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ChinaJoy首增云展模式 云游戏后继动力强劲


来源: 钻石国际

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民生证券表示,当前时点仍然认为游戏目前估值处于低位+景气度改善+供给侧改革龙头集中度提升+政策推动+5G云游戏催化,当前位置配置性价比依然较高。建议关注游戏标的:电魂网络、完美世界、三七互娱、吉比特、掌趣科技、宝通科技、浙数文化等。

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