智通财经APP获悉，游戏股早盘走高，截至发稿，网易-S(09999)涨12.64%，报134.6港元；心动公司(02400)涨10.43%，报23.3港元；金山软件(03888)涨3.87%，报29.5港元；中手游(00302)涨3.8%，报0.82港元；腾讯(00700)涨0.64%，报406港元。
消息面上，游戏厂商陆续披露三季报，网易三季度游戏收入202亿元，环比增长5%，端游收入同比增长29%、环比增长30%。《大话西游 2》《第五人格》《永劫无间》等长线IP创新高，《魔兽世界》和《炉石传说》重返中国市场连破纪录。腾讯三季度游戏业务收入实现强劲增长，本土市场游戏收入同比增长14%至373亿元，得益于包括《无畏契约》、《王者荣耀》、《和平精英》及《地下城与勇士：起源》在内的游戏驱动。
国元证券指出，2024年三季度，中国游戏市场规模917.66亿元，环比增长22.96%，同比增长8.95%。10月下发113款国产游戏版号和15款进口游戏版号，版号供给持续充足。新品上线方面，腾讯的《宝可梦大集结》11.7上线，吉比特代理游戏《异象回声》定档11.13，快手《无尽梦回》将于11.21上线，优质新游供给有望提振行业景气度，带动游戏市场规模持续上行。
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