<p>顶尖的数字游戏（或 iGaming）公司，如 DraftKings（DKNG）和 Flutter Entertainment（FLUT）（我对其持乐观态度），可能会在传统赌博市场中蚕食份额。他们可以通过采用引人注目的新技术（比如基于 AI 的投注个性化）来吸引新用户，并让现有用户继续旋转数字轮盘来实现这一点。正如他们所说，庄家总是赢的。赌徒玩得越多，数字游戏公司就能获得越多利益。</p>
<p>此外，我更喜欢 iGaming 的经济模式，而不是传统赌场。iGaming 不需要与实体赌博场所相同水平的安全投资（除了网络安全）、场地维护、地板工作人员，或者处理作弊者的问题。</p>
<p>实质上，这减少了经营传统赌场所面临的风险。更不用说，当赌徒只需打开一个应用程序，而不是驱车前往当地（或拉斯维加斯）赌场、停车、购买筹码、找到一个桌子时，数字体育书或老虎机之间的摩擦就会减少。</p>
<h2><strong>认识 iGaming 之王</strong></h2>
<p>毫无疑问，DraftKings（DKNG）和 Flutter Entertainment（FLUT）目前是数字游戏界的两大王者。在这篇文章中，我们将使用 TipRanks 的比较工具来比较这两只赌博股票，看看华尔街认为哪一家更值得冒险。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/07/image-1040-1024x208.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1024" height="208" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/07/image-1040-1024x208.png"/></p>
<p>目前，这两家数字游戏公司的股票都受到分析师社区的强热捧。更值得注意的是，这两家公司的股价目标平均值暗示着未来一年超过 32% 的预期上涨空间。这是一些严重的上涨潜力，可能表明相对于它们的增长概况和被忽视的催化剂，股价被严重低估。</p>
<p>就我个人而言，随着我们逐渐接近年底，我倾向于对 DKNG 和 FLUT 保持乐观态度。尽管股价最近有所波动，但它们的长期发展前景从未如此美好。</p>
<h2><strong>DraftKings（DKNG）</strong></h2>
<p>DraftKings 股票从三月底开始放缓其多倍涨势。自那时起，股价下跌了近 25%。尽管股价持续下滑进入熊市，但在过去两年里，DKNG 股价仍上涨了超过 160%。</p>
<p>即使面对丑陋的熊市，许多分析师仍在 DKNG 的第二季度财报公布前大力支持 DraftKings。事实上，要超过第一季度 53% 的年同比收入增长将是一项艰巨的任务。</p>
<p>也就是说，DraftKings 一直在保持增长的势头，同时寻求在可能的情况下提高运营效率，因此看到营收增长和利润率的表现将会很有趣。</p>
<p>美国银行（BAC）分析师肖恩·凯利在面对其重要数据公布之际持谨慎态度，原因是不断增加的客户获取成本。的确，吸引客户需要花费。但在他们下注后，有多少人会继续留下来呢？</p>
<p>如果经济改善，更多的可支配收入流入消费者口袋，我敢打赌客户获取成本的投入将是值得的。随着利率下降，宏观风险可能会逐渐消除，也许即将到来的艰难季度可能会为一些非常好的季度铺平道路，尤其是在足球赛季开始之际。</p>
<p>从积极的一面来看，最近在佛蒙特州和北卡罗来纳州推出的体育书籍预计将推动下半年的 EBITDA 数字。这样一个及时的催化剂和股价最近的低迷使得 DKNG 股票在财报公布前成为一个非常有趣的赌注，尤其是在我看来，分析师如凯利对此持有的预期较为保守。</p>
<h3><strong>DKNG 股票的目标价是多少？</strong></h3>
<p>根据分析师的说法，DKNG 股票是强热捧，过去三个月中有 25 个买入和两个持有的评级。DKNG 股票的平均目标价为 52.17 美元，暗示着 42% 的上涨空间。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/07/image-1041.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="962" height="728" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/07/image-1041.png"/></p>
<p><strong>查看更多 DKNG 分析师评级</strong></p>
<h2><strong>Flutter Entertainment（FLUT）</strong></h2>
<p>Flutter Entertainment 今年迄今为止一直在横盘震荡，股价实际上下跌了 3%。毫无疑问，掌握着 FanDuel 的 iGaming 公司在美国游戏市场中占据着主导地位。但它仍希望在新州获得绿灯进行大规模推出。在这个时刻，Flutter 看起来有望在美国 iGaming 领域通过其积极的推动而上升。</p>
<p>在最新一个季度，由于自身进入北卡罗来纳州，该公司看到收入同比增长 32%。随着该公司利用其规模（和市场领导地位）为自己谋利，同时引入新创新（比如 Parlay Hub，方便探索和跟踪串关投注），Flutter 可能会在一个良好的季度之后迎来更好的表现。</p>
<p>Flutter 首席执行官彼得·杰克逊（不要与著名电影导演混淆）表示，他的公司 “专注于继续扩大我们的玩家群、市场份额，并通过纪律性投资和运营效率将未来利润融入我们的业务中。” 这听起来是一个相当稳健的战略，但它与 DraftKings 有何不同？</p>
<p>Hedgeye 在本月早些时候将 FLUT 股票评为一个新的长期投资想法，并强调 “拥有 DKNG 和 FLUT 的投资案例越来越强大”。然而，Hedgeye 认为 Flutter 在进入第二季度时已经减少了风险，该季度的财报将于 8 月 13 日公布。我倾向于同意这一观点。</p>
<p>此外，与 DKNG 相比，FLUT 股票看起来便宜得多，其市销率（P/S）为 2.8 倍，前瞻市盈率（P/E）为 32.3 倍，而 DKNG 分别为 4.2 倍和 103.1 倍。</p>
<h3>**FLUT 股票的目标价是多少？</h3>
