<ul>
<li>监管意外之喜：游戏股票因一项意外法案飙升</li>
</ul>
<p>根据 MoffettNathanson 分析师 Robert Fishman 主持的炉边谈话中的评论，DraftKings NASDAQ: DKNG 正在将预测市场定位为一个主要的增长机会，同时保持其核心在线体育博彩和 iGaming 业务依然强劲。</p>
<p>在谈话中被称为 Alan 的 DraftKings 发言人表示，该公司在日常幻想体育、体育博彩、iGaming 和其他产品方面的运营经验使其为预测市场中更复杂的监管和竞争环境做好了准备。</p>
<ul>
<li>3 个具有技术优势的反弹候选股</li>
</ul>
<p>“核心业务非常出色，” Alan 表示，并补充说预测市场代表着 “一个巨大的机会”，与 DraftKings 现有的体育博彩优势紧密相连。他将这一类别描述为 “DraftKings 的下一个进化”。</p>
<h2>预测市场被视为扩展机会</h2>
<p>Alan 表示，DraftKings 预计将从其现有客户关系、媒体合作伙伴关系和技术基础设施中受益，扩展其 DraftKings Predictions 产品。他表示，许多对预测市场感兴趣的客户与体育博彩、iGaming、幻想、彩票和 Pick6 产品的用户有相似的参与模式。</p>
<ul>
<li>3 只在今年三月疯狂赛事中大举押注预测市场的股票</li>
</ul>
<p>他还表示，随着 DraftKings 提供一种能够覆盖传统在线体育博彩不可用州的产品，该公司的全国广告可能变得更加高效。例如，在加利福尼亚，Alan 表示，之前看到 DraftKings 广告但无法使用其体育博彩产品的消费者，现在可能会通过预测市场看到相关产品。</p>
<p>Alan 表示，DraftKings 之前已沟通预计在 2026 年预测市场投资将带来 2 亿到 3 亿美元的 EBITDA 影响。他补充说，公司将在确定未来支出水平时关注客户获取和生命周期价值数据。</p>
<p>“也许我们花得更少，也许我们花得更多，但我们会跟随数据，” 他说。</p>
<p>Alan 表示，DraftKings 计划在世界杯期间加大营销力度，并预计在 NFL 赛季开始时推出 “行业最佳产品”。他还提到公司推出的 Combos 和收购的 Railbird Exchange，表示 DraftKings 正在整合 Railbird 的指定合约市场，并预计在接下来的几周内推出相关功能。</p>
<h2>监管和州税讨论仍然是关键问题</h2>
<p>在被问及监管背景时，Alan 表示，行业需要 “一套清晰、简洁、明确的规则”。他表示，DraftKings 对商品期货交易委员会参与对话和规则制定感到鼓舞，并指出公司已提交了规则变更的建议。</p>
<p>Alan 还表示，预测市场改变了各州对提高体育博彩运营商税收的讨论。他表示，各州现在正在权衡联邦监管产品的竞争影响，这些产品的税收方式与州监管的体育博彩不同。</p>
<p>他说，DraftKings 的政府事务团队正在努力教育各州关于过于激进地提高税收可能带来的潜在后果，包括将活动推向不受监管的市场或限制行业增长的风险。</p>
<h2>核心体育博彩业务仍在增长</h2>
<p>谈到核心业务时，Alan 表示 DraftKings 的体育博彩收入在第一季度同比增长 24%，而四月份的投注量显示出重新加速的迹象。然而，他警告说，仅仅看投注量并不能讲述完整的故事，因为产品组合正在向更高利润率的投注形式（如串关）转变。</p>
<p>Alan 表示，DraftKings 关注每位客户的毛利润，并指出年度客户群体随着时间的推移持续产生更多的毛利润。他表示，早期获得的客户仍然保持参与，并随着公司扩展产品、改善参与度和优化促销支出而产生更多的毛利润。</p>
