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新媒股份涨2.01%,成交额1.03亿元,主力资金净流入57.86万元
Xin Lang Zheng Quan· 2025-10-10 02:48
新媒股份今年以来股价涨21.38%,近5个交易日涨0.94%,近20日涨9.19%,近60日涨17.45%。 资料显示,广东南方新媒体股份有限公司位于广东省广州市人民北路686号自编25幢后座,成立日期 2010年7月12日,上市日期2019年4月19日,公司主营业务涉及经广东广播电视台授权,公司独家运营与 广东IPTV集成播控服务、互联网电视集成服务和内容服务配套的经营性业务。主营业务收入构成为: IPTV基础业务50.67%,互联网视听业务41.77%,内容版权业务5.87%,其他(补充)1.66%,商务运营业 务0.03%。 10月10日,新媒股份盘中上涨2.01%,截至10:39,报48.13元/股,成交1.03亿元,换手率0.96%,总市值 109.66亿元。 资金流向方面,主力资金净流入57.86万元,特大单买入311.75万元,占比3.02%,卖出323.13万元,占 比3.13%;大单买入2149.21万元,占比20.84%,卖出2079.97万元,占比20.17%。 新媒股份所属申万行业为:传媒-电视广播Ⅱ-电视广播Ⅲ。所属概念板块包括:短剧概念、电子竞技、 云游戏、高派息、MSCI中国等。 ...
美股异动|索尼股价两日劲升7.19%游戏定价策略面临调整挑战
Xin Lang Cai Jing· 2025-10-06 22:45
10月6日,索尼(SONY)股价上升了3.94%,实现了连续两天的涨幅,两日累计涨幅达到7.19%。投资者 对此欢欣鼓舞,市场对索尼的信心有所提振。关于索尼近期的动态,经济数据、公司财报、行业趋势以 及全球事件都对其表现产生了重要影响。 索尼游戏业务的定价策略一直备受关注。近期,微软的价格调整引发了市场的激烈反应,大量订阅用户 对涨价表示不满。此背景下,分析显示,索尼的价格策略可能会调整,以维持其市场竞争力和利润水 平。由于游戏开发成本的飙升以及服务器和云游戏基础设施成本的增加,索尼在维持盈利能力方面面临 挑战。 索尼在游戏行业的定价博弈中,一直与微软保持密切互动。微软调整了其产品价格后,索尼也随之调价 以应对市场变化。尽管面临成本压力,索尼或将在未来考虑重新设定其订阅服务价格,以便与竞争对手 保持同步。特别是游戏开发成本已大幅增加,索尼需要在2026年初对PS Plus价格进行调整,以保持盈 利。 来源:市场资讯 (来源:美股情报站) 尽管如此,索尼也有可能通过扩充游戏库和加强云游戏服务等手段来增加收入,而不必立即调整价格。 这种策略有助于吸引对价格敏感的玩家群体,特别是在经济环境不佳的情况下。玩家们也在应 ...
微软即将推出含广告的免费Xbox云游戏服务
Huan Qiu Wang· 2025-10-05 03:13
【环球网科技综合报道】微软正计划推出支持广告的Xbox云游戏版本。据知情人士向海外科技媒体The Verge透露,微软已启动内部测试,允许员工无需订阅Game Pass即可通过广告支持的方式免费畅玩部分 游戏。 来源:环球网 据了解,Xbox云游戏的免费广告版将支持用户串流已拥有的部分游戏,以及参与"免费试玩日"活动的 游戏——该功能原本是让Xbox玩家在周末试玩新作。此外,用户还可通过该服务串流Xbox复古经典游 戏。 消息人士透露,内部测试中插入了约两分钟的前置广告,观看后即可免费使用Xbox云游戏进行串流。 微软目前也在测试将单次游戏时长限制为一小时,每月累计免费时长最多五小时。不过这些限制在服务 正式上线后可能进行调整。 广告支持的Xbox云游戏版本将覆盖PC、Xbox主机、手持设备及网页端。微软计划很快启动公开Beta测 试,并预计在未来几个月内全面推出该免费串流服务。 就在微软进行免费串流测试的同周,公司首次将Xbox云游戏访问权限扩展至Xbox Game Pass的Premium 和Essential档位,这也是Game Pass服务改进的一部分。与此同时,Game Pass Ultimate订 ...
