金吾财讯 | 游戏股普升，网易(09999)、网龙(00777)升3%，中手游(00302)升2.7%，金山软件(03888)升1.39%，腾讯(00700)升1.07%，哔哩哔哩(09626)升1%。开源证券认为，密集运营活动叠加寒假、春节假期或继续推动已上线头部游戏流水走高，重磅新品周期继续开启及供需共振下，游戏行业高景气或延续，世界模型等AI工具突破或持续助力游戏玩法、内容丰富度提升，大DAU游戏流量价值及平台渠道分发价值或更加凸显，建议继续布局游戏。
金吾财讯 | 游戏股普升，网易(09999)、网龙(00777)升3%，中手游(00302)升2.7%，金山软件(03888)升1.39%，腾讯(00700)升1.07%，哔哩哔哩(09626)升1%。开源证券认为，密集运营活动叠加寒假、春节假期或继续推动已上线头部游戏流水走高，重磅新品周期继续开启及供需共振下，游戏行业高景气或延续，世界模型等AI工具突破或持续助力游戏玩法、内容丰富度提升，大DAU游戏流量价值及平台渠道分发价值或更加凸显，建议继续布局游戏。
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