<p>在竞争方面，Alan 将在线体育博彩市场描述为 “基本上是一个非常理性的竞争环境”，尽管他表示在重大事件周围的促销强度可能会波动。他表示，DraftKings 将依赖自己的数据，而不是竞争对手的行为来确定营销和促销水平。</p>
<p>媒体合作伙伴关系也被强调为 DraftKings 战略的重要组成部分。Alan 提到与 ESPN、NBC 和亚马逊的关系，并表示随着公司能够在合法州推广体育博彩产品和可用的预测产品，国家广告的价值正在增加。</p>
<h2>iGaming 增长和合法化仍然是关注焦点</h2>
<p>Alan 将 DraftKings 的 iGaming 业务描述为强劲、盈利且在现有合法州仍未充分渗透。他承认第一季度有所放缓，但表示一些疲软可能与特定州的体育参与度有关，特别是在当地球队的季后赛成功程度与前一年不同的情况下。</p>
<p>他说，DraftKings 已引入 Christian Bogstrand 来领导其 iGaming 业务，并正在增加对以老虎机为主的客户的关注，而不是主要针对体育用户。Alan 还提到新产品的推出，包括 Flex Spins 和预计在接下来的四到六周内推出的其他产品。</p>
<p>关于 iGaming 合法化，Alan 表示，势头正在增强，缅因州 “在视野之内”，还有几个其他州正在讨论法案。他表示，各州在面临预算压力时，越来越多地考虑合法化，因为抽奖和离岸运营商在没有产生税收或在州监管下运营的情况下获取资金。</p>
<h2>资本配置和投资者认知</h2>
<p>在谈到并购时，艾伦表示，DraftKings 的首要资本配置优先事项是投资于其在美国和加拿大的核心业务，包括体育博彩、赌场和预测市场。他表示，公司将保持对资本支出的谨慎，并将评估机会，而不让并购分散其主要增长计划的注意力。</p>
<p>关于股票回购，艾伦表示 DraftKings 打算留出空间以便抓住机会。</p>
<p>在讨论结束时，艾伦表示，他认为投资者可能没有充分认识到 DraftKings 的技术和数据优势如何转化为预测市场。他认为，DraftKings 现有的体育博彩能力与预测市场产品之间的重叠，使公司在这一类别的发展中处于差异化的位置。</p>
<h2>关于 DraftKings NASDAQ: DKNG</h2>
<p>DraftKings Inc 是一家领先的数字体育娱乐和游戏公司，专注于每日幻想体育、体育博彩和 iGaming 产品。该公司提供一个综合平台，用户可以参与每日幻想比赛、对职业体育赛事进行投注，并享受一系列在线赌场风格的游戏。DraftKings 的专有技术支持实时赔率、实时得分和高级分析，以增强用户在移动和桌面应用程序上的体验。</p>
<p>DraftKings 成立于 2012 年，由联合创始人杰森·罗宾斯、马修·卡利什和保罗·利伯曼创办，最初作为每日幻想体育提供商，随后在美国立法变化后迅速扩展到受监管的体育博彩领域。</p>
<p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com.</em></p>
<h2>你现在应该投资 1,000 美元在 DraftKings 吗？</h2>
<p>在考虑 DraftKings 之前，你需要听听这个。</p>
<p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师及其每日推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前立即购买……而 DraftKings 并不在名单上。</p>
<p>虽然 DraftKings 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

