港股异动 | 哔哩哔哩-W涨超5%，游戏行业维持较高景气度，公司数款新游酝酿筹备中
7月4日，哔哩哔哩-W盘中涨超5%，成交额6.75亿港元。
消息面上，首届上海国际动漫月活动于7月4日启动，将持续至8月10日。期间，中国国际动漫游戏博览会（CCG EXPO）、哔哩哔哩线下嘉年华（Bilibili World）与中国国际数码互动娱乐展览会（ChinaJoy）三大动漫展会首次实现联动，将上海打造成“全球次元文化新地标”。光大证券此前指，游戏行业四条主要投资逻辑具备持续性，板块维持较高景气度，消费情绪保持高位；头部厂商产线整体聚焦端游等精品大作，中腰部垂类机会更多；25年暑期档新品周期强势，多款重点产品定档或测试。；细分赛道持续有创新性玩法产出。
天风证券指出，《三谋》正逐步演变为具备中长期价值的优质游戏内容。公司预计未来将继续通过优化内容与玩法、拓展游戏赛季功能，推动游戏业务实现长期增长。与此同时，《FGO》和《碧蓝航线》等传统二次元游戏也维持稳定表现。公司表示，《三谋》将于今年晚些时候拓展至国际市场，数款新游也在酝酿筹备中。该行称公司长期有望受益于“自研精品，全球发行”战略，未来建议持续关注商业化进程。
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