游戏股涨幅居前飞鱼科技(01022)涨6.59% 机构指游戏市场持续保持较高景气度

金吾财讯

Sep 16

金吾财讯 | 游戏股涨幅居前，截至发稿，飞鱼科技(01022)涨6.59%，禅游科技(02660)涨4.94%，哔哩哔哩-W(09626)涨4.41%，望尘科技控股(02458)涨2.83%，网龙互动(00777)涨1.47%，网易-S(09999)涨1.16%。

消息面上，据行业咨询机构SensorTower数据显示，2025年8月，共32家中国厂商入围全球手游发行商收入榜TOP100，合计吸金20.4亿美元，占本期全球TOP100手游发行商收入35.1%。中信建投则分析认为，这一轮游戏景气变化的核心是，供给、需求双旺盛带动的游戏总时长提升和大盘扩容，并且竞争格局明显趋缓。据游戏工委披露的数据测算，上半年游戏行业的用户平均收入同比增长13%。中国银河发研报指，随着底层大模型能力的不断迭代，当前AI应用已经初步具备了的发展的技术基础。AI在各个行业试水的不断展开，AI应用落地将对多数行业产生变革性的影响。其中，B端商业化进展加快在传媒板块的映射较为明显，观察到海外AI技术起步较早，且应用商业化落地相对成熟。此外，游戏市场2024年暑期以来持续保持较高景气度，主要游戏大厂的重点新游上线表现都较为亮眼。考虑到后期游戏流水的收入递延效应以及新上线新游的优秀表现有望延续, 我们认为2025年这些公司业绩将有望实现持续增长。

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href=\"https://laohu8.com/S/01022\">飞鱼科技</a>(01022)涨6.59%，<a href=\"https://laohu8.com/S/02660\">禅游科技</a>(02660)涨4.94%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>(09626)涨4.41%，<a href=\"https://laohu8.com/S/02458\">望尘科技控股</a>(02458)涨2.83%，<a href=\"https://laohu8.com/S/00777\">网龙</a>互动(00777)涨1.47%，<a href=\"https://laohu8.com/S/09999\">网易-S</a>(09999)涨1.16%。</p><p>消息面上，据行业咨询机构SensorTower数据显示，2025年8月，共32家中国厂商入围全球手游发行商收入榜TOP100，合计吸金20.4亿美元，占本期全球TOP100手游发行商收入35.1%。<a href=\"https://laohu8.com/S/601066\">中信建投</a>则分析认为，这一轮游戏景气变化的核心是，供给、需求双旺盛带动的游戏总时长提升和大盘扩容，并且竞争格局明显趋缓。据游戏工委披露的数据测算，上半年游戏行业的用户平均收入同比增长13%。<a href=\"https://laohu8.com/S/601881\">中国银河</a>发研报指，随着底层大模型能力的不断迭代，当前AI应用已经初步具备了的发展的技术基础。AI在各个行业试水的不断展开，AI应用落地将对多数行业产生变革性的影响。其中，B端商业化进展加快在传媒板块的映射较为明显，观察到海外AI技术起步较早，且应用商业化落地相对成熟。此外，游戏市场2024年暑期以来持续保持较高景气度，主要游戏大厂的重点新游上线表现都较为亮眼。考虑到后期游戏流水的收入递延效应以及新上线新游的优秀表现有望延续, 我们认为2025年这些公司业绩将有望实现持续增长。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n游戏股涨幅居前 飞鱼科技(01022)涨6.59% 机构指游戏市场持续保持较高景气度\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2025-09-16 09:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 游戏股涨幅居前，截至发稿，<a href=\"https://laohu8.com/S/01022\">飞鱼科技</a>(01022)涨6.59%，<a href=\"https://laohu8.com/S/02660\">禅游科技</a>(02660)涨4.94%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>(09626)涨4.41%，<a href=\"https://laohu8.com/S/02458\">望尘科技控股</a>(02458)涨2.83%，<a href=\"https://laohu8.com/S/00777\">网龙</a>互动(00777)涨1.47%，<a href=\"https://laohu8.com/S/09999\">网易-S</a>(09999)涨1.16%。</p><p>消息面上，据行业咨询机构SensorTower数据显示，2025年8月，共32家中国厂商入围全球手游发行商收入榜TOP100，合计吸金20.4亿美元，占本期全球TOP100手游发行商收入35.1%。<a href=\"https://laohu8.com/S/601066\">中信建投</a>则分析认为，这一轮游戏景气变化的核心是，供给、需求双旺盛带动的游戏总时长提升和大盘扩容，并且竞争格局明显趋缓。据游戏工委披露的数据测算，上半年游戏行业的用户平均收入同比增长13%。<a href=\"https://laohu8.com/S/601881\">中国银河</a>发研报指，随着底层大模型能力的不断迭代，当前AI应用已经初步具备了的发展的技术基础。AI在各个行业试水的不断展开，AI应用落地将对多数行业产生变革性的影响。其中，B端商业化进展加快在传媒板块的映射较为明显，观察到海外AI技术起步较早，且应用商业化落地相对成熟。此外，游戏市场2024年暑期以来持续保持较高景气度，主要游戏大厂的重点新游上线表现都较为亮眼。考虑到后期游戏流水的收入递延效应以及新上线新游的优秀表现有望延续, 我们认为2025年这些公司业绩将有望实现持续增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0003795394.USD","symbol_name":"BNY MELLON ASIAN EQUITY \"A\" (USD) 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Feiyu Technology (01022) rose 6.59%. 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