这个充值2.3万元的V10等级游戏账号，此刻的命运竟完全系于一个已经注销的微信账号。 我注销了微信，却未料到，一同注销的还有九年来的深夜、队友的呼喊，和那个自以为属于 我的V10账号。它曾是我疲惫生活里的英雄梦，如今却成了服务器里的一串冗余代码。 凌晨三点，我盯着手机屏幕上"该微信账号已注销"的提示，手指悬在王者荣耀图标上方迟迟不敢点击。 系统冰冷的提示"该微信账号已注销"像一盆冰水浇下——我这才猛然意识到，陪伴了我整个青春的V10 账号，随着一时冲动注销的微信，永远地消失了。 哇哦，微信一删，游戏白玩？ 那些年，在峡谷留下的青春印记 大学毕业前夕，宿舍熄灯后的每个夜晚，我们五个舍友都会猫在被窝里开黑。 老大的亚瑟永远冲锋在前，老四的鲁班七号总喊着"保护我"，而我专玩貂蝉，在宿舍WiFi断断续续的信 号里秀着拙劣的舞姿。 那时候的王者荣耀，记录着我们最肆意的笑声。 工作后，我们散落在各个城市，游戏成了连接旧友的纽带。 得空我们就会隔着屏幕在峡谷里"云聚会"。老大用韩信偷塔时突然说："听见你们骂我菜的声音，就像 回到了大学宿舍。"那一刻，我忽然明白，这个游戏早已不只是游戏，而是装着整个青春回忆的时光胶 囊，后来 ...

Group 1: JD vs Meituan Dispute - JD accused competitors of forcing delivery riders to avoid accepting orders from JD, leading to decreased rider income and delayed orders [1] - JD plans to assist riders by increasing full-time recruitment from 50,000 to 100,000 and offering free delivery for orders delayed by over 20 minutes [1] - Meituan responded by denying the allegations, stating that it has never restricted riders from working on other platforms and criticized JD for spreading rumors [1] Group 2: OpenAI's Increased Costs - OpenAI's CEO mentioned that polite phrases like "please" and "thank you" from users have led to an increase in operational costs by tens of millions of dollars [2] - The reliance on large models has resulted in users treating them as colleagues, which adds to the processing burden [2] Group 3: PepsiCo's Challenges - PepsiCo faces challenges due to a 10% import tariff on concentrated liquid sourced from Ireland, which is crucial for its soda production [3] - Coca-Cola, which sources a significant portion of its concentrate domestically, is less affected by these tariffs [3] - Both companies are also impacted by a 25% tariff on imported aluminum, which may lead to increased beverage prices [3] Group 4: OpenAI's Model Issues - OpenAI's new models, o3 and o4-mini, have been reported to exhibit increased hallucinations, leading users to prefer older models [4][5] - The hallucination issue is attributed to over-reliance on result-based reinforcement learning, which prioritizes correct answers over process accuracy [5] Group 5: Buick's New Energy Vehicles - Buick announced the launch of a new vehicle architecture called "Xiaoyao," designed for the Chinese market, which will support various powertrains including pure electric and hybrid [6] - The architecture allows for rapid charging capabilities, with 10 minutes of charging providing an additional 350 kilometers of range [6] - Buick plans to introduce a high-end sub-brand "ELECTRA 至境," with the first model being a million-level MPV expected to launch this year [6] Group 6: Robotics and AI Developments - A humanoid robot completed a half marathon in 2 hours and 40 minutes, showcasing advancements in robotics [7] - The robot's performance was attributed to enhancements in stability and heat resistance [7] Group 7: Global Pistachio Supply Issues - A chocolate product from the UAE gained popularity, leading to a surge in pistachio prices, which increased from $7.65 to $10.30 per pound [8] - Iran plans to increase pistachio exports to the UAE by 40% in the upcoming year [8] Group 8: Gaming Industry Updates - A total of 127 games received approval for new versions, including 118 domestic and 9 imported titles [9][10] Group 9: DHL Shipping Policy Changes - DHL has suspended shipments of goods valued over $800 to the US for individuals, affecting B2C shipments while B2B continues [11] Group 10: Laser Radar Technology Advancements - RoboSense launched a customizable laser radar platform with high-performance specifications, set to be mass-produced this year [12] - Hesai introduced a new laser radar perception solution aimed at L2 to L4 autonomous driving levels [13] Group 11: CATL's R&D Investments - CATL's CEO announced that the company has invested over 70 billion yuan in R&D over the past decade, with a record investment of 18.6 billion yuan planned for 2024 [14] - The company unveiled several new battery technologies, including a lithium iron phosphate battery with a peak charging power exceeding 1.3 megawatts [14] Group 12: GAC and Didi's Autonomous Vehicle Collaboration - GAC Aion and Didi showcased their first L4 autonomous vehicle, which is set for mass production by the end of the year [15]

