<p>頂尖的數字遊戲（或 iGaming）公司，如 DraftKings（DKNG）和 Flutter Entertainment（FLUT）（我對其持樂觀態度），可能會在傳統賭博市場中蠶食份額。他們可以通過採用引人注目的新技術（比如基於 AI 的投注個性化）來吸引新用户，並讓現有用户繼續旋轉數字輪盤來實現這一點。正如他們所説，莊家總是贏的。賭徒玩得越多，數字遊戲公司就能獲得越多利益。</p>
<p>此外，我更喜歡 iGaming 的經濟模式，而不是傳統賭場。iGaming 不需要與實體賭博場所相同水平的安全投資（除了網絡安全）、場地維護、地板工作人員，或者處理作弊者的問題。</p>
<p>實質上，這減少了經營傳統賭場所面臨的風險。更不用説，當賭徒只需打開一個應用程序，而不是驅車前往當地（或拉斯維加斯）賭場、停車、購買籌碼、找到一個桌子時，數字體育書或老虎機之間的摩擦就會減少。</p>
<h2><strong>認識 iGaming 之王</strong></h2>
<p>毫無疑問，DraftKings（DKNG）和 Flutter Entertainment（FLUT）目前是數字遊戲界的兩大王者。在這篇文章中，我們將使用 TipRanks 的比較工具來比較這兩隻賭博股票，看看華爾街認為哪一家更值得冒險。</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，這兩家數字遊戲公司的股票都受到分析師社區的強熱捧。更值得注意的是，這兩家公司的股價目標平均值暗示着未來一年超過 32% 的預期上漲空間。這是一些嚴重的上漲潛力，可能表明相對於它們的增長概況和被忽視的催化劑，股價被嚴重低估。</p>
<p>就我個人而言，隨着我們逐漸接近年底，我傾向於對 DKNG 和 FLUT 保持樂觀態度。儘管股價最近有所波動，但它們的長期發展前景從未如此美好。</p>
<h2><strong>DraftKings（DKNG）</strong></h2>
<p>DraftKings 股票從三月底開始放緩其多倍漲勢。自那時起，股價下跌了近 25%。儘管股價持續下滑進入熊市，但在過去兩年裏，DKNG 股價仍上漲了超過 160%。</p>
<p>即使面對醜陋的熊市，許多分析師仍在 DKNG 的第二季度財報公佈前大力支持 DraftKings。事實上，要超過第一季度 53% 的年同比收入增長將是一項艱鉅的任務。</p>
<p>也就是説，DraftKings 一直在保持增長的勢頭，同時尋求在可能的情況下提高運營效率，因此看到營收增長和利潤率的表現將會很有趣。</p>
<p>美國銀行（BAC）分析師肖恩·凱利在面對其重要數據公佈之際持謹慎態度，原因是不斷增加的客户獲取成本。的確，吸引客户需要花費。但在他們下注後，有多少人會繼續留下來呢？</p>
<p>如果經濟改善，更多的可支配收入流入消費者口袋，我敢打賭客户獲取成本的投入將是值得的。隨着利率下降，宏觀風險可能會逐漸消除，也許即將到來的艱難季度可能會為一些非常好的季度鋪平道路，尤其是在足球賽季開始之際。</p>
<p>從積極的一面來看，最近在佛蒙特州和北卡羅來納州推出的體育書籍預計將推動下半年的 EBITDA 數字。這樣一個及時的催化劑和股價最近的低迷使得 DKNG 股票在財報公佈前成為一個非常有趣的賭注，尤其是在我看來，分析師如凱利對此持有的預期較為保守。</p>
<h3><strong>DKNG 股票的目標價是多少？</strong></h3>
<p>根據分析師的説法，DKNG 股票是強熱捧，過去三個月中有 25 個買入和兩個持有的評級。DKNG 股票的平均目標價為 52.17 美元，暗示着 42% 的上漲空間。</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 分析師評級</strong></p>
<h2><strong>Flutter Entertainment（FLUT）</strong></h2>
<p>Flutter Entertainment 今年迄今為止一直在橫盤震盪，股價實際上下跌了 3%。毫無疑問，掌握着 FanDuel 的 iGaming 公司在美國遊戲市場中佔據着主導地位。但它仍希望在新州獲得綠燈進行大規模推出。在這個時刻，Flutter 看起來有望在美國 iGaming 領域通過其積極的推動而上升。</p>
<p>在最新一個季度，由於自身進入北卡羅來納州，該公司看到收入同比增長 32%。隨着該公司利用其規模（和市場領導地位）為自己謀利，同時引入新創新（比如 Parlay Hub，方便探索和跟蹤串關投注），Flutter 可能會在一個良好的季度之後迎來更好的表現。</p>
<p>Flutter 首席執行官彼得·傑克遜（不要與著名電影導演混淆）表示，他的公司 “專注於繼續擴大我們的玩家羣、市場份額，並通過紀律性投資和運營效率將未來利潤融入我們的業務中。” 這聽起來是一個相當穩健的戰略，但它與 DraftKings 有何不同？</p>
<p>Hedgeye 在本月早些時候將 FLUT 股票評為一個新的長期投資想法，並強調 “擁有 DKNG 和 FLUT 的投資案例越來越強大”。然而，Hedgeye 認為 Flutter 在進入第二季度時已經減少了風險，該季度的財報將於 8 月 13 日公佈。我傾向於同意這一觀點。</p>