DKNG

体育博彩游戏指数 ETF

DKNX

DKUP

DRAY

博彩 ETF - VanEck Vectors

<p>DraftKings（纳斯达克代码：DKNG）正将预测市场作为一个重要的增长机会，同时其核心的在线体育博彩和 iGaming 业务依然强劲。在与 MoffettNathanson 分析师 Robert Fishman 的讨论中，DraftKings 强调了其在各个游戏领域的经验，作为进入预测市场的基础。该公司预计到 2026 年，这项投资将带来 2 亿到 3 亿美元的 EBITDA 影响，同时还强调了监管透明度和保持强大客户参与度的重要性</p>

<ul>
<li>Regulatory Jackpot: Gaming Stocks Surge on a Surprise Bill</li>
</ul>
<div class="lb-trans"><ul>
<li>监管意外之喜：游戏股票因一项意外法案飙升</li>
</ul>
</div><p>DraftKings NASDAQ: DKNG is positioning prediction markets as a major growth opportunity while maintaining that its core online sports betting and iGaming businesses remain strong, according to comments made during a fireside discussion hosted by MoffettNathanson analyst Robert Fishman.</p>
<div class="lb-trans"><p>根据 MoffettNathanson 分析师 Robert Fishman 主持的炉边谈话中的评论，DraftKings NASDAQ: DKNG 正在将预测市场定位为一个主要的增长机会，同时保持其核心在线体育博彩和 iGaming 业务依然强劲。</p>
</div><p>The DraftKings speaker, identified during the conversation as Alan, said the company’s experience operating across daily fantasy sports, sports betting, iGaming and other products has prepared it for a more complex regulatory and competitive environment in prediction markets.</p>
<div class="lb-trans"><p>在谈话中被称为 Alan 的 DraftKings 发言人表示，该公司在日常幻想体育、体育博彩、iGaming 和其他产品方面的运营经验使其为预测市场中更复杂的监管和竞争环境做好了准备。</p>
</div><ul>
<li>3 Rebound Candidates With Technical Tailwinds</li>
</ul>
<div class="lb-trans"><ul>
<li>3 个具有技术优势的反弹候选股</li>
</ul>
</div><p>“The core is fantastic,” Alan said, adding that prediction markets represent “a huge opportunity” that aligns closely with DraftKings’ existing sports betting strengths. He described the category as “the next evolution of DraftKings.”</p>
<div class="lb-trans"><p>“核心业务非常出色，” Alan 表示，并补充说预测市场代表着 “一个巨大的机会”，与 DraftKings 现有的体育博彩优势紧密相连。他将这一类别描述为 “DraftKings 的下一个进化”。</p>
</div><h2>Prediction Markets Seen as Expansion Opportunity</h2>
<div class="lb-trans"><h2>预测市场被视为扩展机会</h2>
</div><p>Alan said DraftKings expects to benefit from its existing customer relationships, media partnerships and technology infrastructure as it expands its DraftKings Predictions offering. He said many customers interested in prediction markets share similar engagement patterns with users of sports betting, iGaming, fantasy, lottery and Pick6 products.</p>
<div class="lb-trans"><p>Alan 表示，DraftKings 预计将从其现有客户关系、媒体合作伙伴关系和技术基础设施中受益，扩展其 DraftKings Predictions 产品。他表示，许多对预测市场感兴趣的客户与体育博彩、iGaming、幻想、彩票和 Pick6 产品的用户有相似的参与模式。</p>
</div><ul>
<li>3 Stocks Betting Big on Prediction Markets This March Madness</li>
</ul>
<div class="lb-trans"><ul>
<li>3 只在今年三月疯狂赛事中大举押注预测市场的股票</li>
</ul>
</div><p>He also said the company’s national advertising could become more efficient as DraftKings offers a product that can reach customers in states where traditional online sports betting is not available. In California, for example, Alan said consumers who previously saw DraftKings advertising but could not use its sportsbook may now see a relevant product through prediction markets.</p>
<div class="lb-trans"><p>他还表示，随着 DraftKings 提供一种能够覆盖传统在线体育博彩不可用州的产品，该公司的全国广告可能变得更加高效。例如，在加利福尼亚，Alan 表示，之前看到 DraftKings 广告但无法使用其体育博彩产品的消费者，现在可能会通过预测市场看到相关产品。</p>
</div><p>DraftKings has previously communicated an expected $200 million to $300 million EBITDA impact in 2026 from prediction market investment, Alan said. He added that the company will follow customer acquisition and lifetime value data when determining future spending levels.</p>
<div class="lb-trans"><p>Alan 表示，DraftKings 之前已沟通预计在 2026 年预测市场投资将带来 2 亿到 3 亿美元的 EBITDA 影响。他补充说，公司将在确定未来支出水平时关注客户获取和生命周期价值数据。</p>
</div><p>“Maybe we spend less, maybe we spend more, but we will follow the data,” he said.</p>
<div class="lb-trans"><p>“也许我们花得更少，也许我们花得更多，但我们会跟随数据，” 他说。</p>
</div><p>Alan said DraftKings plans to lean into marketing around the World Cup and expects to have a “best-in-class product” ready in time for the NFL season. He also pointed to the company’s launch of Combos and its acquisition of Railbird Exchange, saying DraftKings is integrating Railbird’s designated contract market and expects to launch related capabilities in the coming weeks.</p>
