港股異動 | 手遊股普漲 指尖悦動(6860.HK)漲近9%
格隆匯6月30日丨手遊股普漲,指尖悦動(6860.HK)漲8.96%、創夢天地(1119.HK)漲6.49%、騰訊(0700.HK)漲2.43%。興業證券指,一季度移動遊戲行業收入同比增46.26%,我們預計Q2移動遊戲行業有望延續超30%增長。中國自主研發遊戲海外市場銷售收入環比增長也達到31.19%。短期來看遊戲行業迎來產品週期驅動暑期旺季,遊戲出海+買量驅動精品研發+發行格局改善將成為中期投資主線,而云遊戲有望成為遊戲龍頭公司長期發展主線。

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