<p>根据分析师的观点，FLUT 股票被评为强烈买入，过去三个月中有 14 个买入评级和两个持有评级。平均 FLUT 股票价格目标为 257.01 美元，暗示着 32.8% 的上涨潜力。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/07/image-1042.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="966" height="730" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/07/image-1042.png"/></p>
<p><strong>查看更多 FLUT 分析师评级</strong></p>
<h2><strong>结论</strong></h2>
<p>DKNG 和 FLUT 的 iGaming 双头垄断在下半年看起来是绝佳的选择。凭借华尔街分析师的信心，最近在北卡罗来纳等州推出的业务，以及管理层谨慎增长的重点，这两个公司看起来及时，也许相对于未来的催化剂和增长被低估了。</p>
<p>在这两者之间，华尔街认为 DKNG 股票有超过 42% 的增长空间。</p>
<p>披露</p>

DKNG

<p>DraftKings（DKNG）和 Flutter Entertainment（FLUT）是两家在赌博市场可能获得关注的顶级 iGaming 股票。这两家公司都获得了强劲的分析师评级，并有潜力获得显著的上涨空间。DKNG 股票近两年来虽然有所下滑，但仍然上涨了超过 160%。分析师对其即将公布的财报持乐观态度。FLUT 股票今年表现相对平稳，但在美国游戏市场拥有主导地位。这两只股票都为投资者提供了潜在机会</p>

<p>Top digital gaming (or iGaming) firms, such as DraftKings (DKNG) and Flutter Entertainment (FLUT) (which I am bullish on), could take a growing bite out of the traditional gambling market. They can happen as they embrace intriguing new technologies (think AI-powered bet personalization) to draw in new users and keep existing ones spinning that digital roulette wheel. As they say, the house always wins. And the more gamblers play, the more the digital gaming firms have to gain.</p>
<div class="lb-trans"><p>顶尖的数字游戏（或 iGaming）公司，如 DraftKings（DKNG）和 Flutter Entertainment（FLUT）（我对其持乐观态度），可能会在传统赌博市场中蚕食份额。他们可以通过采用引人注目的新技术（比如基于 AI 的投注个性化）来吸引新用户，并让现有用户继续旋转数字轮盘来实现这一点。正如他们所说，庄家总是赢的。赌徒玩得越多，数字游戏公司就能获得越多利益。</p>
</div><p>Additionally, I like the economics of iGaming far better than traditional casinos. iGaming doesn’t require the same level of security investments (except for cybersecurity), venue upkeep, floor staff, or dealing with cheaters that physical gaming establishments do.</p>
<div class="lb-trans"><p>此外，我更喜欢 iGaming 的经济模式，而不是传统赌场。iGaming 不需要与实体赌博场所相同水平的安全投资（除了网络安全）、场地维护、地板工作人员，或者处理作弊者的问题。</p>
</div><p>In essence, it takes a great deal of the risks associated with running a traditional casino off the table. Not to mention, there’s less friction that comes between a gambler and the digital sportsbook or slot machine when all they have to do is open an app compared to driving on over to the local (or Vegas) casino, parking, buying chips, and finding a table.</p>
<div class="lb-trans"><p>实质上，这减少了经营传统赌场所面临的风险。更不用说，当赌徒只需打开一个应用程序，而不是驱车前往当地（或拉斯维加斯）赌场、停车、购买筹码、找到一个桌子时，数字体育书或老虎机之间的摩擦就会减少。</p>
</div><h2><strong>Meet the Kings of iGaming</strong></h2>
<div class="lb-trans"><h2><strong>认识 iGaming 之王</strong></h2>
</div><p>Undoubtedly, DraftKings (DKNG) and Flutter Entertainment (FLUT) are two of the kings of digital gaming these days. And in this piece, we’ll use TipRanks’ Comparison Tool to stack up the two gambling stocks and see which one Wall Street views as more worthy of rolling the dice.</p>
