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Yungdeh
2021-02-25

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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电子游戏和电子竞技热潮的 7 种方式</blockquote>

Look beyond Activision Blizzard and Nvidia GameStop grabbed headlines based on the notion that the “

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电子游戏和电子竞技热潮的 7 种方式</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":368086692,"tweetId":"368086692","gmtCreate":1614266111116,"gmtModify":1634550376591,"author":{"id":3562925445415882,"idStr":"3562925445415882","authorId":3562925445415882,"authorIdStr":"3562925445415882","name":"Yungdeh","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Wew</body></html>","htmlText":"<html><head></head><body>Wew</body></html>","text":"Wew","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/368086692","repostId":1136762256,"repostType":4,"repost":{"id":"1136762256","kind":"news","pubTimestamp":1614246762,"share":"https://www.laohunote.com/m/news/1136762256?lang=zh_CN&edition=full","pubTime":"2021-02-25 17:52","market":"us","language":"en","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电子游戏和电子竞技热潮的 7 种方式</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136762256","media":"MarketWatch","summary":"Look beyond Activision Blizzard and Nvidia\nGameStop grabbed headlines based on the notion that the “","content":"Look beyond Activision Blizzard and Nvidia<blockquote>超越动视暴雪和英伟达</blockquote> 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.<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。但对于寻求游戏大趋势波动性较小的投资者来说，这里有七种选择可能更适合大多数投资组合。</blockquote> Research firm NPD has shown that three out of four Americans, or&nbsp;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&nbsp;$180 billion.<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 14 小时电子游戏。由于2020年家庭之外缺乏娱乐选择，全球游戏销售额激增20%，达到惊人的1800亿美元。</blockquote> 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&nbsp;800 million&nbsp;viewers by 2024 – nearly as many as about 825 million or so fans of professional basketball worldwide today.<blockquote>事实上，游戏是如此受欢迎和有利可图，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众体育选择，去年美国的观众人数增加了70%。与许多其他技术趋势一样，这些最近的转换可能会坚持并继续推动电子竞技业务。这里有一种说法： 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 亿职业篮球迷的人数。</blockquote> Some of the biggest publicly traded videogame stocks are already old news. Over the last 10 years, gaming powerhouse Activision Blizzard&nbsp;has surged about 800% compared with about 200% for the S&amp;P 500 index&nbsp;in the same period, growing to almost $80 billion in market value. And of course there has been the frenzy over GameStock&nbsp;that led toa congressional hearing.<blockquote>一些最大的公开交易视频游戏股票已经是旧闻了。在过去的10年里，游戏巨头动视暴雪飙升了约800%，而同期标普500指数的涨幅约为200%，市值增长至近800亿美元。当然，对GameStock的狂热导致了国会听证会。</blockquote> 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:<blockquote>但随着行业的持续增长，许多新兴公司正在寻求提升水平。如果您想体验游戏和电子竞技热潮，这里有一些值得一看的选择：</blockquote> Nintendo<blockquote>任天堂</blockquote> Nintendo&nbsp;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.<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状况疲软的情况下为生存而苦苦挣扎”。</blockquote> 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&nbsp;half a billion players&nbsp;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.<blockquote>马里奥之家卷土重来，这要归功于其创新的Switch游戏机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，比如大受欢迎的《Among Us》，这款游戏最初是为手机开发的，11 月份拥有 5 亿玩家。