腾讯、网易并列）与ST身份不符，存在严重低估和修复空间。<br>4. <strong>中报预期</strong>：市场对中报业绩有较高预期，提前催化股价。</p>
|
||
</div>
|
||
<div class="glass-card card-glow p-6">
|
||
<h3 class="font-bold text-lg mb-2 text-amber-400">黑牡丹 (600510) <span class="text-sm font-normal text-slate-400">2025-08-20 上涨9.99%</span></h3>
|
||
<p class="text-sm text-slate-300 leading-relaxed">上涨主要受概念与情绪驱动，存在炒作风险：<br>1. <strong>概念关联</strong>：市场传闻或投资者猜测公司与《黑神话：悟空》项目存在业务联系（缺乏官方证实）。<br>2. <strong>板块联动</strong>：《黑神话》新作消息引爆游戏板块，该股作为概念股跟涨。<br>3. <strong>风险提示</strong>：与游戏业务关联性未得到公司确认，存在典型概念炒作风险，需警惕热度下降后的回调。</p>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section class="glass-card card-glow p-8">
|
||
<h2 class="text-2xl font-bold title-font mb-6 text-center">核心标的池</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr><td>掌趣科技</td><td><a href="https://valuefrontier.cn/company?scode=300315" target="_blank" class="link link-hover text-cyan-400">300315</a></td><td>AI游戏</td><td>AI游戏</td></tr>
|
||
<tr><td>盛天网络</td><td><a href="https://valuefrontier.cn/company?scode=300494" target="_blank" class="link link-hover text-cyan-400">300494</a></td><td>AI游戏</td><td>AI游戏</td></tr>
|
||
<tr><td>紫天科技</td><td>-</td><td>AI游戏</td><td>AI游戏</td></tr>
|
||
<tr><td>昆仑万维</td><td><a href="https://valuefrontier.cn/company?scode=300418" target="_blank" class="link link-hover text-cyan-400">300418</a></td><td>AI游戏</td><td>AI游戏</td></tr>
|
||
<tr><td>富春股份</td><td><a href="https://valuefrontier.cn/company?scode=300299" target="_blank" class="link link-hover text-cyan-400">300299</a></td><td>AI游戏</td><td>AI游戏</td></tr>
|
||
<tr><td>游族网络</td><td><a href="https://valuefrontier.cn/company?scode=002174" target="_blank" class="link link-hover text-cyan-400">002174</a></td><td>AI游戏</td><td>AI游戏</td></tr>
|
||
<tr><td>冰川网络</td><td><a href="https://valuefrontier.cn/company?scode=300533" target="_blank" class="link link-hover text-cyan-400">300533</a></td><td>游戏出海</td><td>游戏出海</td></tr>
|
||
<tr><td>神州泰岳</td><td><a href="https://valuefrontier.cn/company?scode=300002" target="_blank" class="link link-hover text-cyan-400">300002</a></td><td>游戏出海</td><td>游戏出海</td></tr>
|
||
<tr><td>星辉娱乐</td><td><a href="https://valuefrontier.cn/company?scode=300043" target="_blank" class="link link-hover text-cyan-400">300043</a></td><td>游戏出海</td><td>游戏出海</td></tr>
|
||
<tr><td>完美世界</td><td><a href="https://valuefrontier.cn/company?scode=002624" target="_blank" class="link link-hover text-cyan-400">002624</a></td><td>游戏出海</td><td>游戏出海</td></tr>
|
||
<tr><td>宝通科技</td><td><a href="https://valuefrontier.cn/company?scode=300031" target="_blank" class="link link-hover text-cyan-400">300031</a></td><td>游戏出海</td><td>游戏出海</td></tr>
|
||
<tr><td>恺英网络</td><td><a href="https://valuefrontier.cn/company?scode=002517" target="_blank" class="link link-hover text-cyan-400">002517</a></td><td>网络游戏</td><td>网络游戏</td></tr>
|
||
<tr><td>三七互娱</td><td><a href="https://valuefrontier.cn/company?scode=002555" target="_blank" class="link link-hover text-cyan-400">002555</a></td><td>网络游戏</td><td>网络游戏</td></tr>
|
||
<tr><td>巨人网络</td><td><a href="https://valuefrontier.cn/company?scode=002558" target="_blank" class="link link-hover text-cyan-400">002558</a></td><td>网络游戏</td><td>网络游戏</td></tr>
|
||
<tr><td>名臣健康</td><td><a href="https://valuefrontier.cn/company?scode=002919" target="_blank" class="link link-hover text-cyan-400">002919</a></td><td>网络游戏</td><td>网络游戏</td></tr>
|
||
<tr><td>电魂网络</td><td><a href="https://valuefrontier.cn/company?scode=603258" target="_blank" class="link link-hover text-cyan-400">603258</a></td><td>网络游戏</td><td>网络游戏</td></tr>
|
||
<tr><td>吉比特</td><td><a href="https://valuefrontier.cn/company?scode=603444" target="_blank" class="link link-hover text-cyan-400">603444</a></td><td>网络游戏</td><td>网络游戏</td></tr>
|
||
<tr><td>雷神科技</td><td><a href="https://valuefrontier.cn/company?scode=920190" target="_blank" class="link link-hover text-cyan-400">920190</a></td><td>云服务器</td><td>云服务器</td></tr>
|
||
<tr><td>中青宝</td><td>-</td><td>云服务器</td><td>云服务器</td></tr>
|
||
<tr><td>迅游科技</td><td><a href="https://valuefrontier.cn/company?scode=300467" target="_blank" class="link link-hover text-cyan-400">300467</a></td><td>云服务器</td><td>云服务器</td></tr>
|
||
<tr><td>浙版传媒</td><td><a href="https://valuefrontier.cn/company?scode=601921" target="_blank" class="link link-hover text-cyan-400">601921</a></td><td>黑神话概念</td><td>黑神话</td></tr>
|
||
<tr><td>华谊兄弟</td><td><a href="https://valuefrontier.cn/company?scode=300027" target="_blank" class="link link-hover text-cyan-400">300027</a></td><td>黑神话概念</td><td>黑神话</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center py-8 text-xs text-slate-600">
|
||
<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研”</p>
|
||
<p>报告生成时间: 2024-05-22</p>
|
||
<p>免责声明：本报告由人工智能生成，仅供参考，不构成任何投资建议。投资者据此操作，风险自担。</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
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