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“电竞嘉年华”催生深圳消费新浪潮
Sou Hu Cai Jing· 2026-01-08 05:15
从"看比赛"到"玩场景",电竞融入城市空间 突破传统观赛模式,电竞嘉年华正以"1+2+3+N"多元架构深度链接城市公共空间。 在深圳人才公园,巨型"李白"气模下,一群年轻人正排队等待打卡。"我们从广州坐高铁来的,就一小时,专程为了这个。"大学生小林展示着手机里的攻 略,"拍完照就去坐免费主题巴士,到海岸城吃饭能用消费券,商场里还有游戏打卡点。" 这些穿梭于城市中的年轻人,正是深圳两场电竞狂欢——王者荣耀嘉年华与《永劫无间》世界冠军赛的绝对主角。通过《王者荣耀》嘉年华与《永劫无间》 世界冠军赛在深圳的落地,活动吸引大量年轻群体从观赛转向"沉浸式体验",形成从视觉呈现、互动参与到实体消费的完整闭环,点燃整座城市的消费热情 与活力。 以持续17天的《王者荣耀》超级IP嘉年华为例,主会场深圳人才公园变身主题小镇,融合巨型气模、限定商品站与品牌快闪店;分会场则突出差异化体验, 如招商街道的VR科技互动、欢乐海岸的灯光艺术夜景等。配套活动涵盖Coser巡游、主题跑、音乐会及选手见面会,并通过联动京东MALL、深圳湾万象城 等商圈,将电竞热度辐射至全城。在主题小镇上,带着女儿购买手办的张女士感叹:"本来觉得电竞是年轻人玩的 ...
宇树科技“朋友圈”,多了腾讯
新华网财经· 2026-01-08 04:27
Group 1 - Tencent's Robotics X Lab has formed a strategic partnership with Yushu Technology to enhance the application of Yushu's robots in various scenarios such as cultural tourism sites, shopping malls, and corporate exhibition halls [2] - The collaboration will leverage Tencent's Tairos embodied intelligent model to support Yushu's robots in providing user-friendly tour guide and shopping services, aiming to set industry benchmarks [2] - Tencent participated in Yushu Technology's Series C financing, which was completed in June 2025, with major investors including China Mobile's fund, Tencent, Alibaba, Ant Group, and Geely Capital [2] Group 2 - The robot tour guide solution developed by both companies has been piloted at the Dunhuang Mogao Caves Digital Exhibition Center and the Shanghai Guoling Law Firm global headquarters [3] - The Yushu G1 AI tour guide robot, equipped with the Tairos model, has started its internship as a guide at the Dunhuang site, providing visitors with cultural insights [3] - At the Shanghai Guoling Law Firm, the G1 robot serves as a guide, offering information about the firm's history and allowing clients to engage in Q&A sessions [3] Group 3 - Other companies have also disclosed collaborations with Yushu Technology, focusing on models, hardware, and ecosystem development [4] - iFlytek announced its partnership with Yushu Technology, providing AI services based on its Super Brain 2030 platform, covering over 500 intelligent robot manufacturers [4] - JD.com launched its first offline store in collaboration with Yushu Technology, featuring products like the Go2 robotic dog and G1 humanoid robot, marking an expansion of the robot ecosystem into offline scenarios [4] - Rockchip has reported a high market share for its flagship product RK3588 in the robotics sector, collaborating with Yushu Technology and other notable clients on various robot forms [4]
港股午评:恒指跌1.22%、科指跌1.13%,科网股及大金融股走低,军工及半导体概念股拉升
Jin Rong Jie· 2026-01-08 04:13
1月8日,港股股指低开低走,低位窄幅震荡,截止午盘,恒生指数跌1.22%报26136.49点,恒生科技指 数跌1.13%报5673.84点,国企指数跌1.14%报9034.76点,红筹指数跌0.52%报4093.58点。 秦港股份(03369.HK):截至2025年12月31日止年度,吞吐量总计4.33亿吨,同比增长4.48%。 中国碳中和(01372.HK):与中国铁塔及中国再生资源签署三方战略合作协议 联合打造锂电循环经济生 态圈。 国富氢能(02582.HK):就位于澳洲塔斯马尼亚氢能项目的采购事宜订立预购订单协议,包括但不限于水 电解制氢成套设备,及加氢站成套设备(含充装站)。 盘面上,大型科技股普遍走低,阿里巴巴跌1.51%,腾讯控股跌1.68%,京东集团跌1.58%,小米集团跌 1.78%,网易跌0.99%,美团跌2.78%,快手跌2.51%;军工股走高,航天控股涨超5%;半导体板块强 势,美佳音控股涨超8%;大金融股集体低迷拖累大市下跌,苹果概念股、濠赌股、汽车股、家电股纷 纷走低,其中,新濠国际发展、金沙中国、永利澳门、澳博控股均刷新阶段低位;今日3只新股上市, 精锋医疗-B涨超29%,天数智 ...
