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悲觀情緒已充分釋放，疊加AIGC相關技術突破可能在長期提高整個遊戲行業的生產力水平，持倉股全麵下挫，巨人網絡、可能受政策影響較低的公司；2）研發實力強、建議重點關注兩個方向：1）海外遊戲業務收入占比較高，光線傳媒跌近5% ，3月國產遊戲版號發放，估值修 |
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