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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":882271374,"tweetId":"882271374","gmtCreate":1631701394398,"gmtModify":1631890156756,"author":{"id":3574732601913835,"idStr":"3574732601913835","authorId":3574732601913835,"authorIdStr":"3574732601913835","name":"iwantmoney","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>like</body></html>","htmlText":"<html><head></head><body>like</body></html>","text":"like","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/882271374","repostId":1193723154,"repostType":4,"repost":{"id":"1193723154","kind":"news","pubTimestamp":1631697808,"share":"https://www.laohunote.com/m/news/1193723154?lang=zh_CN&edition=full","pubTime":"2021-09-15 17:23","market":"us","language":"en","title":"Electronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>假期前值得买入的艺电和其他 2 只视频游戏股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193723154","media":"Barrons","summary":"New consoles from Sony and Microsoft are still scarce amid the broader chip shortages, but an analys","content":"New consoles from&nbsp;Sony&nbsp;and&nbsp;Microsoft&nbsp;are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.<blockquote>在更广泛的芯片短缺的情况下，索尼和微软的新游戏机仍然稀缺，但 Stifel 的一位分析师仍然认为三只视频游戏软件股票在假期前有上涨空间。</blockquote> After leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at&nbsp;Activision Blizzard(ticker: ATVI).<blockquote>这些视频游戏股票在 2020 年封锁推动的增长中领先，但今年却落后于大盘。许多因素打击了股市，包括硬件供应短缺、损害游戏时间的重新开放趋势、中国的监管以及其他公司特定的事态发展，例如动视暴雪（股票代码：ATVI）的骚扰指控。</blockquote> <img src=\"https://static.tigerbbs.com/0b0fd6bbd65c7180a077ccb0996d2e71\" tg-width=\"949\" tg-height=\"631\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> “We think this has negated any positive influence from the launch of newhardware from&nbsp;Sony&nbsp;and&nbsp;Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”<blockquote>“Stifel 分析师德鲁-克拉姆（Drew Crum）在周一的一份报告中写道：”我们认为，这抵消了索尼和微软推出新硬件带来的任何积极影响，而过去视频游戏股票在游戏机周期的早期阶段曾获得过超额回报。“话虽如此，在其他条件相同的情况下，这种观点应该是暂时的”。</blockquote> While chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.<blockquote>虽然芯片相关的供应短缺将继续给硬件销售带来压力，但Crum预计2021年将出现增长。与此同时，利润率应该会有所提升，因为此类游戏机上的游戏售价为 70 美元，而不是前几代游戏机的 60 美元。</blockquote> The analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of&nbsp;Activision Blizzard,Electronic Arts(EA), and&nbsp;Take-Two Interactive Software(TTWO).<blockquote>该分析师预计，2021年全球游戏市场将基本持平，由于经济重新开放，游戏时间将受到沉重打击。这对直播服务游戏来说是个坏消息--不断更新的在线产品可以通过游戏内交易赚钱。尽管如此，克拉姆认为有理由看好动视暴雪、艺电 (EA) 和 Take-Two Interactive Software (TTWO) 的股票。</blockquote> “We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”<blockquote>“他写道：”与过渡年（去年）相比，我们通常会在新游戏机周期的第一个完整日历年（今年）观察到游戏数量有所增加。“这一点在 EA 的 slate 中显而易见，由战地2042此外，由于与 Covid-19 相关的并发症，一些大牌游戏被推迟到 21 年，例如无限光环今年（终于）推出了。”</blockquote> The analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit&nbsp;filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following&nbsp;the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.<blockquote>这位分析师对这三只股票都给予了买入评级，不过动视暴雪在他公司的 “精选名单”上，这意味着他对这只股票更加乐观。他对动视公司股票的目标价为 121 美元，但他也指出，加州公平就业和住房部提起的备受瞩目的性别偏见诉讼可能会对该股产生影响。该公司表示诉讼中的说法并不准确，而首席执行官鲍比-科蒂克（Bobby Kotick）在 7 月份表示，一家律师事务所将对事件进行审查。在最初报道诉讼后， 员工们在社交媒体上分享了对不当行为的指控， 并举行了罢工。</blockquote> Crum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.<blockquote>Crum 对 Take-Two 的目标价为 230 美元，但他表示，该公司正处于过渡期，因为它正在投资开发未来几年的主要版本。对于 EA，他的目标价为 174 美元，并认为该股可能会在短期内及以后受益——这要归功于 2022 财年及以后几年的强劲发布、新游戏机推动的销售以及其 NCAA 足球游戏的回归。</blockquote> Activision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the&nbsp;S&amp;P 500&nbsp;index is up 18%.<blockquote>动视暴雪股价在 2021 年下跌 16%，而 Take-Two 股价下跌 27%。EA 股票今年迄今上涨 1.2%，而标普500指数上涨 18%。</blockquote> “Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.<blockquote>“他补充说：”投资者情绪更加悲观，尽管这可能已经反映在估值中，我们预计明年负面新闻流将消散，增长将恢复。</blockquote> He also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.