《Why We're Hedging AppLovin's 80% Margins》
看好 TTWO，理由是预计玩家将从移动端迁移至 NBA 2K27 以及今年晚些时候推出的 GTA VI。
我们披露了我们在 Take-Two Interactive 上建立了一个小仓位，Grand Theft Auto VI。
We disclosed we took a small position in Take-Two Interactive, Grand Theft Auto VI.
我们还在 Take-Two 上建了仓，押注的结果是大量玩家从手机端迁移，在今年晚些时候玩 NBA 2K27 和 Grand Theft Auto VI。
We also took the position in Take-Two, where we bet on the outcome that a lot of players migrate off of mobile and play NBA 2K27 and Grand Theft Auto VI later this year.