遊戲股走強 騰訊二季度網絡遊戲收入大增40%
格隆匯8月13日丨遊戲股走強,港股市場網易漲近4%,金山軟件和心動公司漲約3%;A股市場迅遊科技漲5.75%。騰訊控股昨日披露財報顯示,公司增值服務業務第二季的收入同比增長35%至人民幣650.02億元。網絡遊戲收入增長40%至人民幣382.88億元。機構認為,當前行業呈現出以下特徵:龍頭強者恆強,並通過研運一體提升營收穩定性;出海市場發展快速,我國自研遊戲競爭力提升,帶來新的增長點;雲遊戲發展迅速,日益成為行業關注重點,各大廠商深入佈局,行業有望迎來催化。另外,從已披露中報業績預告來看,板塊內大多公司均表現優秀,同時下半年新品較多,也有望帶動業績增長。


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