2025年全球游戏市场的整体玩家参与度依旧保持高位，全球玩家游戏总时长达到4446亿小时。值得关注 的是，移动应用市场迎来历史性转变，消费者在非游戏类应用上的支出首次超过游戏应用，移动游戏市 场则步入成熟期，行业发展逻辑发生新变化。 来源：环球网 新游戏发布数量上，各平台展现出不同的布局节奏。Google Play以15万款新游发布量遥遥领先，同比激 增45.9%；App Store发布新游5.53万款，同比增长11.4%；Steam推出约2万款新游，持续丰富平台内容供 给。面对移动游戏下载量萎缩的现状，开发者纷纷调整发展策略，将重心转向玩家留存与商业化变现， 在线运营、游戏内活动以及IP联动成为行业吸引现有玩家的主要方式。 【环球网科技综合报道】2月26日消息，数据分析公司Sensor Tower近日发布《2026年游戏行业现状报 告》，对2025年全球游戏市场发展表现进行全面梳理盘点。数据显示，去年全球游戏市场整体呈现移动 端平稳发展、PC和主机端大幅增长的多元态势，各平台在营收、下载量、产品布局等方面呈现差异化 特征，行业发展新趋势逐步显现。 各应用平台的游戏营收表现差异显著，苹果App Store成为 ...

Alphabet宣布，将把 机器人软件公司Intrinsic从Other Bets部门收回，纳入谷歌核心业务。Intrinsic在 Alphabet的"登月工厂"X Development内孵化长达五年半，专注于开发机器人软件技术，并于2021年7月 成为Other Bets部门下的独立子公司。如今重新整并至谷歌，被视为Alphabet强化 人工智能与企业级应 用整合的重要一步。（格隆汇） ...

Alphabet's accelerating growth has pushed its valuation higher.While shares of Alphabet (GOOG +0.67%)(GOOGL +0.68%) have underperformed the S&P 500 so far in 2026, investors should remember that the stock is up more than 70% over the last 12 months. So, a modest lag as the S&P 500 gains 1% year to date seems reasonable.The bigger question is whether, with such a monstrous gain in the rearview mirror, it's too late to buy the stock. Investors buying the stock today have to pay a substantially higher valuatio ...

特朗普政府正推动一项旨在切断AI数据中心扩张与居民电费上涨之间关联的重要举措。 2月25日，据福克斯新闻报道，亚马逊、谷歌、Meta、微软、xAI、甲骨文和OpenAI等科技巨头将于3 月4日齐聚白宫，正式签署特朗普在国情咨文演讲中宣布的"电费缴纳者保护承诺"（Rate Payer Protection Pledge）。 根据该承诺，上述公司将为新建AI数据中心自行建设、引入或采购电力供应，不再依赖现有公共电 网，从而避免将能源成本转嫁给普通美国家庭。白宫发言人Taylor Rogers表示，特朗普致力于"在确保 美国AI主导地位的同时，降低工薪家庭的生活成本"。 特朗普国情咨文首发，白宫主导推进 这一举措的政策脉络可追溯至特朗普本周二发表的国情咨文演讲。 据华尔街见闻文章指出，特朗普在国情咨文演讲中称，陈旧的电网已无法满足AI发展所需的庞大电力 需求。他表示，已告知大型科技公司需要自备电力并自建工厂。 他在演讲中宣布已就"电费缴纳者保护承诺"完成谈判，并明确阐述了政策逻辑： "我们的电网已经老化，根本无法承载数据中心所需的庞大电力需求。所以我告诉这些公 司，他们可以自建电厂，自己生产电力。这既能保障公司的供 ...

Group 1 - Google is adopting innovative iron-air battery technology at its large data center park in Minnesota, marking a significant milestone in the battery industry [1][2] - The iron-air batteries can provide stable power for up to 100 hours, significantly outperforming current lithium batteries, which last only 4 to 8 hours [2][3] - Google plans to collaborate with Xcel Energy to establish a clean energy system with a total capacity of 1.9 GW, including financing for large wind and solar power plants [2][3] Group 2 - The iron-air battery technology, developed by Form Energy, operates through a chemical reaction involving oxygen, water, and iron powder, allowing for energy storage and retrieval [2][3] - Iron has advantages over lithium, including abundant supply and lower costs, with potential costs being only one-tenth of lithium batteries [3] - The deployment strategy will involve both lithium and iron batteries, where lithium batteries handle short-term power demands and iron batteries provide long-term support [3] Group 3 - In January, China's production and sales of power and energy storage batteries saw significant year-on-year growth, with production reaching 168.0 GWh, up 55.9%, and sales at 148.8 GWh, up 85.1% [4] - The demand for large-scale storage systems is expected to grow significantly, driven by a 60-year cycle in the U.S. and European power systems, indicating a robust demand for energy storage [4][5] - Domestic lithium battery manufacturers are adjusting production plans upward, with expectations for record-high production in March, driven by strong demand in the electric vehicle market [5]

来源：中新经纬 来源：北京日报客户端 美东时间周三(25日)，美国三大股指全线收涨，道指涨0.63%，标普500指数涨0.81%，纳指涨1.26%。大 型科技股集体上涨，微软、Meta涨超2%，特斯拉、英伟达涨超1%，亚马逊、苹果、谷歌均上涨。芯片 股多数上涨，费城半导体指数涨1.62%。应用材料、泰瑞达涨超4%，迈威尔科技涨超3%，ARM、美光 科技涨超2%，AMD跌超1%。 ...

