2025年ChinaJoy腾讯游戏的展区，图/李程程 上线未满一年，FPS（第一人称射击游戏）新游《三角洲行动》在今年7月DAU破2000万。 这是8月13日腾讯发布的二季报中，一个新的亮点，在游戏产业看似已经卷无可卷的情况下。这也是腾 讯逃离了当前一众互联网平台型公司高举"AI"和"IP"叙事的表现。 当然了，面对资本市场，在财报中，马化腾解释称，这部分成绩，也得部分得益于AI塑造，"2025年第 二季，我们在AI领域持续投入并从中获益，收入及非国际财务报告准则经营盈利均取得双位数百分比 同比增长。" 二季度，腾讯实现营收1845亿元同比增长15%，经营利润（Non-IFRS）692.5亿元同比增长18%。 游戏所在的腾讯增值服务收入板块，同比增长16%至913.7亿元，其中，游戏业务在长青战略深化实践 及AI能力驱动下，收入同比增长22%，连续三季保持20%以上增速。 腾讯在财报中称，"我们应用AI工具以加速游戏内容制作，基于AI技术推出更拟真的虚拟队友和非玩家 角色，采用AI驱动的营销举措以吸引新玩家及提升参与度，促进了本土及国际市场游戏的受欢迎程度 及收入增长。" 但这个理由的说服性有点不强。大家都知 ...

As Britain’s gaming industry has grown, the benefits have become more evident. It employs around 30,000 people, is unusually productive, and is a sector where the country is really levelling up https://t.co/X28VBymGW0 ...

Core Viewpoint - The collaboration between "Peace Elite" and the movie "Nezha: The Devil's Child" was launched during the annual "Stimulus Night," but the timing of the collaboration is questioned as it may have come too late to capitalize on the movie's initial popularity [3][26]. Group 1: Event Overview - The "Stimulus Night" featured a grand event in Sanya with performances, including a live rendition of the movie's theme song, and showcased new in-game content such as a themed map and character skins [1][3]. - The collaboration was labeled as the "first game collaboration" with "Nezha 2," aiming to create a significant marketing moment for the year [3][20]. Group 2: Timing and Market Impact - "Peace Elite" launched its collaboration three days after the initial map went live, which did not generate significant buzz compared to "Honor of Kings," which had an earlier and more impactful collaboration [5][10]. - The timing difference between the two games' collaborations affected their market presence, with "Honor of Kings" benefiting from the movie's ongoing popularity in April, while "Peace Elite" had to rely on a more elaborate event to generate interest in August [5][26]. Group 3: Content Quality and Engagement - The collaboration in "Peace Elite" involved a high level of content creation, including a new map and gameplay mechanics, which was more resource-intensive than the simpler skin updates in "Honor of Kings" [15][26]. - Despite the high-quality content, the delayed launch meant that the broader cultural resonance and engagement were diminished, as the initial excitement around the movie had waned by the time of the event [24][26]. Group 4: Marketing Strategies - "Peace Elite" had to engineer a large-scale event to attract attention, which included fireworks and celebrity appearances, indicating a need for significant investment to create visibility [19][24]. - The marketing approach of "Peace Elite" was reactive, focusing on creating buzz after missing the initial opportunity to leverage the movie's peak popularity, contrasting with the proactive strategy of "Honor of Kings" [10][29].

Core Points - The lawsuit involves two major products and companies in the domestic gaming market, with a significant first-instance ruling of 50 million yuan in damages, attracting considerable attention [2] - The second-instance ruling overturned the first-instance decision, sending the case back for retrial, which adds a new layer of significance regarding the definition of "originality" in the gaming industry [3][5] Group 1: Legal Implications - The second-instance ruling emphasizes the need to define and judge "originality" within the context of copyright law, determining whether a work is protected under copyright law [6] - The second-instance court found that the first-instance court made errors in recognizing basic facts and in the comparison methods used, leading to the decision to revoke the first-instance ruling [8][10] - The second-instance ruling clarified that gameplay rules are considered ideas and do not constitute copyrightable expression unless presented through specific visual elements [10][11] Group 2: Industry Impact - The ruling has significant implications for all domestic game developers, affecting not only existing products but also those in development, as it sets a precedent for how "borrowing" and "plagiarism" are judged in the legal context [5][15] - The court's stance on the boundaries of "gameplay protection" is expected to help regulate the industry ecosystem, encouraging innovation within reasonable limits [12][15] - The ongoing competition in the gaming market necessitates that companies rely on product quality and innovation to maintain their market positions, as seen with the successful updates to "Three Kingdoms: Strategy Edition" [16][18]

