AngelaWong
2021-02-25
Go go go
7 smarter ways to play the boom in videogames and esports than buying GameStop<blockquote>比购买游戏驿站更聪明的7种方式来应对视频游戏和电子竞技的热潮</blockquote>
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But for investors looking for a less volatile play on the gaming megatrens, here are seven options that may fit better in most portfolios.</p><p><blockquote>游戏驿站之所以成为头条新闻，是因为“聪明的钱”根本不了解这只股票。但对于寻求波动性较小的博彩巨头的投资者来说，这里有七个可能更适合大多数投资组合的选择。</blockquote></p><p> Research firm NPD has shown that three out of four Americans, or roughly 244 million of us, play videogames for an average of 14 hours a week. And thanks to a lack of entertainment options outside the home in 2020, gaming sales worldwide surged 20% to a staggering $180 billion.</p><p><blockquote>研究公司NPD显示，四分之三的美国人，即大约2.44亿人，平均每周玩电子游戏14小时。由于2020年缺乏户外娱乐选择，全球游戏销售额飙升20%，达到惊人的1800亿美元。</blockquote></p><p> In fact, gaming is so popular and lucrative that professional esports now has an audience of about 500 million people worldwide — with a 70% increase in the number of viewers in the U.S. last year because of the pandemic and the lack of traditional spectator sports options. And as with so many other tech trends, these recent converts are likely to stick and continue powering the esports business. Here’s one way to put it in context: esports are expected to have almost 800 million viewers by 2024 – nearly as many as about 825 million or so fans of professional basketball worldwide today.</p><p><blockquote>事实上，游戏如此受欢迎且利润丰厚，以至于职业电子竞技现在在全球拥有约5亿观众——由于疫情和缺乏传统的观赏性体育选择，去年美国的观众人数增加了70%。与许多其他技术趋势一样，这些最近的皈依者可能会坚持并继续推动电子竞技业务。这里有一种联系方式：预计到2024年，电子竞技将拥有近8亿观众——几乎相当于当今全球约8.25亿职业篮球迷。</blockquote></p><p> Some of the biggest publicly traded videogame stocks are already old news. Over the last 10 years, gaming powerhouse Activision Blizzard has surged about 800% compared with about 200% for the S&P 500 index in the same period, growing to almost $80 billion in market value. And of course there has been the frenzy over GameStock that led toa congressional hearing.</p><p><blockquote>一些最大的公开交易视频游戏股票已经是旧闻了。过去10年，游戏巨头动视暴雪的市值飙升了约800%，而同期标普500指数的市值则上涨了约200%，增长至近800亿美元。当然，对GameStock的狂热导致了国会听证会。</blockquote></p><p> But there are a host of up-and-coming companies looking to level up amid continued growth for the industry. If you’re looking to play the gaming and esports craze, here are some options worth a look:</p><p><blockquote>但在该行业的持续增长中，有许多崭露头角的公司希望提高水平。如果您想玩游戏和电子竞技热潮，这里有一些值得一看的选项：</blockquote></p><p> <b>Nintendo</b></p><p><blockquote><b>任天堂</b></blockquote></p><p> Nintendo is an icon of the videogame industry. But just five years ago there was talk of “Nintendo’s Sad Struggle for Survival” amid waning popularity and weakening finances.</p><p><blockquote>任天堂是视频游戏行业的标志。但就在五年前，人们还在谈论“任天堂在人气下降和财务疲软的情况下为生存而进行的悲伤斗争”。</blockquote></p><p> The house of Mario has come back big time, thanks to its innovative Switch console that successfully bridged console and mobile gaming markets. Nintendo’s eShop is now bursting with “casual” games like the smash hit “Among Us,” which was originally built for mobile phones and boasted half a billion players in November. While there are big margins on $70 games or high-end hardware, Nintendo has built both its user base and its software offerings around low-cost diversions that collectively add up to serious revenue.</p><p><blockquote>马里奥之家已经卷土重来，这要归功于其创新的Switch游戏机，它成功地连接了游戏机和移动游戏市场。任天堂的eShop现在充斥着“休闲”游戏，比如红极一时的《我们中间》，这款游戏最初是为手机打造的，在11月份拥有5亿玩家。虽然70美元的游戏或高端硬件利润丰厚，但任天堂围绕低成本娱乐建立了用户群和软件产品，这些产品共同带来了可观的收入。</blockquote></p><p> At the same time, a strange convergence of circumstances have created big tailwinds for Nintendo’s high-end titles. Since its prior console — the Wii U — was a bit of a flop, Nintendo was able to reissue many native games with big price tags during the Switch’s early years. Now the company has planned releases in both its Zelda and Metroid franchises along with a potential upgrade to the Switch itself to drive high-margin hardware sales.</p><p><blockquote>与此同时，一系列奇怪的情况为任天堂的高端游戏创造了巨大的推动力。由于其之前的游戏机Wii U有点失败，任天堂能够在Switch的早期以高价重新发行许多原生游戏。现在，该公司已经计划发布塞尔达和银河战士系列，并可能升级交换机本身，以推动高利润的硬件销售。</blockquote></p><p> Thanks to these facts and a big pandemic boost, Nintendo stock has doubled from its early 2019 levels and is now trading at its highest levels since 2007. And if the 2021 release schedule lives up to the hype, we could see new all-time highs as this Japanese gaming powerhouse continues its return to dominance in the industry.</p><p><blockquote>由于这些事实和疫情的大力推动，任天堂股价较2019年初的水平翻了一番，目前交易价格处于2007年以来的最高水平。如果2021年的发布时间表不负众望，随着这家日本游戏巨头继续重返行业主导地位，我们可能会看到新的历史高点。