虽然70美元的游戏或高端硬件有很大的利润，但任天堂已经围绕低成本转移建立了用户群和软件产品，这些都增加了可观的收入。</blockquote> 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.<blockquote>与此同时，奇怪的情况汇聚也为任天堂的高端游戏带来了巨大的推动力。由于之前的游戏机--Wii U--有点失败，任天堂在 Switch 早期得以重新发行许多价格高昂的原生游戏。现在，该公司已经计划发布塞尔达和银河战士系列，并可能对交换机本身进行升级，以推动高利润的硬件销售。</blockquote> 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&nbsp;2021 release schedule&nbsp;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.<blockquote>由于这些事实和疫情的巨大提振，任天堂股价较 2019 年初的水平翻了一番，目前处于 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新高。</blockquote> Corsair<blockquote>海盗船</blockquote> If Nintendo has cashed in by connecting with more casual gamers, then Corsair Gaming&nbsp;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.<blockquote>如果说任天堂通过与更多休闲游戏玩家的联系获利，那么Corsair Gaming展示了如何迎合非常严肃的PC游戏玩家。这家市值约 40 亿美元的公司是游戏相关零部件的顶级供应商，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业组件。流媒体业务线特别有趣，无论是通过竞技电子竞技游戏，还是希望在Twitch和YouTube等平台上赢得观众的商业游戏玩家。</blockquote> The company completed its initial public offering in September and is soundly profitable. It’s also growing impressively, with its&nbsp;fourth-quarter earnings report&nbsp;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.<blockquote>该公司于9月份完成了首次公开募股，并实现了可观的盈利。该公司的增长速度也令人印象深刻，2 月份发布的第四季度财报显示，收入同比增长了 70%，利润同比增长了 118%。管理层表示，这也得益于所有品类的扩张，而不仅仅是目前热门的一个品类。</blockquote> 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.<blockquote>我们以前就见识过高端硬件股的威力，像英伟达这样的公司，该公司的市值比 2018 年底翻了两番，这在一定程度上要归功于其一流的显卡，目前市值达 3700 亿美元。但 Corsair 之所以如此伟大，是因为它不是 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像最近发布的Nvidia GeForce 4k显卡这样的组件时，他们也可能会升级其他一切。</blockquote> That could allow Corsair to piggyback this trend in the short term and continue to build on its track record of success.<blockquote>这可能会让 Corsair 在短期内顺应这一趋势，并继续巩固其成功记录。</blockquote> Sea<blockquote>海</blockquote> Singapore-based Sea&nbsp;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.<blockquote>总部位于新加坡的 Sea 在西方并不为人所知，但鉴于其 2020 年的股票表现，这种情况可能会很快改变。在过去的 12 个月里，由于其独特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> That business involves a dominant gaming catalog offered under Sea’s&nbsp;Garena&nbsp;brand, led by multiplayer online battle arena&nbsp;(MOBA)&nbsp;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&nbsp;139 million total hours&nbsp;of viewership with peak viewership of 3.8 million people watching at once.<blockquote>该业务涉及 Sea 旗下 Garena 品牌提供的占主导地位的游戏目录，以《英雄联盟》等多人在线对战竞技场（MOBA）游戏为首。不仅游戏本身很受欢迎，相关的MOBA电子竞技转播也是大生意。考虑到2020年英雄联盟锦标赛的总观看时间为1.39亿小时，峰值观看人数为380万人同时观看。</blockquote> 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&nbsp;80 million&nbsp;daily users at the end of last year.<blockquote>虽然《英雄联盟》无疑是 Sea 武器库中较为成熟的特许经营权之一，但该公司肯定不是一匹只会一招的小马。其移动友好型MOBA游戏《Free Fire》是2019年谷歌Play商店下载量最高的游戏，去年年底日用户数量刚刚达到8000万。</blockquote> 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.<blockquote>这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的部门，例如用户聊天和在线论坛，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> 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.<blockquote>这使得该公司处于独特的地位，可以利用游戏生态系统的许多部分，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> Immersion<blockquote>浸入</blockquote> 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.<blockquote>这份名单上规模最小、最具侵略性的股票是 Immersion，这是一只价值 3.5 亿美元的股票，与 “haptics ”有关。这是运动和触摸控制的花哨技术术语，它使用现实世界的反馈来允许用户与计算机或游戏机交互。