<div class="lb-trans"><p>毫无疑问，DraftKings（DKNG）和 Flutter Entertainment（FLUT）目前是数字游戏界的两大王者。在这篇文章中，我们将使用 TipRanks 的比较工具来比较这两只赌博股票，看看华尔街认为哪一家更值得冒险。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/07/image-1040-1024x208.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/07/image-1040-1024x208.png"/></p>
<p>Currently, both digital gaming stocks boast Strong Buys from the analyst community. Perhaps more notably, shares of both companies have average analyst price targets that imply more than 32% of expected upside over the year ahead. That’s some serious upside potential that could suggest significant undervaluation in shares relative to their growth profiles and overlooked catalysts ahead.</p>
<div class="lb-trans"><p>目前，这两家数字游戏公司的股票都受到分析师社区的强热捧。更值得注意的是，这两家公司的股价目标平均值暗示着未来一年超过 32% 的预期上涨空间。这是一些严重的上涨潜力，可能表明相对于它们的增长概况和被忽视的催化剂，股价被严重低估。</p>
</div><p>Personally, I’m inclined to stay bullish on both DKNG and FLUT as we move toward the end of the year. Though shares have been treading water more recently, their long-term narratives have never looked better.</p>
<div class="lb-trans"><p>就我个人而言，随着我们逐渐接近年底，我倾向于对 DKNG 和 FLUT 保持乐观态度。尽管股价最近有所波动，但它们的长期发展前景从未如此美好。</p>
</div><h2><strong>DraftKings (DKNG)</strong></h2>
<div class="lb-trans"><h2><strong>DraftKings（DKNG）</strong></h2>
</div><p>DraftKings stock began pulling the brakes from its multi-bagger rally in late March. Since then, shares have sunk close to 25%. Despite the steady slip into a bear market, DKNG stock has remained up more than 160% in the past two years.</p>
<div class="lb-trans"><p>DraftKings 股票从三月底开始放缓其多倍涨势。自那时起，股价下跌了近 25%。尽管股价持续下滑进入熊市，但在过去两年里，DKNG 股价仍上涨了超过 160%。</p>
</div><p>Even in the face of an ugly bear market, numerous analysts are still pounding the table on DraftKings ahead of its second-quarter earnings, which are due for reveal on August 1st. Indeed, it’s going to be tough to top the 53% year-over-year revenue growth posted in the first quarter.</p>
<div class="lb-trans"><p>即使面对丑陋的熊市，许多分析师仍在 DKNG 的第二季度财报公布前大力支持 DraftKings。事实上，要超过第一季度 53% 的年同比收入增长将是一项艰巨的任务。</p>
</div><p>That said, DraftKings has kept its foot on the growth gas while seeking to drive operating efficiencies where possible, so it will be interesting to see where top-line growth and margins stand.</p>
<div class="lb-trans"><p>也就是说，DraftKings 一直在保持增长的势头，同时寻求在可能的情况下提高运营效率，因此看到营收增长和利润率的表现将会很有趣。</p>
</div><p>Bank of America (BAC) analyst Shaun Kelley is cautious heading into its big number due to mounting customer-acquisition costs. Indeed, it takes money to bring customers in. But just how many will be sticking around after they’ve placed their first few bets?</p>
<div class="lb-trans"><p>美国银行（BAC）分析师肖恩·凯利在面对其重要数据公布之际持谨慎态度，原因是不断增加的客户获取成本。的确，吸引客户需要花费。但在他们下注后，有多少人会继续留下来呢？</p>
</div><p>Should the economy improve and more disposable income fall into the pockets of consumers, my bet would be the price of customer acquisition could prove worthwhile. With rates falling and macro headwinds potentially clearing up, perhaps the coming rough quarter could precede some remarkably good ones, especially as football season kicks off.</p>
