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Yuvi.
$TTWO 财报前,重磅新作预期该看哪一项?
Take-Two安排11月9日公布季度业绩。我更关注预订额指引的构成和发行排程,因为开发成本先发生,现金回收要等产品交付。若指引由多个产品支撑,单一项目延期风险较低。若增量高度依赖同一窗口,需提高对时间表的敏感度。
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