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港股異動 | 手遊股普遍上漲 網易漲超4%
格隆匯2月23日丨手遊股普遍上漲,家鄉互動、網易漲超4%,嗶哩嗶哩漲3.4%。萬聯證券指,版號恢復常態化發放給市場帶來了較強的信心,利好整體板塊的估值修復,遊戲行業景氣度持續回暖。自2022年4月版號恢復發放以來,新游上線的數量和質量也有望增強,建議關注版號儲備豐富、研發能力較強、產品優質的頭部公司。光大證券指,在宏觀經濟復甦、版號審批繼續常態化發放的背景下,國內遊戲行業的基本面將持續向好。
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