网易-S(09999)涨超4%，截至发稿，涨4.12%，报207港元，成交额30.86亿港元。

消息面上，近日，快手可灵AI与网易旗下热门手游《逆水寒》达成深度合作，将AI视频生成技术内置于游戏中，提升游戏社交玩法。可灵AI已为超1万家客户提供API服务，涵盖广告营销、影视动画、智能终端等领域，此次合作拓宽了可灵AI在游戏行业的商业化应用前景。

交银国际发布研报指出，根据Sensor Tower、点点数据以及七麦数据，2025年5月，该行跟踪的头部手游流水之和同比持平，环比+2%。综合1-5月数据，头部手游流水之和同比+6%，基本符合预期。网易-S 5月手游流水恢复同比正增长，考虑收入摊销，预计2季度手游收入同比企稳，下半年恢复正增长，端游有望维持强劲增长，估值下行空间小。

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