一、市场: ●2月26日收盘：美股连续第二日收高 人工智能概念股普涨 北京时间2月26日凌晨，美股周三收高，人工智能概念股普涨。道指、纳指、标普500指数均上涨。英伟达、赛富时等公司将公布财报，投资者重新评估科技 股估值，对人工智能资本支出存疑虑。英伟达股价收高，但其近月表现不佳，市场担忧人工智能支出不可持续。有投资官认为投资者不应与黄仁勋对赌，当 前市场担忧有些过度。软件板块延续涨势，甲骨文等个股走高，Workday因营收预测疲软大跌。此外，投资者关注美伊局势、关税政策及特朗普国情咨文相 关内容。 ●2月26日美股成交额前20：微软遭日本反垄断机构调查 周三美股成交额前20的部分公司有新动态。英伟达收高1.41%，盘后公布财报，第四季度调整后每股收益超预期，CEO称客户竞相投资AI算力；特斯拉收高 1.96%，针对其的招聘歧视诉讼继续推进，但原告证据薄弱；微软收高2.98%，遭日本反垄断机构调查，因可能在云服务市场不正当竞争；AMD收跌 1.39%，与Meta签多年协议供应GPU；Meta收高2.25%，宣布与AMD五年战略伙伴关系；奈飞收高5.97%，派拉蒙提高收购华纳兄弟报价；Coinbase收高 13 ...

Core Insights - The upcoming release of Nano Banana 2, also known as Gemini 3.1 Flash Image preview, has become a hot topic among AI developers, with significant anticipation regarding its performance and pricing compared to its predecessor, Nano Banana Pro [1][3][16] Group 1: Product Features and Expectations - Nano Banana 2 is expected to offer 4K image generation capabilities, faster processing speeds, and a lower price point than Nano Banana Pro, which has garnered considerable attention in the industry [3][15] - Early tests of Nano Banana 2 have shown promising results in detail generation and text rendering, indicating a strong performance in these areas [6][15] - The model is anticipated to combine the speed and cost advantages of the Flash series with visual quality that is comparable to or better than Nano Banana Pro, potentially revolutionizing the market [15][16] Group 2: Competitive Landscape - The AI image generation competition is intensifying, with recent releases from competitors such as ByteDance's Seedream 5.0, Alibaba's Qwen-Image-2.0, and Zhiyuan's GLM-Image, which may challenge Google's new model [17] - The industry is poised for a new wave of innovation as these developments unfold, suggesting that Nano Banana 2 may not establish a definitive advantage in the market [17]

据悉，违反《数字市场法案》最高可被处以公司全球年营业额10%的罚款。自2017年以来，谷歌已因在 欧洲的多项反垄断违规行为累计被罚款97.1亿欧元（合115亿美元）。 （文章来源：第一财经） 据三位知情人士透露，Alphabet旗下谷歌即将开始测试搜索结果展示规则调整，以提高竞争对手在结果 中的曝光度，此举旨在避免因被指控在酒店、航班和餐厅搜索中偏袒自家服务而遭到欧盟罚款。 自去年3月被指控违反《数字市场法案》以来，这家互联网搜索引擎已提出多项方案，试图安抚竞争对 手与欧盟监管机构。 ...

Core Viewpoint - Google is planning to test displaying competitors' search results alongside its own in Europe to mitigate potential fines from the European Union related to antitrust issues [1][2]. Group 1: Regulatory Context - The European Commission has accused Google of prioritizing its own services in search results for hotels, flights, and restaurants, which could lead to fines of up to 10% of the company's global revenue under the Digital Markets Act [2][7]. - An investigation was launched in March 2024 to determine if Google violated the Digital Markets Act by favoring its own vertical search engines, such as Google Shopping, Google Flights, and Google Hotels, while discriminating against third-party services [7]. Group 2: Google's Response - In June, Google submitted a proposal to modify its search engine results presentation to address EU antitrust concerns, suggesting that vertical search services (VSS) would be selected based on objective and nondiscriminatory criteria and displayed in a dedicated box at the top of the search results page [8]. - Despite Google's efforts to modify its search result format, competitors expressed that the changes did not comply with the Digital Markets Act, leading to expectations of regulatory consequences for the company [9].