[庆祝]恺英网络｜持续重点推荐 # 业绩确定性高+稀缺AI陪伴卡位 [礼物]昨日公司公告，拟回购不超过2亿元、不低于1亿元人民币的股份，回购股份将用于后续实施股权激励计划或 员工持股计划。 1，传奇盒子增长确定性强，我们预估截至25年底平台DAU~50w，随着品牌专区游戏逐步上线、拓展热江和红月 等新情怀类IP，预计26年DAU增速有望在30%以上，叠加广告单价提升，盒子未来3年的CAGR有望在30%左右的 水平，且平台利润率高，利润端增量更明显。 2，公司的优质合作方玩心不止，近年体现出较强的存量传奇之上融合探索新品类的能力，以及传奇游戏的发行能 力。《 查找图书 》正逐步成为传奇+X的标杆案例。玩心不止未来有望进一步赋能公司的游戏发行。 3，公司参投的AI陪伴情感产品《 查找图书 》初步定档3月14日，这是上市公司层面第一个原生AI陪伴产品，卡位 稀缺。目前产品已经经过两轮iOS测试，近期将开启安卓测试，测试期间单用户时长亮眼，强上下文记忆亮眼。我 们展望，如果未来内嵌模拟经营、互动社交、生活服务模块，该产品有望成为用户的A情感陪伴+生活agent双入 口，产品潜力较大。 wind一致预期25~27年利润 ...

Group 1: Cybersecurity Threats - The RCtea zombie network is rapidly spreading, targeting IoT devices in China, with nearly 10,000 infected devices reported [1][2] - The peak number of active infected devices reached 4,870 in a single day, with a maximum of 278,000 server access requests [1] - The network employs advanced encryption and anti-tracking mechanisms, capable of launching various DDoS attacks [1][2] Group 2: Smartphone Market Insights - By 2025, the global smartphone active device stock is expected to grow by 2%, with an extended replacement cycle nearing four years [3][4] - Eight smartphone brands have surpassed 200 million active devices, collectively holding over 80% of the market share [4] - Apple and Samsung are the only brands with active device counts exceeding 1 billion, together accounting for 44% of the global market [4] Group 3: Automotive Industry Developments - Xiaomi's first-generation SU7 has officially ceased production, with nearly 370,000 units delivered [6][7] - The new generation SU7 is expected to launch in April 2026, with a price range starting from 229,900 yuan [8][9] Group 4: AI and Technology Advancements - GitHub has integrated OpenAI's GPT-5.3-Codex into Copilot, improving performance on agentic coding tasks by approximately 25% [2][3] - ByteDance's Seedream 5.0 image generation model has been launched, enhancing accuracy and speed in image creation [14] - Alibaba's Qwen-Image-2.0 model has been released, achieving high scores in image generation and editing capabilities [15][17] Group 5: E-commerce Trends - Taobao's flash sales for New Year goods saw a 347% increase in sales, with orders from third- and fourth-tier cities rising over 580% [12] - The online retail landscape is shifting, with down-market areas becoming the main consumer base for New Year shopping [12] Group 6: Legal and Corporate Changes - MiHoYo has terminated its partnership with Shanghai Huiye Law Firm, placing it on a blacklist for future collaborations [13] - Envision Energy has withdrawn its lawsuit against MiHoYo, which has been approved by the court [13]

分组1 - Red Rock Resorts reported quarterly earnings of $0.75 per share, exceeding the Zacks Consensus Estimate of $0.41 per share, with a year-over-year comparison showing a slight decrease from $0.76 per share [1] - The company achieved revenues of $511.78 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.07% and showing an increase from $495.7 million year-over-year [2] - Over the last four quarters, Red Rock Resorts has consistently surpassed consensus EPS estimates, achieving this four times [2] 分组2 - The stock has gained approximately 5.8% since the beginning of the year, outperforming the S&P 500, which has gained 1.7% [3] - The current consensus EPS estimate for the upcoming quarter is $0.53, with expected revenues of $510.47 million, and for the current fiscal year, the estimate is $1.93 on $2.04 billion in revenues [7] - The Zacks Industry Rank indicates that the Gaming industry is currently in the bottom 29% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Core Viewpoint - The company has filed a civil lawsuit against four firms for alleged coordinated and unlawful trading activities aimed at suppressing its share price and harming shareholder value [1][2]. Group 1: Lawsuit Details - The lawsuit, titled "Sports Entertainment Gaming Global Corporation v. Virtu Financial Capital Markets LLC et al.," was filed on February 10, 2026, and addresses systematic market manipulation including naked short selling and spoofing [2]. - The company claims that the defendants' actions violated state and federal securities laws, disrupted lawful price determination, and undermined investor confidence during a critical turnaround phase [3]. Group 2: Company Statements - Marc Bircham, Chairman of the Board, emphasized the company's commitment to protecting shareholders and stated that the lawsuit is a decisive action against illegal trading behavior [4]. - Robert Stubblefield, CFO and Interim CEO, highlighted the company's focus on revenue generation and transparency while addressing misconduct that has distorted the share price [4]. Group 3: Future Actions - The company plans to pursue all appropriate legal and regulatory avenues and will cooperate with relevant authorities to restore market integrity [5]. - The legal action is described as complementary to the company's ongoing efforts to strengthen operations and build long-term value across its digital asset portfolio [4].