</blockquote></p><p> <b>Corsair</b></p><p><blockquote><b>海盗船</b></blockquote></p><p> If Nintendo has cashed in by connecting with more casual gamers, then Corsair Gaming shows how to cater to very serious PC gamers. This roughly $4 billion company is a top supplier of gaming-related parts from CPUs to peripherals like headsets and keyboards to specialty components for streaming gameplay on the internet. The streaming business line is particularly interesting, both via competitive esports play as well as commercial gamers looking to win viewers on platforms like Twitch and YouTube.</p><p><blockquote>如果任天堂通过与更多休闲游戏玩家联系而获利，那么海盗船游戏展示了如何迎合非常严肃的PC游戏玩家。这家价值约40亿美元的公司是游戏相关部件的顶级供应商，从CPU到耳机和键盘等外围设备，再到互联网上流媒体游戏的专用组件。流媒体业务线特别有趣，既有竞技电子竞技游戏，也有希望在Twitch和YouTube等平台上赢得观众的商业游戏玩家。</blockquote></p><p> The company completed its initial public offering in September and is soundly profitable. It’s also growing impressively, with its fourth-quarter earnings report in February showing a staggering 70% revenue growth and 118% profit growth year-over-year. Management has said this is thanks to expansion in all categories, too, and not just one item that’s hot at the moment.</p><p><blockquote>该公司于9月份完成了首次公开募股，利润丰厚。该公司的增长也令人印象深刻，2月份的第四季度收益报告显示，收入同比增长70%，利润同比增长118%。管理层表示，这也得益于所有类别的扩张，而不仅仅是目前热门的一个项目。</blockquote></p><p> We’ve seen the power of high-end hardware stocks before with companies like the Nvidia,which is up fourfold from the end of 2018 thanks in part to its best-in-class graphics cards and now worth $370 billion. But what makes Corsair so great is that it’s not a competitor to Nvidia; in fact, when folks look to build a new gaming rig to incorporate components like the Nvidia GeForce 4k graphics card that was recently released, they are likely to upgrade everything else, too.</p><p><blockquote>我们之前已经在Nvidia等公司身上看到了高端硬件股票的力量，该股较2018年底上涨了四倍，部分归功于其一流的显卡，目前价值3700亿美元。但Corsair如此伟大的原因在于它不是Nvidia的竞争对手；事实上，当人们希望构建一个新的游戏装备来整合最近发布的Nvidia GeForce 4k显卡等组件时，他们也可能会升级其他一切。</blockquote></p><p> That could allow Corsair to piggyback this trend in the short term and continue to build on its track record of success.</p><p><blockquote>这可能会让海盗船在短期内顺应这一趋势，并继续巩固其成功记录。</blockquote></p><p> <b>Sea</b></p><p><blockquote><b>海</b></blockquote></p><p></p><p> Singapore-based Sea isn’t well known in the West, but that may change quickly given its 2020 stock performance. Over the last 12 months, the stock has surged roughly 420% thanks to amazing growth and big tailwinds behind its unique technology business.</p><p><blockquote>总部位于新加坡的Sea在西方并不出名，但考虑到其2020年的股票表现，这种情况可能会很快改变。在过去12个月里，由于其独特的技术业务背后的惊人增长和巨大推动力，该股飙升了约420%。</blockquote></p><p> That business involves a dominant gaming catalog offered under Sea’s Garena brand, led by multiplayer online battle arena (MOBA) games like League of Legends. Not only are the games themselves popular, but related MOBA esports broadcasts are big business, too. Consider that the 2020 League of Legends championship tallied 139 million total hours of viewership with peak viewership of 3.8 million people watching at once.</p><p><blockquote>该业务涉及Sea Garena品牌下提供的主导游戏目录，以《英雄联盟》等多人在线战斗竞技场(MOBA)游戏为首。不仅游戏本身很受欢迎，相关的MOBA电子竞技转播也是一项大生意。考虑到2020年英雄联盟锦标赛的总收视率为1.39亿小时，峰值收视率为380万人同时观看。</blockquote></p><p> While League of Legends is admittedly one of the more mature franchises in Sea’s arsenal, the company certainly isn’t a one-trick pony. Its mobile-friendly MOBA title Free Fire was the most-downloaded game in the Google Play store in 2019 and just hit 80 million daily users at the end of last year.</p><p><blockquote>虽然《英雄联盟》无可否认是Sea武器库中较成熟的系列之一，但该公司肯定不是一匹只会一招的小马。其手机友好型MOBA游戏《Free Fire》是2019年谷歌Play商店下载量最大的游戏，去年年底日用户数刚刚达到8000万。</blockquote></p><p> And it doesn’t stop with just these games. This unique tech stock has divisions that focus on live streaming and social features for gamers, such as user chat and online forums, and a mobile-centric e-commerce marketplace to help with seller services like shipping and logistics.</p><p><blockquote>它不仅仅止于这些游戏。这只独特的科技股拥有专注于游戏玩家直播和社交功能（例如用户聊天和在线论坛）的部门，以及一个以移动为中心的电子商务市场，以帮助提供运输和物流等卖家服务。</blockquote></p><p> That adds up to a company that is uniquely positioned to capitalize on many parts of the gaming ecosystem, making Sea a very attractive option for those looking to tap into the full potential of this lucrative industry.</p><p><blockquote>这使得这家公司在利用游戏生态系统的许多部分方面具有独特的优势，这使得Sea对于那些希望挖掘这个利润丰厚的行业的全部潜力的人来说成为一个非常有吸引力的选择。</blockquote></p><p> <b>Immersion</b></p><p><blockquote><b>浸入</b></blockquote></p><p> The smallest and most aggressive play on this list is Immersion,a $350 million stock that is involved with “haptics.” This is the fancy technical term for motion and touch controls that use real-world feedback to allow users to interact with a computer or game console.</p><p><blockquote>这份名单上规模最小、最激进的公司是Immersion，这是一只价值3.5亿美元的股票，涉及“触觉”。