<p><img src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1601382270349-49c15bddf738/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1NWHd4TWpBM2ZEQjhNSHh3YUc5MGJ5MXdZV2RsZkh4OGZHVnVmREI4Zkh3PSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1601382270349-49c15bddf738/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1NWHd4TWpBM2ZEQjhNSHh3YUc5MGJ5MXdZV2RsZkh4OGZHVnVmREI4Zkh3PSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA"/></p>
<p><em>图片来源：Unsplash</em></p>
<p>三位一体终端正在为 2026 年闪现一个新的行业主题：游戏和赌博股票在经历了多年的沉睡后开始苏醒。我关注的有三个名字。</p>
<h3><strong>为什么是现在？</strong></h3>
<p>美国人比以往任何时候都更喜欢赌博。打开任何体育赛事，半数的广告都是 DraftKings、FanDuel 或某个博彩应用。Polymarket 刚刚获得 CFTC 的批准，可以在美国再次运营。一切都在游戏化：选举、战争、日常事件。</p>
<p>我个人不赌博。我作为交易者更喜欢我的赔率。但我无法忽视这个领域发生的事情。看看这个游戏行业（BJK）与标准普尔 500 指数的对比图。在经历了多年的表现不佳后，我们终于看到这些名字重新展现出相对强势。</p>
<p><img src="https://imageproxy.pbkrs.com/https://theotrade.com/wp-content/uploads/2025/11/Screenshot-2025-11-28-at-3.57.32-PM.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://theotrade.com/wp-content/uploads/2025/11/Screenshot-2025-11-28-at-3.57.32-PM.png"/></p>
<p><em>(点击图片放大)</em></p>
<h3><strong>这是交易设置</strong></h3>
<p>有三个名字接近多年高点，并且在该行业中拥有最高的三位一体评分：</p>
<ul>
<li>Red Rock Resorts (RRR)</li>
<li>Las Vegas Sands (LVS)</li>
<li>Rush Street Interactive (RSI)</li>
</ul>
<p>历史上，赌场在轻微经济收缩期间表现良好。在严重经济下滑期间则会挣扎。如果我们面临持续的通货膨胀和悄然增长的经济，这个行业可能会迅速上涨。</p>
<p>Rush Street 对我特别有吸引力，其高波动性和 10% 的空头比例，使其成为潜在的短期挤压候选者。</p>
<p><img src="https://imageproxy.pbkrs.com/https://theotrade.com/wp-content/uploads/2025/11/Screenshot-2025-11-28-at-3.57.38-PM.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://theotrade.com/wp-content/uploads/2025/11/Screenshot-2025-11-28-at-3.57.38-PM.png"/></p>
<p><em>(点击图片放大)</em></p>
<h3><strong>宏观背景支持这一点</strong></h3>
<p>股票处于牛市中。罗素 2000 似乎准备在历史最高月度水平收盘。大型股上周确认了更高的低点。在这种环境下，资金流入那些被忽视且显示出技术强势的行业。游戏行业符合这一条件。</p>
<hr/>
<p><em>更多来自此作者的文章：</em></p>
<p>波动性引爆了</p>
<p>能源的隐藏 5.7% 收益</p>
<p>感恩节前市场现实检查</p>

<p>游戏和赌博股票在经历多年表现不佳后正在获得动力。三只股票，Red Rock Resorts (RRR)、Las Vegas Sands (LVS) 和 Rush Street Interactive (RSI)，接近多年高点。该行业受益于赌博活动的增加和有利的宏观经济环境。Rush Street Interactive 尤其因其高波动性和潜在的空头挤压而引人注目。整体市场条件支持这些股票的看涨前景</p>

