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港股異動 | 手遊股走強 創夢天地升超9%領銜 版號審批鬆動提振行業估值
格隆匯3月28日丨創夢天地績後大升逾9%表現最佳,騰訊升超4%,IGG升超3%,金山軟件升2.9%,網易、心動公司、友誼時光均升超1%。日前,共86款國產網絡遊戲獲得版號。中國銀河證券指出,短期來看,隨着新一輪產品週期開啟,盈利端疊加政策端釋放的積極信號有望提振遊戲行業估值。長期來看,AIGC有望幫助遊戲廠商實現場景和原畫的低成本、高質量的批量生產,從而實現遊戲廠商的降本提效。該行稱從近幾個月的趨勢來看,版號審批已經逐漸鬆動。從產品歸屬上看,國內眾多頭部公司均取得版號,網易、騰訊連續五輪獲發。

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