Core Viewpoint - GameSquare Holdings, Inc. has announced a strategic partnership with the Animecoin Foundation, which includes a revenue agreement worth $2.5 million and aims to enhance GameSquare's presence in the Web3 space while adding valuable digital assets to its treasury [1][2][3] Group 1: Partnership Details - GameSquare will purchase up to $2.5 million in Animecoin, expanding its crypto-native treasury with a culturally significant asset [2] - The partnership includes GameSquare becoming the agency of record for the Animecoin Foundation, providing creative and agency services [2] - The collaboration aims to strengthen the Animecoin Foundation's position in the global gaming fandom [2][4] Group 2: Growth Strategy - GameSquare's growth strategy consists of three main components: an Ethereum-based treasury strategy targeting annualized yields of 8% to 14%, a financialized art and cultural asset strategy targeting 6% to 10% annualized stablecoin yields, and a Web3 operating strategy to help crypto-native organizations grow [7] - The CEO of GameSquare highlighted that the partnership with Animecoin not only provides immediate revenue but also long-term asset value [3] Group 3: Market Potential - The global anime market is projected to grow to over $37.7 billion by 2025, indicating significant market opportunities for GameSquare [6] - Animecoin currently has a fully diluted value of over $180 million, focusing on the growth of the entertainment ecosystem across gaming and anime [5] Group 4: Cultural Collaboration - GameSquare will collaborate with Azuki to create both physical and digital products targeting gaming and anime fandoms [4] - The partnership aims to merge anime culture with immersive gaming experiences, enhancing brand awareness for Animecoin [4][5]

（文/陈济深 编辑/张广凯） 作为一款日活峰值破亿的产品，腾讯天美旗下现象级手游《王者荣耀》匹配算法曾困扰过无数玩家。诸如连胜之后就有连败、手感火热时匹配到奇葩队友的 游戏体验让大量玩家共鸣，认为王者荣耀的匹配机制可能存在控制游戏对局胜率的隐藏机制。 为了解开心底多年的疑虑，《王者荣耀》玩家、青岛律师孙千和女士诉诸法庭，希望《王者荣耀》能够公开游戏匹配算法机制，被称为"中国游戏算法诉讼 第一案"。 在庭审中，腾讯表示《王者荣耀》不存在所谓的控制玩家胜率的行为。《王者荣耀》一直以来都在公开匹配机制，而算法涉及商业秘密，公开算法会成为黑 产的"作弊说明书"，最终损害广大玩家的利益。 对于腾讯的表态，孙千和律师对观察者网表示："无论是游戏版本更新后的介绍，还是游戏策划的口头的答复，并不是算法公开，更像是一种'会改进'的承 诺。" 游戏算法是否应该被认定为商业秘密，目前法律界也没有定论，有学者对观察者网表示，算法是否应该公开取决于算法的应用是否可能会直接涉及公共利益 和公共安全，对于游戏匹配机制，则是游戏企业自主经营的应有之义，不宜受到过多的行政干预。 针对本次庭审和后续的发展，孙千和律师对观察者网坦言没有想到会受到 ...

🎙️ One hour to go until we're live on X Spaces!Join us to learn how AI is powering Web3 gaming ⬇️🔗 https://t.co/9Squ2aGbS2https://t.co/21avrAWOzgBNB Chain (@BNBCHAIN):The intersection of AI and gaming is only getting bigger.Join our X Spaces where @akedofun and @iDosGamesEngine share how AI is driving a newer and more immersive onchain experience for gamers.🗓️ Aug 13, 12:00PM UTCSet your reminders 👇https://t.co/9Squ2aGbS2 https://t.co/pzDUfkmNTq ...