<blockquote>他还认为对中国打压的担忧被夸大了，他认为这三家公司各自调整后收入数据中来自中国的比例都不到 5%，他认为这对业绩并不重要。</blockquote>","source":"lsy1601382232898","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>Electronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>假期前值得买入的艺电和其他 2 只视频游戏股票</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\">\nElectronic Arts and 2 Other Videogame Stocks to Buy Ahead of the Holiday Season<blockquote>假期前值得买入的艺电和其他 2 只视频游戏股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-09-15 17:23\n\n</h4>\n</header>\n<article>\nNew consoles from&nbsp;Sony&nbsp;and&nbsp;Microsoft&nbsp;are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.<blockquote>在更广泛的芯片短缺的情况下，索尼和微软的新游戏机仍然稀缺，但 Stifel 的一位分析师仍然认为三只视频游戏软件股票在假期前有上涨空间。</blockquote> After leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at&nbsp;Activision Blizzard(ticker: ATVI).<blockquote>这些视频游戏股票在 2020 年封锁推动的增长中领先，但今年却落后于大盘。许多因素打击了股市，包括硬件供应短缺、损害游戏时间的重新开放趋势、中国的监管以及其他公司特定的事态发展，例如动视暴雪（股票代码：ATVI）的骚扰指控。</blockquote> <img src=\"https://static.tigerbbs.com/0b0fd6bbd65c7180a077ccb0996d2e71\" tg-width=\"949\" tg-height=\"631\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> “We think this has negated any positive influence from the launch of newhardware from&nbsp;Sony&nbsp;and&nbsp;Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”<blockquote>“Stifel 分析师德鲁-克拉姆（Drew Crum）在周一的一份报告中写道：”我们认为，这抵消了索尼和微软推出新硬件带来的任何积极影响，而过去视频游戏股票在游戏机周期的早期阶段曾获得过超额回报。“话虽如此，在其他条件相同的情况下，这种观点应该是暂时的”。</blockquote> While chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.<blockquote>虽然芯片相关的供应短缺将继续给硬件销售带来压力，但Crum预计2021年将出现增长。与此同时，利润率应该会有所提升，因为此类游戏机上的游戏售价为 70 美元，而不是前几代游戏机的 60 美元。</blockquote> The analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of&nbsp;Activision Blizzard,Electronic Arts(EA), and&nbsp;Take-Two Interactive Software(TTWO).<blockquote>该分析师预计，2021年全球游戏市场将基本持平，由于经济重新开放，游戏时间将受到沉重打击。这对直播服务游戏来说是个坏消息--不断更新的在线产品可以通过游戏内交易赚钱。尽管如此，克拉姆认为有理由看好动视暴雪、艺电 (EA) 和 Take-Two Interactive Software (TTWO) 的股票。</blockquote> “We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”<blockquote>“他写道：”与过渡年（去年）相比，我们通常会在新游戏机周期的第一个完整日历年（今年）观察到游戏数量有所增加。“这一点在 EA 的 slate 中显而易见，由战地2042此外，由于与 Covid-19 相关的并发症，一些大牌游戏被推迟到 21 年，例如无限光环今年（终于）推出了。”</blockquote> The analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit&nbsp;filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following&nbsp;the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.<blockquote>这位分析师对这三只股票都给予了买入评级，不过动视暴雪在他公司的 “精选名单”上，这意味着他对这只股票更加乐观。他对动视公司股票的目标价为 121 美元，但他也指出，加州公平就业和住房部提起的备受瞩目的性别偏见诉讼可能会对该股产生影响。该公司表示诉讼中的说法并不准确，而首席执行官鲍比-科蒂克（Bobby Kotick）在 7 月份表示，一家律师事务所将对事件进行审查。在最初报道诉讼后， 员工们在社交媒体上分享了对不当行为的指控， 并举行了罢工。</blockquote> Crum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.<blockquote>Crum 对 Take-Two 的目标价为 230 美元，但他表示，该公司正处于过渡期，因为它正在投资开发未来几年的主要版本。对于 EA，他的目标价为 174 美元，并认为该股可能会在短期内及以后受益——这要归功于 2022 财年及以后几年的强劲发布、新游戏机推动的销售以及其 NCAA 足球游戏的回归。</blockquote> Activision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the&nbsp;S&amp;P 500&nbsp;index is up 18%.<blockquote>动视暴雪股价在 2021 年下跌 16%，而 Take-Two 股价下跌 27%。EA 股票今年迄今上涨 1.2%，而标普500指数上涨 18%。</blockquote> “Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.<blockquote>“他补充说：”投资者情绪更加悲观，尽管这可能已经反映在估值中，我们预计明年负面新闻流将消散，增长将恢复。</blockquote> He also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.<blockquote>他还认为对中国打压的担忧被夸大了，他认为这三家公司各自调整后收入数据中来自中国的比例都不到 5%，他认为这对业绩并不重要。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/electronic-arts-activision-ea-videogame-stocks-51631653913?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","TTWO":"Take-Two Interactive Software","SONY":"索尼","EA":"艺电"},"source_url":"https://www.barrons.com/articles/electronic-arts-activision-ea-videogame-stocks-51631653913?