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纳斯达克金龙中国指数初步收跌0.4%,6月份累涨约4.4%。热门中概股里,小马智行初步收跌3.2%,文远知行、理想、京东、小鹏、腾讯至少跌约1%,网易和小米则至多涨约2%。
news flash· 2025-06-30 20:04
热门中概股里,小马智行初步收跌3.2%,文远知行、理想、京东、小鹏、腾讯至少跌约1%,网易和小 米则至多涨约2%。 纳斯达克金龙中国指数初步收跌0.4%,6月份累涨约4.4%。 ...
晚报 | 7月1日主题前瞻
Xuan Gu Bao· 2025-06-30 14:41
明日主题前瞻 1、游戏 | 据上证报,6月下旬,游戏版号发放节奏维持高位常态,A股市场中恺英网络、巨人网络、冰川网络等相关公司密集收获新作版号,板块热度攀 升。数据显示,今年上半年国产网络游戏版号累计达757个,同比增长超20%,进口版号数量达55个,保持月度常态化发放态势。最新一批版号中,恺英网 络的《斗罗大陆:魂师大作战》、冰川网络的《最后小队》、巨人网络的《无尽修仙》等重点项目悉数在列,腾讯、网易分别凭借《穿越火线:虹》《无主星 渊》等作品再获进口版号。 点评:中航证券表示,游戏版号稳定发放节奏延续,行业供给端显著改善,利于优质内容加速推新,带动板块景气回暖。版号结构上,多款产品同时获批移 动+客户端、游戏机版号,反映"跨端融合+精品化"的供给方向。中原证券表示,国内游戏产业的市场需求稳固,景气度高,产品周期带动下国内游戏公司 业绩逐渐释放。AI端,目前AI技术在游戏产业的应用已经较为明朗,不仅限于降本增效,AI NPC、AI+UGC、AI陪伴等更能体现AI技术智能化、个性化的 应用已有产品雏形,预计未来将有更多基于AI技术赋能的AI原生游戏出现,带动游戏行业价值重估。 2、稳定币 | 据智通财经,香港 ...
游戏板块收盘领涨超5%,6月版号创22年以来单月新高,机构表示游戏增长逻辑夯实
Mei Ri Jing Ji Xin Wen· 2025-06-30 09:33
注:如提及个股仅供参考,不代表投资建议。市场观点随市场环境变化而变动,不构成任何投资建议或 承诺。提及基金仅供参考,不构成任何投资建议,也不构成对基金业绩的预测和保证。如需购买相关基 金产品,请选择与风险等级相匹配的产品。基金有风险,投资需谨慎。 (文章来源:每日经济新闻) 相关机构表示,据《2025年5月中国游戏产业月度报告》,当月市场总收入达280.51亿元,同比增长 9.86%。细分领域表现亮眼:电竞游戏销售收入 145.23 亿元,同比增幅达28.22%;自研游戏海外收入 15.77 亿元,连续三个月环比增长。电竞生态完善与出海产品迭代(如《Kingshot》等新游表现)共同推动 结构性增长,行业长期发展动能充足。此外从版号角度看,随版号持续发放,游戏板块永续增长逻辑得 到夯实。 感兴趣的投资者建议关注游戏ETF(516010),一键把握游戏板块布局机会。 消息面,6月游戏版号发布147个国产和11个进口游戏,数量创今年新高。本次版号发放覆盖多家重点游 戏厂商,在数量与品质上均呈现回时态势,涵盖腾讯《穿越火线:虹》、网易《无主星渊》、金山世游 《鸭杀》等进口产品。从整体趋势来看,2025年上半年国产游 ...