<div class="lb-trans"><p>Alan 表示，DraftKings 计划在世界杯期间加大营销力度，并预计在 NFL 赛季开始时推出 “行业最佳产品”。他还提到公司推出的 Combos 和收购的 Railbird Exchange，表示 DraftKings 正在整合 Railbird 的指定合约市场，并预计在接下来的几周内推出相关功能。</p>
</div><h2>Regulation and State Tax Discussions Remain Key Issues</h2>
<div class="lb-trans"><h2>监管和州税讨论仍然是关键问题</h2>
</div><p>Asked about the regulatory backdrop, Alan said the industry needs “a clear, concise, well-articulated set of the rules of the road.” He said DraftKings is encouraged that the Commodity Futures Trading Commission is engaging in dialogue and rulemaking, and noted that the company has submitted recommendations for rule changes.</p>
<div class="lb-trans"><p>在被问及监管背景时，Alan 表示，行业需要 “一套清晰、简洁、明确的规则”。他表示，DraftKings 对商品期货交易委员会参与对话和规则制定感到鼓舞，并指出公司已提交了规则变更的建议。</p>
</div><p>Alan also said prediction markets have changed the conversation with states considering higher taxes on sports betting operators. He said states are now weighing the competitive impact of federally regulated products that are not taxed in the same way as state-regulated sports betting.</p>
<div class="lb-trans"><p>Alan 还表示，预测市场改变了各州对提高体育博彩运营商税收的讨论。他表示，各州现在正在权衡联邦监管产品的竞争影响，这些产品的税收方式与州监管的体育博彩不同。</p>
</div><p>He said DraftKings’ government affairs team is working to educate states about the potential consequences of raising taxes too aggressively, including the risk of pushing activity toward unregulated markets or limiting industry growth.</p>
<div class="lb-trans"><p>他说，DraftKings 的政府事务团队正在努力教育各州关于过于激进地提高税收可能带来的潜在后果，包括将活动推向不受监管的市场或限制行业增长的风险。</p>
</div><h2>Core Sportsbook Business Still Growing</h2>
<div class="lb-trans"><h2>核心体育博彩业务仍在增长</h2>
</div><p>Turning to the core business, Alan said DraftKings’ sportsbook revenue grew 24% year over year in the first quarter and that April showed a reacceleration in handle. He cautioned, however, that handle alone does not tell the full story because product mix is shifting toward higher-margin betting formats such as parlays.</p>
<div class="lb-trans"><p>谈到核心业务时，Alan 表示 DraftKings 的体育博彩收入在第一季度同比增长 24%，而四月份的投注量显示出重新加速的迹象。然而，他警告说，仅仅看投注量并不能讲述完整的故事，因为产品组合正在向更高利润率的投注形式（如串关）转变。</p>
</div><p>Alan said DraftKings focuses on gross profit per customer and pointed to annual customer cohorts that have continued to generate more gross profit over time. He said customers acquired in earlier years remain engaged and are producing more gross profit as the company expands products, improves engagement and optimizes promotional spending.</p>
<div class="lb-trans"><p>Alan 表示，DraftKings 关注每位客户的毛利润，并指出年度客户群体随着时间的推移持续产生更多的毛利润。他表示，早期获得的客户仍然保持参与，并随着公司扩展产品、改善参与度和优化促销支出而产生更多的毛利润。</p>
</div><p>On competition, Alan characterized the online sports betting market as “largely a very rational competitive environment,” though he said promotional intensity can ebb and flow around major events. He said DraftKings will rely on its own data rather than competitor behavior to determine marketing and promotional levels.</p>
<div class="lb-trans"><p>在竞争方面，Alan 将在线体育博彩市场描述为 “基本上是一个非常理性的竞争环境”，尽管他表示在重大事件周围的促销强度可能会波动。他表示，DraftKings 将依赖自己的数据，而不是竞争对手的行为来确定营销和促销水平。</p>
</div><p>Media partnerships were also highlighted as a major part of DraftKings’ strategy. Alan cited relationships with ESPN, NBC and Amazon and said national advertising is becoming more valuable now that the company can promote sportsbook products in legal states and prediction products where available through a single app.</p>
<div class="lb-trans"><p>媒体合作伙伴关系也被强调为 DraftKings 战略的重要组成部分。Alan 提到与 ESPN、NBC 和亚马逊的关系，并表示随着公司能够在合法州推广体育博彩产品和可用的预测产品，国家广告的价值正在增加。</p>
</div><h2>iGaming Growth and Legalization Remain in Focus</h2>
<div class="lb-trans"><h2>iGaming 增长和合法化仍然是关注焦点</h2>
</div><p>Alan described DraftKings’ iGaming business as strong, profitable and still underpenetrated in existing legal states. He acknowledged a first-quarter slowdown but said some of the softness may have been tied to sports engagement in specific states, particularly where local teams had different levels of playoff success compared with the prior year.</p>
<div class="lb-trans"><p>Alan 将 DraftKings 的 iGaming 业务描述为强劲、盈利且在现有合法州仍未充分渗透。他承认第一季度有所放缓，但表示一些疲软可能与特定州的体育参与度有关，特别是在当地球队的季后赛成功程度与前一年不同的情况下。</p>
