这家工作室成立于2021年，由曾参与打造《刺客信条》的创意总监 Ashraf Ismail 领衔。 当时的定位是做3A级、做开放世界、做跨平台，就是奔着"对标国际大厂"去的。 但五年过去了，这家工作室没有任何一款完整作品。 从公开信息来看，这支团队并非完全"无事可做"。 他们主要承接内部项目，做已有IP的衍生开发，比如参与过《宝可梦大集结》《使命召唤手游》等项 目。 最近腾讯在北美布局的一家3A工作室，悄悄关门了。 据外媒报道，腾讯旗下的天美蒙特利尔工作室已经停止运作。虽然官方没有正式公告，但不少员工已经 在领英上确认了这个消息，项目结束团队解散。 但问题在于这些都不是"自己的作品"。 对于一家主打3A研发的工作室来说，真正的目标应该是打造一个全新IP，做出一款能打的主机级大 作。 而这一步，始终没有完成。 有员工在领英上写道："其实大家早就知道会有这一天，但真正发生的时候还是很难接受。" 也有人说，这个团队很优秀，氛围很好，是一段值得珍惜的经历。 很多网友第一反应是："五年做不出一个游戏，这不就是混日子？" 但事情其实没那么简单，3A游戏，本来就是一个极端烧钱、极端耗时的行业。 一个成熟的3A项目，周期往往 ...

Group 1 - The core viewpoint of the report highlights the continuous release of catalysts in the domestic and international technology industries during the Spring Festival, including the showcase of humanoid robots and breakthroughs in domestic AI models [1][3] - The first Tesla Cybercab, designed for autonomous taxi services, has officially rolled off the production line, and OpenAI is nearing completion of a funding round expected to raise over $100 billion, potentially valuing the company at over $850 billion [4][21] - Domestic financial data shows a significant narrowing of the PPI decline in January, with expectations for a positive year-on-year change by the third quarter, while M1 and M2 growth rates have rebounded [7][8] Group 2 - Domestic consumption during the Spring Festival saw strong travel demand and high growth in retail and catering, although box office recovery was relatively weak [9][10] - The article emphasizes the importance of service consumption and technological innovation in the economic work meeting speech by President Xi Jinping, with a focus on supporting sectors like tourism, dining, and healthcare [10] - The report indicates that the market may have entered a configuration phase after short-term volatility, with technology and cyclical sectors expected to be the main investment themes moving forward [30][31]

Group 1 - The Hang Seng Technology Index experienced a significant increase of 3.16% on the second trading day after the Spring Festival, following a period of deep adjustment where it fell by 22.02% over 93 trading days from October 3, 2025, to February 20, 2026 [1] - Major companies in the Hong Kong market, including Xiaomi Group, Meituan, and others, have initiated share buybacks, with Xiaomi announcing a buyback of 4.28 million shares for HKD 152 million on February 20, 2026, marking its 24th buyback of the year [1] - The total amount of share buybacks in the Hong Kong market has exceeded HKD 25.4 billion in 2026, with Tencent Holdings leading with a buyback amount of over HKD 6.358 billion [1] Group 2 - From October 9, 2025, to February 13, 2026, ETFs tracking the Hang Seng Technology Index saw a net inflow of over HKD 82.3 billion, with four specific ETFs each receiving over HKD 13 billion in net inflows [2][4] - The current relative valuation of the Hong Kong technology sector is at a historical low, with the Hang Seng Technology Index/A-share dual innovation index premium nearing historical lows, indicating that the sector is significantly undervalued [6] - The Hang Seng Technology Index is characterized by a combination of oversold valuation, counter-cyclical capital inflow, positive fundamentals in AI, and increased buybacks, suggesting a favorable risk-reward ratio for medium to long-term strategic allocation [6]

