哔哩哔哩盘中涨超8%,机构持续看好游戏板块投资机会

金吾财讯
Sep 09, 2025

周二,哔哩哔哩盘中涨超8%。消息面上,江海证券发布研报称,今年1-8月国家新闻出版署发布国产网络游戏版号1050个,同比增长23.53%。游戏版号的常态化发放体现监管政策对于游戏产业发展的支持力度在持续加大。游戏板块现金流好,政策支持力度持续加大,且AI游戏研发持续深化;近期游戏板块涨幅明显,市场关注度较高,持续看好游戏板块投资机会。

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