格隆汇2月6日｜中概股集体走强，纳斯达克中国金龙指数涨近2%。其中，灿谷、博美集团涨超9%，蔚 来、新氧涨超8%，理想汽车、世纪互联、爱回收、禾赛涨超4%，万国数据、金山云、宝尊电商、虎牙 涨超3%，小马智行、小鹏汽车、百度、哔哩哔哩涨超2%，阿里、网易、京东涨超1%。 ...

当前电竞全球化进程持续加速，本次赛事不仅是虎牙与网易雷火深化合作的重要落地成果，也填补了酒馆战棋品类在全球化赛事运营领域的空白，更构建 起"主播+平台+游戏"三方共赢的良性生态。总决赛当天，国内虎牙、斗鱼、B站、抖音及海外Twitch、YouTube等多个平台同步转播赛事，全球各地超50位 主播自发开展OB转播，形成了多渠道、立体化的全球传播格局。赛事期间全网总曝光超2亿次，相关话题全网总曝光超5000万次，这份影响力也获得行业权 威认可——成功入选海外Liquidpedia电竞百科并被评定为A级赛事，充分印证了中国自主电竞IP的运营专业度与国际核心竞争力。 首届大安庄园全球邀请赛的圆满落幕，充分彰显了这一赛事IP的巨大潜力和发展价值。后续，虎牙与网易雷火将以此为起点，持续深耕赛事IP，通过优化赛 制、扩大全球覆盖范围等举措，对标过往官方顶级赛事，打造具有长期全球影响力的酒馆战棋顶级电竞IP。 关键词阅读：虎牙 炉石传说 电竞IP 责任编辑：栎树 由虎牙炉石传说人气主播"安德罗妮"发起，虎牙平台联合炉石传说主办、网易雷火赞助的大安庄园全球战棋邀请赛总决赛，已于2月1日在上海近铁电竞中心 圆满落幕。作为炉石酒馆 ...

编辑|程鹏 杜恒峰 校对|陈柯名 礼来股价开盘上涨7.9%，创10月以来最大涨幅。2月4日，礼来公司公布2025年第四季度业绩显示，第四季度营收192.92亿美元，同比增长43%；报告净利 润66.36亿美元，同比增长50%；报告每股收益7.39，同比增长51%。 纳斯达克中国金龙指数跌超2%，最新报7457.16点。 热门中概股多数下跌，金山云跌7.39%，网易跌6.93%，哔哩哔哩跌6.12%，万国数据跌5.28%。百度、富途控股跌超4.7%，腾讯音乐跌超4.2%。 | 金山云 | 12.160 | -7.39% | | --- | --- | --- | | KC B ● | | | | 网易 | 119.460 | -6.93% | | NTES B C | | | | 哔哩哔哩 | 29.890 | -6.12% | | BILI B | | | | 万国数据 | 42.000 | -5.28% | | GDS ■● | | | | 百度 | 137.900 | -4.80% | | BIDUB G | | | | 富途控股 | 152.220 | -4.73% | | FUTU B | | | | ...

GUANGZHOU, China, Feb. 2, 2026 /PRNewswire/ -- HUYA Inc. ("Huya" or the "Company") (NYSE: HUYA), a leading game-related entertainment and services provider, today announced that Jian "Uzi" Zihao, a former top-tier professional League of Legends player widely recognized for his competitive achievements in the global e-sports industry, will return to the Huya platform commencing with a special live stream scheduled for February 3. Uzi's return underscores Huya's growing appeal as a preferred destination for ...

开源证券发布研报称，据媒体报道，AI社交平台Moltbook成为又一个在海外火热出圈的AI应用；腾讯 (00700)旗下AI平台元宝于2月1日开启新春现金红包活动，大量用户分享红包链接至微信群等社交平 台，或推动元宝下载量大增；另外，谷歌(GOOGL.US)宣布世界模型Genie3开启公测。 另外，腾讯旗下AI平台元宝于2月1日开启新春现金红包活动，大量用户分享红包链接至微信群等社交 平台，或推动元宝下载量大增，七麦数据显示其2月1日登顶iPhone应用总榜，元宝同日还宣布"元宝 派"公测上线，用户可通过元宝APP创建或加入一个"派"，元宝AI作为派友，能够与用户聊天互动、协 作与娱乐，除了内测已有的@元宝AI对话、P图二创和共享屏幕等能力之外，公测版本还打通了腾讯视 频、QQ音乐内容生态，用户可以与派友一起听音乐、一起看电影等。 我们认为，无论是Moltbook平台上AI智能体之间的交互，还是元宝派打造的用户与AI智能体之间、用 户与用户之间的社交，或都表明大模型推理、长文本、多模态能力迭代至今，已具备较强的类人交互基 础，AI社交平台从垂直细分领域（如角色扮演游戏、情感陪伴聊天等）到通用全面社交的路径或已 ...

一、国际新闻 国际贵金属市场近期波动显著，现货黄金价格在周二（1月27日）纽约尾盘涨3.52%，刷新历史高位至 5187.37美元/盎司，亚太盘初以来在5013.93-5100美元区间震荡上行，04:00后显著加速走高。 COMEX黄金期货涨1.82%，报5175.10美元/盎司，日内大部分时间持稳于5080美元附近，05:00美股收盘 时（电子交易盘）刷新历史高位至5187.20美元；4月合约涨3.45%，报5217.30美元，一度触及5225.80美 元。 随后，现货黄金突破5190美元/盎司，日内涨幅达3.63%，但亚太时段出现回调，失守5160美元/盎司， 日内跌0.42%。 纽约期金同样呈现震荡，曾突破5220美元/盎司，日内涨1.95%，后失守5200美元/盎司，日内仍涨 1.55%。 白银市场波动更为剧烈，纽约期银日内涨6.66%突破113美元/盎司，随后失守111美元/盎司，日内涨幅 收窄至4.73%。 现货白银同步冲高后回落，突破113美元/盎司后失守111美元/盎司，日内转跌0.88%。 能源市场方面，美国天然气期货价格大幅震荡，先涨超7%至7.284美元/百万英热，随后因产量恢复及需 求 ...

