热门游戏引擎Unity Software(U)今天盘中大涨5%,引起了市场广泛关注。
分析人士认为,Unity作为一个为游戏行业创建和管理交互式3D内容的平台,通过提供集成高级功能和广告洞察的统一平台,帮助开发商最大限度地提高项目的经济价值,利用人工智能增强广告和盈利能力,有望实现比移动游戏行业更快的增长。
虽然Unity当前收入增长放缓,但如果明年收入能增长5%,加上利润率提高,公司自由现金流预计可达2.6亿美元。以目前的股价计算,市盈率仅相当于明年自由现金流的31倍,估值水平被认为存在上涨空间。
不过,一些分析人士也指出,Unity仍需克服包括客户关系修复和来自竞争对手Unreal Engine的压力等挑战。但总体而言,如果增长确实能重拾动力,在目前的估值水平下,Unity前景依然值得关注。
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