智通港股52周新高、新低统计|6月30日
智通财经网· 2025-06-30 08:45
| (03150) | | | | | --- | --- | --- | --- | | A三星区块链(03171) | 42.140 | 42.140 | 0.52% | | 优品360(02360) | 1.910 | 1.930 | 0.52% | | 趣致集团(一百) | 134.200 | 135.600 | 0.52% | | (00917) | | | | | A潘渡招商创新(03056) | 22.660 | 22.700 | 0.44% | | 绿色动力环保(01330) | 5.180 | 5.180 | 0.39% | | A三星亚太元宇宙 | 20.740 | 20.740 | 0.39% | | (03172) | | | | | 中国东方航空股份 | 3.160 | 3.300 | 0.30% | | (00670) | | | | | 太古地产(01972) | 19.600 | 19.840 | 0.30% | | A GX国指备兑 | 10.500 | 10.610 | 0.28% | | (03416) | | | | | 工银南方国债-R | 107.100 | 107 ...
利好!全线大涨!
中国基金报· 2025-06-30 08:00
【导读】多个利好,全线大涨! 中国基金报记者 泰勒 大家好啊,今天市场全线大涨!一起回顾下发生了什么事情。 6月30日,A股全天反弹,创业板指领涨。截至 收盘,沪指涨0.59%,深成指涨0.83%,创业板指涨1.35%。 市场共4056家公司上涨,1127家公司下跌,92只个股涨停! 从上半年市场表现来看,主要股指全线上涨。其中沪指上半年 涨2.76%,北证50指数大涨39.45%,一度创出历史新高。 | 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | 92 | | 涨幅 > 7% | 172 | | 涨幅 5-7% | 159 | | 涨幅 3-5% | 440 | | 涨幅 0-3% | 3286 | | 跌幅 0-3% | 1072 | | 跌幅 3-5% | 35 | | 跌幅 5-7% | 12 | | 跌幅 > 7% | 8 | | 其中 跌停 | 5 | | 上涨家数 | 4056 | | 下跌家数 | 1127 | | 平盘停牌 | 237 | | 总品种数 | 5420 | | 总成交额 | 15173.70亿 | | 总成交量 | 114608.8万 | | ...
传媒行业2025年中期策略:紧扣景气度主线,重视确定性资产,乐观关注AI产业进展
GF SECURITIES· 2025-06-30 07:23
[Table_Page] 投资策略报告|传媒 证券研究报告 | 年中期策略 | [Table_Title] 传媒行业 2025 | | | | --- | --- | --- | --- | | 关注 | | | AI | | | | 产业进展 | | | 紧扣景气度主线,重视确定性资产,乐观 | | | | [Table_PicQuote] 相对市场表现 [分析师: Table_Author]旷实 SAC 执证号:S0260517030002 SFC CE No. BNV294 010-59136610 kuangshi@gf.com.cn 分析师: 廖志国 SAC 执证号:S0260525060001 15201876785 liaozhiguo@gf.com.cn 分析师: 徐呈隽 SAC 执证号:S0260519110002 021-38003663 xuchengjun@gf.com.cn 分析师: 周喆 SAC 执证号:S0260523050003 SFC CE No. BJD408 010-59136890 zhouzhe@gf.com.cn 分析师: 章驰 SAC 执证号:S026052308 ...
内容侧蓬勃发展叠加技术革命,游戏行业有望进入黄金时代,游戏ETF(159869)大涨6.28%
Sou Hu Cai Jing· 2025-06-30 03:43
6月版号数量创近年新高,共158款游戏获批。国产版号来看,巨人网络《无尽修仙》、电魂网络《爆爆军团》、恺英网络《斗罗大陆:魂师大 作战》、三七互娱《骑士与大龙》、莉莉丝游戏《帕萌战斗日记》、ST华通《逐鹿玛法》、冰川网络《最后小队》、汤姆猫《汤姆猫小 镇》、ST中青宝《宠物精灵王》等在列;进口版号方面,腾讯《穿越火线:虹》及《战术小队:破晓攻势》、网易《无主星渊》、金山《鹅 鸭杀》等在列。 巨人网络旗下游戏《太空杀》6月27日上线AI原生玩法"残局对决",《太空杀》作为拥有2 亿用户的社交推理游戏,已推出多个AI原生玩法, 累计数百万玩家参与,对局总量达到数千万,此次升级不仅推动玩法维度升级,也进一步巩固其在"AI原生游戏玩法"领域的标杆地位。 华西证券认为,版号常态化发放印证监管对行业健康发展的持续支持,供给端改善为市场注入新动能。政策稳定性显著提升国内厂商研发与发 行规划的可预期性,推动资源向精品化、长线化方向倾斜;进口版号同步扩容,彰显包容创新态度。 游戏板块具备AI、内容、商业化模式变革多点催化,游戏ETF(159869)跟踪中证动漫游戏指数,反映动漫游戏产业A股上市公司股票的整体 表现,可以关注游戏 ...
