Take-Two 股价跌幅创数月来之最,美银称《侠盗猎车手》预告片“令人印象深刻,但难有惊喜”。
Take-Two Tumbles Most In Months As BofA Calls Grand Theft Auto Reveal "Impressive, But Unlikely To Surprise"

原始链接: https://www.zerohedge.com/technology/take-two-tumbles-most-months-bofa-calls-grand-theft-auto-reveal-impressive-unlikely

Take-Two Interactive 的股价周一经历了近七个月来的最大跌幅,下跌了 6.3%,此前《侠盗猎车手 VI》(Grand Theft Auto VI)发生了一系列泄密事件。这些未经授权的视频片段泄露了游戏的情节细节和游戏机制,令 Rockstar Games 对内容被剧透表达了强烈的失望。 尽管市场反应如此,分析师仍持乐观态度。美国银行的 Omar Dessouky 维持了该股的“买入”评级及 368 美元的目标价,他指出泄露的片段显示游戏已处于可游玩且精良的状态,这有效缓解了人们对游戏进一步推迟发布的担忧。虽然泄密事件可能削弱了游戏的部分神秘感,但 Dessouky 认为这不会对长期业绩产生实质性影响。 展望未来,该公司预测财务表现将表现强劲,预计 2027 财年将售出 4500 万份,总预订额将增长 36%,达到 91.6 亿美元。虽然泄密事件引发了短期波动,但随着这款备受期待的游戏临近 11 月中旬的发布,其财务前景依然稳健。

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原文

Take-Two Interactive shares plunged the most in nearly seven months on Monday as investors weighed a series of "Grand Theft Auto VI" leaks in recent weeks ahead of the Nov. 19 release. 

The leaked clips reportedly expose plot details, character scenes, and gameplay mechanics, prompting Rockstar Games (a studio owned by TTWO) to call the leaks "gut-wrenching" and warn that some of the game's surprises may have been spoiled. 

What X users are saying:

Omar Dessouky, an equity research analyst at Bank of America focused on gaming, digital advertising, and consumer internet companies, penned a note on Monday titled "GTA 6: Impressive Gameplay Reveal, but Unlikely to Surprise." 

Dessouky pointed out that the trailer released by Take-Two Interactive last week reduced the risk of another launch delay by showing GTA VI is already playable. 

"Some details in the footage are consistent with access to a genuine playable build. Were a distributable copy to circulate, it could weigh on sales (particularly the PC version); at this stage, however, there is no clear evidence one exists," the analyst said. 

Dessouky added that the footage delivered few surprises. Many of the mechanics had already been disclosed, while clips released by an anonymous account called CyberLeek stripped away some of the mystery ahead of the mid-November release. 

He forecasts that GTA VI will sell 45 million units during fiscal 2027, generate $3.44 billion in combined bookings with GTA Online, and deliver $898 million in incremental net income. Take-Two's total bookings are forecasted to jump 36% to $9.16 billion. 

Dessouky maintained his Buy rating and $368 price target. The stock dropped 6.3% late in Monday's cash session, marking its largest decline since Feb. 12, when it fell 6.6%. 

Gamers have waited 13 years for this point. 

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