板塊異動 | 手遊股普漲,博雅互動漲超20%,友誼時光漲超14%
uSMART盈立智投1月21日消息,週四港股早盤,手遊股普漲,截至11:06分,博雅互動漲超20%,友誼時光漲超14%,中手遊漲超7%,網易-S漲超4%,禪遊科技漲超3%。
國元證券:20年出海收入同比增33%,大廠新遊上線表現優異
國元證券發佈研報稱,2020年中國遊戲市場同比增長20.71%,移動遊戲市場同比增長32.61%,出海收入同比增長33.25%。長期看5G背景下雲遊戲開啓新增長階段,維持行業“推薦”評級。
重點上市公司跟蹤
完美世界:蒸汽平臺上線在即,員工持股計劃彰顯長期發展信心。
三七互娛:《榮耀大天使》首發表現優異,在研產品佈局逐漸多元。
吉比特:《問道》新年服帶動流水,《一念逍遙》上線在即。
遊族網絡:《少年三國志:零》S2賽季正式開啓,出海產品排名回升。
騰訊:《使命召喚手遊》進入暢銷榜TOP10,《妄想山海》上線。
網易:端改手IP《天諭》上線、《遊戲王:決鬥鏈接》暫未上線主流安卓應用商店。
風險提示
遊戲流水錶現不及預期、版號發放不及預期、政策監管等。
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