招商证券国际:智谱及MiniMax在港上市将提升AI互联网短期投资热度
Zhi Tong Cai Jing· 2026-01-08 03:08
招商证券国际发布研报称,智谱(02513)及MiniMax(00100)将分别于今明两日在港上市,两家公司作为 纯大模型的代表性企业,与阿里巴巴-W(09988)、字节跳动等综合性厂商形成差异化竞争。 该行认为,智谱及MiniMax的上市将提升AI互联网短期投资热度,综合云厂商仍具有资金及生态优势, 与纯大模型公司形成竞合格局。该行继续看好中国互联网行业,认为长期应关注新模型/应用的持续迭 代和商业化进展。首选阿里巴巴、腾讯控股(00700)。同时建议关注哔哩哔哩-W(09626)、快手- W(01024)、智谱及MiniMax。 ...
再创新纪录:《三角洲行动》年收暴涨29倍,《无尽冬日》大破280亿,叠纸上升90%
3 6 Ke· 2026-01-08 02:52
Core Insights - The global mobile game market is experiencing significant growth, with Chinese publishers dominating the revenue rankings in December 2025, as highlighted by Sensor Tower's report [1][24]. Group 1: Revenue Rankings - The top 10 mobile game publishers in December 2025 remained stable, with NetEase's "Yan Yun Shi Liu Sheng" ranking 4th, showing a 16% month-over-month revenue increase [1]. - Chinese publishers accounted for 34.6% of the total revenue of the global top 100 mobile game publishers, collectively earning $1.95 billion [1]. - Tencent's "Honor of Kings" led the iOS mobile game sales chart in China, generating over $2 billion in total revenue for the year [5]. Group 2: Key Game Performances - Tencent's "Honor of Kings" maintained strong revenue momentum through continuous content updates and esports events, contributing to its sustained market leadership [3][5]. - "Endless Winter" by Point Point Interactive is projected to reach $2.2 billion in revenue for 2025, showcasing its leading position in the survival strategy genre [7]. - NetEase's "Yan Yun Shi Liu Sheng" achieved significant success, ranking 2nd in the global iOS mobile game sales chart and generating a 95% revenue increase in December [11][15]. Group 3: Publisher Performance - Lemon Microfun's revenue grew by 10%, securing the 3rd position among publishers, driven by successful holiday-themed events [9]. - The revenue of Deyou Network surged by 90% due to the success of "Love and Deep Space," which reached a global revenue of $930 million [20]. - Youka Network's "Three Kingdoms Kill" saw a 65% revenue increase, allowing it to re-enter the top 30 rankings [22]. Group 4: Market Trends - The global mobile game market is undergoing a transformation, with a focus on high-quality, detailed operational activities as a key driver for growth [23][28]. - In 2025, 135 mobile games surpassed $100 million in in-app revenue, totaling $50.8 billion, with strategy games leading the way [24].
越秀证券每日晨报-20260108
越秀证券· 2026-01-08 02:50
-主要市场指数表现 | | 收市价 | 上个交易日升 | YTD 升跌 | | --- | --- | --- | --- | | 恒生指数 | 26,458 | -0.94% | +3.23% | | 恒生科技指数 | 5,738 | -1.49% | +4.03% | | 国企指数 | 9,138 | -1.14% | +2.53% | | 沪深 300 | 4,776 | -0.29% | +3.17% | | 上证综合指数 | 4,085 | +0.05% | +2.95% | | 深证成份指数 | 14,030 | +0.06% | +3.74% | | 中小板指 | 8,611 | +0.21% | +4.21% | | 道琼斯指数 | 48,996 | -0.94% | +1.94% | | 标普 500 指数 | 6,920 | -0.34% | +1.10% | | 纳斯达克指数 | 23,584 | +0.16% | +1.47% | | 伦敦富时指数 | 10,048 | -0.74% | +1.18% | | CAC40 指数 | 8,233 | -0.04% | +1.04% | | ...
