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蛋蛋的小鱼干

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- 蛋蛋的小鱼干蛋蛋的小鱼干
  ·02-17
  1.游戏扛大旗：新游《三国：谋定天下》连续三赛季iOS畅销前三，机构预测Q4游戏收入同比+80%，但需警惕利好兑现后的回调（Q3财报后曾跌10%） 2.广告效率提升：AIGC工具“星辰AI”上线后广告eCPM同比+35%，Story-Mode加载率提至10%。 3.估值与风险：当前价接近技术支撑带（140-155港元），机构目标价看175-190港元，但政策监管（如UGC分级）可能触发20%+跌幅。操作建议：激进派可轻仓试水，跌破140止损；求稳等财报后右侧介入，重点盯游戏流水和广告增速。短期波动大，衍生品玩家可考虑跨式期权对冲。个人操作：观望，等回调
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- 蛋蛋的小鱼干蛋蛋的小鱼干
  ·2024-12-10
  乘着第二波行情，逢高下车：b站、中兴证券基本面没有改变，情绪没有改变，散户争取落袋为安$招商证券(06099)$ $哔哩哔哩-W(09626)$ [财迷] [财迷]
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