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泛娱乐 AI 赛道观察: 从「猜你喜欢」到参与共创,角色才是 AI 时代最核心的资产
Founder Park· 2026-01-07 09:40
边缘信标 . 野路子向导,捕捉在角落里野蛮生长的需求信号。 以下文章来源于边缘信标 ,作者野生向导 文章作者成志,AI 游戏行业投资人。从「用户-产品-AI」的三者关系出发,成志分享了他对于 AI 泛娱乐产品的一些思考。 以下为原文内容。 作为一位冲浪达人和市场观察的爱好者,我在 2023 年夏季的文章提出「AI 原生游戏是一场广义 UGC 的范式迁移,产品乐趣将由开发者、AI、玩家三者 共创」这个判断。(参见: 别尬吹 AI 降本增效了,游戏不好玩都白搭 )。 超 19000 人的「AI 产品市集」社群!不错过每一款有价值的 AI 应用。 邀请从业者、开发人员和创业者,飞书扫码加群: 进群后,你有机会得到: 01 一坤年过去,技术迭代超乎预期,不时有引爆社交媒体的新花样,却也同时在市场催生了 AI Roblox、AI 陪伴等诸多空泛的时髦词儿和 Noise。 这篇文章的核心观点,是对之前判断的延续和深化: 用户对优质内容和社交体验的这些底层需求从来没变过。 AI 作为生产力工具并不直接产出优质内容,但能改变优质内容的交付逻辑,即实现个性化体 验,提供「自娱自乐」的愉悦感(广义的 UGC)。 不同于推荐算法「 ...
盛天网络(300494) - 2025-09-23 投资者关系活动记录表
2025-09-23 11:04
Group 1: Game IP Business Strategy - The company has established a multi-dimensional classic category layout in the game IP sector, successfully launching several recognized IP adaptations such as "Romance of the Three Kingdoms 2017" and "Dynasty Warriors" [2][3] - The core resources of the IP game business are now fully focused on the development and optimization of "Dynasty Warriors: The World," which has obtained an import license and is currently in a critical review phase, with plans for multiple player tests to refine the product experience [3][5][6] - The company aims to transition from single IP operations to a comprehensive system of customized development and independent publishing, with "Dynasty Warriors: The World" expected to be a key growth driver for the IP business [3][6] Group 2: Original IP Development - The original IP game "Star Wings" has performed exceptionally well since its launch in Japan, ranking second in local app store charts and topping the Steam Japan sales chart, with over 80% of revenue coming from overseas [4] - The company plans to deepen its game IP business by solidifying long-term partnerships with international IP holders and accelerating the globalization of original IP through diverse collaborations [4] Group 3: New Game Releases and Performance - The company is focusing on the upcoming release of "Magical Bopi," an innovative pet-catching game, which has completed multiple testing phases and is set for a full platform launch in 2025 [6] - The independent game "Heroic Legend" has received positive reviews and has expanded its storyline with over 300,000 words of new content, indicating strong sales and player engagement [7] Group 4: AI Development and Applications - Since 2021, the company has been exploring AI applications, establishing a comprehensive AI entertainment platform that supports core business areas like gaming and social media [8] - Key AI products include the music social app "Give Mic," which integrates AI technology for enhanced user experience, and the gaming social app "Dai Dai eSports," which is developing AI-driven social features [8] Group 5: Online Entertainment Platform Growth - The online entertainment platform has benefited from the recovery of the PC gaming market, leveraging its strong market share in offline venues like internet cafes and eSports hotels [9][10] - The mobile advertising business has seen significant growth, driven by cross-platform advertising needs and partnerships with major media platforms, capitalizing on the resurgence of the PC gaming market [10]