港股手游股集体拉升上涨，其中，飞鱼科技大涨超11%领衔，蓝港互动、博雅互动涨近6%，心动公司、贪玩涨超4%，腾讯、创梦天地涨3.3%，哔哩哔哩、IGG涨近3%，友谊时光、网易涨超2%。 消息上，国家新闻出版署在第二季度发放了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，监管供应不再是左右开发商盈利的主要因素。他预计，到2026-2027年底，撤离类射击游戏领域的竞争将加剧。晨星维持对游戏巨头腾讯、网易和哔哩哔哩的合理价值估算，并指出这三家公司依然被低估。腾讯依然是其首选，因为AI不太可能破坏其网络效应优势。 有分析称，除了版号总量，市场通常会重点关注具体获得版号的头部公司名单。如果腾讯、网易等大厂的核心产品获批，其股价短期弹性可能更大。此外，当前正值业绩披露期，新游获批带来的业绩增量预期，可能会与此前的中报预告形成共振。
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