<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>圖片來源：Unsplash</em></p>
<p>三位一體終端正在為 2026 年閃現一個新的行業主題：遊戲和賭博股票在經歷了多年的沉睡後開始甦醒。我關注的有三個名字。</p>
<h3><strong>為什麼是現在？</strong></h3>
<p>美國人比以往任何時候都更喜歡賭博。打開任何體育賽事，半數的廣告都是 DraftKings、FanDuel 或某個博彩應用。Polymarket 剛剛獲得 CFTC 的批准，可以在美國再次運營。一切都在遊戲化：選舉、戰爭、日常事件。</p>
<p>我個人不賭博。我作為交易者更喜歡我的賠率。但我無法忽視這個領域發生的事情。看看這個遊戲行業（BJK）與標準普爾 500 指數的對比圖。在經歷了多年的表現不佳後，我們終於看到這些名字重新展現出相對強勢。</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>(點擊圖片放大)</em></p>
<h3><strong>這是交易設置</strong></h3>
<p>有三個名字接近多年高點，並且在該行業中擁有最高的三位一體評分：</p>
<ul>
<li>Red Rock Resorts (RRR)</li>
<li>Las Vegas Sands (LVS)</li>
<li>Rush Street Interactive (RSI)</li>
</ul>
<p>歷史上，賭場在輕微經濟收縮期間表現良好。在嚴重經濟下滑期間則會掙扎。如果我們面臨持續的通貨膨脹和悄然增長的經濟，這個行業可能會迅速上漲。</p>
<p>Rush Street 對我特別有吸引力，其高波動性和 10% 的空頭比例，使其成為潛在的短期擠壓候選者。</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>(點擊圖片放大)</em></p>
<h3><strong>宏觀背景支持這一點</strong></h3>
<p>股票處於牛市中。羅素 2000 似乎準備在歷史最高月度水平收盤。大型股上週確認了更高的低點。在這種環境下，資金流入那些被忽視且顯示出技術強勢的行業。遊戲行業符合這一條件。</p>
<hr/>
<p><em>更多來自此作者的文章：</em></p>
<p>波動性引爆了</p>
<p>能源的隱藏 5.7% 收益</p>
<p>感恩節前市場現實檢查</p>

<p>遊戲和賭博股票在經歷多年表現不佳後正在獲得動力。三隻股票，Red Rock Resorts (RRR)、Las Vegas Sands (LVS) 和 Rush Street Interactive (RSI)，接近多年高點。該行業受益於賭博活動的增加和有利的宏觀經濟環境。Rush Street Interactive 尤其因其高波動性和潛在的空頭擠壓而引人注目。整體市場條件支持這些股票的看漲前景</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>圖片來源：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>三位一體終端正在為 2026 年閃現一個新的行業主題：遊戲和賭博股票在經歷了多年的沉睡後開始甦醒。我關注的有三個名字。</p>
</div><h3><strong>Why Now?</strong></h3>
<div class="lb-trans"><h3><strong>為什麼是現在？</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>美國人比以往任何時候都更喜歡賭博。打開任何體育賽事，半數的廣告都是 DraftKings、FanDuel 或某個博彩應用。Polymarket 剛剛獲得 CFTC 的批准，可以在美國再次運營。一切都在遊戲化：選舉、戰爭、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>我個人不賭博。我作為交易者更喜歡我的賠率。但我無法忽視這個領域發生的事情。看看這個遊戲行業（BJK）與標準普爾 500 指數的對比圖。在經歷了多年的表現不佳後，我們終於看到這些名字重新展現出相對強勢。</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>(點擊圖片放大)</em></p>
</div><h3><strong>Here's the Trade Setup</strong></h3>
<div class="lb-trans"><h3><strong>這是交易設置</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>有三個名字接近多年高點，並且在該行業中擁有最高的三位一體評分：</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>歷史上，賭場在輕微經濟收縮期間表現良好。在嚴重經濟下滑期間則會掙扎。如果我們面臨持續的通貨膨脹和悄然增長的經濟，這個行業可能會迅速上漲。</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 對我特別有吸引力，其高波動性和 10% 的空頭比例，使其成為潛在的短期擠壓候選者。</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>(點擊圖片放大)</em></p>
</div><h3><strong>The Macro Backdrop Supports This</strong></h3>
<div class="lb-trans"><h3><strong>宏觀背景支持這一點</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>股票處於牛市中。羅素 2000 似乎準備在歷史最高月度水平收盤。大型股上週確認了更高的低點。在這種環境下，資金流入那些被忽視且顯示出技術強勢的行業。遊戲行業符合這一條件。</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多來自此作者的文章：</em></p>
</div><p>The Volatility Fuse Was Lit</p>
<div class="lb-trans"><p>波動性引爆了</p>
</div><p>Energy's Hidden 5.7% Yields</p>
<div class="lb-trans"><p>能源的隱藏 5.7% 收益</p>
</div><p>Pre-Thanksgiving Market Reality Check</p>
<div class="lb-trans"><p>感恩節前市場現實檢查</p>
</div>

三隻正在嶄露頭角的遊戲股票