新冠疫情下那些可供投资的优秀游戏公司

最近新冠疫情下全球都要蜗居在家了,游戏成为无聊生活的一个选项,大胆预测游戏公司的业绩将会得到支撑,所以开始从投资角度了解和梳理拥有各种大作IP的好游戏公司和部分需要关注的重点游戏。

不同定位的游戏公司

游戏研发商

游戏研发商是开发游戏的,负责游戏的源码开发、页面设计、剧情和游戏体验等等,除此之外,还需要对游戏进行后期的维护更新。

游戏发行商

游戏发行商 是负责游戏市场推广的公司,为游戏研发商提供专业的市场营销方案,上游可以从研发商那里获得游戏资源,下游需要跟渠道商建立良好的关系,根据约定的比例获得游戏利润的分成。

游戏代理商

游戏代理商 是发行商的一种,属于分包发行商,从总包手中取得某个地区的发行权,并在该区域内制定销售策略并组织销售

游戏类型

RPG(Role-playing Game)

A role-playing game (sometimes spelled roleplaying game;[1][2] abbreviated RPG) is a game in which players assume the roles of characters in a fictional setting. Players take responsibility for acting out these roles within a narrative, either through literal acting, or through a process of structured decision-making regarding character development.

Origin from : https://en.wikipedia.org/wiki/Role-playing_game

3A

AAA (pronounced and sometimes written Triple-A) is an informal classification used for video games produced and distributed by a mid-sized or major publisher, typically having higher development and marketing budgets. AAA is analogous to the film industry term “blockbuster“.[1]

Origin frm : https://en.wikipedia.org/wiki/AAA_(video_game_industry)

Video Game

A video game is an electronic game that involves interaction with a user interface to generate visual feedback on a two- or three-dimensional video display device such as a touchscreen, virtual reality headset or monitor/TV set. Since the 1980s, video games have become an increasingly important part of the entertainment industry, and whether they are also a form of art is a matter of dispute.

Origin from : https://en.wikipedia.org/wiki/Video_game

DLC

Downloadable content (DLC) is additional content created for an already released video game, distributed through the Internet by the game’s publisher. It can either be added for no extra cost or it can be a form of video game monetization[1], enabling the publisher to gain additional revenue from a title after it has been purchased, often using some type of microtransaction system.

Origin from : https://en.wikipedia.org/wiki/Downloadable_content

FPS

First-person shooter (FPS) is a video game genre centered on gun and other weapon-based combat in a first-person perspective; that is, the player experiences the action through the eyes of the protagonist. The genre shares common traits with other shooter games, which in turn makes it fall under the heading action game. Since the genre’s inception, advanced 3D and pseudo-3D graphics have challenged hardware development, and multiplayer gaming has been integral.

Origin from : https://en.wikipedia.org/wiki/First-person_shooter

Game Up Coming

  • Final Fantasy VII Remake, 四月10号

  • 生化危机 3, 四月3号

  • 海贼无双 4, 三月26号

  • 暗黑破坏神 4

  • Red dead

  • 使命召唤

  • 斗阵

Sony Interactive Entertainment

Sony Interactive Entertainment(NYSE:SNE,USD)(TSEJ:6758,JPY): 索尼旗下互动娱乐

PS4 Platform

  • 战神(God of War)
  • 最终幻想(Final Fantasy)

战神4是年度游戏,由 SIE 旗下的 Santa Monica Studio 开发
最终幻想 是由冷饭王 Sqare Enix 开发并登陆了PS

Nintendo

Nintendo (TSEJ:7974) : 任天堂,这是一家在游戏玩法和模式上推陈出新的优秀公司

Swtich Platform

  • 塞尔达传说
  • 动物森友会

Microsoft

Microsoft(NASDAQ:MSFT),微软,拥有 Xbox 这个游戏平台,而且还拥有最好的在线游戏网络 Xbox live,同时座拥 Azure cloud为其Xbox live提供强大的支持,能轻松应对暴涨的流量需求

Xbox Platform

  • 光环(Halo)
  • 战争机器(Gears of war)
  • 极限竞速(Forza Horizon)

Electronic Art

Electronic Art (NASDAQ:EA) : 艺电,一家靠收购游戏IP和运营游戏的邪恶公司

  • NBA live

  • FIFA

  • FIFA Manager

Activevision Blizzard

Activevision Blizzard (NASDAQ:ATVI, USD)

动视暴雪公司( Activision Blizzard, Inc. )是由动视合并维旺迪游戏后更名而来的控股公司,是一家美国电子游戏开发商、发行商和经销商。

2009年,动视暴雪成为世界上收入仅次于任天堂的第二大游戏公司。[4] 其著名游戏包括动视旗下的《使命召唤系列》、《托尼·霍克系列》、《宝贝龙世界系列》等等,以及暴雪旗下的《魔兽世界》、《星际争霸系列》、《暗黑破坏神系列》等等。

ATVI 即是游戏开发商,又是游戏发行商

Activevision

这是家你没兴趣了解的子公司

Blizzard

一言以蔽之,暴雪出品,必属精品

  • 魔兽世界

  • 星际争霸

  • 使命召唤

  • 斗阵

Take-two Interative

Take-two Interative(NASDAQ:TTWO, USD)

2K

2K 是 Take-two 旗下专门出产 Sport 的游戏的子公司

NBA 2k

Rockstar

Rockstar是 Take-two 旗下专门做暴力美学游戏的子公司

GTA : Grand Theft Auto,侠盗猎车手

Squre Enix Holdings

Squre Enix Holding(TSEJ:9684,JPY)(PINK:SQNNY,USD), SE 是 Final Fantasy 系列的开发商

美国的ADR没啥交易量

Capcom

Capcom Co Ltd(TSEJ:9697,JPY)(PINK:CCOEY,USD)

动作游戏设计领先厂商,拥有《街头霸王》,《生化危机》等等众多牛逼IP

  • Resident Evil,生化危机
  • 街头霸王

Koei Tecmo

Koei Tecmo Holdings Co Ltd(TSEJ:3635,JPY)

  • 海贼无双
  • 真三国无双

海贼无双 4,PS4/PC(Steam)/Xbox One/Nintentdo Switch

Ubisoft

Ubisoft Entertainment(PINK:UBSFY,USD)(SBF:UB1,EUR),法国公司 育碧

  • 刺客信条

  • 波士王子

没那么多时间调研那么多游戏,很多没玩过,慢慢添加和修正

Zynga

Zynga (NASDAQ:ZNGA,USD)

  • FarmVille

Rovio

Rovio(HEX:ROVIO,EUR)

  • 愤怒的小鸟

Tencent

Tencent (HKEX:700,HKD)(PINK:TCEHY,USD),腾讯代理游戏好点,开发不值一提

Netease

Netease(NASDAQ:NTES,USD),游戏代理运营兼开发

  • 魔兽世界,运营
  • 梦幻西游
  • 大话西游

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Reference

动视暴雪
https://baike.baidu.com/item/%E5%8A%A8%E8%A7%86%E6%9A%B4%E9%9B%AA

Video Game
https://en.wikipedia.org/wiki/Video_game