恺英网络涨2.11%,成交额5.78亿元,主力资金净流入1001.51万元
Xin Lang Zheng Quan· 2025-09-30 05:39
9月30日,恺英网络盘中上涨2.11%,截至13:28,报28.50元/股,成交5.78亿元,换手率1.09%,总市值 608.89亿元。 资金流向方面,主力资金净流入1001.51万元,特大单买入4584.66万元,占比7.94%,卖出2823.64万 元,占比4.89%;大单买入1.37亿元,占比23.68%,卖出1.44亿元,占比24.99%。 责任编辑:小浪快报 恺英网络所属申万行业为:传媒-游戏Ⅱ-游戏Ⅲ。所属概念板块包括:云游戏、腾讯概念、网络游戏、 手游、电子竞技等。 截至9月10日,恺英网络股东户数5.38万,较上期减少13.28%;人均流通股35081股,较上期增加 15.31%。2025年1月-6月,恺英网络实现营业收入25.78亿元,同比增长0.89%;归母净利润9.50亿元,同 比增长17.41%。 分红方面,恺英网络A股上市后累计派现12.12亿元。近三年,累计派现8.52亿元。 机构持仓方面,截止2025年6月30日,恺英网络十大流通股东中,香港中央结算有限公司位居第二大流 通股东,持股1.10亿股,相比上期增加426.20万股。华夏中证动漫游戏ETF(159869)位居第五大流通 ...
完美世界跌2.03%,成交额9.01亿元,主力资金净流入5364.66万元
Xin Lang Cai Jing· 2025-09-26 06:12
Group 1 - The core viewpoint of the news is that Perfect World has experienced a stock price increase of 91.49% year-to-date, despite a recent slight decline of 0.51% over the past five trading days [2] - As of September 26, Perfect World's stock price was 19.35 CNY per share, with a total market capitalization of 37.538 billion CNY [1] - The company's main business segments include PC online games (50.18%), mobile online games (26.23%), and TV series and short dramas (20.29%) [2] Group 2 - Perfect World has distributed a total of 5.543 billion CNY in dividends since its A-share listing, with 1.976 billion CNY distributed in the last three years [3] - As of June 30, 2025, the number of shareholders decreased by 11.69% to 102,100, while the average circulating shares per person increased by 13.24% to 17,893 shares [2] - The company reported a revenue of 3.691 billion CNY for the first half of 2025, representing a year-on-year growth of 33.74%, and a net profit of 503 million CNY, up 384.52% year-on-year [2]
9/25财经夜宵:得知基金净值排名及选基策略,赶紧告知大家
Sou Hu Cai Jing· 2025-09-25 16:13
25日开放式基金净值增长排名前10的基金分别是:同泰慧利混合C、同泰慧利混合A、新华中证云计算50ETF、广发中证云计算与大数据ETF、华夏中证云计 算与大数据主题ETF、招商中证云计算ETF、易方达中证云计算与大数据主题ETF、鹏华中证云计算与大数据主题ETF、长盛互联网+混合A、长盛互联网+混 写在文章前的声明:在本文之前的说明:本文中所列的投资信息,只是一个对基金资产净值进行排行的客观描述,并无主观倾向性,也不是投资建议,纯属 娱乐性质。 | 排名 | 代码 | 基金简称 | 2025-09-25 | | 2025-09-24 | | 理测量G | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 車位净值3 | 累计净值3 | 車位净值8 | 累计净值3 | | | 1 | 008181 | 同泰慧利混合C | 1.4443 | 1.6173 | 1.3920 | 1.5650 | 0.05 | | 2 | 008180 | 同泰慧利混合A | 1.4778 | 1.6508 | 1.4243 | 1.5973 | 0.05 | | 3 ...
这个赛道悄悄翻倍了!