这是运动和触摸控制的花哨技术术语，使用真实世界的反馈来允许用户与计算机或游戏控制台进行交互。</blockquote></p><p> The stock has surged about 50% in the last year in part because of a lucrative deal with Sony to produce components for its DualSense controllers that ship with the PlayStation 5. But the company’s long-term potential is bigger than one console, as the Nintendo witch and Xbox from Microsoft also use motion controls. Furthermore, there’s tremendous potential in the nascent VR market, too.</p><p><blockquote>该股去年飙升了约50%，部分原因是与索尼达成了一项利润丰厚的协议，为PlayStation 5附带的DualSense控制器生产组件。但该公司的长期潜力不仅仅是一款游戏机，因为微软的任天堂女巫和Xbox也使用运动控制。此外，新兴的虚拟现实市场也有巨大的潜力。</blockquote></p><p> There’s risk here, of course, since haptics technology has become standard fare for gamers only fairly recently and tons of companies are researching new solutions and forging relationships with the bigger names in the space.</p><p><blockquote>当然，这里存在风险，因为触觉技术直到最近才成为游戏玩家的标准配置，大量公司正在研究新的解决方案，并与该领域的大公司建立关系。</blockquote></p><p> Immersion is certainly not alone in this gold rush, but its track record is impressive. Thanks in part to its relationship with Sony, the stock swung from a modest loss to significant profits in 2020 — and based on FY2021 forecasts, earnings per share are set to double going forward as revenue jumps 20%. That could give investors a degree of confidence in the long-term potential of this stock.</p><p><blockquote>沉浸式当然不是这场淘金热中的唯一公司，但它的业绩记录令人印象深刻。部分由于与索尼的关系，该股在2020年从小幅亏损转为大幅盈利——根据2021财年的预测，随着收入增长20%，每股收益将翻一番。这可能会让投资者对该股的长期潜力有一定程度的信心。</blockquote></p><p> <b>Videogame ETFs</b></p><p><blockquote><b>视频游戏ETF</b></blockquote></p><p> If you are interested in simply playing the broader trend of gaming and esports without jumping into individual hardware or software names, the best way to do that is via an exchange-traded fund. Three ETFs offer investors a tactical but diversified investment on this industry.</p><p><blockquote>如果您有兴趣简单地玩游戏和电子竞技的更广泛趋势，而不涉及单个硬件或软件名称，那么最好的方法是通过交易所交易基金。三只ETF为投资者提供了对该行业的战术性但多元化的投资。</blockquote></p><p> The VanEck Vectors videogaming and eSports ETF is a well-established fund with more than $900 million in assets. For just 0.55% in annual expenses, or $55 a year on every $10,000 invested, you get a global play on this megatrend.</p><p><blockquote>VanEck Vectors视频游戏和电子竞技ETF是一只成熟的基金，资产超过9亿美元。只需每年0.55%的支出，即每投资10,000美元每年55美元，您就可以在这一大趋势中发挥全球作用。</blockquote></p><p> Unfortunately, if you’re looking for diversification, the list of components is a bit lacking, with only 25 stocks right now. However, you’ll get the big names in the space including Nintendo and Sea along with Chinese giant Tencent Holdings.</p><p><blockquote>不幸的是，如果您正在寻求多元化，成分股列表有点缺乏，目前只有25只股票。然而，你会看到该领域的大牌，包括任天堂和Sea以及中国巨头腾讯控股控股。</blockquote></p><p> An alternative is the Global X videogames & Esports ETF,which also has about $900 million in assets. It charges a slightly lower expense ratio of 0.50% annually and has just over 40 holdings at present. The makeup is similar to the VanEck ETF, but the longer list means U.S. stocks feature less prominently and only make up about 29% of the portfolio.</p><p><blockquote>另一种选择是Global X videogames&Esports ETF，该ETF也拥有约9亿美元的资产。它每年收取的费用率略低，为0.50%，目前持有40多只股票。其构成与VanEck ETF类似，但名单较长意味着美国股票的地位不太突出，仅占投资组合的29%左右。</blockquote></p><p> Smallest in terms of assets is the Wedbush ETFMG videogame Tech ETF.This fund only has a bit more than $100 million in assets under management and charges the highest fees at 0.75% in expenses. However, with 91 holdings it has the deepest bench of the three — with many Asia components that are difficult for U.S. individual investors to buy as individual stocks.</p><p><blockquote>资产规模最小的是Wedbush ETFMG视频游戏科技ETF。该基金管理的资产仅略高于1亿美元，收取的费用最高为0.75%。然而，该公司持有91只股票，是三者中最深的——其中有许多亚洲成分股，美国个人投资者很难将其作为个股购买。</blockquote></p><p> The strategies differ slightly, but one thing has been true for all of these funds lately: Big profits for investors. All three have delivered north of 90% gains over the last 12 months, showing they all could offer profitable ways to play the uptrend in videogaming.</p><p><blockquote>策略略有不同，但最近所有这些基金都有一件事：投资者获得巨额利润。在过去12个月里，这三家公司的涨幅都超过了90%，这表明它们都可以提供盈利的方式来应对视频游戏的上升趋势。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 smarter ways to play the boom in videogames and esports than buying GameStop<blockquote>比购买游戏驿站更聪明的7种方式来应对视频游戏和电子竞技的热潮</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 smarter ways to play the boom in videogames and esports than buying GameStop<blockquote>比购买游戏驿站更聪明的7种方式来应对视频游戏和电子竞技的热潮</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-02-25 17:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Look beyond Activision Blizzard and Nvidia</p><p><blockquote>超越动视暴雪和英伟达</blockquote></p><p> GameStop grabbed headlines based on the notion that the “smart money” simply didn’t understand this stock. But for investors looking for a less volatile play on the gaming megatrens, here are seven options that may fit better in most portfolios.