金吾财讯 | 游戏股走势向好，创梦天地(01119)升3.7%，贪玩(09890)升3.15%，IGG(00799)升2.14%，网易(09999)升1.04%，哔哩哔哩(09626)、腾讯(00700)升近1%，金山软件(03888)升0.5%。中信建投表示，今年游戏行业高景气，上半年大盘在千亿规模的基础上，仍实现近20%增长。该机构认为供给将在2026年继续改善。回顾2025年爆款新游戏（三角洲，超自然，杖剑），其版号大多在2024年及之前获得，2025年1~10月版号数量持续提升，这些版号有望在2026年及后续持续释放。该机构指，游戏景气与利润率持续上行，供给端版号增长（2025年前10月同增23%）支撑后续流水，腾讯网易米哈游新游密集，中型厂商创新品类（如SLG+消除、创意棋牌、新兴女性向等）潜力足渠道议价弱化+AI买量提效，利润率持续上行。
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