游戏零售商VGP率先表态，明确拒绝销售此类"仅含激活码"的"豪华版"游戏。VGP负责人指出："玩家购买实体版的核心诉求是拥有可触摸的载体，而非一 张印着代码的纸片。微软的做法违背了行业惯例。"社交媒体上，也有大量Xbox玩家发起"还我光盘"话题讨论。 行业分析师指出，微软此举旨在降低实体光盘的印刷、仓储与物流成本，同时推动Xbox Game Pass订阅服务增长。数据显示，微软游戏部门2024年数字订阅 收入同比增长35%，而实体游戏销售占比已不足15%。 【环球网科技综合报道】6月10日消息，据外媒近日披露，微软正加速淘汰实体游戏光盘，旗下Xbox Series S|X平台新作将全面推行数字激活码模式，彻底 摒弃传统实体载体。此举虽被指大幅降低发行与物流成本，却引发玩家对实体收藏价值消逝及二手交易渠道断裂的强烈不满，游戏零售商与玩家群体接连发 声抗议。 在近期发布的多款3A级游戏中，微软Xbox平台的"去实体化"策略尤为显著。例如，热门动作游戏《忍者龙剑传 4》与科幻RPG《天外世界 2》的PS5版本均 提供实体光盘，而Xbox Series S|X版本仅附赠数字激活码。玩家需通过Xbox商店兑换后下载游戏 ...

Core Insights - The Apple Worldwide Developers Conference (WWDC) 2025 featured the Apple Design Awards, where Chinese game developer Paper Games won the "Visual and Graphics" category for their game "Infinite Warmth," marking the first time in four years that a domestic game has received such an award [1][4] - "Infinite Warmth" is the fifth installment in the Warmth series, launched globally on December 5, 2024, and is notable for being the first open-world game developed on the UE5 engine across multiple platforms [1][4] - The game received high praise from international media, scoring 9 out of 10 from IGN and 80 on Metacritic, highlighting its deep exploration gameplay, engaging storyline, and visually stunning costumes [1][4] Company and Industry Highlights - Paper Games implemented over a hundred self-developed innovations to enhance fabric details and lighting effects, allowing for realistic physical dynamics in clothing [4] - The game combines fashion collection with open-world exploration, which has resonated well with players, leading to discussions and enthusiasm both domestically and internationally [4] - The CEO of Paper Games, Yao Runhao, noted that players quickly immersed themselves in the game, as indicated by the average online duration on the first day [4] - Paper Games has a strong relationship with Apple, having quickly announced a Vision Pro version of "Love and Deep Space" following the release of Apple's MR device, Vision Pro, indicating Apple's recognition of Paper Games' technical capabilities [5] - Tim Cook, Apple's CEO, visited Paper Games in Shanghai to experience their games, further solidifying the partnership between the two companies [5]

Investment Rating - The report does not explicitly state an investment rating for Tencent Holdings [2]. Core Insights - Tencent is enhancing its e-commerce capabilities through the introduction of a group buying feature in WeChat Mini Stores, shifting from a transaction-oriented model to a social-oriented one, which could lower consumer decision costs and differentiate it from competitors like Pinduoduo [4]. - The launch of the "VISVISE" AI solution for game development indicates Tencent's commitment to integrating AI across the gaming industry, aiming to improve efficiency and creativity in game production [5]. - Tencent's AI app, Yuanbao, has seen a decline in downloads, attributed to a cooling market and a strategic shift towards better integration with core Tencent apps, focusing on user growth efficiency [6]. - The upcoming mobile game "Valorant: Source Action" is expected to generate significant revenue, with projections estimating annual income of at least 6 billion to 7 billion yuan, indicating strong market interest [7]. Summary by Sections E-commerce - WeChat Mini Stores are testing a new group buying feature that allows users to share links and accumulate order amounts for discounts, enhancing the social aspect of e-commerce [4]. AI Development - Tencent has launched the "VISVISE" AI solution for game creation, which includes tools for model generation and character animation, marking a shift towards a comprehensive AI system in gaming [5]. - The performance of Tencent's AI app, Yuanbao, has declined, with a focus now on integrating it with other Tencent applications to improve user engagement and growth [6]. Gaming - The mobile adaptation of "Valorant" has begun testing, with high anticipation reflected in over 20 million pre-registrations, and is expected to significantly contribute to Tencent's revenue [7].

