Changes in Hong Kong stocks | Game stocks have the highest gains, and many game companies expect sharp increases in performance, and institutional sector valuations are expected to recover

The Zhitong Finance App learned that gaming stocks had the highest gains. As of press release, Bilibili-W (09626) rose 4.81% to HK$146.1; Tencent (00700) rose 3.9% to HK$479.6; NetEase (09999) rose 3.25% to HK$209.4; and Jinshan Software (03888) rose 2.95% to HK$24.42.

According to the news, recently, several A-share game companies have successively disclosed their performance forecasts for the first half of 2026. Century Huatong, Giant Network, and Kaiying Network all expect net profit growth in the first half of the year. Guoxin Securities pointed out that the total number of approved versions from the beginning of the year to the end of June reached 950, an increase of 17.0% over the previous year; the demand side also maintained good resilience. In May 2026, the actual sales revenue of the domestic game market reached 30.875 billion yuan, an increase of 10.07% over the previous year.

Huayuan Securities believes that the semi-annual report disclosure window is approaching, the game sector has undergone adjustments, the valuations have become more cost-effective, and valuations supported by fundamentals are expected to be repaired. In addition, the product cycle is still the key. Focus on the long-term operation of high-quality products. At the same time, it is recommended to focus on the demonstration effects of leading game companies in exploring the AI+companion+gamification paradigm. If the performance of related products exceeds expectations, it is expected to drive the revaluation of relevant listed companies.