手遊股拉昇,心動公司(2400.HK)升近7%領漲
格隆匯10月11日丨港股手遊股集體拉昇上揚,心動公司漲近7%領漲,創夢天地、飛魚科技漲超5%,網易漲3.66%,騰訊、中手遊漲超2%。
由於近期騰訊、網易均有新品大作上市,米哈遊《原神》迎來1週年慶,本期入圍全球手遊發行商收入榜TOP100的39家中國廠商,合計吸金近25.2億美元,佔全球TOP100手遊發行商收入的41.5%,收入和佔比均創歷史新高。
大摩估計內地潛在重啟審批遊戲將能減少市場憂慮,廣吿受監管和宏觀的影響屬於週期性而非結構性。該行把騰訊列為行業首選。

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