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港股異動 | 手遊股普漲,券商預計移動遊戲出海收入具備翻倍空間
格隆匯2月16日丨手遊股普漲,九尊數字互娛漲11%、心動公司漲9%,飛魚科技、火巖控股漲3%,網易漲2.7%,創夢天地、IGG等股跟漲。中信證券指,中國遊戲出海目前已經取得階段性突破。在政策層面鼓勵出海的背景下,同時海外手遊滲透率和付費仍有較大提升空間,中國遊戲出海行業未來有望享受更高景氣度。預計2025年中國移動遊戲出海收入可達328.98億美元,未來4年CAGR+20%,相比2021年具備翻倍空間(104%)。

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