金十图示:2025年06月30日(周一)中国科技互联网公司市值排名TOP 50一览
news flash· 2025-06-30 02:52
Group 1 - The top company by market capitalization is 台棋电 with a value of 11,854.84 million [2] - Tencent Holdings ranks second with a market cap of 5,904.94 million [2] - Alibaba follows in third place with a market cap of 2,722.24 million [2] Group 2 - Xiaomi Group is in fourth place with a market cap of 1,906.02 million [2] - Pinduoduo ranks fifth with a market cap of 1,492.62 million [2] - Meituan is sixth with a market cap of 991.67 million [2] Group 3 - NetEase has a market cap of 839.94 million, placing it seventh [2] - JD.com is in eighth place with a market cap of 476.7 million [3] - SMIC (中芯国际) follows closely with a market cap of 476.28 million [3] Group 4 - Kuaishou (快手-W) has a market cap of 347.93 million, ranking ninth [3] - Baidu ranks tenth with a market cap of 296.09 million [3] - Tencent Music has a market cap of 295.84 million, placing it eleventh [3] Group 5 - Li Auto (理想汽车) ranks twelfth with a market cap of 294.05 million [3] - Beike (贝壳) has a market cap of 222.61 million, placing it thirteenth [3] - Tonghuashun (同花顺) follows with a market cap of 206.05 million, ranking fourteenth [3] Group 6 - XPeng Motors (小鹏汽车) has a market cap of 172.8 million, ranking fifteenth [3] - iFlytek (科大讯飞) is sixteenth with a market cap of 153.61 million [3] - ZTO Express (中通快递) ranks seventeenth with a market cap of 142.2 million [3] Group 7 - 360 (三六零) has a market cap of 99.37 million, placing it eighteenth [3] - Baoxin Software (宝信软件) ranks nineteenth with a market cap of 94.85 million [3] - Weimob (味睡眠唾) has a market cap of 90.14 million, placing it twentieth [3] Group 8 - Hengsheng Electronics (恒生电子) ranks twenty-first with a market cap of 88.68 million [3] - New Oriental (新东方) follows with a market cap of 88.53 million, placing it twenty-second [3] - NIO (蔚来) has a market cap of 78.36 million, ranking twenty-third [3] Group 9 - Vipshop (唯品会) ranks twenty-fourth with a market cap of 77.85 million [4] - Kingsoft (金山软件) has a market cap of 72.56 million, placing it twenty-fifth [4] - Kingdee International (金蝶国际) ranks twenty-sixth with a market cap of 68.95 million [4] Group 10 - TAL Education (好未来) has a market cap of 65.2 million, placing it twenty-seventh [4] - Giant Network (巨人网络) ranks twenty-eighth with a market cap of 63.55 million [4] - Yonyou Network (用友网络) has a market cap of 62.87 million, placing it twenty-ninth [4] Group 11 - WanGuo Data (万国数据) ranks thirtieth with a market cap of 62.26 million [4] - Qifu Technology (奇富科技) has a market cap of 59.88 million, placing it thirty-first [4] - Kunlun Wanwei (昆仑万维) ranks thirty-second with a market cap of 59.46 million [4] Group 