加密货币全线上涨，比特币重回89000美元上方。 周二（1月27日），美国三大股指收盘涨跌不一，科技股表现强劲带动纳指和标普上涨。截至收盘，道指跌0.83%报49003.41点，标普500指数涨0.41%报 6978.6点，纳指涨0.91%报23817.1点。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 49003.41 | 23817.10 | 6978.60 | | -408.99 -0.83% +215.74 +0.91% +28.37 +0.41% | | | | 纳斯达克100 | 中国金龙 | 中概股100 | | 25939.74 | 7866.61 | 2926.65 | | +226.53 +0.88% +37.65 +0.48% +10.58 +0.36% | | | | 美国科技七巨头 中概科技龙头 CBOE波动率 | | | | 66893.16 | 4430.95 | 16.15 | | +737.38 +1.11% +33.04 +0.75% +0.06 +0.37% | | | 科技七巨头中六家上涨，英伟达、苹果涨超1%，微软 ...

格隆汇1月27日｜纳斯达克中国金龙指数涨超1%，虎牙涨15.97%，金山云涨11.54%，中进医疗涨 8.68%，世纪互联涨7.08%，哔哩哔哩涨4.29%。 ...

Core Insights - The Chinese internet advertising industry has transitioned from a phase of "incremental traffic acquisition" to a focus on "efficiency extraction from existing resources" [1][2] - The new rule emerging from this differentiation is that technology determines efficiency, efficiency drives revenue, and ecosystem shapes the landscape [2] Group 1: Advertising Revenue Performance - Alibaba's advertising revenue for Q3 2025 reached 789.27 billion yuan, a 10% year-on-year increase and a slight 2.1% quarter-on-quarter growth, maintaining its leading position in the industry [5] - Pinduoduo's online marketing service revenue was 533.48 billion yuan, an 8% year-on-year increase but a 1.2% quarter-on-quarter decline, indicating a strategic focus on long-term ecosystem development [6][7] - Tencent's marketing service revenue grew by 21% to 362 billion yuan, showcasing the effectiveness of its technology-driven approach [7][8] - JD.com's market and marketing revenue increased by 23.7% to 256.88 billion yuan, driven by the growth of its food delivery business and AI-enabled advertising solutions [10] - Bilibili's advertising revenue reached 25.7 billion yuan, with a 23% year-on-year growth, attributed to the maturation of its user base [11] Group 2: Challenges Faced by Mid-Tier Platforms - Baidu's online marketing revenue fell by 18.6% to 153 billion yuan, primarily due to budget cuts from advertisers and the restructuring of search scenarios by AI [12][14] - Zhihu's advertising revenue declined by 26.19%, reflecting a mismatch between its high-knowledge user base and consumer conversion needs [15] - Automotive media service revenue for Che168 dropped by 8.59%, as traditional advertising models struggle against the evolving strategies of new energy vehicle companies [16] Group 3: Industry Trends and Future Outlook - The differentiation in advertising revenue among internet companies in Q3 2025 signifies a reconstruction of internet marketing value logic, focusing on traffic depth, transaction closure, and technology adaptation [16] - Platforms achieving growth typically exhibit a combination of extensive traffic, ecosystem closure, and deep integration of AI technology, while declining platforms often lack these comprehensive advantages [16] - The future of internet marketing will prioritize platforms that can achieve ecosystem synergy, embedded technology, and full-link value delivery, moving away from traditional single-channel models [16]

Core Viewpoint - The resurgence of the game "Goose Goose Duck" has significantly impacted the stock price of the live streaming platform Huya, indicating a strategic shift in Huya's business model and its potential for growth in the gaming ecosystem [2][4][15]. Group 1: Game Popularity and Market Impact - "Goose Goose Duck," initially a niche game, gained massive popularity through live streaming endorsements, leading to a significant increase in user engagement and platform visibility [3][6]. - In 2023, the game achieved a peak concurrent player count of over 700,000 on Steam, with more than 70% of players from China, showcasing its strong market presence [6][7]. - The game's 2026 public test saw over 10 million pre-registrations and 5 million new users within 24 hours, indicating sustained interest despite a lower heat index compared to 2023 [7][12]. Group 2: Huya's Strategic Moves - Huya's proactive measures, including continuous engagement strategies and collaborations with other games, have maintained the game's visibility and relevance in the market [9][12]. - The company's financial report for Q3 2025 showed a total revenue of 1.69 billion yuan, marking a 10% year-on-year increase, with game-related services and advertising revenue growing by approximately 30% [12][22]. - Tencent's decision to grant Huya the distribution rights for "Goose Goose Duck" reflects confidence in Huya's capabilities and its strategic importance within Tencent's gaming ecosystem [15][22]. Group 3: Challenges and Future Directions - Huya faces challenges with stagnant user growth and declining revenue in the live streaming sector, necessitating a shift from reliance on traditional streaming income [17][19]. - The company is undergoing a transformation to integrate deeper into Tencent's ecosystem, focusing on game distribution, marketing, and service offerings to diversify its revenue streams [21][22]. - Future success will depend on Huya's ability to replicate the success of "Goose Goose Duck" with new titles and to establish a sustainable model that does not rely solely on viral hits [25][28].