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華泰證券:國產3A遊戲獲得全球玩家認可 或為遊戲行業帶來新機遇

華泰證券研報表示,國產重磅3A遊戲《黑神話:悟空》於8月20日正式上線,該遊戲已於於6月8日開啟預售,在預售一個月內銷量突破120萬份,銷售額近4億元。《黑神話》由中國開發商遊戲科學開發,遊戲核心內容基於《西遊記》原著世界觀創作,意在使用現代技術還原一個真實可信的西遊世界。遊戲首次亮相是通過2020年的8月20日的一部13分鐘的實機演示動畫,播出後為遊戲帶來了較高熱度,目前B站首發遊戲視頻超過5000萬的瀏覽量。我們認為,《黑神話》或將演繹爆款邏輯,而國產3A遊戲獲得全球玩家認可,對中國遊戲市場具有里程碑的意義。或為遊戲行業帶來新機遇。建議關注遊戲產業鏈公司。

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