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从《GTA6》看游戏股的预期炒作
最近一段时间,游戏行业翻转之声不绝于耳,不仅仅是支持游戏公司的政策多了起来,游戏板块超额收益也越来越多。回想过去,整个行业是不见兔子不撒鹰,有销量流水,不行,得有利润。有利润也不够,得分红,因为游戏股缺乏持续性,小公司给个10倍PE就差不多,有高分红 ...
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