Group 1 - The gaming sector showed resilience with the gaming ETF (159869) recovering slightly after an early decline, indicating investor interest with a total inflow of 371 million yuan over the past five trading days, bringing the product's total scale to 11.019 billion yuan as of December 3 [1] - Notable performances from Chinese companies in the gaming industry were highlighted, with NetEase's FPS game making it to the PlayStation annual game nominations and miHoYo achieving significant recognition with multiple nominations for its games [1] - The gaming industry is expected to maintain high growth in 2026, driven by an increase in game approvals, with a 23% year-on-year rise in game licenses issued from January to October 2025, indicating a strong pipeline of new content [2] Group 2 - Major gaming companies like Tencent, NetEase, and miHoYo are well-positioned with strong IPs and innovative products, while mid-sized firms are showing potential for breakthroughs through gameplay integration [2] - The gaming sector is experiencing multiple catalysts including AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the performance of A-share listed companies in the anime and gaming industry [2]

作为雷军给予"圣地"目标的公司，西山居发生了重大人事变动。 12月1日，西山居内部发送了全员邮件，宣布郭炜炜将辞任西山居CEO一职，继续担任西山居首席制作 人职务；任命金山软件CEO兼西山居董事长邹涛担任西山居代理CEO，郭炜炜直接向邹涛汇报工作。 此次人事变动，被外界解读为与《解限机》表现欠佳有关。 从业绩来看，金山软件网络游戏及其他业务收入出现大幅下滑。 作为国内知名的游戏制作人，郭炜炜自2004年加入西山居后，历任《剑网3》执行主策划、主策划、执 行制作人、制作人/策划总监。 2011年郭炜炜升任《剑网3》项目负责人/西山居副总裁。 2014年，《解限机》正式立项，该作经历了漫长的研发周期，期间三次重新立项，在郭炜炜亲自担任制 作人和西山居诸多资源加持下，产品于2025年7月正式上线。 郭炜炜曾在接受采访时表示，公司给他的目标是砍出一条新赛道来，雷军给西山居的使命是成为游戏玩 家的圣地，他自己接手CEO是为了能真正调控资源，让中国科幻游戏在世界舞台争口气。 但被寄予厚望的《解限机》，上线后却面临营收与口碑的双重压力。 近日，郭炜炜曾就其担任制作人的西山居重点产品《解限机》发布面向玩家的公开信，直言《解限 ...

Group 1 - The gaming sector experienced a morning pullback on December 3, with the gaming ETF (159869) dropping over 1.5%, and major holdings like Aofei Entertainment, Fuchun Co., Xinghui Entertainment, and others seeing significant declines [1] - As of December 2, the gaming ETF (159869) had a product scale of 11.221 billion, providing investors with a streamlined way to invest in leading A-share gaming companies [1] - Mihayou's co-founder, Cai Haoyu, launched a new AI chat system called AnuNeko through his Singapore-based AI company Anuttacon, aiming to enhance emotional understanding and communication capabilities [1] Group 2 - Doubao Mobile Assistant released a technical preview version, marking a collaboration between Doubao and mobile manufacturers on an AI assistant at the operating system level [2] - Huawei's first AI emotional companion product "Hanhai" sold out immediately upon release, integrating with Huawei's "Xiao Yi" model for human-like voice conversations [2] - East Wu Securities noted that the recent AI application sector is experiencing multiple short-term catalysts, with Google launching Gemini 3.0 to accelerate AI application deployment and boost computing demand [2] - The gaming sector is undergoing transformations in AI, content, and commercialization models, with the gaming ETF (159869) tracking the performance of A-share listed companies in the animation and gaming industry [2]

SINGAPORE, Dec. 02, 2025 (GLOBE NEWSWIRE) -- GCL Global Holdings Ltd (Nasdaq: GCL) (“GCL” or the “Company”), a leading provider of games and entertainment, today announced that the Company will be participating in the upcoming Benchmark Discovery One-on-One Conference in New York City. Benchmark’s 14th Annual Discovery One-on-One Conference 1x1 in-person meetings Who: Sebastian Toke, Group CEO When: December 4, 2025, 8:45pm – 3:40pm Eastern Where: New York Athletic Club in New York City About GCL Global Ho ...

