Core Insights - The Chinese mobile gaming market has experienced significant ranking shifts among publishers in September, with over half of the top 30 publishers showing fluctuations in their rankings [1][11] - Tencent remains the top publisher, but its growth momentum has weakened, while Point Interactive has solidified its second position with two blockbuster games [1][4] - MiHoYo has made a strong comeback, rising to fifth place due to a 33% revenue increase driven by the anniversary of "Genshin Impact" [5][11] - Newcomer Mu Tong Technology has surged in rankings, propelled by the success of its new game "ACECRAFT" [6][11] Publisher Rankings - Tencent continues to lead the revenue rankings, but its flagship products have shown signs of slowing growth [3][4] - Point Interactive's "Whiteout Survival" and "Kingshot" have dominated the revenue charts, with "Kingshot" surpassing $100 million in monthly revenue and "Whiteout Survival" reaching a cumulative revenue of $3.5 billion [4][5] - MiHoYo's revenue surged by 33% in September, allowing it to reclaim a top position in the rankings [5][11] - Mu Tong Technology climbed seven spots to 11th place, marking it as one of the fastest-growing publishers this year [6][11] Market Dynamics - The competition among publishers reflects a threefold strategy involving game genre focus, operational tactics, and IP utilization [7][11] - Point Interactive has established a stronghold in the strategy and survival genres, while Mu Tong Technology has differentiated itself in the shooting genre [7][8] - The operational strategies, such as version updates and creative marketing campaigns, have proven crucial for maintaining user engagement and revenue [7][9] - The global market presence varies, with Mu Tong Technology focusing on Japan and Florere Game targeting the US and South Korea [8][10] Industry Trends - The revenue share of Chinese publishers in the global top 100 mobile game publishers increased to 36.1% in September, reflecting a 1 percentage point rise from August [11] - The ongoing competition indicates a vibrant industry landscape, with established players reinforcing their positions while mid-tier and new entrants seek breakthroughs [11]

近日，全球知名游戏媒体PocketGamer.biz发布2025年手游厂商50强榜单。9家中国游戏企业在列，分别 为：世纪华通/点点互动（第1）、腾讯（第10）、米哈游（第15）、柠檬微趣（第16）、叠纸（第 18）、海彼（第19）、网易（第22）、FunPlus（第24）、莉莉丝（第27）。（36氪） ...

↑点击上面图片 加雪球核心交流群 ↑ 10月10日周五，美股市场突然闪崩，上演"黑色星期五"。导火索就是特朗普发布的一篇措辞激烈的长文。让我们一起看看发生了什么。 01 特朗普对华加征100%关税！ 周五纳指与标普500均创下短期最大单日跌幅。纳斯达克指数大跌3.56%，报22204.43点；标普500指数收跌2.71%，报6552.51点，均创4月10日以来最大单日跌幅。VIX恐慌指数大幅飙涨超31%。 -462.27 -1.73% -82.37 -0.87 上证指数 3897.03 -36.94 -0.94% 在ED/ 24313.5 -297.69 -1.2' ● 日经225 【】法国C/ 48088.80 -491.64 -1.01% 大型科技股普跌，万得美国科技七巨头指数跌3.65%。个股方面，亚马逊、特斯拉跌逾5%，英伟达跌近5%，苹果、脸书跌超3%，微软跌超2%，谷歌跌近2%。 7935.0 -106.31 -1.3: 大宗商品 COMEX黄金 COMEXH 4035.81 +63.21 +1.59% 47.43 +0.28 +0.59 布伦特原油 62.08 -3.14 -4.81% 美国天然 ...