</p><p><blockquote>游戏驿站之所以成为头条新闻，是因为“聪明的钱”根本不了解这只股票。但对于寻求波动性较小的博彩巨头的投资者来说，这里有七个可能更适合大多数投资组合的选择。</blockquote></p><p> Research firm NPD has shown that three out of four Americans, or roughly 244 million of us, play videogames for an average of 14 hours a week. And thanks to a lack of entertainment options outside the home in 2020, gaming sales worldwide surged 20% to a staggering $180 billion.</p><p><blockquote>研究公司NPD显示，四分之三的美国人，即大约2.44亿人，平均每周玩电子游戏14小时。由于2020年缺乏户外娱乐选择，全球游戏销售额飙升20%，达到惊人的1800亿美元。</blockquote></p><p> In fact, gaming is so popular and lucrative that professional esports now has an audience of about 500 million people worldwide — with a 70% increase in the number of viewers in the U.S. last year because of the pandemic and the lack of traditional spectator sports options. And as with so many other tech trends, these recent converts are likely to stick and continue powering the esports business. Here’s one way to put it in context: esports are expected to have almost 800 million viewers by 2024 – nearly as many as about 825 million or so fans of professional basketball worldwide today.</p><p><blockquote>事实上，游戏如此受欢迎且利润丰厚，以至于职业电子竞技现在在全球拥有约5亿观众——由于疫情和缺乏传统的观赏性体育选择，去年美国的观众人数增加了70%。与许多其他技术趋势一样，这些最近的皈依者可能会坚持并继续推动电子竞技业务。这里有一种联系方式：预计到2024年，电子竞技将拥有近8亿观众——几乎相当于当今全球约8.25亿职业篮球迷。</blockquote></p><p> Some of the biggest publicly traded videogame stocks are already old news. Over the last 10 years, gaming powerhouse Activision Blizzard has surged about 800% compared with about 200% for the S&P 500 index in the same period, growing to almost $80 billion in market value. And of course there has been the frenzy over GameStock that led toa congressional hearing.</p><p><blockquote>一些最大的公开交易视频游戏股票已经是旧闻了。过去10年，游戏巨头动视暴雪的市值飙升了约800%，而同期标普500指数的市值则上涨了约200%，增长至近800亿美元。当然，对GameStock的狂热导致了国会听证会。</blockquote></p><p> But there are a host of up-and-coming companies looking to level up amid continued growth for the industry. If you’re looking to play the gaming and esports craze, here are some options worth a look:</p><p><blockquote>但在该行业的持续增长中，有许多崭露头角的公司希望提高水平。如果您想玩游戏和电子竞技热潮，这里有一些值得一看的选项：</blockquote></p><p> <b>Nintendo</b></p><p><blockquote><b>任天堂</b></blockquote></p><p> Nintendo is an icon of the videogame industry. But just five years ago there was talk of “Nintendo’s Sad Struggle for Survival” amid waning popularity and weakening finances.</p><p><blockquote>任天堂是视频游戏行业的标志。但就在五年前，人们还在谈论“任天堂在人气下降和财务疲软的情况下为生存而进行的悲伤斗争”。</blockquote></p><p> The house of Mario has come back big time, thanks to its innovative Switch console that successfully bridged console and mobile gaming markets. Nintendo’s eShop is now bursting with “casual” games like the smash hit “Among Us,” which was originally built for mobile phones and boasted half a billion players in November. While there are big margins on $70 games or high-end hardware, Nintendo has built both its user base and its software offerings around low-cost diversions that collectively add up to serious revenue.</p><p><blockquote>马里奥之家已经卷土重来，这要归功于其创新的Switch游戏机，它成功地连接了游戏机和移动游戏市场。任天堂的eShop现在充斥着“休闲”游戏，比如红极一时的《我们中间》，这款游戏最初是为手机打造的，在11月份拥有5亿玩家。虽然70美元的游戏或高端硬件利润丰厚，但任天堂围绕低成本娱乐建立了用户群和软件产品，这些产品共同带来了可观的收入。</blockquote></p><p> At the same time, a strange convergence of circumstances have created big tailwinds for Nintendo’s high-end titles. Since its prior console — the Wii U — was a bit of a flop, Nintendo was able to reissue many native games with big price tags during the Switch’s early years. Now the company has planned releases in both its Zelda and Metroid franchises along with a potential upgrade to the Switch itself to drive high-margin hardware sales.</p><p><blockquote>与此同时，一系列奇怪的情况为任天堂的高端游戏创造了巨大的推动力。由于其之前的游戏机Wii U有点失败，任天堂能够在Switch的早期以高价重新发行许多原生游戏。现在，该公司已经计划发布塞尔达和银河战士系列，并可能升级交换机本身，以推动高利润的硬件销售。</blockquote></p><p> Thanks to these facts and a big pandemic boost, Nintendo stock has doubled from its early 2019 levels and is now trading at its highest levels since 2007. And if the 2021 release schedule lives up to the hype, we could see new all-time highs as this Japanese gaming powerhouse continues its return to dominance in the industry.</p><p><blockquote>由于这些事实和疫情的大力推动，任天堂股价较2019年初的水平翻了一番，目前交易价格处于2007年以来的最高水平。如果2021年的发布时间表不负众望，随着这家日本游戏巨头继续重返行业主导地位，我们可能会看到新的历史高点。