PS6 is moving towards the "no disc drive era"! Morgan Stanley bets on Sony (SONY.US) PlayStation ecosystem to leap from hardware cycle to digital platform super compound interest.

According to the app of Wisdom Finance, the Wall Street financial giant Morgan Stanley recently released a research report stating that the next-generation console platform of the Japanese technology giant Sony (SONY.US), which is expected to be launched in 2028 or later, is increasingly likely to be designed without a disc drive. The Morgan Stanley analyst team maintains an "overweight" rating on Sony's stock, with a target price of 4700 yen, implying approximately 41% upside from Sony's stock price of 3330 yen at the close of the Japanese stock market on July 2nd. Morgan Stanley believes that the core logic of Sony is not short-term hardware sales, but that the PlayStation (i.e. PS series game consoles) ecosystem is upgrading from being "driven by console sales" to "driven by digital content, network services, subscriptions, and high-lifetime user value".