智通财经APP获悉，游戏股集体上涨，截至发稿，创梦天地(01119)涨5.88%，报0.27港元；哔哩哔哩-W(09626)涨4.2%，报146.4港元；腾讯(00700)涨4.16%，报465.8港元；心动公司(02400)涨2.71%，报46.28港元。
消息面上，近日，国家新闻出版署下发2026年7月游戏版号，共197款游戏过审，为过去五年以来最大规模的单批次审批，2026年累计版号已达1147款。花旗指出，版号发放的时间点赶在夏季高峰期及中国国际数码互动娱乐展览会前夕，显示监管机构持续支持网络游戏产业健康发展。此次审批有利于各游戏开发商，进一步巩固行业健康的供应管道。
华创证券指出，7月游戏版号发放，其中国产版号共193款，同比增长52%、环比增长21%，数量创近三年来新高，其中包括灵游坊《影之刃零》，侧面验证游戏作为文化出海标杆行业，监管已进入鼓励行业健康发展的新常态。我们认为，游戏仍系泛消费领域中增速快、估值低、性价比高的板块，目前机构持仓亦进入历史低位，关注业绩释放及估值修复机会。
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