| 整体市场 | | 更新于:02-23 12:11 | | --- | --- | --- | | 恒生指数 | 恒生科技 | 恒生生物科技 | | 27019.21 | 5384.52 | 16217.85 | | +605.86 +2.29% | +173.02 +3.32% | +268.68 +1.68% | | 港股通消费 | 港股红利 | 港股现金流 | | 1724.29 | 2313.71 | 2595.53 | | +24.30 +1.43% | +17.29 +0.75% | +55.96 +2.20% | | 恒生综合指数 | 恒指期货 | 恒生科指期货 | | 4140.72 | 27026 | 2386 | | +89.19 +2.20% | +614 +2.32% | +177 +3.40% | | 香港主板涨跌分布 | | | | 跌564 | | 涨1(日) 3 | 美团涨超6.9%，中芯国际涨4.58%，腾讯控股、阿里巴巴、百度集团涨超3%。 去年四季度以来，恒生科技经历了一轮深度调整。 春节后第二个交易日，港股突然拉升。 恒生科技指数迎来久违的大涨，截至发稿，当日涨幅达3 ...

北京商报讯（记者 刘四红）2月23日，微信团队发布2026春节数据报告《新春消费"马"力全开》，数据 显示，春节期间旅行、生活娱乐线下交易笔数同比涨幅均超20%，马来西亚、马尔代夫等带"马"字的出 行目的地热度高涨，视频号上共计发布近千万条与春节相关的内容。 "生肖游"正成为超长假期出行的新时尚。报告显示，除了去马耳他、罗马尼亚感受异国风情，马来西亚 与马尔代夫更是实实在在地迎来大波中国游客潮，线下交易消费金额同比分别大涨131%和186%，马来 西亚小程序春节期间交易金额同比增长超140%，春节假期，小程序在全球市场表现亮眼，交易金额同 比增长超65%。 在"生肖游"走红的同时，亚洲国家和地区依然是国人出行的首选"心头好"。中国澳门与中国香港交易笔 数同比分别提升39% 和 24%，与泰国、韩国、马来西亚稳居境外线下交易笔数 Top 5。此外，受冬奥会 驱动，意大利小程序春节期间交易金额同比增长超190%，意大利也领衔卡塔尔、瑞士等国，在马年春 节一跃成为全球交易笔数同比增速"最快黑马"。 得益于超长假期的加持，马年春节消费持续走高，微信支付旅行、生活娱乐交易笔数涨幅均超20%。在 支付后，用户通过"摇一摇 ...

新京报贝壳财经讯（记者韦英姿） 2月23日，微信团队发布的2026春节数据报告《新春消费"马"力全 开》（下称：报告）显示，入境游在马年春节迎来集中爆发，海外入境游客通过在微信绑定国际银行卡 线下交易笔数维持高速增长，日均访问小程序的入境游用户环比增长超1倍。 2026年马年春节被称为"史上最长春节假期"。报告认为，得益于超长假期加持，马年春节消费持续走 高，微信支付旅行、生活娱乐交易笔数涨幅均超20%。 编辑 杨娟娟 校对 赵琳 其中，医疗美容相关消费交易金额同比增长翻倍，成为外卡游客消费增速最快的行业之一。目前，微信 支付已支持12个国家地区的29个境外钱包，今年春节交易笔数同比增长超过28%。 在出境游方面，带"马"字的目的地热度高涨。报告显示，马来西亚与马尔代夫线下交易消费金额同比分 别大涨131%和186%；马来西亚小程序春节期间交易金额同比增长超140%；春节假期，小程序在全球市 场交易金额同比增长超65%。 此外，受冬奥会驱动，意大利小程序春节期间交易金额同比增长超190%，在马年春节，意大利一跃成 为全球交易笔数同比增速"最快黑马"。 ...

