港股手游股继续上涨，其中，游莱互动涨11.6%，创梦天地盘中一度涨超8%，腾讯、飞鱼科技、网易、金山软件涨超2%，中手游、哔哩哔哩涨近2%。 消息上，国家新闻出版署第二季度发放483个游戏版号，同比增长13%。晨星高级股票分析师Ivan Su指出，在审批常态化的背景下，监管供应已不再是左右开发商盈利的主要因素，腾讯、网易、哔哩哔哩仍被低估。 6-8月暑期档是游戏行业全年新品最密集的窗口期。2026年6月已定档上线的新游超过24款，头部厂商纷纷亮出底牌。历史数据显示，暑期手游流水占全年比重超25%，新品出爆款成功率较高。 此外，第23届ChinaJoy将于7月31日开幕，近900家企业参展，超百家厂商将展示AI生成剧情、实时渲染等前沿技术，有望为板块提供进一步催化。
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