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A股開市靠穩多只游戲股升停板(09:31) - 20220412 - 即時財經新聞 @ 2022-04-12T20: Back Hot News
Keyword:游戲版號 內地
Concept:內地復批游戲版號騰訊
內地恢復審批游戲版號,相關股份成為市場焦點。騰訊一度升逾半成,較早時收窄至約3%。嗶哩嗶哩曾升15%,較早時升逾8%;快手升逾2%後倒跌近10%。心動公司曾高見29.4元,急升24%,其後升幅收窄至約8%。
報告中稱,根據SENSOR TOWER資料,騰訊及網易自3月中旬以來旗下手游每周的收入均呈上升趨勢,已升至2022元農歷新年時間的水平。財務影響方面,該行預計內地游戲收入的增量貢獻最早將在5月至6月對行業產生影響,估計在今年下半年及明年游戲收入/息稅前利潤將逐步上升,該行指復批游戲許可將有利於游戲廣告行業(影響騰訊、百度和嗶哩嗶哩)。

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