中信建投：关注暑期档腾讯游戏表现，看好游戏在全年保持双位数增长

中信建投证券2025-07-07

中信建投发布研报称，《和平精英》“搜打撤”模式的地铁逃生玩法DAU突破3700万，期待《无畏契约》手游上线。其他代理产品更新：真人互动影游《盛世天下》和万代原版IP的《星痕共鸣》值得期待。元宝不断加强工具属性，编程模式上线，核心亮点是对话式开发、教育友好、多语言即写即跑。包括一句话生成数学函数图像、物理实验模拟，辅助抽象知识可视化，儿童通过简单指令创建小游戏（如打地鼠、飞行射击），即时看到创作成果...

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