<div class="lb-trans"><p>如果经济改善，更多的可支配收入流入消费者口袋，我敢打赌客户获取成本的投入将是值得的。随着利率下降，宏观风险可能会逐渐消除，也许即将到来的艰难季度可能会为一些非常好的季度铺平道路，尤其是在足球赛季开始之际。</p>
</div><p>On the plus side, recent sportsbook launches in the states of Vermont and North Carolina are expected to propel EBITDA numbers in the second half. Such a timely catalyst and the stock’s recent rut make DKNG stock a very intriguing bet going into earnings, especially in the face of what I view as muted expectations from analysts like Kelley.</p>
<div class="lb-trans"><p>从积极的一面来看，最近在佛蒙特州和北卡罗来纳州推出的体育书籍预计将推动下半年的 EBITDA 数字。这样一个及时的催化剂和股价最近的低迷使得 DKNG 股票在财报公布前成为一个非常有趣的赌注，尤其是在我看来，分析师如凯利对此持有的预期较为保守。</p>
</div><h3><strong>What Is the Price Target for DKNG Stock?</strong></h3>
<div class="lb-trans"><h3><strong>DKNG 股票的目标价是多少？</strong></h3>
</div><p>DKNG stock is a Strong Buy, according to analysts, with 25 Buys and two Holds assigned in the past three months. The average DKNG stock price target of $52.17 implies 42% upside potential.</p>
<div class="lb-trans"><p>根据分析师的说法，DKNG 股票是强热捧，过去三个月中有 25 个买入和两个持有的评级。DKNG 股票的平均目标价为 52.17 美元，暗示着 42% 的上涨空间。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/07/image-1041.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/07/image-1041.png"/></p>
<p><strong>See more DKNG analyst ratings</strong></p>
<div class="lb-trans"><p><strong>查看更多 DKNG 分析师评级</strong></p>
</div><h2><strong>Flutter Entertainment (FLUT)</strong></h2>
<div class="lb-trans"><h2><strong>Flutter Entertainment（FLUT）</strong></h2>
</div><p>Flutter Entertainment has been fluttering sideways so far this year, with shares actually down 3% year-to-date. Undoubtedly, the iGaming firm behind FanDuel has a dominant position in the U.S. gaming market. But it still desires to expand further as new states get the green light for a big launch. At this juncture, Flutter looks poised to flutter higher as it defends its turf in the U.S. iGaming scene through its aggressive push.</p>
<div class="lb-trans"><p>Flutter Entertainment 今年迄今为止一直在横盘震荡，股价实际上下跌了 3%。毫无疑问，掌握着 FanDuel 的 iGaming 公司在美国游戏市场中占据着主导地位。但它仍希望在新州获得绿灯进行大规模推出。在这个时刻，Flutter 看起来有望在美国 iGaming 领域通过其积极的推动而上升。</p>
</div><p>In the latest quarter, the firm saw revenue rise 32% year-over-year, thanks to its own move into North Carolina. As the firm looks to use its size (and market leadership) to its advantage while introducing new innovations (think Parlay Hub for easily exploring and tracking parlay bets), Flutter may just be able to follow up a solid quarter with an even better one.</p>
<div class="lb-trans"><p>在最新一个季度，由于自身进入北卡罗来纳州，该公司看到收入同比增长 32%。随着该公司利用其规模（和市场领导地位）为自己谋利，同时引入新创新（比如 Parlay Hub，方便探索和跟踪串关投注），Flutter 可能会在一个良好的季度之后迎来更好的表现。</p>