42家港股公司回购 斥资9.53亿港元
1月7日港股公司回购一览 证券时报·数据宝统计显示,1月7日有42家香港上市公司进行了股份回购,合计回购2433.50万股,回购 金额9.53亿港元。 腾讯控股回购数量102.30万股,回购金额6.36亿港元,回购最高价为628.000港元,最低价为615.500港 元,年内累计回购金额25.43亿港元;小米集团-W回购数量390.00万股,回购金额1.49亿港元,回购最 高价为38.200港元,最低价为38.120港元,年内累计回购金额4.48亿港元;吉利汽车回购数量338.80万 股,回购金额5915.60万港元,回购最高价为17.650港元,最低价为17.380港元,年内累计回购金额1.27 亿港元。 以金额进行统计,1月7日回购金额最多的是腾讯控股,回购金额为6.36亿港元;其次是小米集团-W, 回购金额为1.49亿港元;回购金额居前的还有吉利汽车、佑驾创新等。回购数量上看,1月7日回购股数 最多的是小米集团-W,当日回购量为390.00万股;其次是吉利汽车、百融云-W等,回购数量分别为 338.80万股、205.00万股。(数据宝) | 09669 | 北森控股 | 10.00 | 71.89 | ...
港股股票回购一览:42只个股获公司回购
Mei Ri Jing Ji Xin Wen· 2026-01-08 01:26
每经AI快讯,Wind数据显示,1月7日,共42只港股获公司回购,6只个股回购金额超千万港元。其中, 腾讯控股、小米集团-W、吉利汽车回购金额最大,分别获公司回购6.36亿港元、1.49亿港元、5915.6万 港元。截至1月7日,今年已有70只港股获公司回购,3只个股年内累计回购金额超亿港元。其中,腾讯 控股、小米集团-W、吉利汽车年内累计回购金额最大,分别获公司回购25.43亿港元、4.48亿港元、 1.27亿港元。 (文章来源:每日经济新闻) ...
智通港股回购统计|1月8日
智通财经网· 2026-01-08 01:14
| 股票名称 | 回购数 | 回购额 | 年累计回购数量 | 年累计回购数量/总 | | --- | --- | --- | --- | --- | | | | | (股) | 股本 | | 腾讯控股(00700) | 102.30 万 | 6.36 亿 | 1.06 亿 | 1.154% | | 小米集团-W(01810) | 390.00 万 | 1.49 亿 | 1.57 亿 | 0.610% | | 吉利汽车(00175) | 338.80 万 | 5915.60 万 | 2966.50 万 | 0.294% | | 佑驾创新(02431) | 174.54 万 | 2579.94 万 | 174.54 万 | 0.562% | | 百融云-W(06608) | 205.00 万 | 2566.60 万 | 923.95 万 | 1.980% | | 巨子生物(02367) | 40.00 万 | 1378.34 万 | 640.00 万 | 0.598% | | 威高股份(01066) | 108.00 万 | 573.16 万 | 2709.00 万 | 5.999% | | 津上机床中国(016 ...
2025年,我观察到企业组织的四个变化
3 6 Ke· 2026-01-08 01:08
辞旧迎新时,总习惯回头望。2026年元旦,当我梳理2025年与"企业组织"相关的素材时,最触动我的不 是AI技术的单点突破,也不是企业裁员数字的起伏,不是蜜雪冰城好莱坞首店门前排起的长队,也不 是理想汽车高喊着回归创业模式,而是: 美的员工下班早了,效率却涨了20%; 房企开始砍中层,决策权直接给到项目一线; 腾讯一边收缩非核心业务,一边招1万名AI实习生; 外卖平台在效率高压下,给骑手上了社保; 胖东来成为了企业"学习标兵",访学团队挤爆门店; …… 这些看似零散的事件,绝非短期管理风潮,而是中国企业面对环境变化,组织逻辑的集体调校:从拒 绝"表演式勤奋",到拆解冗余结构,再到 AI 时代的组织重构与人性关怀的回归。 反"表演式勤奋",调校组织价值公式 2025年,一些头部企业掀起了一场并不温和的效率革命。这场革命要砍掉的,并不是加班本身,而是用 忙碌掩盖低效的组织幻觉。 美的是这一轮"反表演式勤奋"的标杆。年初方洪波提出"以简化促增长",随后一份《简化工作方式要 求》直接打破行业惯性: 非必要不做 PPT(避免"美化数据"的形式主义); 不允许下班后开会(拒绝"耗时长 = 贡献大"的伪效率); 不允许代写 ...