Core Viewpoint - The Hong Kong stock market showed strong performance during the Spring Festival holiday, providing a positive reference for the A-share market as it prepares to open. The performance of overseas assets and Hong Kong stocks during the holiday is expected to be a key indicator for sector rotation in the A-share market [1][9]. Group 1: Market Performance - The Hong Kong stock market experienced a significant rally, contributing to a positive atmosphere for the A-share market's opening [1][9]. - During the holiday, the Hong Kong stock index fluctuated but ultimately rose, while the U.S. stock index saw only slight increases [2][10]. - Gold prices showed a four-day winning streak, indicating a strong performance in the precious metals sector [2][11]. Group 2: Sector Highlights - The Hong Kong market displayed structural trends, with sectors such as technology, internet, consumer electronics, and lithium batteries leading the gains. Notable stocks included Meituan, Tencent, and Alibaba [3][11]. - The optical fiber and cable leader, Longi Fiber Optic, saw its stock price double this year, driven by increased demand for high-fiber-count cables due to AI data center construction [12]. - Shipping and port stocks rose significantly due to geopolitical tensions, with China Merchants Energy's stock increasing nearly 90% since the beginning of the year [12]. Group 3: Fund Performance - Several funds heavily invested in Hong Kong stocks saw substantial gains, particularly in sectors like AI hardware, gold, innovative pharmaceuticals, and oil transportation, with some stocks rising over 10% during the A-share market's closure [11][12]. - Some innovative pharmaceutical companies in Hong Kong, such as Hang Seng Biotechnology and Hang Seng Healthcare, reported year-to-date gains exceeding 10% [4][13]. Group 4: Future Outlook - Analysts expect structural opportunities in the A-share market to continue, with resource products and AI sectors remaining the main focus for capital [15]. - The ongoing geopolitical tensions are likely to sustain demand for gold, with expectations of a continued bull market for gold over the next 2-3 years [15][16]. - Investment strategies are suggested to focus on high-growth sectors like AI hardware and applications, as well as undervalued sectors that may experience fundamental improvements and valuation recovery [17].

科技、互联网、消费电子、锂电池板块领涨。成交额居前的个股中，美团涨近7%，紫金矿业涨5%，腾 讯控股、阿里巴巴涨3%。AI大模型概念股逆势下跌，智谱跌23%，Minimax跌10%。 2月23日，港股全线大涨！截至午间收盘，恒生指数涨2.29%，报27019.21点；恒生科技指数涨3.32%， 报5384.52点；国企指数涨2.41%，报9175.91点。市场情绪明显回暖。 0:00 ...

科技、互联网、消费电子、锂电池板块领涨。成交额居前的个股中，美团涨近7%，紫金矿业涨5%，腾 讯控股、阿里巴巴涨3%。AI大模型概念股逆势下跌，智谱跌23%，Minimax跌10%。 （文章来源：21世纪经济报道） 2月23日，港股全线大涨！截至午间收盘，恒生指数涨2.29%，报27019.21点；恒生科技指数涨3.32%， 报5384.52点；国企指数涨2.41%，报9175.91点。市场情绪明显回暖。 ...

新浪科技讯 2月23日下午消息，微信团队发布2026春节数据报告《新春消费"马"力全开》，展开了一副 消费旺、出游火、年味足的新年图景：春节期间旅行、生活娱乐线下交易笔数同比涨幅均超20%，马来 西亚、马尔代夫等带"马"字的出行目的地热度高涨，视频号上共计发布近千万条与春节相关的内容。 "生肖游"正成为超长假期出行的新时尚。报告显示，带"马"字的目的地热度高涨，除了去马耳他、罗马 尼亚感受异国风情，马来西亚与马尔代夫更是实实在在地迎来大波中国游客潮，线下交易消费金额同比 分别大涨131%和186%，马来西亚小程序春节期间交易金额同比增长超140%，春节假期，小程序在全球 市场表现亮眼，交易金额同比增长超65%。 在"生肖游"走红的同时，亚洲国家和地区依然是国人出行的首选"心头好"。中国澳门与中国香港交易笔 数同比分别提升39% 和 24%，与泰国、韩国、马来西亚稳居境外线下交易笔数 Top 5。此外，受冬奥会 驱动，意大利小程序春节期间交易金额同比增长超190%，意大利也领衔卡塔尔、瑞士等国，在马年春 节一跃成为全球交易笔数同比增速"最快黑马"。 随着240小时过境免签政策推行满周年，入境游在马年春节迎来集中 ...