截至11月3日收盘，电子竞技概念上涨2.62%，位居概念板块涨幅第8，板块内，33股上涨，三七互娱、 东方明珠、ST华通等涨停，万隆光电、星辉娱乐、完美世界等涨幅居前，分别上涨16.15%、9.29%、 4.38%。 今日涨跌幅居前的概念板块 电子竞技概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002555 | 三七互 娱 | 10.01 | 3.58 | 60020.67 | 45.94 | | 002602 | ST华通 | 5.01 | 1.98 | 38356.14 | 15.60 | | 600637 | 东方明 珠 | 10.00 | 5.98 | 25659.82 | 12.16 | | 002624 | 完美世 界 | 4.38 | 3.63 | 10917.43 | 9.31 | | 002558 | 巨人网 络 | 3.53 | 2.50 | 10016.57 | 5.76 | | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002555 | 三七互娱 | 22.85 | 10.01% | 57.20万 | 13.07亿 | | 300043 | 星辉娱乐 | 6.82 | 9.29% | 195.51万 | 13.08亿 | | 300533 | 冰川网络 | 40.00 | 6.19% | 22.70万 | 8.90 Z | | 002602 | ST华通 | 18.45 | 5.01% | 135.68万 | 24.59亿 | | 002624 | 完美世界 | 17.88 | 4.38% | 66.39万 | 11.72亿 | | 002517 | 恺英网络 | 24.78 | 4.03% | 54.90万 | 13.43亿 | | 002558 | 巨人网络 | 36.33 | 3.53% | 48.27万 | 17.39亿 | | 600892 | *ST大晟 | 4.01 | 3.35% | 14.26万 | 5623.98万 | | 300467 | 迅 ...

【振幅大】 -今日A股共有6只个股振幅超过20%； -N丹娜振幅达112.28%，迪尔化工、ST立方等个股振幅居前； 【换手率高】 -比亚迪、宁德时代、三六零、先导智能、三花智控资金净流出规模居前，分别净流出11.42亿元、7.65 亿元、7.58亿元、7.45亿元、6.45亿元。 (本文来自第一财经) -主力资金今日净流入传媒、农林牧渔、国防军工、建筑装饰、石油石化等板块，净流出有色金属、计 算机、电力设备、电子、通信等板块； -阳光电源、三七互娱、航天科技、德明利、太极实业资金净流入规模居前，分别净流入10.51亿元、 5.25亿元、4.98亿元、4.79亿元、4.72亿元； -今日A股共有20只个股换手率超过30%； -N丹娜、荣信文化、福龙马等个股换手率居前； 【主力资金】 ...

中国经济网北京11月3日讯 三七互娱(SZ:002555)今日股价涨停，截至收盘报22.85元，涨幅 10.01%，总市值505.50亿元。 （责任编辑：康博） ...

11月3日，沪指涨0.55%报3976点，深证成指涨0.19%，创业板指涨0.29%。 光伏设备股上涨，阿特斯涨超12%，弘元绿能涨超8%，德业股份涨超7%，天合光能涨超6%。中泰证券称，"十五五"规划将绿色转型作为核心目 标，明确提出巩固拓展风电光伏产业优势。技术层面，中国在全球光伏领域已确立绝对领先地位，2024年在多晶硅、硅片、电池片、组件等关键 环节的全球产能和产量占比均超过80%，成为全球技术迭代与成本控制的核心驱动力。该行认为，光伏行业基本面在经历调整后呈现拐头向上趋 势，"反内卷"政策有望推动竞争格局优化，助力盈利修复。 全市场成交额2.13万亿元，较前一交易日缩量2169亿元，超3500股上涨。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | Ar | 3976.52 | +21.73 +0.55% | | | 000001 | val | | | | | 创业板指 | | 3196.87 | +9.34 +0.29% | | | 399006 | Vin | | | | | 深证成指 | | 13404. ...

A股三大指数午后全线翻红，存储芯片板块午后持续回暖。截至14:15，人工智能AIETF（515070）跌幅 收窄至0.11%，其持仓股三七互娱涨停，三六零、汇顶科技等股涨幅居前，北京君正强势反弹涨 3.32%。 中金公司分析指出，AI技术的持续进步正推动半导体行业进入以"出海"与"升级"为特征的新周期。其认 为，尽管成熟产品的国产替代红利期已过，但AI相关需求的高增长以及贸易摩擦的大环境，为国产算 力芯片企业带来了商业化机遇。在芯片设计端，龙头公司有望通过产品的高端化与特色化创造业绩新 高；在制造端，地缘供应链变化则带动了国内代工、封测环节需求的持续增长。展望未来，由AI应用 落地驱动的云端算力需求，以及AI手机、AR/VR等终端硬件升级带来的端侧算力需求，将共同构成行 业发展的核心动力。 人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大权重股包括中际旭创、新易盛、寒武纪-U、中科曙光、科大讯飞、豪威集团、海康威视、 澜起科技、金山办公、紫光股份 ...