<p>此外，與 DKNG 相比，FLUT 股票看起來便宜得多，其市銷率（P/S）為 2.8 倍，前瞻市盈率（P/E）為 32.3 倍，而 DKNG 分別為 4.2 倍和 103.1 倍。</p>
<h3>**FLUT 股票的目標價是多少？</h3>
<p>根據分析師的觀點，FLUT 股票被評為強烈買入，過去三個月中有 14 個買入評級和兩個持有評級。平均 FLUT 股票價格目標為 257.01 美元，暗示着 32.8% 的上漲潛力。</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 分析師評級</strong></p>
<h2><strong>結論</strong></h2>
<p>DKNG 和 FLUT 的 iGaming 雙頭壟斷在下半年看起來是絕佳的選擇。憑藉華爾街分析師的信心，最近在北卡羅來納等州推出的業務，以及管理層謹慎增長的重點，這兩個公司看起來及時，也許相對於未來的催化劑和增長被低估了。</p>
<p>在這兩者之間，華爾街認為 DKNG 股票有超過 42% 的增長空間。</p>
<p>披露</p>

DKNG

<p>DraftKings（DKNG）和 Flutter Entertainment（FLUT）是兩家在賭博市場可能獲得關注的頂級 iGaming 股票。這兩家公司都獲得了強勁的分析師評級，並有潛力獲得顯著的上漲空間。DKNG 股票近兩年來雖然有所下滑，但仍然上漲了超過 160%。分析師對其即將公佈的財報持樂觀態度。FLUT 股票今年表現相對平穩，但在美國遊戲市場擁有主導地位。這兩隻股票都為投資者提供了潛在機會</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>頂尖的數字遊戲（或 iGaming）公司，如 DraftKings（DKNG）和 Flutter Entertainment（FLUT）（我對其持樂觀態度），可能會在傳統賭博市場中蠶食份額。他們可以通過採用引人注目的新技術（比如基於 AI 的投注個性化）來吸引新用户，並讓現有用户繼續旋轉數字輪盤來實現這一點。正如他們所説，莊家總是贏的。賭徒玩得越多，數字遊戲公司就能獲得越多利益。</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，我更喜歡 iGaming 的經濟模式，而不是傳統賭場。iGaming 不需要與實體賭博場所相同水平的安全投資（除了網絡安全）、場地維護、地板工作人員，或者處理作弊者的問題。</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>實質上，這減少了經營傳統賭場所面臨的風險。更不用説，當賭徒只需打開一個應用程序，而不是驅車前往當地（或拉斯維加斯）賭場、停車、購買籌碼、找到一個桌子時，數字體育書或老虎機之間的摩擦就會減少。</p>
</div><h2><strong>Meet the Kings of iGaming</strong></h2>
<div class="lb-trans"><h2><strong>認識 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>毫無疑問，DraftKings（DKNG）和 Flutter Entertainment（FLUT）目前是數字遊戲界的兩大王者。在這篇文章中，我們將使用 TipRanks 的比較工具來比較這兩隻賭博股票，看看華爾街認為哪一家更值得冒險。</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，這兩家數字遊戲公司的股票都受到分析師社區的強熱捧。更值得注意的是，這兩家公司的股價目標平均值暗示着未來一年超過 32% 的預期上漲空間。這是一些嚴重的上漲潛力，可能表明相對於它們的增長概況和被忽視的催化劑，股價被嚴重低估。</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>就我個人而言，隨着我們逐漸接近年底，我傾向於對 DKNG 和 FLUT 保持樂觀態度。儘管股價最近有所波動，但它們的長期發展前景從未如此美好。</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 股票從三月底開始放緩其多倍漲勢。自那時起，股價下跌了近 25%。儘管股價持續下滑進入熊市，但在過去兩年裏，DKNG 股價仍上漲了超過 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>即使面對醜陋的熊市，許多分析師仍在 DKNG 的第二季度財報公佈前大力支持 DraftKings。事實上，要超過第一季度 53% 的年同比收入增長將是一項艱鉅的任務。</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>也就是説，DraftKings 一直在保持增長的勢頭，同時尋求在可能的情況下提高運營效率，因此看到營收增長和利潤率的表現將會很有趣。</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>美國銀行（BAC）分析師肖恩·凱利在面對其重要數據公佈之際持謹慎態度，原因是不斷增加的客户獲取成本。