BMO 点评 Google Playground 或与 Roblox 直接竞争，但产品 10 月 7 日已发布、分析师无评级动作，RBLX 当日反涨约 2.5%

BMO Capital Markets highlighted Google's entry into user-generated content gaming as a potential competitive development for Roblox ( RBLX ), saying the new platform could compete more directly with Roblox ( RBLX ) than with traditional game publishers. Google's ( GOOG ) experimental Playground platform allows users to create games using natural-language prompts without coding and share them with friends. Analyst Stan Velikov at BMO said they were “impressed by the Playground announcement and the games it can build,” while cautioning that “big tech has historically struggled to break into gaming.” The analyst expects Playground to compete most directly with Roblox ( RBLX ) rather than traditional publishers such as Take-Two Interactive Software ( TTWO ), underscoring the potential implications for Roblox ( RBLX ) as technology companies explore new ways to participate in gaming. The note also highlighted Roblox's ( RBLX ) recently launched Build feature, which similarly aims to make game development easier and reduce barriers for creators. BMO's broader internet-sector update covered developments across digital advertising, social media and artificial intelligence, including Meta's regulatory scrutiny in the UK and OpenAI's ( OPENAI ) planned testing of new visual ad formats in ChatGPT. Roblox ( RBLX ) shares rose about 2.5% on Tuesday.