2025 年 11 月 03 日 三七互娱 (002555) ——Q3 利润亮眼，小游戏持续放业绩 报告原因：有业绩公布需要点评 买入（维持） | 市场数据： | 2025 年 10 月 31 日 | | --- | --- | | 收盘价（元） | 20.77 | | 一年内最高/最低（元） | 24.05/13.11 | | 市净率 | 3.4 | | 股息率%（分红/股价） | 4.81 | | 流通 A 股市值（百万元） | 33,211 | | 上证指数/深证成指 | 3,954.79/13,378.21 | 注："股息率"以最近一年已公布分红计算 | 基础数据: | 2025 年 09 月 30 日 | | --- | --- | | 每股净资产（元） | 6.08 | | 资产负债率% | 36.29 | | 总股本/流通 A 股（百万） | 2,212/1,599 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 10-31 11-30 12-31 01-31 02-28 03-31 04-30 05-31 06-30 07-31 08-31 09-30 10- ...

Core Viewpoint - The media and entertainment sector is experiencing a significant surge, driven by strong quarterly earnings reports, new policies from Tencent, and the growing interest in AI applications [3][7][8]. Group 1: Market Performance - The media and entertainment sector saw a collective rise, with stocks like Fushi Holdings, 37 Interactive Entertainment, and others hitting the daily limit or increasing by over 10% [3]. - On Monday, the cultural media sector surged, with the Media ETF rising nearly 2.5% [5]. - The overall performance of the media sector is bolstered by favorable conditions, including increased advertising spending and successful product launches [7][9]. Group 2: Earnings Reports - The third-quarter earnings reports indicate a mixed performance across different segments, with gaming and film companies showing notable growth due to new product launches and successful summer releases [7]. - The marketing sector benefits from increased ad spending, particularly in overseas markets, leading to revenue growth for marketing service providers [7]. - The film and television sector is expected to improve with the release of high-quality imported films towards the end of the year [7]. Group 3: Policy Changes and AI Integration - Tencent's new policy for micro-dramas allows content creators to receive up to a 95% revenue share, enhancing profitability in the sector [8]. - The integration of AI in content production is expected to lower costs and improve profitability models, particularly for micro-dramas compared to traditional short dramas [8]. - The ongoing development of AI applications and IP commercialization is anticipated to drive growth in the media sector, with a focus on gaming, marketing, and publishing [8]. Group 4: Future Outlook - Analysts recommend focusing on high-performing and high-dividend stocks in gaming, marketing, and publishing sectors, as well as new technologies and consumer trends [8]. - The media sector is entering a stable growth phase, with companies that have quality content likely to see sustained operational improvements [8]. - The shift towards edge AI is becoming a significant trend, with potential for new product launches to catalyze market activity [9][10].

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company has demonstrated excellent profit performance with a rich reserve of new games [1] - For the first three quarters of 2025, the company achieved revenue of 12.46 billion yuan, a year-over-year decrease of 6.59%, and a net profit attributable to shareholders of 2.34 billion yuan, a year-over-year increase of 23.57% [4] - The company continues its dividend strategy, proposing a cash dividend of 2.10 yuan per 10 shares (including tax) [4] Financial Performance - In Q3 2025, the company reported revenue of 3.97 billion yuan, a year-over-year decrease of 3.23%, and a net profit of 940 million yuan, a year-over-year increase of 49.24% [4] - The company’s sales expenses for the first three quarters of 2025 were 6.2 billion yuan, a year-over-year decrease of 19.5% [5] New Game Performance - New games such as "Time Explosion" and "Heroes Don't Flash" have performed exceptionally well, with "Heroes Don't Flash" reaching the top of the WeChat mini-game sales chart [5] - The new game "Douluo Dalu: Hunting Soul World" launched in July 2025, topping the iOS free chart on its public test day, with a cumulative download of 1.51 million and estimated revenue of 12 million yuan within 8 days [5] Game Portfolio and AI Integration - The company has a diverse portfolio of new games across various genres, including MMORPG, SLG, and card games, with titles like "The Son-in-Law" and "Code MLK" [6] - The company has deepened its AI integration, utilizing its self-developed industry model "Xiao Qi" across multiple business areas, with over 80% of 3D art resources generated by AI [7] Profit Forecast - The company is expected to achieve net profits attributable to shareholders of 3.05 billion yuan, 3.30 billion yuan, and 3.57 billion yuan for the years 2025, 2026, and 2027, respectively [8] - The corresponding price-to-earnings ratios for these years are projected to be 15.06, 13.90, and 12.87 times [8]

A股上市公司三季报披露结束，市场的结构机会如何变化？ "高低切换"成为最近市场热议的话题。上周五，算力龙头股集体大涨。今天上午，新能源、有色金属等板块的龙头股调整，宁德时代、紫金矿业、先导智 能、华友钴业等个股下跌。 今天上午，权重拉升，"大象起舞"。高股息资产走强，银行股全线上涨。其中，工商银行上涨1.8%，农业银行上涨1.13%，目前总市值均接近3万亿元。 煤炭、油气开采、公路铁路运输等板块上涨，"三桶油"、中国神华等龙头股上涨。 截至上午收盘，上证指数上涨0.05%，深证成指下跌1.06%，创业板指下跌1.37%。 采掘板块走强 今天上午，采掘板块走强，油气开采、煤炭等板块涨幅居前。油气开采板块中，"三桶油"集体上涨，中国石油、中国海油分别上涨4.15%、4.94%，中国 石化上涨1.83%。 光大证券表示，在2023年以来的新一轮油价波动周期中，得益于产量持续上升和优异的成本控制能力，中国石油、中国海油当期业绩水平高于历史油价水 平接近时期，利润同比水平也好于海外石油巨头，"三桶油"在油价下行期的业绩韧性凸显。展望2026年，"三桶油"将继续维持高资本开支，不断加强天然 气市场开拓，加快中下游炼化业务 ...