Take-Two¹É¼Ûì­Éý£¬ÆäÒµ¼¨Ô¤ÆÚÌåÏÖÒÆ¶¯ÓÎÏ·Êг¡»ØÅ¯ ½­ËÕÒøÐеǶ¥ 12¼ÒÒøÐÐõÒÉí¡°ÍòÒÚ³ÇÉÌÐоãÀÖ²¿¡± »ª¶û½Ö¶¥¼¶»ú¹¹ÁªÊÖ³ª¶àÅ·ÖÞ£º·¨¹úÕþÖÎÔÓÂÒÈÔ²»¸ÄÇ¿¾¢Ô¶¾° ³¤½­ÓÐÉ«£º¹ØË°²¨¶¯Òý±ÜÏÕ¶àÍ·×ʽð³·Àë 1ÈÕǦ¼Û»òСµø ÃÀÍÅ¿ªÅÌ´óµø½ü10% Q2¾»ÀûÈóͬ±ÈÏ»¬89% CEOÍõÐËÌåÏÖ¼á¾ö×èµ²ÄÚ¾íʽ¾ºÕùÌ¬ÊÆ ͼ½âÏÃßÛÎñÖб¨£ºµÚ¶þ¼¾¶Èµ¥¼¾¾»ÀûÈóͬ±ÈÔöÌí51.29% ÑÇÖÞ½ðÈÚ½«ÓÚ10ÔÂ6ÈÕÅÉ·¢ÖÐÆÚ¹ÉϢÿ¹É0.065¸ÛÔª ¡¾¾Û½¹IPO¡¿ÀÖÌñ¾²¸°¸ÛIPO£ºÒµ¼¨ÔöËÙ·Å»º£¬ ÉÏÊÐǰͻ»÷·Öºì µÚÈýÅúɽ¶«Ê¡¸ßÆ·ÖÊסլÊÔµãÏîÄ¿¹«Ê¾ÖУ¬Çൺ6¸öÏîÄ¿ÔÚ°ñ ΪʲôÐÂÀ˲ƾ­ÊÇÒ»¿îºÃÓõÄծȯ×ÊѶAPP £¿ÓëÆäËûÖ÷Á÷ƽ̨Óкβî±ð £¿ ¸ÛÏÕ°æ¡°±¨ÐкÏÒ»¡±ÒªÀ´ÁË£¬È¥Ïã¸ÛÂô°ü¹ÜÕÕ¾ÉÃźÃÉúÒâÂ𠣿 Ö±ÏßÕÇÍ££¡A¹É£¬È«Ïß±¬·¢£¡ Öйúʯ»¯SRJETÊÖÒÕÊ×´ÎÔÊÐí¹ú¼ÊÏîÄ¿ ÍþÑÅÀûÐû²¼ÖÐÆÚÒµ¼¨ ÓµÓÐÈËÓ¦Õ¼ÒçÀû2072.6Íò¸ÛԪͬ±ÈŤ¿÷Ϊӯ ÌåÍâÕï¶Ï¹«Ë¾²ÆÎñ×ܼàPK£ºÍ¸¾°ÉúÃüµÄÀîËÉÌÎн³êÔö·ù×î´ó ͬ±ÈÕÇ·ù´ï70.65% »Æ½ð¡¢Ï¡ÍÁ¡¢Í­£¬ÕÇÉùÏìÆðÀ´£¡ÕâЩA¹É¹«Ë¾×¬µÃÅèÂú²§Âú¡­¡­ ºãÉúµç×Ó£ºÀۼƻعº¹«Ë¾¹É·Ý603300¹É °ü¹ÜÏúÊÛ±äǨ£º´ÓÈ˺£Õ½Êõµ½¡°AIÕ½ÂÔ¡±£¬ÐÐÒµÏ´ÅÆ¼ÓËÙ ÓÀ˳̩(001338)6ÔÂ30Èչɶ«»§Êý4.4Íò»§£¬½ÏÉÏÆÚÔöÌí19.19% ±ÈÑǵÏÀîÔÆ·ÉÔÙÌá¡°²»À­²ÈÙÉÐС± »ªÐË×ÊÔ´°ü·²¡°³öÀ´ÁË¡± ÌØÀÊÆÕ¹ØË°Õ½×ßÏòÃÀ¹ú¸ßÔº£¬½ÓÏÂÀ´»á±¬·¢Ê²Ã´ £¿Òªº¦Ê±µãÊÇÄÄЩ £¿ AIÖ÷ÏßÔõôÁË £¿¹âÄ £¿éÁúÍ·¡°Ò×ÖÐÌ족´óµø£¬ºóÊÐÔõô¿´ £¿»ù½ð˾Àí£ºAIËãÁ¦ÈÔÊÇ»ù±¾Ãæ×î¼áͦµÄÆ«Ïò ¹¤Òµ½ðÊôCFOн×ÊPK:½ðÌï¹É·ÝCFOÍõÈð´ó·ùÕÇнÖÁ121.29ÍòÄêн ¾»ÀûÈóÏ´졢ROEÒ»Á¬ÈýÄêСÓÚ7% ÖÐÑÒ´óµØ£ºÆ¸ÓÃÄÚ²¿É󼯻ú¹¹ÈÏÕæÈË ÁúͷȯÉÌ·¢Á¦ £¿¶«·½²Æ²úÕdz¬3%£¬¡°Å£ÊÐÆìÍ·¡±È¯ÉÌETF£¨512000£©ÏÔ×Å·ÅÁ¿£¬¹úÊ¢½ð¿Ø´¥¼°ÕÇÍ£ Éî¶ÈÆÊÎö£ºMetaÖÇÄÜÑÛ¾µÑ¡Ôñ¡°LCoS+¹â²¨µ¼¡±¼Æ»®µÄËÄ´óÔµ¹ÊÔ­ÓÉ ÃÀ¹úÉÌÎñ²¿ÄÚ²¿ÔÓÂÒ£¬Êýǧ·Ý³ö¿ÚÔÊÐí±»»ýѹ£¬°üÀ¨Ó¢Î°´ïоƬ ͼ½âºã¾ÃÎïÁ÷Öб¨£ºµÚ¶þ¼¾¶Èµ¥¼¾¾»ÀûÈóͬ±ÈϽµ83.57% ÖÐÒ©ÉÏÊй«Ë¾¶­ÃØPK£ºÌØÒ»Ò©ÒµÐí×ÏÀ¼ÎªÐÐÒµ×îÄêÇá¶­ÃØ Äêн57.78ÍòÔªµÍÓÚÐÐÒµ¾ùÖµ ¸Õ¸Õ£¡ÉêÍòºêÔ´Ö´ÐÐ×Ü˾Àí³öÈÎÉÏÊй«Ë¾¶­ÃØ£¡±£´ú¡¢Ïã¸Û±£¼öÈ˵ȣ¡ Óû§¼ÛֵмÍÔª£º¼ÒµçÐÐÒµÔõÑùͨ¹ý±¾ÍÁ»¯ÓëÉú̬»¯ÊµÏÖÆÆ¾ÖÔöÌí £¿ Ó¢¿ÆÒ½ÁÆ£ºÏÖÔÚ¹«Ë¾³ö¿ÚÃÀ¹úµÄÊÖÌײúƷ˰Âʰ´ÃÀ¹úº£¹Ø×îÐÂÕþ²ßÖ´ÐÐ ¡°Á½Á¬°å¡±µÂпƼ¼Ç¿µ÷×ÔÉí²»Ö±½ÓÉú²ú¹Ì̬µç³Ø£¡¹«Ë¾ÈËÊ¿ÏÈÈÝ£¬¹Ì̬µç³ØÏà¹ØÓªÊÕÈ¥ÄêÕ¼±È²»µ½1% ½¹Ãº£ºÃº¿óÍ£²úÄѵÖú¼ÛÏÂÐÐ ½¹ÃºÆÚ»õ¸ßλ»ØÂä ±¾ÂÖµ°¼¦ÐÐҵȥ²úÄÜÐèÒª¶à¾Ã £¿ Â̳ÇÄæÊÆÄõØABÃæ£ºÏúÊÛÔ¾¾ÓµÚ¶þ£¬ÓªÊÕ¡¢ÀûÈóË«½µ ÖйúÒÆ¶¯¶þ¼¾¶ÈÒÆ¶¯ÓªÒµ¾»Ôö¿Í»§Êý149.9Íò»§ º½Ìì×°±¸ÐÐÒµ¶­ÃØÐ½³êÊӲ죺¡°×îÄêÇá¶­ÃØ¡±º½Ìì»·ÓîÀî¼ÎÏé26Ëê¼´ÉÏÈÎ 2024Äêн³ê42.32ÍòԪͬ±ÈÔöÌí42.89% ¾©À¶¿Æ¼¼Òò²ÆÎñÔì¼ÙÊÕÖ¤¼à»á400ÍòÔª·£µ¥ ¶àÃû¸ß¹Ü±»ÖÒÑÔ²¢´¦· £¿î AI¸³ÄÜÎïÒµÖÎÀíÐÐÒµ£¬ÖÇÄÜËã·¨ÆÆ½â¡°²»¿ÉÄÜÈý½Ç¡±À§¾Ö °ü¹ÜÐÐÒµ´ó²ÃÈË £¿µ«ÓÐȺÈË·´¶øÕÇнÁË ÎÖ¶ûÎÖÒ²Âô²»¶¯ÁË£ºÏúÁ¿Ò»Á¬5¸öÔÂÏ»¬ È«Çò²ÃÈË7%ûֹס¿÷Ëð Éè¼Æ×ÜÔº£¨603357£©£ºÖб갲»ÕºÏ·Ê¹«¹²×ÊÔ´ÉúÒâÖÐÐIJɹºÏîÄ¿£¬Öбê½ð¶îΪ4530.00ÍòÔª ÈËÐλúеÈ˰å¿éÒ»Á¬×ßÇ¿ ³¤³Ç»ù½ðÁõ½®Ïê½âͶ×Êʱ»ú ÊÓ²ì£üº«¹úÌá³ö¡°ÈÃÃÀ¹úÔì´¬ÒµÔÙ´Îΰ´ó¡±£¬Í¼Ê²Ã´ £¿ »ª¶û½ÖÉñËã×Ó£º¾ÍÒµÊý¾Ý±ÀËú½«ÆÈʹÃÀÁª´¢Õþ²ßתÏò »òÖ§³Ö¸ü¸ß¹ÉÊйÀÖµ ±±ÌؿƼ¼£ºÉϰëÄê¹éĸ¾»ÀûÈó5500.05ÍòÔª£¬Í¬±ÈÔöÌí45.14% ¶«Îâ֤ȯ¸øÓ轨ͶÄÜÔ´ÂòÈëÆÀ¼¶£¬2025°ëÄ걨µãÆÀ£ºÊÜÒæÇøÎ»ÓÅÊÆ»ðµç¸ßÔöÌí£¬¶¨Ôö20ÒÚ½¨ÉèÎ÷°ØÆÂ»ðµçÏîÄ¿ »ª¶û½ÖÒøÐдó·ùÏ÷¼õÓÍÆøÏîĿͶ×Ê