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遊戲行業利好聚集 中手遊尾盤拉昇升超5%
格隆匯 03-15 16:40
中手遊尾盤快速升超5%至1.22港元, 並=最終以1.21港元報收,升幅4.31%,成交量超1000萬股。根據data.ai數據顯示,儘管2023年全球移動遊戲用户支出連續第二年下降,但仍有一些積極的跡象表明,強勁反彈近在咫尺。比如2023 年用户支出同比下降2%,比 2021年至2022年下降5%有所改善。此外,新發行遊戲數量減少,但爆款卻層出不窮。加之連續3個月版號發放數量過百,政策端壓力逐步消除,年度產品週期將至,疊加AI長期驅動新玩法出現,近期遊戲行業發展跡象已有明顯好轉。此外,產業資本也在進一步恢復對遊戲業務投資。日前,騰訊接納了字節跳動部分遊戲業務,將深圳引力工作室的二次元戰術競技項目(S1)和江南工作室的二次元開放世界項目(J5),共同併入到騰訊的光子工作室。並將上述兩個工作室打包薩羅斯網絡科技(深圳)有限公司,作為騰訊投資子公司存在。公司方面,除《斗羅大陸:史萊克學院》手遊實現首月流水破億的成績外,中手遊旗下《仙劍世界》近期頻繁公開相關製作進度,並披露三測部分信息,顯然已經在為遊戲三測進行準備,已經為市場釋放出積極信號。加之距離3月27日公佈年度業績已然不遠,相關利好亦在不斷積累。
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