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港股異動 | 手遊股再度爆發 心動公司大漲17%再度破頂 月內已飆升45%
格隆匯 02-05 11:35
格隆匯2月5日丨手遊股近期持續活躍,今日再度集體大漲。飛魚科技暴漲70%,心動公司大漲17%再度破頂,月內已飆漲45%;IGG升超7%亦創新高價,網易、中手遊等均上漲。春節假期臨近,遊戲需求將迎來高增長。加之各地開始紛紛倡導春節減少出行,減少聚集,就地過年等應對策略,有券商預計以遊戲為代表的“宅娛樂”需求將會依然旺盛。此外,日前2021年首批遊戲版號已經下發,共84款國產遊戲獲批,42款為移動手遊。中信建投指出,日前心動公司戰略合作IGG,加碼雲遊戲,次世代遊戲渠道王者價值凸顯。認為未來這樣的合作將越來越多,對於研發廠商而言可以從 TapTap 獲得更多的用户數據、測試工具以及優質流量。

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