Cathie Wood isn’t one to wait around for the tech debate to settle. Continuing her tech-buying spree, she dropped nearly $10 million on Roblox (RBLX) stock as the tech sector snaps back and the gaming platform impresses with a robust Q4 showing. In classic ARK Invest style, Wood has been shopping in the rubble of the recent tech selloff. However, Monday, Feb. 9, delivered a sharp snapback in tech and AI names, looking more like a pressure release after last week’s air pocket. What the numbers said (Feb. ...

Core Viewpoint - Codere Online, a leading online gaming operator in Spain and Latin America, is set to release its fourth quarter 2025 results on February 26, 2026, at 8:30 AM US Eastern Time, followed by a conference call for discussion and business updates [1]. Company Overview - Codere Online Luxembourg, S.A. and its subsidiaries collectively operate as Codere Online, which was launched in 2014 as part of the Codere Group, a renowned casino operator [3]. - The company provides online sports betting and online casino services through its advanced website and mobile applications, operating primarily in Spain, Mexico, Colombia, Panama, and Argentina [3]. - Codere Group, the parent company, is a multinational entity focused on entertainment and leisure, with a significant presence in the private gaming industry across seven countries in Europe and Latin America [4].

Core Insights - The article emphasizes the convergence of culture, technology, and valuation in future-oriented industries, particularly in digital assets and gaming sectors [1] Group 1: Digital Assets - The focus includes major cryptocurrencies such as XRP, Bitcoin, and Ethereum, which are reshaping global finance [1] - The analysis aims to identify early positioning in these digital assets that are leading the next cycle of growth [1] Group 2: Gaming Industry - The article covers gaming publishers like Nintendo, Capcom, and Square Enix, highlighting their role in transforming entertainment [1] - The gaming sector is viewed as a significant area for investment opportunities due to its cultural impact and technological advancements [1] Group 3: Consumer Brands - Selected consumer brands such as Monster Beverage, Sprouts, and Macy's are analyzed, focusing on how brand and consumer behavior drive long-term value [1] - The approach combines discounted cash flow (DCF) and relative valuation with macroeconomic and narrative context [1]

韩媒据此推测，这款新作将摒弃原作的即时战略类型，转向第一人称或第三人称射击玩法，这一转型符 合当下市场趋势，也规避了与暴雪自家RTS产品的直接竞争。 快科技2月10日消息，据韩国媒体报道，韩国游戏巨头Nexon获得暴雪《星际争霸》IP新作开发与发行 权，双方已签署合作协议，项目团队组建与人才招募工作同步启动。 去年就有消息传出，包括Nexon、NCSOFT、Netmarble和Krafton等韩国知名开发商共同在与暴雪角逐 《星际争霸》的IP开发权，而如今看来Nexon是胜出的一方。 分析认为，Nexon近期推出的类魂动作游戏《狂战士：卡赞》与PvEvP射击游戏《Arc Raiders》取得的 市场成功，是打动暴雪的关键因素。 据透露，Nexon邀请了Choi Jun-ho担任负责人，他是《星际争霸》自定地图Temple Destruction的创作 者，Nexon看上的应该是他对游戏的了解。 团队同时整合了公司旗下射击游戏部门，该部门曾开发经典FPS《突击风暴》，具备成熟的枪械手感与 多人对战设计经验。 去年就有消息传出，包括Nexon、NCSOFT、Netmarble和Krafton等韩国知名开发商共同在 ...

Core Insights - Roblox reported a total revenue of $4.9 billion for the fiscal year ending December 31, 2025, representing a 36% year-over-year increase [1] - The fourth quarter revenue reached $1.4 billion, showing a 43% year-over-year growth [1] Group 1: Financial Performance - The company described 2025 as a "banner year," with significant growth in revenue and bookings, exceeding expectations and long-term goals [3] - Daily Active Users (DAU) increased by 69% year-over-year to 144 million, while user engagement hours grew by 88% to 35 billion hours [3] - The average monthly unique paying users rose by 94% year-over-year to 36.7 million, with players spending an average of $20.18 per month [3] - In-game currency Robux consumption increased by 53% [3] Group 2: Market Position and Future Outlook - As of the end of the fiscal year, Roblox held a 3.4% share of the global gaming content market [3] - The company forecasts annual revenue growth between $6 billion and $6.2 billion, with bookings expected to be between $8.2 billion and $8.5 billion [3]

Group 1 - Zanaga Iron Ore Co Ltd has signed a binding term sheet with Red Arc Minerals worth up to $25 million to fund engineering work at the Zanaga project in the Republic of Congo, potentially leading to a final investment decision without diluting shareholders [1] - Sunda Energy PLC has secured up to £1.5 million in unsecured funding from its chief executive while pursuing a potential acquisition and working to advance its Timor-Leste gas project [1] - AFC Energy PLC has entered a joint development deal with Komatsu valued at around $2 million to test ammonia as a cleaner alternative to diesel for powering heavy industrial engines [1] Group 2 - accesso Technology Group PLC has expanded its partnership with Adyen, enabling embedded payments across its global platform, which will handle over $5 billion annually in transactions [1] - Gaming Realms PLC anticipates a 10% increase in full-year revenue to £31.4 million, driven by growth in the US market, with strong trading starting in early 2026 [1] - S&U PLC is expecting strong full-year results following rapid lending growth and has raised its interim dividend to 35p due to improved collections and margins [1]