加利福尼亚州卡尔弗城, June 10, 2025 (GLOBE NEWSWIRE) -- 全球领先的互动数字娱乐领域独立开发商与发行商 Snail, Inc. (Nasdaq: SNAL，以下简称 “Snail Games” 或 “公司”) 将在 Steam 平台举办年度发行商促销活动，这是公司今年最具影响力的创收窗口之一。 活动期间，旗下全系列游戏均提供大幅折扣，多款备受期待的新游还将在 Steam Next Fest 期间开启前瞻试玩，充分展现 Snail 持续增长的势头与扩大玩家群体的强劲动力。 Snail Games 的 Steam 发行商促销活动一直是其营收和用户获取的主要驱动因素。去年活动期间，单日平均销量达到非促销期的 1.6 倍。 今年公司旨在突破这一成绩，不仅为主打游戏提供史上最大力度折扣，还将带来更丰富的产品矩阵，涵盖近期新作及内容更新。 这些促销窗口不仅会创造短期营收增长机会，更重要的是为旧有游戏、抢先体验版游戏及新作提供高曝光的流量入口，为长期玩家参与度和持续变现奠定基础。 史上最大力度折扣 在发行商促销活动期间，Snail Games 针对 Bellwright 提供 Steam ...

Core Viewpoint - The article highlights the enduring appeal of party games as a social necessity, emphasizing the success of "Friendship Time" and its new game "Chaotic Cooking" as a key driver for stock performance and market interest [1][12]. Company Summary - "Friendship Time" (6820.HK) has seen a significant stock increase of 27.27%, reaching 1.12 HKD, marking a 100% rise this year, outperforming the Hang Seng Index [1][3]. - The launch of "Chaotic Cooking" has been pivotal, with the game achieving over 800 million pre-registrations and topping the free game charts shortly after its release [8][12]. - The game targets a younger demographic, particularly female players, with its cute characters and engaging social features, marking a strategic shift for the company [12][14]. Industry Summary - The party game sector has gained popularity, with user spending, downloads, and active users all increasing, particularly with a revenue growth of 84.4% in 2023 [13]. - "Chaotic Cooking" combines fast-paced competitive elements with slower simulation gameplay, appealing to a broad audience and enhancing social interaction among players [6][14]. - Despite the competitive landscape with established titles like "Egg Party" and "Dream Star," there remains room for new entrants like "Chaotic Cooking" to carve out market space through unique gameplay and cultural integration [14].

前段时间，Steam上架了一款新游戏——《线条小狗：动物温泉》，售价26元，发售当天便冲上热销榜，玩家评价也是一边倒的"特别好评"。 "线条小狗"想必大家都不陌生，这是个存在于微信聊天界面上的动态表情包，可爱的画风让它几乎适用于任何聊天场景——可以是侃大山时不知说什么的 省略号；也可以当工作群中的"收到"使用；更多的则是作为一个活泼的句号，让对话告一段落。仔细想想，我也没少用它。 刚玩的时候，我满脑子想的都是怎么帮充满干劲的线条小狗经营起这家汤泉馆。计算着池子该调什么水温，不同摊子怎么布局更赚钱，怎么才能快速雇佣 到更多员工…… 后来，我不得不因为其他事情暂时离开这款游戏。但我没有暂停，而是想观察一下，没我的指挥，温泉馆会不会乱成一锅粥，甚至闭店。带着期待，我把 游戏丢在家中离开。 半天过后我回到家，惊奇地发现，未被满足的动物需求都被忽视了，愿意消费的小动物们为汤泉馆送来了巨额的资金，以至于让我一瞬间有种玩模拟经营 游戏开作弊器的爽感与虚无——它们太富有了，不需要我也能过得很好。而我则用挂机时间带来的收获让这款游戏逐渐变得食之无味，弃之可惜。 当然，这篇怪话不是聊"线条小狗"这个IP的，而是聊聊《线条小狗：动 ...

每经记者｜张梓桐 每经实习编辑｜余婷婷 ｜2025年6月10日 星期二｜ NO.2 育碧公布《纪元117：罗马和平》新作 6月9日消息，育碧（Ubisoft）正式公布了《纪元》系列最新作品《纪元117：罗马和平》（Anno 117: Pax Romana），并发布最新预告片。游戏将于2025年11月开启发售，登陆PS5、Xbox Series X|S及PC （育碧商城、Epic、Steam）平台。目前游戏已在Steam开启预购，国区标准版售价298元，黄金版448 元。 点评：作为知名续作，《纪元117：罗马和平》的公布可能增强投资者对育碧产品线的信心，尤其在该 公司近年面临《碧海黑帆》等作品市场表现不佳的背景下。若预购数据强劲，或推动短期股价上行，但 长期仍需观察实际发售后的玩家反馈与销量变化。 NO.3《解限机》全球公测定档7月2日 NO.1 微软宣布Xbox全屏体验将登陆更多Windows掌机 6月9日消息，微软近日透露，其专为掌机优化的"Xbox全屏体验"（Xbox Full Screen Experience）将不仅 限于华硕最新发布的ROG Ally系列，未来还将适配更多Windows掌机设备，包 ...