</blockquote> The stock has surged about 50% in the last year in part because of a lucrative deal with Sony&nbsp;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&nbsp;also use motion controls. Furthermore, there’s tremendous potential in the nascent VR market, too.<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 也使用了运动控制。此外，新兴的虚拟现实市场也具有巨大的潜力。</blockquote> 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.<blockquote>当然，这里也有风险，因为触觉技术才成为游戏玩家的标配，而且很多公司都在研究新的解决方案，并与该领域的大公司建立关系。</blockquote> 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.<blockquote>Immersion当然不是这场淘金热中唯一的一家，但它的业绩记录令人印象深刻。部分得益于与索尼的关系，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%，未来每股收益将翻一番。这可能会让投资者对这只股票的长期潜力有一定程度的信心。</blockquote> Videogame ETFs<blockquote>视频游戏 ETF</blockquote> 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.<blockquote>如果你有兴趣简单地玩游戏和电子竞技的更广泛趋势，而不是跳到单个硬件或软件名称，最好的方法是通过交易所交易基金。三只 ETF 为投资者提供对该行业的战术性但多元化的投资。</blockquote> The VanEck Vectors videogaming and eSports ETF&nbsp;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.<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0.55%的年度支出，即每投资10,000美元每年55美元，您就可以在全球范围内参与这一大趋势。</blockquote> 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.<blockquote>遗憾的是，如果你想分散投资，成分股清单有点欠缺，目前只有 25 只股票。不过，你会看到包括任天堂和 Sea 在内的该领域大牌公司，以及中国巨头腾讯控股控股公司。</blockquote> An alternative is the Global X videogames &amp; 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.<blockquote>另一种选择是 Global X videogames &amp; Esports ETF，其资产也约为 9 亿美元。它每年收取的费用率略低，为 0.50%，目前持有 40 多家。其构成与 VanEck ETF 类似，但较长的列表意味着美国股票不太突出，仅占投资组合的约 29%。</blockquote> 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.<blockquote>就资产而言，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，并收取最高费用，费用为 0.75%。然而，该公司持有 91 只股票，是三家公司中最深的，其中许多亚洲成分对于美国个人投资者来说很难作为个股购买。</blockquote> 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.<blockquote>策略略有不同，但最近所有这些基金都有一点是正确的：投资者的巨额利润。在过去的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有利可图的方式来利用视频游戏的上升趋势。</blockquote>","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电子游戏和电子竞技热潮的 7 种方式</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电子游戏和电子竞技热潮的 7 种方式</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-02-25 17:52\n\n</h4>\n</header>\n<article>\nLook beyond Activision Blizzard and Nvidia<blockquote>超越动视暴雪和英伟达</blockquote> 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.<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。但对于寻求游戏大趋势波动性较小的投资者来说，这里有七种选择可能更适合大多数投资组合。</blockquote> Research firm NPD has shown that three out of four Americans, or&nbsp;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&nbsp;$180 billion.<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 14 小时电子游戏。由于2020年家庭之外缺乏娱乐选择，全球游戏销售额激增20%，达到惊人的1800亿美元。</blockquote> 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&nbsp;800 million&nbsp;viewers by 2024 – nearly as many as about 825 million or so fans of professional basketball worldwide today.<blockquote>事实上，游戏是如此受欢迎和有利可图，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众体育选择，去年美国的观众人数增加了70%。与许多其他技术趋势一样，这些最近的转换可能会坚持并继续推动电子竞技业务。这里有一种说法： 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 亿职业篮球迷的人数。</blockquote> Some of the biggest publicly traded videogame stocks are already old news. Over the last 10 years, gaming powerhouse Activision Blizzard&nbsp;has surged about 800% compared with about 200% for the S&amp;P 500 index&nbsp;in the same period, growing to almost $80 billion in market value. And of course there has been the frenzy over GameStock&nbsp;that led toa congressional hearing.