金吾财讯 | 港股手游股局部走高，截至发稿，腾讯控股(00700)涨2.30%，望尘科技控股(02458)涨1.65%，博雅互动(00434)涨1.01%，哔哩哔哩-W(09626)涨0.93%。消息面上，SensorTower新近发布的行业数据显示，今年6月，有38家中国手游发行商入围全球手游发行商收入榜TOP100，合计吸金20.6亿美元(仅统计发行商收入，且不包括中国第三方安卓渠道)，同比增幅超17%，占本期全球TOP100手游发行商收入41.6%。此外，伴随着网易《遗忘之海》定档7月9日PC公测，腾讯《失控进化》7月9日正式上线，哔哩哔哩战棋新游《三国火凤燎原》开启测试招募等头部企业频频动作，国内手游行业进入新品密集发布阶段。另有业内人士分析认为，截至今年6月底，国家新闻出版署再度下发171款游戏版号，使得2026年上半年过审游戏版号达到950款，供给端持续扩容，也为后续游戏市场带来更多增量可能。
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