港股異動 | 手遊股繼續上升 IGG升超8%表現最佳 機構看好行業發展
格隆匯3月29日丨IGG一度升超8%,半個月累計升幅高達30%,創夢天地升超5%,嗶哩嗶哩、心動公司、騰訊均升超2%。經歷22年4月的版號重啟、10月的暫停,以及11-12月的正常發放,內地3月進口及國產版號密集下發,23年版號發放再次提速。國泰君安指出,行業版號常態化思路明確,產品週期加速啟動推動行業復甦,推薦股份包括騰訊、心動公司等。產品類型方面,版號結構延續多元化趨勢,本批休閒益智遊戲佔15款,戰術、競技、動作、沙盒等多款中重度遊戲獲批,打消市場對於品類和玩法的疑慮。信達證券認為,隨着AI技術的發展,其在遊戲領域的應用有望更加廣泛。

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