Tiger Brokers

手游股多股走强 腾讯控股(00700)领涨4.27% 4月国内游戏市场实际销售收入同比增长11.04%

金吾财讯
May 19

金吾财讯 | 港股手游股多股走强，截至发稿，腾讯控股(00700)涨4.27%，哔哩哔哩-W(09626)涨2.99%，网易-S(09999)涨2.51%，IGG(00799)涨1.67%，心动公司(02400)涨1.47%，创梦天地(01119)涨1.22%。消息面上，5月18日中国游戏产业研究专家委员会与伽马数据联合发布2026年4月中国游戏产业月度报告。数据显示，国内游戏市场实际销售收入达303.69亿元，同比增长11.04%，呈现存量运营与增量供给双轮驱动的稳健格局。移动游戏稳中有升、客户端游戏同比高增、自研出海持续爆发，新品与长线产品协同发力，推动行业保持高质量增长。与此同时，国信证券研究建议，投资者可关注AI应用叙事逻辑改善可能，把握游戏与IP潮玩底部机会：1)2026年大厂AI应用迭代速度加快，OpenClaw引领下AI应用从单点工具到深度融入工作流、头部模型厂融资进程加快，持续看好AI应用产业趋势；4-5月游戏版号发放节奏持续、IP潮玩新品发布密集，持续看好游戏、IP潮玩行业景气度，关注游戏及IP潮玩头部公司暑期档布局情况；2)AI应用：流量及内容服务生态重构，多模态技术进步加速AI漫剧、游戏等领域降本增效，关注AI应用负向逻辑修正可能。

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