智通财经APP获悉，游戏股集体走高，截至发稿，网易-S(09999)涨5.34%，报189.4港元；腾讯(00700)涨3.39%，报519港元；创梦天地(01119)涨3.09%，报0.5港元；IGG(00799)涨1.32%，报3.08港元。
消息面上，谷歌母公司Alphabet近日宣布对Google Play商店进行系统性改革，将应用内购买(IAP)的标准服务费从沿用近二十年的30%下调至20%，订阅服务费降至10%，并全面开放第三方支付系统和第三方应用商店。
花旗发布研报称，Google Play的政策改革可能标志移动平台收费结构的一个重要里程碑，很可能有利于拥有较大海外移动发行业务的中国游戏公司，并可能鼓励更多工作室探索海外机遇。此举可能为游戏公司带来逐步的毛利率改善，其幅度取决于国内/海外及平台组合。该行相信其他主要应用商店也可能跟随，以维持其竞争力及开放性。
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