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中原證券:建議關注通過投資或自研等方式在VR領域有所佈局的遊戲公司
格隆匯 04-19 08:33
格隆匯4月19日丨中原證券認爲,短期來看,目前VR和AR應用場景中確定性較高、落地速度快、商業化程度高,規模較大的依然是遊戲領域。目前VR遊戲領域大型遊戲和中小遊戲並存,競爭格局未定,即使是中小遊戲研發商也能夠通過差異化和創新型產品破局。基於遊戲產業內容爲王的核心發展邏輯,建議關注通過投資或自研等方式在VR領域有所佈局的遊戲公司。
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