昨日，西山居曝出重大人事调整。据一封内部信显示，现任CEO郭炜炜因个人原因提出辞去西山居CEO职务。董事会同意其辞任CEO，继续担任西山居首 席制作人，同时任命金山软件CEO兼西山居董事长邹涛担任代理CEO。郭炜炜直接向邹涛汇报工作。 郭炜炜辞任CEO，有人觉得意外，有人觉得在预料之中。有人认为是为金山游戏业绩不振背锅，也有人分析这是新品《解限机》表现不达预期所致。 解限机的痛，时代变迁的红利尽失 《解限机》，大概的确是快要死了。 这款机甲游戏在今年初测试时曾经创下31万人在线的峰值，7月上线Steam同时在线人数一度达13万，一时风头无两，成为西山居今年最寄予厚望的产品。 11月12日，在即将开始S2赛季的时候，郭炜炜又以制作人身份对外发布了一封公开信：承认游戏当前的诸多问题，但表示不会放弃，准备在听取玩家意 见后"再冲一次"。 然而游戏上线之后不到一个月的时间，玩家在线人数就出现断崖式下滑，跌到不足万人。9月19日，游戏S1赛季上线。尽管制作组做了很多努力，推出了 新的机甲，上线新玩法，调整了平衡机制，还参加了今年的TGS、AGF等展会加大自己的声量，想通过"听劝"人设来挽回人气，但效果并不明显。 然而， ...

Group 1 - The gaming sector is experiencing a downward trend, with the gaming ETF (159869) dropping over 1%, while stocks like 37 Interactive Entertainment,掌趣科技, Tianzhou Culture, Xinghui Entertainment, and Iceberg Network are among the biggest losers [1] - As of December 1, the gaming ETF (159869) has a product scale of 11.451 billion yuan, allowing investors to easily invest in leading A-share gaming companies [1] - On November 27, the National Press and Publication Administration approved 178 domestic games and 6 imported games, marking a monthly high for domestic game approvals in 2025, with a total of 1,532 domestic game licenses issued [1] Group 2 - Huaxi Securities believes that the high number of game licenses reflects policy stability, with leading companies enhancing their competitive advantages through product iteration and multi-platform strategies, providing a solid foundation for the long-term healthy development of the industry [1] - The gaming sector is catalyzed by multiple factors including AI, content, and commercialization model transformations, with the gaming ETF (159869) tracking the CSI Animation and Gaming Index, reflecting the overall performance of A-share listed companies in the animation and gaming industry [1]

Group 1 - The gaming sector is experiencing downward pressure, with the gaming ETF (159869) expanding its decline to 1.5%, indicating a challenging market environment for many stocks within the sector [1] - Despite the overall decline, there has been a notable inflow of funds into the gaming ETF, totaling 371 million yuan over the past two trading days, reflecting investor interest [1] - As of December 1, the product scale of the gaming ETF reached 11.451 billion yuan, facilitating investors' access to leading A-share gaming companies [1] Group 2 - The National Press and Publication Administration approved 184 games in November, including 178 domestic and 6 imported titles, which may positively impact the profitability of related listed companies [1] - Key products approved include Tencent's "No Man's Land," Perfect World's "Dream New Zhu Xian: Light Enjoy," and Bilibili's "Shining! Luming," indicating a diverse range of offerings in the market [1] - The gaming industry is expected to maintain its favorable outlook, driven by successful new releases and the integration of AI and other new technologies, which may enhance industry valuation levels [1][2]

文｜深毒商业 西山居又一次走到了命运的十字路口。 12月1日，一封内部信宣告了西山居这家老牌游戏厂商的重大人事变动：在CEO职位上任职7年零10个月 的郭炜炜，因个人职业规划原因辞任，未来将回归初心，继续担任西山居首席制作人。接替他的是金山 软件CEO兼西山居董事长邹涛，他将出任代理CEO，负责公司的日常运营和战略决策。 尽管官方措辞委婉，称之为"个人职业规划"，但在西山居母公司金山软件刚刚发布一份惨淡的Q3财报 后，这次"换帅"很难不被外界解读成一次为业绩负责的体面离场。 财报显示，2025年第三季度，金山软件的游戏业务收入仅为8.98亿元，同比暴跌47%，环比亦下降6%。 游戏业务在集团总营收中的占比，也从曾经的半壁江山萎缩至37%成为拖累集团业绩的主要因素。 财报将业绩下滑归咎于核心游戏《剑网3》的收入回落，以及《尘白禁区》、《解限机》等寄予厚望的 新产品表现不及预期。这三款产品，恰恰是郭炜炜主政CEO期间，西山居试图摆脱"剑网3依赖症"，寻 求第二增长曲线的核心棋子。 如今，棋局未半，主帅先行。郭炜炜从运筹帷幄的CEO，退回到了专注于一城一池的"首席制作人"，而 邹涛的回归"救火"，则更像是一次危机状 ...

RT GG (@ggDecrypt)'Mad Cow Disease': Grand Theft Auto Dev Warns That Generative AI Could Harm Games► https://t.co/VwV39SJBQa https://t.co/VwV39SJBQa ...

RT BSCN (@BSCNews)🚀 SONY BANK MOVES TO LAUNCH A USD BACKED STABLECOIN FOR GAMES AND ANIME!Payments for PlayStation titles, mobile games, and digital content could shift to a dollar token by 2026. Crucial details 👇https://t.co/UjKVl3s7xw ...