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港股異動 | 手遊股普漲 火巖控股(1909.HK)漲逾7%
格隆匯 12-29 15:52
格隆匯12月29日丨手遊股普漲,火巖控股(1909.HK)、智傲控股(8282.HK)漲超7%,金山軟件(3888.HK)漲2.98%。新時代證券指,根據伽馬數據,2020年中國遊戲市場規模約為2787億元,同比增長20.71%;其中,手遊依舊為總量數據增量的主力,2020年中國手遊市場規模2096.76億元,同比增長32.61%,佔整體市場規模的約75%。此外,2020年中國自主研發遊戲海外市場規模約1050億元,同比增長33.25%,連續四年高速增長。繼續堅定看好遊戲板塊的成長性,2021年各大遊戲廠商產品線豐富,現估值水平已具備較強吸引力,重申增配遊戲板塊的投資觀點。

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