当地时间10月10日，受特朗普强硬言论影响，美股三大指数收盘全线下跌。截至收盘，道琼斯工业平均 指数跌1.9%；标准普尔500指数跌2.71%；纳斯达克综合指数跌3.56%。 当地时间10月10日，美股三大指数均小幅高开，盘中，特朗普在社交媒体平台发布对华强硬言论后，美 股迅速转跌。据证券时报报道，特朗普在其社交媒体平台上表示，"作为美国总统，我将被迫采取财政 手段反制他们的行动。我们正在测算的政策选项之一，是对进入美国的产品大幅提高关税。同样处于严 肃考虑范围内的反制措施还有许多。" 截至当地时间10月10日收盘，道琼斯工业平均指数报45479.6点，跌幅为1.9%；标准普尔500种股票指数 下跌182.6点，报6552.51点，跌幅为2.71%；纳斯达克综合指数下跌820.2点，报22204.43点，跌幅为 3.56%。 具体来看，美股大型科技股全线下跌，特斯拉跌5.06%，亚马逊跌4.99%、英伟达跌4.89%，META、苹 果跌超3%，微软跌超2%，谷歌跌超1%。 中概股也受此影响出现大面积下跌，纳斯达克中国金龙指数跌6.10%。个股方面，蔚来跌10.05%，哔哩 哔哩跌逾9%，阿里巴巴、小鹏汽车、百 ...

特朗普在社交平台威胁，美国将自11月1日起对中国进口商品加征100%的新关税，美股三大指数应声全线跳水，科技股成为重灾区。 北京时间10月10日深夜，全球资本市场经历了一场惊心动魄的"黑色星期五"。 纳斯达克中国金龙指数收跌6.1%，本周累计下跌8.37%。热门中概股普遍大跌，蔚来、金山云跌超10%，哔哩哔哩跌超9%，百度、阿里巴巴、小鹏汽车跌超 8%，京东跌超6%，拼多多跌超5%。 美股暴跌全景，科技股遭遇滑铁卢 北京时间10月10日晚间,美股遭遇今年以来最严峻的挑战。三大指数集体重挫，道琼斯工业平均指数暴跌878.82点，收于45479.60点，跌幅达1.9%。 标普500指数下跌182.6点，收于6552.51点，跌幅为2.71%。纳斯达克综合指数重挫3.56%，创下自今年4月以来最大单日跌幅。 从周累计表现看，道指下跌2.73%，纳指下滑2.53%，标普500指数下跌2.43%，显示出市场担忧情绪正在持续发酵。 欧洲市场同样未能幸免，欧洲斯托克50指数跌1.75%，德国DAX30指数、法国CAC40指数、意大利富时MIB指数均跌超1%，形成全球性的恐慌性抛售。 科技板块是本轮暴跌的重灾区。美股大型科技 ...

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 特斯拉跌超 5% 纳斯达克指数大跌 3.56% ，报 22204.43 点；标普 500 指数收跌 2.71% ，报 6552.51 点，均创 4 月 10 日以来最大单日跌幅。 本周，标普 500 指数跌 2.43% ，创下自 6 月以来最大单周跌幅；纳斯达克指数跌 2.53% ，创 4 月以来最大单周跌幅。 道琼斯指数收跌 1.9% ，报 45479.6 点。本周跌 2.73% 。 大型科技股普跌， 万得美国科技七巨头指数跌 3.65% 。 个股方面，亚马逊、特斯拉跌逾 5% ，英伟达跌近 5% ，苹果、脸书跌超 3% ，微软跌超 2% ，谷歌跌近 2% 。 | | 序号 代码 | 名称 | 现价 | 涨跌幅 | 年初至今 | 息市值1 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | NVDA | 英伟达(NVIDIA) | 183.090 | -4.92% | 36.37% | 44480亿 | | 2 | MSFT | 微软(MIC ...

Market Overview - The U.S. stock market experienced a significant decline, with the Nasdaq and S&P 500 indices recording their largest single-day drops since April 10, 2023 [1][2] - The Nasdaq index fell by 3.56% to 22,204.43 points, while the S&P 500 dropped by 2.71% to 6,552.51 points, marking a weekly decline of 2.43% for the S&P 500 and 2.53% for the Nasdaq [2] Technology Sector - Major technology stocks saw substantial losses, with the "Big Seven" tech index down by 3.65% [3] - Individual stocks such as Tesla, Amazon, and Nvidia each fell over 5%, while Facebook and Apple dropped more than 3% [3] Chinese Stocks - Chinese stocks also faced significant declines, with the Nasdaq Golden Dragon China Index down by 6.1% [4] - Alibaba's stock fell by 8.45%, and other companies like Bilibili and Baidu saw declines exceeding 8% [4] Commodity Prices - International oil prices dropped sharply, with U.S. crude futures down 4.24% to $58.90 per barrel, and Brent crude futures falling nearly 3.82% to $62.73 per barrel [5] - In contrast, spot gold prices increased by over 1%, reaching a high of $4,022.901 per ounce [5] Federal Employment and Economic Outlook - The Trump administration confirmed the initiation of large-scale federal employee layoffs, with 200,000 federal employees already reduced this year and an additional 100,000 expected by year-end [6] - The likelihood of the U.S. government shutdown extending beyond 30 days has increased, with predictions now at 37% [6] Federal Reserve Insights - Federal Reserve officials expressed a willingness to consider further interest rate cuts as a precaution against a weakening labor market, with inflation significantly above target levels [7] - The labor market is perceived to be in a negative growth phase, prompting discussions on the need for cautious policy adjustments [7]

