金吾财讯 | 手游股局部扬升，截至发稿，创梦天地（01119）涨4.23%，网易（09999）涨1.83%，指尖悦动（06860）涨1.79%，哔哩哔哩-W（09626）涨1.21%，心动公司（02400）涨1.15%。消息面上，花旗新近发布研报指，国家新闻出版署于9月30日公布2026年第9批游戏版号，共批出209款，包括国产206款、进口3款，为今年第二大批次，亦连续第二个月超过200个，当中包括腾讯控股（00700）《梦境清理团》。第三季累计批出621款，创恢复常规审批以来单季新高，高于去年同期463款，以及今年首季467款、次季483款。该行指，今年首九个月累计批出1,571款游戏，相当于去年全年1,771款的89%，重申对今年全年批出1,900至2,100个版号的预期，并认为相当有望达标且将高于去年。该行预期余下三个月每月批出量仍可能继续超过200个。受惠于优质内容供应、长青游戏，以及人工智能带来的效率提升，版号供应扩大有助支撑健康的行业基本面。
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