<blockquote>一些最大的公开交易视频游戏股票已经是旧闻了。在过去的10年里，游戏巨头动视暴雪飙升了约800%，而同期标普500指数的涨幅约为200%，市值增长至近800亿美元。当然，对GameStock的狂热导致了国会听证会。</blockquote> 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:<blockquote>但随着行业的持续增长，许多新兴公司正在寻求提升水平。如果您想体验游戏和电子竞技热潮，这里有一些值得一看的选择：</blockquote> Nintendo<blockquote>任天堂</blockquote> Nintendo&nbsp;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.<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状况疲软的情况下为生存而苦苦挣扎”。</blockquote> 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&nbsp;half a billion players&nbsp;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.<blockquote>马里奥之家卷土重来，这要归功于其创新的Switch游戏机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，比如大受欢迎的《Among Us》，这款游戏最初是为手机开发的，11 月份拥有 5 亿玩家。虽然70美元的游戏或高端硬件有很大的利润，但任天堂已经围绕低成本转移建立了用户群和软件产品，这些都增加了可观的收入。</blockquote> 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.<blockquote>与此同时，奇怪的情况汇聚也为任天堂的高端游戏带来了巨大的推动力。由于之前的游戏机--Wii U--有点失败，任天堂在 Switch 早期得以重新发行许多价格高昂的原生游戏。现在，该公司已经计划发布塞尔达和银河战士系列，并可能对交换机本身进行升级，以推动高利润的硬件销售。</blockquote> 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&nbsp;2021 release schedule&nbsp;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.<blockquote>由于这些事实和疫情的巨大提振，任天堂股价较 2019 年初的水平翻了一番，目前处于 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新高。</blockquote> Corsair<blockquote>海盗船</blockquote> If Nintendo has cashed in by connecting with more casual gamers, then Corsair Gaming&nbsp;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.<blockquote>如果说任天堂通过与更多休闲游戏玩家的联系获利，那么Corsair Gaming展示了如何迎合非常严肃的PC游戏玩家。这家市值约 40 亿美元的公司是游戏相关零部件的顶级供应商，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业组件。流媒体业务线特别有趣，无论是通过竞技电子竞技游戏，还是希望在Twitch和YouTube等平台上赢得观众的商业游戏玩家。</blockquote> The company completed its initial public offering in September and is soundly profitable. It’s also growing impressively, with its&nbsp;fourth-quarter earnings report&nbsp;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.<blockquote>该公司于9月份完成了首次公开募股，并实现了可观的盈利。该公司的增长速度也令人印象深刻，2 月份发布的第四季度财报显示，收入同比增长了 70%，利润同比增长了 118%。管理层表示，这也得益于所有品类的扩张，而不仅仅是目前热门的一个品类。</blockquote> 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.<blockquote>我们以前就见识过高端硬件股的威力，像英伟达这样的公司，该公司的市值比 2018 年底翻了两番，这在一定程度上要归功于其一流的显卡，目前市值达 3700 亿美元。但 Corsair 之所以如此伟大，是因为它不是 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像最近发布的Nvidia GeForce 4k显卡这样的组件时，他们也可能会升级其他一切。</blockquote> That could allow Corsair to piggyback this trend in the short term and continue to build on its track record of success.<blockquote>这可能会让 Corsair 在短期内顺应这一趋势，并继续巩固其成功记录。</blockquote> Sea<blockquote>海</blockquote> Singapore-based Sea&nbsp;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.<blockquote>总部位于新加坡的 Sea 在西方并不为人所知，但鉴于其 2020 年的股票表现，这种情况可能会很快改变。在过去的 12 个月里，由于其独特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> That business involves a dominant gaming catalog offered under Sea’s&nbsp;Garena&nbsp;brand, led by multiplayer online battle arena&nbsp;(MOBA)&nbsp;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&nbsp;139 million total hours&nbsp;of viewership with peak viewership of 3.8 million people watching at once.<blockquote>该业务涉及 Sea 旗下 Garena 品牌提供的占主导地位的游戏目录，以《英雄联盟》等多人在线对战竞技场（MOBA）游戏为首。不仅游戏本身很受欢迎，相关的MOBA电子竞技转播也是大生意。考虑到2020年英雄联盟锦标赛的总观看时间为1.39亿小时，峰值观看人数为380万人同时观看。