</blockquote></p><p> <b>Corsair</b></p><p><blockquote><b>海盗船</b></blockquote></p><p> If Nintendo has cashed in by connecting with more casual gamers, then Corsair Gaming shows how to cater to very serious PC gamers. This roughly $4 billion company is a top supplier of gaming-related parts from CPUs to peripherals like headsets and keyboards to specialty components for streaming gameplay on the internet. The streaming business line is particularly interesting, both via competitive esports play as well as commercial gamers looking to win viewers on platforms like Twitch and YouTube.</p><p><blockquote>如果任天堂通过与更多休闲游戏玩家联系而获利，那么海盗船游戏展示了如何迎合非常严肃的PC游戏玩家。这家价值约40亿美元的公司是游戏相关部件的顶级供应商，从CPU到耳机和键盘等外围设备，再到互联网上流媒体游戏的专用组件。流媒体业务线特别有趣，既有竞技电子竞技游戏，也有希望在Twitch和YouTube等平台上赢得观众的商业游戏玩家。</blockquote></p><p> The company completed its initial public offering in September and is soundly profitable. It’s also growing impressively, with its fourth-quarter earnings report in February showing a staggering 70% revenue growth and 118% profit growth year-over-year. Management has said this is thanks to expansion in all categories, too, and not just one item that’s hot at the moment.</p><p><blockquote>该公司于9月份完成了首次公开募股，利润丰厚。该公司的增长也令人印象深刻，2月份的第四季度收益报告显示，收入同比增长70%，利润同比增长118%。管理层表示，这也得益于所有类别的扩张，而不仅仅是目前热门的一个项目。</blockquote></p><p> We’ve seen the power of high-end hardware stocks before with companies like the Nvidia,which is up fourfold from the end of 2018 thanks in part to its best-in-class graphics cards and now worth $370 billion. But what makes Corsair so great is that it’s not a competitor to Nvidia; in fact, when folks look to build a new gaming rig to incorporate components like the Nvidia GeForce 4k graphics card that was recently released, they are likely to upgrade everything else, too.</p><p><blockquote>我们之前已经在Nvidia等公司身上看到了高端硬件股票的力量，该股较2018年底上涨了四倍，部分归功于其一流的显卡，目前价值3700亿美元。但Corsair如此伟大的原因在于它不是Nvidia的竞争对手；事实上，当人们希望构建一个新的游戏装备来整合最近发布的Nvidia GeForce 4k显卡等组件时，他们也可能会升级其他一切。</blockquote></p><p> That could allow Corsair to piggyback this trend in the short term and continue to build on its track record of success.</p><p><blockquote>这可能会让海盗船在短期内顺应这一趋势，并继续巩固其成功记录。</blockquote></p><p> <b>Sea</b></p><p><blockquote><b>海</b></blockquote></p><p></p><p> Singapore-based Sea isn’t well known in the West, but that may change quickly given its 2020 stock performance. Over the last 12 months, the stock has surged roughly 420% thanks to amazing growth and big tailwinds behind its unique technology business.</p><p><blockquote>总部位于新加坡的Sea在西方并不出名，但考虑到其2020年的股票表现，这种情况可能会很快改变。在过去12个月里，由于其独特的技术业务背后的惊人增长和巨大推动力，该股飙升了约420%。</blockquote></p><p> That business involves a dominant gaming catalog offered under Sea’s Garena brand, led by multiplayer online battle arena (MOBA) games like League of Legends. Not only are the games themselves popular, but related MOBA esports broadcasts are big business, too. Consider that the 2020 League of Legends championship tallied 139 million total hours of viewership with peak viewership of 3.8 million people watching at once.</p><p><blockquote>该业务涉及Sea Garena品牌下提供的主导游戏目录，以《英雄联盟》等多人在线战斗竞技场(MOBA)游戏为首。不仅游戏本身很受欢迎，相关的MOBA电子竞技转播也是一项大生意。考虑到2020年英雄联盟锦标赛的总收视率为1.39亿小时，峰值收视率为380万人同时观看。</blockquote></p><p> While League of Legends is admittedly one of the more mature franchises in Sea’s arsenal, the company certainly isn’t a one-trick pony. Its mobile-friendly MOBA title Free Fire was the most-downloaded game in the Google Play store in 2019 and just hit 80 million daily users at the end of last year.</p><p><blockquote>虽然《英雄联盟》无可否认是Sea武器库中较成熟的系列之一，但该公司肯定不是一匹只会一招的小马。其手机友好型MOBA游戏《Free Fire》是2019年谷歌Play商店下载量最大的游戏，去年年底日用户数刚刚达到8000万。</blockquote></p><p> And it doesn’t stop with just these games. This unique tech stock has divisions that focus on live streaming and social features for gamers, such as user chat and online forums, and a mobile-centric e-commerce marketplace to help with seller services like shipping and logistics.</p><p><blockquote>它不仅仅止于这些游戏。这只独特的科技股拥有专注于游戏玩家直播和社交功能（例如用户聊天和在线论坛）的部门，以及一个以移动为中心的电子商务市场，以帮助提供运输和物流等卖家服务。</blockquote></p><p> That adds up to a company that is uniquely positioned to capitalize on many parts of the gaming ecosystem, making Sea a very attractive option for those looking to tap into the full potential of this lucrative industry.</p><p><blockquote>这使得这家公司在利用游戏生态系统的许多部分方面具有独特的优势，这使得Sea对于那些希望挖掘这个利润丰厚的行业的全部潜力的人来说成为一个非常有吸引力的选择。</blockquote></p><p> <b>Immersion</b></p><p><blockquote><b>浸入</b></blockquote></p><p> The smallest and most aggressive play on this list is Immersion,a $350 million stock that is involved with “haptics.” This is the fancy technical term for motion and touch controls that use real-world feedback to allow users to interact with a computer or game console.</p><p><blockquote>这份名单上规模最小、最激进的公司是Immersion，这是一只价值3.5亿美元的股票，涉及“触觉”。这是运动和触摸控制的花哨技术术语，使用真实世界的反馈来允许用户与计算机或游戏控制台进行交互。