Ge Long Hui· 2025-09-25 09:54
Market Overview - The A-share market showed mixed performance, with the Shanghai Composite Index down 0.01%, while the Shenzhen Component Index rose by 0.67% and the ChiNext Index increased by 1.58% [1] - The total trading volume in A-shares reached 2.39 trillion yuan, compared to 2.35 trillion yuan the previous day [1] Game Sector Performance - The game sector has rebounded significantly since September 24 of last year, driven by valuation recovery and a new growth cycle [1] - The game ETF (159869) has seen a year-to-date increase of over 67% and a 108% increase over the past year [9][10] Growth Drivers in the Game Sector - The game sector is experiencing a threefold growth impetus, including new game approvals, advancements in AI, MR (Mixed Reality), cloud gaming, and international expansion [10][15] - From January to August this year, the number of game approvals increased by 21% year-on-year, with a total of 1,119 licenses issued [12] - AI applications in gaming are becoming widespread, enhancing user engagement and monetization potential [13] - The cloud gaming infrastructure is improving, making it more accessible and changing distribution channels [13] Financial Performance - In the first half of 2025, the game sector achieved revenue of 54.45 billion yuan, a year-on-year increase of 22.17%, with net profit rising by 74.95% to 8.05 billion yuan [18] - The leading companies in the A-share game sector have rolling P/E ratios mostly between 20-35 times, indicating a significant recovery from previous years [21] Investment Opportunities - The game ETF (159869) tracks the China Animation and Game Index, including major players like Giant Network, Keai Network, and others, and has seen significant capital inflow, reaching nearly 10.62 billion yuan in the last 10 days [23][26] - The ETF provides a convenient way for investors to participate in the game sector without needing extensive knowledge of individual companies [22][26] Conclusion - The game industry is evolving into a growth-oriented sector, driven by technological advancements and global market expansion, requiring investors to adopt a forward-looking perspective to identify quality companies [28]
东芯股份(688110.SH):砺算科技的GPU产品主要应用于AI PC、云游戏等应用场景
Ge Long Hui A P P· 2025-09-24 10:08
格隆汇9月24日丨东芯股份(688110.SH)在投资者互动平台表示,砺算科技的GPU产品主要应用于个人电 脑、专业设计、AI PC、云游戏、云渲染、数字孪生等应用场景。研发的产品需经过市场营销、客户开 拓、量产供货等产业化落地环节,目前尚未产生收入。 ...
完美世界涨2.05%,成交额5.77亿元,主力资金净流入606.23万元
Xin Lang Cai Jing· 2025-09-24 05:52
Company Overview - Perfect World Co., Ltd. is located in Beijing and was established on August 27, 1999. It was listed on October 28, 2011. The company primarily engages in the development, publishing, and operation of online games, as well as the production and distribution of films and TV series, artist management, and related services [1][2]. Financial Performance - For the first half of 2025, Perfect World achieved a revenue of 3.691 billion yuan, representing a year-on-year growth of 33.74%. The net profit attributable to shareholders was 503 million yuan, showing a significant increase of 384.52% compared to the previous year [2]. - Since its A-share listing, the company has distributed a total of 5.543 billion yuan in dividends, with 1.976 billion yuan distributed over the past three years [3]. Stock Performance - As of September 24, the stock price of Perfect World increased by 2.05%, reaching 18.95 yuan per share, with a trading volume of 577 million yuan and a turnover rate of 1.69%. The total market capitalization stands at 36.762 billion yuan [1]. - Year-to-date, the stock price has risen by 87.53%, with a slight decline of 1.71% over the last five trading days, an increase of 18.88% over the last 20 days, and a rise of 28.47% over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Perfect World was 102,100, a decrease of 11.69% from the previous period. The average number of circulating shares per person increased by 13.24% to 17,893 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 116 million shares, an increase of 52.636 million shares from the previous period. Other notable shareholders include Xingquan He Run Mixed A and Huaxia CSI Animation Game ETF, with varying changes in their holdings [3]. Industry Classification - Perfect World is classified under the media sector, specifically in the gaming industry, and is associated with concepts such as cloud gaming, online gaming, mobile games, IP concepts, and film and animation [2].
星辉娱乐跌2.09%,成交额4.57亿元,主力资金净流出1829.30万元
Xin Lang Cai Jing· 2025-09-19 03:17
Core Viewpoint - Xinghui Entertainment's stock price has shown significant growth this year, with a year-to-date increase of 93.39% and notable short-term gains in the last 5, 20, and 60 trading days [1] Financial Performance - For the first half of 2025, Xinghui Entertainment reported a revenue of 1.135 billion yuan, representing a year-on-year growth of 84.58%, and a net profit attributable to shareholders of 155 million yuan, up 186.78% year-on-year [2] - The company has cumulatively distributed 363 million yuan in dividends since its A-share listing, with 12.41 million yuan distributed over the past three years [3] Shareholder and Market Activity - As of June 30, 2025, the number of shareholders increased by 24.77% to 80,000, while the average circulating shares per person decreased by 19.85% to 15,552 shares [2] - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on September 16, where it recorded a net purchase of 278 million yuan [1] Business Segments - Xinghui Entertainment's main business segments include gaming (35.76% of revenue), player transfers (19.13%), toy products (17.72%), and broadcasting rights (15.18%) [2]