</div><p>He said DraftKings has brought in Christian Bogstrand to lead its iGaming business and is increasing its focus on slots-first customers rather than primarily sports-centric users. Alan also referenced new product rollouts, including Flex Spins and additional products expected over the next four to six weeks.</p>
<div class="lb-trans"><p>他说，DraftKings 已引入 Christian Bogstrand 来领导其 iGaming 业务，并正在增加对以老虎机为主的客户的关注，而不是主要针对体育用户。Alan 还提到新产品的推出，包括 Flex Spins 和预计在接下来的四到六周内推出的其他产品。</p>
</div><p>On iGaming legalization, Alan said there is momentum, with Maine “on the horizon” and several other states discussing bills. He said states are increasingly considering legalization as they face budget pressures and as sweepstakes and offshore operators capture dollars without generating tax revenue or operating under state regulation.</p>
<div class="lb-trans"><p>关于 iGaming 合法化，Alan 表示，势头正在增强，缅因州 “在视野之内”，还有几个其他州正在讨论法案。他表示，各州在面临预算压力时，越来越多地考虑合法化，因为抽奖和离岸运营商在没有产生税收或在州监管下运营的情况下获取资金。</p>
</div><h2>Capital Allocation and Investor Perception</h2>
<div class="lb-trans"><h2>资本配置和投资者认知</h2>
</div><p>Asked about mergers and acquisitions, Alan said DraftKings’ top capital allocation priority is investing in its U.S. and Canada core businesses, including sportsbook, casino and prediction markets. He said the company will remain diligent with capital spending and will evaluate opportunities without allowing M&amp;A to distract from its primary growth initiatives.</p>
<div class="lb-trans"><p>在谈到并购时，艾伦表示，DraftKings 的首要资本配置优先事项是投资于其在美国和加拿大的核心业务，包括体育博彩、赌场和预测市场。他表示，公司将保持对资本支出的谨慎，并将评估机会，而不让并购分散其主要增长计划的注意力。</p>
</div><p>Regarding share repurchases, Alan said DraftKings intends to leave itself room to be opportunistic.</p>
<div class="lb-trans"><p>关于股票回购，艾伦表示 DraftKings 打算留出空间以便抓住机会。</p>
</div><p>As the discussion closed, Alan said he believes investors may not fully appreciate how DraftKings’ technology and data advantages could translate into prediction markets. He argued that the overlap between DraftKings’ existing sportsbook capabilities and prediction market products gives the company a differentiated position as the category develops.</p>
<div class="lb-trans"><p>在讨论结束时，艾伦表示，他认为投资者可能没有充分认识到 DraftKings 的技术和数据优势如何转化为预测市场。他认为，DraftKings 现有的体育博彩能力与预测市场产品之间的重叠，使公司在这一类别的发展中处于差异化的位置。</p>
</div><h2>About DraftKings NASDAQ: DKNG</h2>
<div class="lb-trans"><h2>关于 DraftKings NASDAQ: DKNG</h2>
</div><p>DraftKings Inc is a leading digital sports entertainment and gaming company specializing in daily fantasy sports, sports betting and iGaming products. The company provides an integrated platform where users can participate in daily fantasy contests, place wagers on professional sports events, and enjoy a range of online casino-style games. DraftKings' proprietary technology supports real-time odds, live scoring and advanced analytics to enhance the user experience across mobile and desktop applications.</p>
<div class="lb-trans"><p>DraftKings Inc 是一家领先的数字体育娱乐和游戏公司，专注于每日幻想体育、体育博彩和 iGaming 产品。该公司提供一个综合平台，用户可以参与每日幻想比赛、对职业体育赛事进行投注，并享受一系列在线赌场风格的游戏。DraftKings 的专有技术支持实时赔率、实时得分和高级分析，以增强用户在移动和桌面应用程序上的体验。</p>
</div><p>Founded in 2012 by co-founders Jason Robins, Matthew Kalish and Paul Liberman, DraftKings began as a daily fantasy sports provider and rapidly expanded into regulated sports betting following legislative changes in the United States.</p>
<div class="lb-trans"><p>DraftKings 成立于 2012 年，由联合创始人杰森·罗宾斯、马修·卡利什和保罗·利伯曼创办，最初作为每日幻想体育提供商，随后在美国立法变化后迅速扩展到受监管的体育博彩领域。</p>
</div><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com.</em></p>
</div><h2>Should You Invest $1,000 in DraftKings Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在 DraftKings 吗？</h2>
</div><p>Before you consider DraftKings, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 DraftKings 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and DraftKings wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师及其每日推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前立即购买……而 DraftKings 并不在名单上。</p>
</div><p>While DraftKings currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 DraftKings 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

DraftKings Eyes Prediction Markets as ‘Next Evolution’ as Sportsbook Growth Holds Strong

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DraftKings 将预测市场视为体育博彩增长持续强劲的 “下一步演变”