</blockquote></p><p> The stock has surged about 50% in the last year in part because of a lucrative deal with Sony to produce components for its DualSense controllers that ship with the PlayStation 5. But the company’s long-term potential is bigger than one console, as the Nintendo witch and Xbox from Microsoft also use motion controls. Furthermore, there’s tremendous potential in the nascent VR market, too.</p><p><blockquote>该股去年飙升了约50%，部分原因是与索尼达成了一项利润丰厚的协议，为PlayStation 5附带的DualSense控制器生产组件。但该公司的长期潜力不仅仅是一款游戏机，因为微软的任天堂女巫和Xbox也使用运动控制。此外，新兴的虚拟现实市场也有巨大的潜力。</blockquote></p><p> There’s risk here, of course, since haptics technology has become standard fare for gamers only fairly recently and tons of companies are researching new solutions and forging relationships with the bigger names in the space.</p><p><blockquote>当然，这里存在风险，因为触觉技术直到最近才成为游戏玩家的标准配置，大量公司正在研究新的解决方案，并与该领域的大公司建立关系。</blockquote></p><p> Immersion is certainly not alone in this gold rush, but its track record is impressive. Thanks in part to its relationship with Sony, the stock swung from a modest loss to significant profits in 2020 — and based on FY2021 forecasts, earnings per share are set to double going forward as revenue jumps 20%. That could give investors a degree of confidence in the long-term potential of this stock.</p><p><blockquote>沉浸式当然不是这场淘金热中的唯一公司，但它的业绩记录令人印象深刻。部分由于与索尼的关系，该股在2020年从小幅亏损转为大幅盈利——根据2021财年的预测，随着收入增长20%，每股收益将翻一番。这可能会让投资者对该股的长期潜力有一定程度的信心。</blockquote></p><p> <b>Videogame ETFs</b></p><p><blockquote><b>视频游戏ETF</b></blockquote></p><p> If you are interested in simply playing the broader trend of gaming and esports without jumping into individual hardware or software names, the best way to do that is via an exchange-traded fund. Three ETFs offer investors a tactical but diversified investment on this industry.</p><p><blockquote>如果您有兴趣简单地玩游戏和电子竞技的更广泛趋势，而不涉及单个硬件或软件名称，那么最好的方法是通过交易所交易基金。三只ETF为投资者提供了对该行业的战术性但多元化的投资。</blockquote></p><p> The VanEck Vectors videogaming and eSports ETF is a well-established fund with more than $900 million in assets. For just 0.55% in annual expenses, or $55 a year on every $10,000 invested, you get a global play on this megatrend.</p><p><blockquote>VanEck Vectors视频游戏和电子竞技ETF是一只成熟的基金，资产超过9亿美元。只需每年0.55%的支出，即每投资10,000美元每年55美元，您就可以在这一大趋势中发挥全球作用。</blockquote></p><p> Unfortunately, if you’re looking for diversification, the list of components is a bit lacking, with only 25 stocks right now. However, you’ll get the big names in the space including Nintendo and Sea along with Chinese giant Tencent Holdings.</p><p><blockquote>不幸的是，如果您正在寻求多元化，成分股列表有点缺乏，目前只有25只股票。然而，你会看到该领域的大牌，包括任天堂和Sea以及中国巨头腾讯控股控股。</blockquote></p><p> An alternative is the Global X videogames & Esports ETF,which also has about $900 million in assets. It charges a slightly lower expense ratio of 0.50% annually and has just over 40 holdings at present. The makeup is similar to the VanEck ETF, but the longer list means U.S. stocks feature less prominently and only make up about 29% of the portfolio.</p><p><blockquote>另一种选择是Global X videogames&Esports ETF，该ETF也拥有约9亿美元的资产。它每年收取的费用率略低，为0.50%，目前持有40多只股票。其构成与VanEck ETF类似，但名单较长意味着美国股票的地位不太突出，仅占投资组合的29%左右。</blockquote></p><p> Smallest in terms of assets is the Wedbush ETFMG videogame Tech ETF.This fund only has a bit more than $100 million in assets under management and charges the highest fees at 0.75% in expenses. However, with 91 holdings it has the deepest bench of the three — with many Asia components that are difficult for U.S. individual investors to buy as individual stocks.</p><p><blockquote>资产规模最小的是Wedbush ETFMG视频游戏科技ETF。该基金管理的资产仅略高于1亿美元，收取的费用最高为0.75%。然而，该公司持有91只股票，是三者中最深的——其中有许多亚洲成分股，美国个人投资者很难将其作为个股购买。</blockquote></p><p> The strategies differ slightly, but one thing has been true for all of these funds lately: Big profits for investors. All three have delivered north of 90% gains over the last 12 months, showing they all could offer profitable ways to play the uptrend in videogaming.</p><p><blockquote>策略略有不同，但最近所有这些基金都有一件事：投资者获得巨额利润。在过去12个月里，这三家公司的涨幅都超过了90%，这表明它们都可以提供盈利的方式来应对视频游戏的上升趋势。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/these-4-stocks-and-3-etfs-let-you-cash-in-on-the-boom-in-videogames-and-esports-11614092613?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","CRSR":"Corsair Gaming, Inc.","GAMR":"Amplify Video Game Leaders ETF","IMMR":"浸入科技","NTDOF":"Nintendo Co., Ltd.","GME":"游戏驿站","NTDOY":"任天堂"},"source_url":"https://www.marketwatch.com/story/these-4-stocks-and-3-etfs-let-you-cash-in-on-the-boom-in-videogames-and-esports-11614092613?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1136762256","content_text":"Look beyond Activision Blizzard and Nvidia\nGameStop grabbed headlines based on the notion that the “smart money” simply didn’t understand this stock. But for investors looking for a less volatile play on the gaming megatrens, here are seven options that may fit better in most portfolios.