智通财经APP获悉，游戏股涨幅居前，截至发稿，网易-S(09999)涨10.36%，报149.2港元；创梦天地(01119)涨6.85%，报0.78港元；IGG(00799)涨4.64%，报3.16港元；心动公司(02400)涨1.9%，报29.5港元；腾讯(00700)涨1.75%，报443港元。
消息面上，3月21日，国家新闻出版署发放国产版号129款、进口版号5款，国产版号发放数量创单月新高，同时频率稳健。招商证券指出，2025年以来，国产、进口版号已经实现每月稳定同步发放，截至3月，今年共计发放362款国产版号、21款进口版号，数量相较于2023年同期显著增加，有望提振游戏行业市场信心。
中信建投表示，由于数字游戏不在此次美国关税所涉及的商品范围之内（不包括主机游戏硬件），因此目前不受关税影响。并且，作为用户的精神娱乐消费，国内游戏的内生需求强劲，今年1-2月，国内游戏市场单月增速分别为28%、12%；版号方面，今年1-3月国产版号数量为362款，同比增长10%左右，年内新品丰富，整体内生景气度高。
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