开源证券：继续布局游戏等AI应用，重点推荐腾讯控股、网易等股

开源证券12-01

开源证券研报显示，11月27日，国家新闻出版署发布11月共178款国产游戏及6款进口游戏版号获批信息，包括哔哩哔哩《闪耀吧！噜咪》、恺英网络《冰雪王者》、完美世界《梦幻新诛仙：轻享》、吉比特《再世仙途》等，11月国产游戏版号数量创年内单月新高，2025年累计已下发国产游戏版号1532个，丰富的版号储备为新游供给释放蓄势，或驱动游戏行业延续高景气，其中由恺英网络开发、贪玩游戏发行的多人开放世界...

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