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193723154","content_text":"New consoles from Sony and Microsoft are still scarce amid the broader chip shortages, but an analyst at Stifel still sees upside for three videogame software stocks ahead of the holiday season.\nAfter leading the charge amid lockdown-fueled growth in 2020, these videogame stocks have lagged the broader market this year. A number of factors have hit the stocks, including hardware supply shortages, reopening trends hurting time spent gaming, regulation in China, and other company-specific developments, such as allegations of harassment at Activision Blizzard(ticker: ATVI).\n\n“We think this has negated any positive influence from the launch of newhardware from Sony and Microsoft,whereas in the past videogame stocks hadenjoyed outsized returns during the early stages of a console cycle,” Stifel analyst Drew Crum wrote in a note on Monday. “With that said, this view should prove to be transient, all else being equal.”\nWhile chip-related supply shortages will continue to weigh on hardware sales, Crum does expect growth for 2021. Meanwhile, margins should get a hand as games on such consoles sell for $70 instead of the $60 price tag from the prior console generations.\nThe analyst expects the global gaming market to be mostly flat in 2021, with time spent gaming taking a big hit due to the economic reopening. That’s been bad news for live-services games—constantly updated online offerings that make money with in-game transactions. Still, Crum sees reason to be bullish on shares of Activision Blizzard,Electronic Arts(EA), and Take-Two Interactive Software(TTWO).\n“We typically observe an increase in number of games during the first full calendar year of a new console cycle (which is this year) vs. the transition year (which was last year),” he wrote. “This is evident with EA’s slate, led byBattlefield 2042. Additionally, there were a few marquee titles pushed to ’21 due to Covid-19-related complications, such asHalo Infinite, which is (finally) launching this year.”\nThe analyst has Buy ratings on all three, though Activision is on his firm’s “Select List,” implying he is even more upbeat about that stock. He has a $121 price target on Activision stock, though he does note that the high-profile gender bias lawsuit filed by California’s Department of Fair Employment and Housing could hang on the stock. The company has said claims made in the suit weren’t accurate, while CEO Bobby Kotick in July said a law firm would conduct a review of events. Following the initial reports of the lawsuit,employees shared allegations of misconduct on social media and staged a walkout.\nCrum has a $230 price target on Take-Two, though he says the company is in a transition period as it invests in developing major releases in the coming years. For EA, he has a $174 price target and thinks the stock could benefit over the near-term and beyond—thanks to strong releases in fiscal 2022 and later years, sales driven by the new consoles, and the return of its NCAA football game.\nActivision stock is down 16% in 2021, while Take-Two stock is down 27%. EA stock is up 1.2% year-to-date, while the S&P 500 index is up 18%.\n“Investor sentiment has leaned more bearish, though likely already reflected in valuations, and we’d expect the negative news flow to dissipate and growth to return next year,” he added.\nHe also thinks concerns about China crackdowns are overblown, arguing that each of the three firms source less than 5% of their respective adjusted revenue figures from China, something he sees as not material to results.","news_type":1,"symbols_score_info":{"EA":0.9,"MSFT":0.9,"ATVI":0.9,"SONY":0.9,"TTWO":0.9}},"isVote":1,"tweetType":1,"viewCount":872,"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":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/882271374"}