<p><img src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1601382270349-49c15bddf738/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1NWHd4TWpBM2ZEQjhNSHh3YUc5MGJ5MXdZV2RsZkh4OGZHVnVmREI4Zkh3PSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA" alt="" original-src="https://images.unsplash.com/photo-1601382270349-49c15bddf738?ixid=MXwxMjA3fDB8MHxwaG90by1wYWdlfHx8fGVufDB8fHw%3D&amp;ixlib=rb-1.2.1&amp;auto=format&amp;fit=crop&amp;w=1000&amp;q=80"/></p>
<p><em>Image Source: Unsplash</em></p>
<div class="lb-trans"><p><em>图片来源：Unsplash</em></p>
</div><p>The Trinity Terminal is flashing a new sector theme for 2026: gaming and gambling stocks are waking up after a multi-year slumber. And there are three names I have my eye on.</p>
<div class="lb-trans"><p>三位一体终端正在为 2026 年闪现一个新的行业主题：游戏和赌博股票在经历了多年的沉睡后开始苏醒。我关注的有三个名字。</p>
</div><h3><strong>Why Now?</strong></h3>
<div class="lb-trans"><h3><strong>为什么是现在？</strong></h3>
</div><p>Americans are gambling more than ever. Turn on any sporting event and half the commercials are DraftKings, FanDuel, or some betting app. Polymarket just got the green light from the CFTC to operate in the U.S. again. Everything is becoming gamified: elections, wars, mundane events.</p>
<div class="lb-trans"><p>美国人比以往任何时候都更喜欢赌博。打开任何体育赛事，半数的广告都是 DraftKings、FanDuel 或某个博彩应用。Polymarket 刚刚获得 CFTC 的批准，可以在美国再次运营。一切都在游戏化：选举、战争、日常事件。</p>
</div><p>I don't gamble personally. I like my odds better as a trader. But I can't ignore what's happening in this space. Check out this chart of the gaming sector (BJK) versus the S&amp;P 500. After years of underperformance, we're finally seeing relative strength creep back into these names.</p>
<div class="lb-trans"><p>我个人不赌博。我作为交易者更喜欢我的赔率。但我无法忽视这个领域发生的事情。看看这个游戏行业（BJK）与标准普尔 500 指数的对比图。在经历了多年的表现不佳后，我们终于看到这些名字重新展现出相对强势。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://theotrade.com/wp-content/uploads/2025/11/Screenshot-2025-11-28-at-3.57.32-PM.png" alt="" original-src="https://theotrade.com/wp-content/uploads/2025/11/Screenshot-2025-11-28-at-3.57.32-PM.png"/></p>
<p><em>(Click on image to enlarge)</em></p>
<div class="lb-trans"><p><em>(点击图片放大)</em></p>
</div><h3><strong>Here's the Trade Setup</strong></h3>
<div class="lb-trans"><h3><strong>这是交易设置</strong></h3>
</div><p>Three names are near multi-year highs with some of the highest Trinity Scores in the sector:</p>
<div class="lb-trans"><p>有三个名字接近多年高点，并且在该行业中拥有最高的三位一体评分：</p>
</div><ul>
<li>Red Rock Resorts (RRR)</li>
<li>Las Vegas Sands (LVS)</li>
<li>Rush Street Interactive (RSI)</li>
</ul>
<div class="lb-trans"><ul>
<li>Red Rock Resorts (RRR)</li>
<li>Las Vegas Sands (LVS)</li>
<li>Rush Street Interactive (RSI)</li>
</ul>
</div><p>Historically, casinos perform well during minor economic contractions. They struggle during steep downturns. If we get sticky inflation with a quietly growing economy, this sector could run hard.</p>
<div class="lb-trans"><p>历史上，赌场在轻微经济收缩期间表现良好。在严重经济下滑期间则会挣扎。如果我们面临持续的通货膨胀和悄然增长的经济，这个行业可能会迅速上涨。</p>
</div><p>Rush Street is particularly interesting to me, with its high volatility and 10% short float, making it a potential candidate for a short squeeze.</p>
<div class="lb-trans"><p>Rush Street 对我特别有吸引力，其高波动性和 10% 的空头比例，使其成为潜在的短期挤压候选者。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://theotrade.com/wp-content/uploads/2025/11/Screenshot-2025-11-28-at-3.57.38-PM.png" alt="" original-src="https://theotrade.com/wp-content/uploads/2025/11/Screenshot-2025-11-28-at-3.57.38-PM.png"/></p>
<p><em>(Click on image to enlarge)</em></p>
<div class="lb-trans"><p><em>(点击图片放大)</em></p>
</div><h3><strong>The Macro Backdrop Supports This</strong></h3>
<div class="lb-trans"><h3><strong>宏观背景支持这一点</strong></h3>
</div><p>Stocks are in a bull market. The Russell 2000 seems ready to close at its highest monthly level in history. Large-caps recently confirmed higher lows last week. In this environment, money rotates into neglected sectors showing technical strength. Gaming fits the bill.</p>
<div class="lb-trans"><p>股票处于牛市中。罗素 2000 似乎准备在历史最高月度水平收盘。大型股上周确认了更高的低点。在这种环境下，资金流入那些被忽视且显示出技术强势的行业。游戏行业符合这一条件。</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多来自此作者的文章：</em></p>
</div><p>The Volatility Fuse Was Lit</p>
<div class="lb-trans"><p>波动性引爆了</p>
</div><p>Energy's Hidden 5.7% Yields</p>
<div class="lb-trans"><p>能源的隐藏 5.7% 收益</p>
</div><p>Pre-Thanksgiving Market Reality Check</p>
<div class="lb-trans"><p>感恩节前市场现实检查</p>
</div>

三只正在崭露头角的游戏股票