2025-06-13-Jefferies-Take_-_Two互动软件（TTWO）_与首席执行官会面_有很多可期待之处_13页_1mb

Jefferies reiterates a "Buy" rating on Take-Two Interactive Software (TTWO) with a $270 price target, highlighting potential margin improvements post-GTA VI, benefits from lower App Store fees on mobile, NBA 2K's sales rebound due to enhanced game features and feedback incorporation, and AI's role in development efficiency, though it may not lower barriers for smaller developers to create hit games. The report also emphasizes strong pipeline titles and positive financial trajectories.