Group 1 - The event "Million Talents Gathering in South Guangdong" successfully connected over 5000 job-seeking graduates from 137 universities, facilitating 1484 employment intentions [1] - The event aimed to address the supply-demand gap in industries such as finance, culture, and education, promoting high-quality employment for social science graduates [1][2] - A total of 147 employers participated, offering 4142 job positions, with a significant focus on overseas roles due to the increasing demand from Guangdong's SMEs for versatile talents [2] Group 2 - The job fair featured not only traditional roles but also emerging positions in e-commerce and gaming, with a demand for approximately 740 candidates, and some positions offering monthly salaries exceeding 10,000 [3] - Guangdong's gaming industry is experiencing a new growth phase, supported by recent policies aimed at enhancing the sector's development [3] - The event provided enhanced job-seeking services, including one-on-one guidance for resume optimization and interview techniques, and featured online recruitment channels that attracted over 120,000 viewers [4]

Core Points - Apple announced the winners of the 2025 Design Awards ahead of WWDC25, highlighting 12 applications that exemplify creativity, craftsmanship, and technical achievement from developers worldwide, including three from China [1][33] - The awards returned to six traditional categories: Fun, Inclusivity, Innovation, Interaction, Social Impact, and Visuals and Graphics, with a total of 36 nominees [1][33] Group 1: Fun Category - The Fun category features applications that provide enjoyable and memorable experiences enhanced by Apple technology, including six works: App category includes CapWords, Lumy, and Denim - Playlist Cover Maker; Game category includes Balatro, Thank Goodness You're Here!, and Prince of Persia: The Lost Crown [2][1] - CapWords is designed to make language learning engaging by allowing users to take photos of words they encounter, providing a simple yet elegant interface [3] - Balatro is a strategy card game that combines poker rules with Roguelike elements, previously winning Best Independent Game at the 2024 TGA and the 2024 Apple Arcade Game of the Year [5] Group 2: Inclusivity Category - The Inclusivity category recognizes works that support users from diverse backgrounds, levels, and languages, featuring six works: App category includes Speechify, Evolve: Daily Self-Care Coach, and Train Fitness; Game category includes Art of Fauna, puffies., and Land of Livia [7][1] - Speechify converts written text into audio in over 50 languages, catering to individuals with reading disabilities, auditory learners, and second language learners [8] Group 3: Innovation Category - The Innovation category highlights works that implement Apple technology in creative ways, featuring six works: App category includes Play, Moises, and Capybara AI Meeting Translator; Game category includes PBJ — The Musical, Pawz, and Gears & Goo [13][1] - Play allows designers and developers to create interactive prototypes using the native SwiftUI framework directly on mobile devices [14] Group 4: Interaction Category - The Interaction category showcases works with intuitive interfaces and easy-to-understand operations, featuring six works: App category includes Taobao, iA Writer, and Mela - Recipe Manager; Game category includes DREDGE, Gears & Goo, and Skate City: New York [17][1] - Taobao for the Vision Pro platform offers immersive 3D product viewing and features for trying products virtually, enhancing the shopping experience [18] Group 5: Social Impact Category - The Social Impact category focuses on works that positively influence lives and address significant issues, featuring six works: App category includes Watch Duty: Wildfire Maps, Ground News, and Opal; Game category includes Neva, Ahoy! From Picardy, and Art of Fauna [22][1] - Watch Duty: Wildfire Maps provides real-time life-saving information during wildfire seasons, becoming a crucial tool for millions since its launch in 2021 [23] Group 6: Visuals and Graphics Category - The Visuals and Graphics category recognizes works with stunning visuals and high-quality animations, featuring six works: App category includes Feather: Draw in 3D, Vocabulary - Daily Word Learning, and CellWalk; Game category includes Infinite Warm Warm - Hand in Hand with the Beautiful World, Control Ultimate Edition, and Neva [27][1] - Feather: Draw in 3D is an innovative drawing application that combines 2D painting with 3D modeling, allowing users to create and share artwork in three-dimensional space [28]

一个天时地利人和但难以复制的成功故事。 作者 | 兰杰 编辑 | 乔芊 《苏丹的游戏》是今年以来国产单机游戏的高光时刻。 上线以来，这款由十数个人的团队所创作的角色扮演类卡牌游戏，凭借其独树一帜的美术风格，以及扎实且大尺度的故事内容，迅速破圈，成为游戏行业 避不开的话题。 《苏丹的游戏》的成功主要体现在两个方面，一是其商业化上的成功——根据VG Insights相关数据，目前游戏的销售额已经达到了1240万美元（相当于 8921万人民币），共计卖出了66万份。对比之下，对于独立游戏来讲，可以实现2万的销量已经是不错的成绩。 二是其在内容平台上的传播程度——《苏丹的游戏》在小红书、B站等内容平台上，已经成为了流量密码。36氪作者通过只有70个粉丝的小红书个人账 号，发布了游戏相关笔记，三天的时间里积累了破万的阅读量，以及近200条评论。以"苏丹"作为关键词进行检索，已经在小红书上有近10万篇笔记。 此外，在抖音、小红书等平台上还涌现出了大量的游戏二创视频、包括了剧情演绎、Cos变装等内容。 排除投流等变量，好玩等于好卖 《苏丹的游戏》为什么卖得好？一个简单但核心的理由是，足够好玩。 该游戏合作的宣发平台和分销渠 ...