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再吹暖風?如何看遊戲股當下投資價值?

2月16號,新華社每日電訊發文《別忽視遊戲行業的科技價值》。去年11月16號,人民網也曾發文《深度挖掘電子遊戲產業價值機不可失》。至此,新華社、人民網兩大頂級央媒,都從科技的角度,對遊戲行業給予正面評價。近期遊戲版號也恢復獲批,2月有87款國產網絡遊戲獲批版號。對此,你怎麼看?遊 Show More
2月16號,新華社每日電訊發文《別忽視遊戲行業的科技價值》。去年11月16號,人民網也曾發文《深度挖掘電子遊戲產業價值機不可失》。至此,新華社、人民網兩大頂級央媒,都從科技的角度,對遊戲行業給予正面評價。近期遊戲版號也恢復獲批,2月有87款國產網絡遊戲獲批版號。對此,你怎麼看?遊戲行業能否否極泰來,迎來復甦?
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    What are the major benefits of the game industry
    1. The official media published an affirmation that this is a positive sign. In addition to the previous positive People's Finance Review, Xinhua News Agency also published an article today, “Don't ignore the technological value of the game industry.” You may have clearly felt that the direction of the wind had changed,“Optimize the development environment for private enterprises and promote the growth of private economic development”. The main theme of this year is to develop the economy and stimulate consumption. The game industry, as an industry with a strong ability to absorb money, may be used as a support direction.
    2. Empowered by ChatGPT, the game has a lot of room for imagination. There has been a reaction in the A-share game sector these days, and major domestic companies already have a layout. According to data estimates, the market potential for AIGC games is huge. The actual sales revenue of the domestic game industry in 2022 was 265.9 billion yuan, and R&D expenses are expected to account for 15%. Assuming that the proportion that can be converted to AIGC in the future is 50%, it can be estimatedThe current market size of AIGC applications in the game industry is about 20 billion yuan。
    3. The Hangzhou Asian Games, the annual conference for the Chinese e-sports industry was held recently. Relevant sources said that this year's Hangzhou Asian Games will be an opportunity for e-sports to go overseas.
    According to information previously disclosed by the Olympic Council of Asia, eight e-sports events including “League of Legends”, “Wang Zhe Rongyao (Asian Games Edition)”, “Peace Elite (Asian Games Edition)”, “FIFA Online 4”, “Hearthstone”, “Dream Three Kingdoms 2”, “DOTA 2”, and “Street Fighter V” will be the official competition programs of the Hangzhou Asian Games.
    $TENCENT (00700.HK)$ $NTES-S (09999.HK)$ $NetEase (NTES.US)$ $XD INC (02400.HK)$
    Optimistic about this year's opportunities in the game industry
    Optimistic about this year's opportunities in the game industry
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