</div><p>Flutter CEO Peter Jackson (not to be confused with the famous film director) stated his firm is “focused on continuing to expand our player base, market share, and embedding future profits within our business through disciplined investment and operational efficiency.” That sounds like a pretty solid strategy, but what differentiates it from DraftKings?</p>
<div class="lb-trans"><p>Flutter 首席执行官彼得·杰克逊（不要与著名电影导演混淆）表示，他的公司 “专注于继续扩大我们的玩家群、市场份额，并通过纪律性投资和运营效率将未来利润融入我们的业务中。” 这听起来是一个相当稳健的战略，但它与 DraftKings 有何不同？</p>
</div><p>Hedgeye, which praised FLUT stock as a new long idea earlier this month, highlighted that there’s a “strengthening investment case for owning both” DKNG and FLUT. However, Hedgeye views Flutter as de-risked going into the second quarter, which is due on August 13th. I’m inclined to agree.</p>
<div class="lb-trans"><p>Hedgeye 在本月早些时候将 FLUT 股票评为一个新的长期投资想法，并强调 “拥有 DKNG 和 FLUT 的投资案例越来越强大”。然而，Hedgeye 认为 Flutter 在进入第二季度时已经减少了风险，该季度的财报将于 8 月 13 日公布。我倾向于同意这一观点。</p>
</div><p>Additionally, FLUT stock looks a heck of a lot cheaper than DKNG at 2.8 times price-to-sales (P/S) and 32.3 times forward price-to-earnings (P/E) versus 4.2 and 103.1 times for DKNG, respectively.</p>
<div class="lb-trans"><p>此外，与 DKNG 相比，FLUT 股票看起来便宜得多，其市销率（P/S）为 2.8 倍，前瞻市盈率（P/E）为 32.3 倍，而 DKNG 分别为 4.2 倍和 103.1 倍。</p>
</div><h3><strong>What Is the Price Target for FLUT Stock?</strong></h3>
<div class="lb-trans"><h3>**FLUT 股票的目标价是多少？</h3>
</div><p>FLUT stock is a Strong Buy, according to analysts, with 14 Buys and two Holds assigned in the past three months. The average FLUT stock price target of $257.01 implies 32.8% upside potential.</p>
<div class="lb-trans"><p>根据分析师的观点，FLUT 股票被评为强烈买入，过去三个月中有 14 个买入评级和两个持有评级。平均 FLUT 股票价格目标为 257.01 美元，暗示着 32.8% 的上涨潜力。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/07/image-1042.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/07/image-1042.png"/></p>
<p><strong>See more FLUT analyst ratings</strong></p>
<div class="lb-trans"><p><strong>查看更多 FLUT 分析师评级</strong></p>
</div><h2><strong>Conclusion</strong></h2>
<div class="lb-trans"><h2><strong>结论</strong></h2>
</div><p>The iGaming duopoly of DKNG and FLUT looks like fantastic bets for the second half. With Wall Street analysts’ confidence, recently launched business in states such as North Carolina, and management’s focus on growing prudently, the two names look timely and perhaps undervalued relative to the catalysts and growth ahead.</p>
<div class="lb-trans"><p>DKNG 和 FLUT 的 iGaming 双头垄断在下半年看起来是绝佳的选择。凭借华尔街分析师的信心，最近在北卡罗来纳等州推出的业务，以及管理层谨慎增长的重点，这两个公司看起来及时，也许相对于未来的催化剂和增长被低估了。</p>
</div><p>Between the two, Wall Street sees DKNG stock as having more room (over 42%) to run.</p>
<div class="lb-trans"><p>在这两者之间，华尔街认为 DKNG 股票有超过 42% 的增长空间。</p>
</div><p>Disclosure</p>
<div class="lb-trans"><p>披露</p>
</div>

DKNG 和 FLUT：两只可能值得一试的顶级 iGaming 股票