智通财经APP获悉，游戏股多数走低，截至发稿，金山软件(03888)跌3.22%，报22.24港元；腾讯(00700)跌3.07%，报489港元；禅游科技(02660)跌1.57%，报2.5港元。
消息面上，近日，关于“游戏版号审批新规：宫斗类、官斗类、棋牌类一律不受理”的相关内容在部分网络平台被传播，引起市场和行业的广泛关注。据21世纪经济报道，一位深圳资深游戏行业从业者在与记者交流时表示，当前网络流传的内容均为2019年起就执行至今的规定，近期游戏行业并无新的监管变动消息。“近期游戏行业整体基调还是偏积极乐观的。”其进一步表示。
此外，招银国际指，预期腾讯今年首季业绩稳健，料总收入同比增长10%至1,984亿元人民币(下同)，非国际财务报告准则净利润同比增长9%至668亿元，主要受强劲的核心游戏及市场推广业务带动，但部分被AI投资增加所抵消。该行指，腾讯的核心业务持续受惠于AI，并维持强劲增长动力。虽然AI投资影响短期利润率，但亦创造短期催化因素，长远而言也可赋能核心业务。
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