游戏股午后集体拉升，截至发稿，哔哩哔哩-W(09626)涨10.51%，报168.2港元；创梦天地(01119)涨5.41%，报0.78港元；心动公司(02400)涨3.48%，报43.15港元；网易-S(09999)涨2.83%，报210.4港元。
消息面上，据浙江省商务厅网站，浙江省商务厅等17部门印发《关于支持游戏出海的若干措施》，自2025年7月10日起施行。《措施》围绕游戏产业提升、平台支撑、生态优化、要素保障四个方面，提出20条具体措施，推动游戏出海。其中提出，加大游戏出海资金扶持力度，充分发挥中央外经贸专项资金等中央及省级专项资金撬动作用。
华源证券指出，游戏方面，优质产品上线表现对公司弹性贡献仍较为突出。建议重视头部游戏公司在 AI+游戏范式探索上的示范效应，相关游戏产品表现如果超预期有望推动相关上市公司的价值重估，同时部分公司重点游戏陆续定档，关注新游产品周期的开启。
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