12 - Tongcheng Travel (同程旅行) has a market cap of 59.26 million, placing it thirty-third [4] - Kaiying Network (恺英网络) ranks thirty-fourth with a market cap of 57.59 million [4] - Runhe Software (润和软件) has a market cap of 56.7 million, placing it thirty-fifth [4] Group 13 - China Software (中国软件) ranks thirty-sixth with a market cap of 55.89 million [4] - Sangfor Technologies (深信服) has a market cap of 55.57 million, placing it thirty-seventh [4] - Tuo Wei Information (拓维信息) ranks thirty-eighth with a market cap of 54.48 million [4] Group 14 - 37 Interactive Entertainment (三七互娱) has a market cap of 53.49 million, placing it thirty-ninth [4] - Baichu Electronics (柏楚电子) ranks fortieth with a market cap of 53 million [4] Group 15 - Meitu (美图公司) has a market cap of 51.44 million, placing it forty-first [5] - Changshan Beiming (常山北明) ranks forty-second with a market cap of 49.14 million [5] - Newland (新大陆) has a market cap of 46.77 million, placing it forty-third [5] Group 16 - Yanshan Technology (岩山科技) ranks forty-fourth with a market cap of 44.5 million [5] - Yinzhijie (银之杰) has a market cap of 43.6 million, placing it forty-fifth [5] - Donghua Software (东华软件) ranks forty-sixth with a market cap of 43.05 million [5] Group 17 - Perfect World (完美世界) has a market cap of 41.16 million, placing it forty-seventh [5] - China Civil Aviation Information Network (中国民航信息网络) ranks forty-eighth with a market cap of 39.26 million [5] - Yunfei Zhili (云费智联) has a market cap of 38.28 million, placing it forty-ninth [5]
花旗:中国互联网_158 款游戏获批_11 款进口游戏;腾讯、网易获得 21 个版号
花旗· 2025-06-30 01:02
Flash | 24 Jun 2025 18:53:21 ET │ 10 pages China Internet 158 Games Approved in Jun 2025 W/ 11 Imported; Tencent/NTES Obtained 2/1 Titles CITI'S TAKE On Jun 24, the NPPA released the sixth batch of game approvals in 2025 with a total of 158 games (147/11 domestic/imported titles). This represents the largest monthly batch in the past 3 years. Cumulatively in 1H15, 812 games have been approved (757/55 domestic/imported games), 18/12% higher than 689/728 approved in 1H/2H24, indicating an increasing new game ...
传媒行业周报系列2025年第25周:6月共158款游戏获批,版号数量创近年新高-20250629
HUAXI Securities· 2025-06-29 11:34
传媒行业周报系列 [Table_Title2]2025 年第 25 周 ► 市场行情回顾 [Table_Summary] 2025 年第 25 周(实际交易日为 2025.6.23-2025.6.27)上证 指数上涨 1.91%,沪深 300 指数上涨 1.95%,创业板指数上涨 5.69%。恒生指数上涨 3.89%,恒生互联网指数上涨 3.2%,行 业落后恒生指数 0.69pct。SW 传媒指数上涨 3.06%,落后创业 板指数 2.63pct,在申万一级 31 个行业涨跌幅排名中位列第 18 位。子行业中游戏、出版和体育位列前三位,分别为上涨 9.25%、上涨 4.17%和上涨 3.77%。 ► 核心观点&投资建议 证券研究报告|行业研究周报 [Table_Date] 2025 年 6 月 29 日 [Table_Title] [Table_Title] 6 月共 158 款游戏获批,版号数量创近年新高 6 月版号数量创近年新高,共 158 款游戏获批。本周,国家 新闻出版署公布 6 月游戏审批版号名单,共 147 款国产网络 游戏、11 款进口网络游戏获批。国产版号来看,巨人网络 《无尽修仙》、电魂网络 ...