首先，看好游戏板块的景气度延续，2026年板块季度业绩有望再创新高。2025年，游戏板块同比高增长，景气度改善明显。根据游戏工委数据统计，2025年前9个月，中国游戏市场总规模持续扩张，实际销售收入为2560.26亿元，同比增长7.1%；移动游戏销售收入合计1897亿元，同比增长9.5%；移动游戏以外的游戏市场销售收入663.26亿元，同比增长0.7%，我们预计主要受到PC端场景复苏的影响。出海...
Source Link首先，看好游戏板块的景气度延续，2026年板块季度业绩有望再创新高。2025年，游戏板块同比高增长，景气度改善明显。根据游戏工委数据统计，2025年前9个月，中国游戏市场总规模持续扩张，实际销售收入为2560.26亿元，同比增长7.1%；移动游戏销售收入合计1897亿元，同比增长9.5%；移动游戏以外的游戏市场销售收入663.26亿元，同比增长0.7%，我们预计主要受到PC端场景复苏的影响。出海...
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