智通财经APP获悉，金山软件(03888)午后跳水跌超10%，此前一个月股价累升逾两成。截至发稿，跌10.27%，报36.7港元，成交额13.39亿港元。
消息面上，西山居机甲游戏《解限机》于7月2日12:00正式开服。大摩此前研报指出，整体而言，《解限机》于年初的测试回馈褒贬不一，集团旗下西山居(Seasun)多花了三个月时间进行调整。由于PC游戏缺乏高频率的总销量数据，上市后在Steam全球畅销榜的排名可能是最重要的指标。大摩预测，《解限机》若在Steam全球畅销榜排名第10-20位，有信心集团于2025年贡献5亿元人民币的收入预测。
另外，大摩亦设三种该游戏推出后对集团股票的潜在影响。情景1：金山软件股价上涨5%，因集团近期盈利未达预期这或恢复投资者对金山游戏的信心。情景2：股价上涨大于10%，这表明收入超额的可能性较高。情景三：股价下跌5%，这可能削弱其投资理论。
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