周五美股高开后盘中直线跳水，跌幅在午后持续扩大。 最终标普500指数跌2.71%，报6552.51点， 创4月以来最大单日跌幅 ； 纳斯达克 综合指数跌3.56%，报22204.43点， 创4月以来最大单日跌幅 ； 道琼斯工业平均指数跌1.9%，报45479.6点。 （纳指、标普日线图，来源：TradingView） 原油、有色金属同步遭受重创，投资者纷纷涌向国债和黄金等避险资产 。 WTI原油暴跌超4% ， 迫近年内低点。 伦铜也在周五下跌4.5% 。 现货黄金再度站上每盎司4000美元关口，十年期美债收益率跌近8个基点。 不间断交易的比特币则在发稿前持续巨震，日内跌幅一度超过10%。 昨夜今晨，美股的大跳水又让股民们回想起了4月初那几日的时光。 令市场情绪雪上加霜的是，美国白宫管理和预算办公室主任罗素·沃特在社交平台上表示，随着美国政府"停摆"进入第10天， 联邦政府雇员 裁减程序已正式启动 。 热门股表现 按照市值排名，截至收盘，英伟达跌4.89%、微软跌2.19%、苹果跌3.45%、谷歌-C跌1.95%、亚马逊跌4.99%、Meta跌3.85%、博通 跌5.91%、台积电跌6.41%、特斯拉跌5.06 ...

Core Viewpoint - The U.S. stock market experienced a significant downturn, referred to as "Black Friday," with major indices suffering substantial losses due to rising uncertainties and macroeconomic concerns [2][4][10]. Market Performance - On October 10, U.S. stock indices fell sharply, with the Dow Jones dropping by 1.9%, the Nasdaq plunging by 3.56%, and the S&P 500 declining by 2.71% [4]. - Major tech stocks also faced heavy losses, with TSMC ADR down over 6%, Broadcom and Tesla down over 5%, and Nvidia and Amazon down over 4% [6]. - Chinese stocks listed in the U.S. were affected as well, with the Nasdaq Golden Dragon China Index falling over 6% [6]. Global Market Impact - European markets also saw declines, with the Euro Stoxx 50 index down 1.75% and major indices in Germany, France, and Italy dropping over 1% [7]. - Commodities like WTI crude oil fell over 4%, nearing yearly lows, while Bitcoin experienced a drop of over 13% [7]. Investor Behavior - The uncertainty in the market led to a surge in demand for protective derivatives, with investors flocking to safe-haven assets like gold and U.S. Treasury bonds [8]. - Gold prices rose over 1%, surpassing $4000 per ounce, while the yield on the U.S. 10-year Treasury note fell to 4.034% [8]. Macroeconomic Indicators - The preliminary consumer confidence index from the University of Michigan for October was reported at 55, the lowest since May, indicating stagnant consumer sentiment [12]. - Approximately 63% of respondents expect unemployment to rise next year, and over two-thirds anticipate inflation to exceed income growth [12]. Government Actions - The U.S. government shutdown has escalated, with the Trump administration initiating large-scale permanent layoffs of federal employees, marking a departure from previous practices during shutdowns [10][11].

来源：滚动播报 周五热门中概股多数收跌，纳斯达克中国金龙指数跌6.1%。阿里跌超8%，拼多多跌超5%，网易跌超 3%，京东跌超6%，携程跌超1%，百度跌超8%，腾讯音乐跌超4%，富途跌超11%，小鹏跌超8%，蔚来 跌超10%，理想跌超3%，哔哩哔哩跌超9%。 ...