譬如前几天，他们在海南三亚白鹭体育馆举办了一场「空投节年度潮流大秀」，不仅请来了华晨宇、宋茜、田曦薇、虞书欣四位实打实玩游戏的明星代言 人，之后更是在全网多平台拿下了两百多个热搜。 当然，《和平精英》这次其实并不只是办了一场秀。 大秀前几天，即8月6日，《和平精英》更新版本，推出了与《哪吒之魔童闹海》的联动内容，里面包含了哪吒、敖丙、敖闰、申公豹四位角色的皮肤外 观，以及还原电影玉虚宫设计的联动地图。 同日，他们还在海南凤凰岛上空表演了一场联动主题的烟花表演。据官方统计，这场表演汇集了10万多的观众，当天表演期间连《和平精英》自家的工作 人员都挤不进去。 《和平精英》烟火表演 而借此机会，他们也与三亚文旅展开了深度绑定合作，比如围绕三亚丝路欢乐世界、鹿回头风景区等多个景点设置打卡地点，同步搭建多个为期一月的暑 期活动，以及在三亚凤凰机场设置主题快闪演出。 文丨果脯 《和平精英》似乎每次都能「火」得出人意料。 但如果你是《和平精英》老玩家，会发现这些已经不再单纯只是时装或外观。策划总监黄鑫龙也表示，现在《和平精英》做神装的思路，不再是定义它是 某件衣服或角色，而是希望将其构建成一个活生生、有故事有性格的人物。为 ...

Core Insights - The mobile gaming market is experiencing intense competition as the summer season begins, with both established titles and new releases vying for player attention [1] - Tencent's "Delta Action" continues to dominate the download charts, while "Supernatural Action Group" and "Honor of Kings" follow closely [1][11] - New entries in the download rankings include "Douluo Continent: Hunting Soul World," "Paper Marriage 8: Thousand Trees," and "Star Marks Resonance," with the former achieving significant success upon its release [1][3] Download Rankings - "Delta Action" remains at the top of the download charts, followed by "Supernatural Action Group" and "Honor of Kings" [1] - Eight new games entered the download rankings in July, with "Douluo Continent: Hunting Soul World" making a notable impact, reaching the 7th position [1][3] - The game had over 10 million pre-registrations before its launch, showcasing strong IP appeal [1][3] Game Features and Marketing - "Douluo Continent: Hunting Soul World" is the first 3D MMORPG in the Douluo IP series, focusing on a "big world + MMO" gameplay style [3] - The game features seamless exploration, soul beast hunting, and strategic combat, enhancing player immersion [3] - International superstar Jackie Chan was announced as the game's spokesperson, contributing to a unique marketing strategy that includes deep collaboration and social media engagement [3][5] Revenue Rankings - "Honor of Kings" and "Peace Elite" maintain their positions as the top two revenue-generating games, with "Delta Action" entering the top three [14] - "Delta Action" has seen a remarkable revenue increase of over 160% month-on-month, attributed to new content updates and effective operational strategies [14][15] - The game introduced new maps and features in July, including a collaboration with the popular game "Arknights," which significantly boosted player engagement [15] New Entries in Revenue Rankings - Six new games entered the revenue rankings in July, including "Honkai: Star Rail" and "Supernatural Action Group" [17] - "Honkai: Star Rail" achieved a strong debut at position 12, driven by a new version release and a collaboration with "Fate/stay night" [17][19] - The game's innovative character designs and high-quality content updates have successfully attracted player interest and spending [19] Game Categories and Developer Performance - Action and adventure games dominate the download rankings, with 6 entries each, followed by 4 role-playing games [11] - Tencent leads the rankings with 11 entries, while NetEase has 4 [11] - "Star Marks Resonance," a new MMORPG based on the "Blue Protocol" IP, has also made a strong showing in the download rankings, reflecting its unique gameplay and marketing strategies [11][13]

Core Insights - Tencent reported a 15% increase in second-quarter revenue, driven by strong performance in its gaming unit and AI investments [1] - The company achieved double-digit revenue and non-IFRS operating profit growth year-on-year, highlighting the positive impact of AI utilization [1] Financial Performance - Revenue for the second quarter of 2025 reached 184.504 billion Chinese yuan (approximately $25.7 billion), compared to 161.117 billion Chinese yuan in the same period last year [3] - Operating profit was reported at 63.052 billion yuan, an increase from 57.313 billion yuan in the previous year [3]