\nResearch firm NPD has shown that three out of four Americans, or roughly 244 million of us, play videogames for an average of 14 hours a week. And thanks to a lack of entertainment options outside the home in 2020, gaming sales worldwide surged 20% to a staggering $180 billion.\nIn fact, gaming is so popular and lucrative that professional esports now has an audience of about 500 million people worldwide — with a 70% increase in the number of viewers in the U.S. last year because of the pandemic and the lack of traditional spectator sports options. And as with so many other tech trends, these recent converts are likely to stick and continue powering the esports business. Here’s one way to put it in context: esports are expected to have almost 800 million viewers by 2024 – nearly as many as about 825 million or so fans of professional basketball worldwide today.\nSome of the biggest publicly traded videogame stocks are already old news. Over the last 10 years, gaming powerhouse Activision Blizzard has surged about 800% compared with about 200% for the S&P 500 index in the same period, growing to almost $80 billion in market value. And of course there has been the frenzy over GameStock that led toa congressional hearing.\nBut there are a host of up-and-coming companies looking to level up amid continued growth for the industry. If you’re looking to play the gaming and esports craze, here are some options worth a look:\nNintendo\nNintendo is an icon of the videogame industry. But just five years ago there was talk of “Nintendo’s Sad Struggle for Survival” amid waning popularity and weakening finances.\nThe house of Mario has come back big time, thanks to its innovative Switch console that successfully bridged console and mobile gaming markets. Nintendo’s eShop is now bursting with “casual” games like the smash hit “Among Us,” which was originally built for mobile phones and boasted half a billion players in November. While there are big margins on $70 games or high-end hardware, Nintendo has built both its user base and its software offerings around low-cost diversions that collectively add up to serious revenue.\nAt the same time, a strange convergence of circumstances have created big tailwinds for Nintendo’s high-end titles. Since its prior console — the Wii U — was a bit of a flop, Nintendo was able to reissue many native games with big price tags during the Switch’s early years. Now the company has planned releases in both its Zelda and Metroid franchises along with a potential upgrade to the Switch itself to drive high-margin hardware sales.\nThanks to these facts and a big pandemic boost, Nintendo stock has doubled from its early 2019 levels and is now trading at its highest levels since 2007. And if the 2021 release schedule lives up to the hype, we could see new all-time highs as this Japanese gaming powerhouse continues its return to dominance in the industry.\nCorsair\nIf Nintendo has cashed in by connecting with more casual gamers, then Corsair Gaming shows how to cater to very serious PC gamers. This roughly $4 billion company is a top supplier of gaming-related parts from CPUs to peripherals like headsets and keyboards to specialty components for streaming gameplay on the internet. The streaming business line is particularly interesting, both via competitive esports play as well as commercial gamers looking to win viewers on platforms like Twitch and YouTube.\nThe company completed its initial public offering in September and is soundly profitable. It’s also growing impressively, with its fourth-quarter earnings report in February showing a staggering 70% revenue growth and 118% profit growth year-over-year. Management has said this is thanks to expansion in all categories, too, and not just one item that’s hot at the moment.\nWe’ve seen the power of high-end hardware stocks before with companies like the Nvidia,which is up fourfold from the end of 2018 thanks in part to its best-in-class graphics cards and now worth $370 billion. But what makes Corsair so great is that it’s not a competitor to Nvidia; in fact, when folks look to build a new gaming rig to incorporate components like the Nvidia GeForce 4k graphics card that was recently released, they are likely to upgrade everything else, too.\nThat could allow Corsair to piggyback this trend in the short term and continue to build on its track record of success.