金吾财讯 | 港股手游股部分上扬，截至发稿，博雅互动(00434)涨3.57%，第七大道(00797)涨3.51%，腾讯控股(00700)涨2.59%，友谊时光(06820)涨2.41%，网易(09999)涨2.18%。
消息面上，中信证券新近研究指，全球手游进入存量竞争，但休闲游戏并非全面扩张，而是由混合化与二合赛道驱动的结构性增长。三消游戏(Match-3)凭借成熟用户心智和长生命周期运营维持近50亿美元收入基本盘，二合游戏(Merge-2)则通过订单经济、资源循环、剧情内容和高频LiveOps提升单用户价值，成为当前益智赛道最具弹性的增长方向。中国厂商正将SLG(SimulationGame，即策略类游戏)时代积累的数值运营、工业化买量和全球发行能力迁移至休闲赛道，部分厂商已率先实现突破。
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