的確，吸引客户需要花費。但在他們下注後，有多少人會繼續留下來呢？</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>如果經濟改善，更多的可支配收入流入消費者口袋，我敢打賭客户獲取成本的投入將是值得的。隨着利率下降，宏觀風險可能會逐漸消除，也許即將到來的艱難季度可能會為一些非常好的季度鋪平道路，尤其是在足球賽季開始之際。</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>從積極的一面來看，最近在佛蒙特州和北卡羅來納州推出的體育書籍預計將推動下半年的 EBITDA 數字。這樣一個及時的催化劑和股價最近的低迷使得 DKNG 股票在財報公佈前成為一個非常有趣的賭注，尤其是在我看來，分析師如凱利對此持有的預期較為保守。</p>
</div><h3><strong>What Is the Price Target for DKNG Stock?</strong></h3>
<div class="lb-trans"><h3><strong>DKNG 股票的目標價是多少？</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>根據分析師的説法，DKNG 股票是強熱捧，過去三個月中有 25 個買入和兩個持有的評級。DKNG 股票的平均目標價為 52.17 美元，暗示着 42% 的上漲空間。</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 分析師評級</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 今年迄今為止一直在橫盤震盪，股價實際上下跌了 3%。毫無疑問，掌握着 FanDuel 的 iGaming 公司在美國遊戲市場中佔據着主導地位。但它仍希望在新州獲得綠燈進行大規模推出。在這個時刻，Flutter 看起來有望在美國 iGaming 領域通過其積極的推動而上升。</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>在最新一個季度，由於自身進入北卡羅來納州，該公司看到收入同比增長 32%。隨着該公司利用其規模（和市場領導地位）為自己謀利，同時引入新創新（比如 Parlay Hub，方便探索和跟蹤串關投注），Flutter 可能會在一個良好的季度之後迎來更好的表現。</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 首席執行官彼得·傑克遜（不要與著名電影導演混淆）表示，他的公司 “專注於繼續擴大我們的玩家羣、市場份額，並通過紀律性投資和運營效率將未來利潤融入我們的業務中。” 這聽起來是一個相當穩健的戰略，但它與 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 在本月早些時候將 FLUT 股票評為一個新的長期投資想法，並強調 “擁有 DKNG 和 FLUT 的投資案例越來越強大”。然而，Hedgeye 認為 Flutter 在進入第二季度時已經減少了風險，該季度的財報將於 8 月 13 日公佈。我傾向於同意這一觀點。</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，與 DKNG 相比，FLUT 股票看起來便宜得多，其市銷率（P/S）為 2.8 倍，前瞻市盈率（P/E）為 32.3 倍，而 DKNG 分別為 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 股票的目標價是多少？</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>根據分析師的觀點，FLUT 股票被評為強烈買入，過去三個月中有 14 個買入評級和兩個持有評級。平均 FLUT 股票價格目標為 257.01 美元，暗示着 32.8% 的上漲潛力。</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 分析師評級</strong></p>
</div><h2><strong>Conclusion</strong></h2>
<div class="lb-trans"><h2><strong>結論</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 雙頭壟斷在下半年看起來是絕佳的選擇。憑藉華爾街分析師的信心，最近在北卡羅來納等州推出的業務，以及管理層謹慎增長的重點，這兩個公司看起來及時，也許相對於未來的催化劑和增長被低估了。</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>在這兩者之間，華爾街認為 DKNG 股票有超過 42% 的增長空間。</p>
</div><p>Disclosure</p>
<div class="lb-trans"><p>披露</p>
</div>

DKNG 和 FLUT：兩隻可能值得一試的頂級 iGaming 股票