</blockquote> 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&nbsp;80 million&nbsp;daily users at the end of last year.<blockquote>虽然《英雄联盟》无疑是 Sea 武器库中较为成熟的特许经营权之一，但该公司肯定不是一匹只会一招的小马。其移动友好型MOBA游戏《Free Fire》是2019年谷歌Play商店下载量最高的游戏，去年年底日用户数量刚刚达到8000万。</blockquote> 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.<blockquote>这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的部门，例如用户聊天和在线论坛，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> 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.<blockquote>这使得该公司处于独特的地位，可以利用游戏生态系统的许多部分，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> Immersion<blockquote>浸入</blockquote> 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.<blockquote>这份名单上规模最小、最具侵略性的股票是 Immersion，这是一只价值 3.5 亿美元的股票，与 “haptics ”有关。这是运动和触摸控制的花哨技术术语，它使用现实世界的反馈来允许用户与计算机或游戏机交互。</blockquote> The stock has surged about 50% in the last year in part because of a lucrative deal with Sony&nbsp;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&nbsp;also use motion controls. Furthermore, there’s tremendous potential in the nascent VR market, too.<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 也使用了运动控制。此外，新兴的虚拟现实市场也具有巨大的潜力。</blockquote> 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.<blockquote>当然，这里也有风险，因为触觉技术才成为游戏玩家的标配，而且很多公司都在研究新的解决方案，并与该领域的大公司建立关系。</blockquote> 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.<blockquote>Immersion当然不是这场淘金热中唯一的一家，但它的业绩记录令人印象深刻。部分得益于与索尼的关系，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%，未来每股收益将翻一番。这可能会让投资者对这只股票的长期潜力有一定程度的信心。</blockquote> Videogame ETFs<blockquote>视频游戏 ETF</blockquote> 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.<blockquote>如果你有兴趣简单地玩游戏和电子竞技的更广泛趋势，而不是跳到单个硬件或软件名称，最好的方法是通过交易所交易基金。三只 ETF 为投资者提供对该行业的战术性但多元化的投资。</blockquote> The VanEck Vectors videogaming and eSports ETF&nbsp;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.<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0.55%的年度支出，即每投资10,000美元每年55美元，您就可以在全球范围内参与这一大趋势。</blockquote> 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.<blockquote>遗憾的是，如果你想分散投资，成分股清单有点欠缺，目前只有 25 只股票。不过，你会看到包括任天堂和 Sea 在内的该领域大牌公司，以及中国巨头腾讯控股控股公司。</blockquote> An alternative is the Global X videogames &amp; 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.<blockquote>另一种选择是 Global X videogames &amp; Esports ETF，其资产也约为 9 亿美元。它每年收取的费用率略低，为 0.50%，目前持有 40 多家。其构成与 VanEck ETF 类似，但较长的列表意味着美国股票不太突出，仅占投资组合的约 29%。</blockquote> 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.<blockquote>就资产而言，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，并收取最高费用，费用为 0.75%。然而，该公司持有 91 只股票，是三家公司中最深的，其中许多亚洲成分对于美国个人投资者来说很难作为个股购买。</blockquote> 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.<blockquote>策略略有不同，但最近所有这些基金都有一点是正确的：投资者的巨额利润。在过去的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有利可图的方式来利用视频游戏的上升趋势。</blockquote>\n<div class=\"bt-text\">\n\n\n 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>\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":{"IMMR":"浸入科技","GAMR":"Amplify Video Game Leaders ETF","CRSR":"Corsair Gaming, Inc.","SE":"Sea Ltd","NTDOF":"Nintendo Co., Ltd.","NTDOY":"任天堂","GME":"游戏驿站"},"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":{"GAMR":0.9,"NTDOY":0.9,"IMMR":0.9,"SE":0.9,"CRSR":0.9,"GME":0.9,"NTDOF":0.9}},"isVote":1,"tweetType":1,"viewCount":2079,"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":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}