智通财经APP获悉，交银国际发布研究报告称，予内地互联网行业领先评级。2025年1月，该行跟踪的头部手游流水之和同比增17%，较12月增速3%加速。
该行表示，腾讯控股(00700)老游戏运营稳健，新游储备丰富，维持2024年第四季及2025年第一季手游收入加速增长预期。网易-S(09999)本土手游流水止跌回升，预计带动第一季度手游收入恢复增长，端游新游符合预期，对收入贡献将持续释放。
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