\nSea\nSingapore-based Sea isn’t well known in the West, but that may change quickly given its 2020 stock performance. Over the last 12 months, the stock has surged roughly 420% thanks to amazing growth and big tailwinds behind its unique technology business.\nThat business involves a dominant gaming catalog offered under Sea’s Garena brand, led by multiplayer online battle arena (MOBA) games like League of Legends. Not only are the games themselves popular, but related MOBA esports broadcasts are big business, too. Consider that the 2020 League of Legends championship tallied 139 million total hours of viewership with peak viewership of 3.8 million people watching at once.\nWhile League of Legends is admittedly one of the more mature franchises in Sea’s arsenal, the company certainly isn’t a one-trick pony. Its mobile-friendly MOBA title Free Fire was the most-downloaded game in the Google Play store in 2019 and just hit 80 million daily users at the end of last year.\nAnd it doesn’t stop with just these games. This unique tech stock has divisions that focus on live streaming and social features for gamers, such as user chat and online forums, and a mobile-centric e-commerce marketplace to help with seller services like shipping and logistics.\nThat adds up to a company that is uniquely positioned to capitalize on many parts of the gaming ecosystem, making Sea a very attractive option for those looking to tap into the full potential of this lucrative industry.\nImmersion\nThe smallest and most aggressive play on this list is Immersion,a $350 million stock that is involved with “haptics.” This is the fancy technical term for motion and touch controls that use real-world feedback to allow users to interact with a computer or game console.\nThe stock has surged about 50% in the last year in part because of a lucrative deal with Sony to produce components for its DualSense controllers that ship with the PlayStation 5. But the company’s long-term potential is bigger than one console, as the Nintendo witch and Xbox from Microsoft also use motion controls. Furthermore, there’s tremendous potential in the nascent VR market, too.\nThere’s risk here, of course, since haptics technology has become standard fare for gamers only fairly recently and tons of companies are researching new solutions and forging relationships with the bigger names in the space.\nImmersion is certainly not alone in this gold rush, but its track record is impressive. Thanks in part to its relationship with Sony, the stock swung from a modest loss to significant profits in 2020 — and based on FY2021 forecasts, earnings per share are set to double going forward as revenue jumps 20%. That could give investors a degree of confidence in the long-term potential of this stock.\nVideogame ETFs\nIf you are interested in simply playing the broader trend of gaming and esports without jumping into individual hardware or software names, the best way to do that is via an exchange-traded fund. Three ETFs offer investors a tactical but diversified investment on this industry.\nThe VanEck Vectors videogaming and eSports ETF is a well-established fund with more than $900 million in assets. For just 0.55% in annual expenses, or $55 a year on every $10,000 invested, you get a global play on this megatrend.\nUnfortunately, if you’re looking for diversification, the list of components is a bit lacking, with only 25 stocks right now. However, you’ll get the big names in the space including Nintendo and Sea along with Chinese giant Tencent Holdings.\nAn alternative is the Global X videogames & Esports ETF,which also has about $900 million in assets. It charges a slightly lower expense ratio of 0.50% annually and has just over 40 holdings at present. The makeup is similar to the VanEck ETF, but the longer list means U.S. stocks feature less prominently and only make up about 29% of the portfolio.\nSmallest in terms of assets is the Wedbush ETFMG videogame Tech ETF.This fund only has a bit more than $100 million in assets under management and charges the highest fees at 0.75% in expenses. However, with 91 holdings it has the deepest bench of the three — with many Asia components that are difficult for U.S. individual investors to buy as individual stocks.\nThe strategies differ slightly, but one thing has been true for all of these funds lately: Big profits for investors. All three have delivered north of 90% gains over the last 12 months, showing they all could offer profitable ways to play the uptrend in videogaming.","news_type":1,"symbols_score_info":{"CRSR":0.9,"GAMR":0.9,"NTDOY":0.9,"IMMR":0.9,"GME":0.9,"NTDOF":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":209,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/361766976"}
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