bullish
[Gaming Sector Update]: AIGC: Short-Term Catalyst, Long-Term Challenge
453 Views14 Apr 2023 08:34
We suggest that AIGC will be a short-term driver for the major companies in the online gaming industry. We expect that Tencent and NetEase’s EPS may improve by 13%/24% because of AIGC.
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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