文丨果脯 今晚举办的2025腾讯游戏发布会和往年的着实大不一样。 与过去几年相比，这次产品矩阵的阵仗大了不少。一方面，今年腾讯新品算是来了一次爆发，不仅数量更多，还各具潜力。另一方面，除了自研与发行 线，他们此次也突出展示了公司目前投资的产品矩阵。 2025腾讯游戏发布会 整体来看，这次共有40多款产品登上发布会，包括《王者荣耀：世界》《洛克王国：世界》《异人之下》《暗区突围》等公司自研新品，以及《地下城与 勇士：卡赞》《胜利女神：新的希望》《影之刃：零》等腾讯发行、投资相关产品。 以下是发布会上部分产品的介绍： 其中，腾讯自研产品线更像是他们转变战略后的一次爆发。 自2023年开始，腾讯就开始强调"长青游戏"概念，即是年收入超40亿元人民币，并且移动端季度DAU超500万或PC端季度DAU超200万的产品。 腾讯高级副总裁马晓轶在去年腾讯游戏发布会前后就曾提到，中国游戏市场目前已经趋于成熟，比起单纯做爆款，基于头部大DAU游戏带来的持续增长 才能带动业绩增长，并驱动腾讯向前走。 过去几年，他们的这一想法其实也已经有过多次的产品验证案例。比如《金铲铲之战》最初上线成绩并不算好，但随着持续迭代，后续依旧突破了千 ...

Core Viewpoint - BofA Securities analyst maintains a Buy rating on Roblox Corporation (RBLX) with a price forecast of $79, anticipating market share gains in the video game sector due to a large developer pool and innovation capabilities [1] Company Performance Expectations - Investor sentiment regarding first-quarter growth is divided, with some expecting over 30% year-over-year growth, while others predict a more modest 23%, consistent with guidance [3] - Management's caution regarding third-quarter bookings comparisons has led to expectations of a significant slowdown in core business growth in the second half of 2025, potentially falling below 20% year-over-year [3] Revenue and Cash Flow Insights - Expectations for advertising revenue remain low at around $150 million, despite the integration of Google Ad Manager with Roblox [4] - Strong performance from December and January is expected to continue into February, with a slight slowdown in March attributed to Easter timing; cash flow metrics may exceed expectations due to December bookings [4] Strategic Initiatives - Several initiatives, including regional pricing and price optimization, could lead to stronger-than-expected performance in the second half of 2025 [5] Market Position - Roblox is currently under-owned, but this may change as investors seek companies with durable growth prospects, particularly those less affected by tariffs or consumer spending fluctuations in late 2025 [2]

Core Insights - AGS has announced two key appointments to strengthen its international operations, with Arthur Rotziokos as Senior Director of Product Management – Asia-Pacific and Richard Orozco as Senior Director of Product Management - International [1][2] Group 1: Appointments and Roles - Arthur Rotziokos will lead AGS' entry into the APAC market, bringing over three decades of gaming industry experience, including his previous role as Vice President of Research & Development at Light & Wonder [4] - Richard Orozco will oversee AGS' global product strategies, focusing on Latin America and Europe, and has extensive experience in managing product portfolios from his previous role as Vice President of Product Strategy at Ainsworth Game Technology [6] Group 2: Strategic Importance - The appointments are expected to enhance AGS' global expansion strategy, with both leaders bringing unparalleled expertise that will be vital for accelerating international reach and advancing product offerings [2][7] - AGS aims to build its brand and gain a foothold in key international markets, reinforcing its commitment to delivering innovative gaming products and solutions [7]

Core Insights - A total of 510 games have been approved for release in 2025, with 480 being domestic and 30 being imported [1][2][4] Domestic Games - In April 2025, 127 games were approved, including 118 domestic and 9 imported titles [1] - The number of "casual puzzle" games among the approved domestic titles decreased, with 46 such games making up approximately 39% of the month's approvals [1] - Notable domestic games include: - "Sea Melody: Return" by Xiamen Boyou (client game) - "Mountain Gate and Illusions" by Chengdu Xingyi (client game) - Four cross-platform games supporting mobile and PC, including "Extreme Battlefield" by NetEase LeiHuo and "Lost" by Perfect World [1][4] - The majority of the approved domestic games (110 out of 118) are pure mobile games [1] Imported Games - Among the approved imported games, Tencent's "Path of Exile: Ascendancy" and Shanghai Guoqu's "Track Connection" are pure client games, while the remaining seven are mobile games [2][4] - Tencent's "Path of Exile: Ascendancy" has over 2 million pre-registrations, indicating strong market interest [4] - Other notable imported titles include "Monopoly: Number One Winner" by Kaiying Network and "Book Realm Legend" by Zhongyou Mobile [4] Game Approval Changes - Six games completed operational approval changes, including "War of the Dual" by Kuro and "Dragon Stone War" by Guangzhou Kaiyibo, which added client versions [6] - One game underwent a name change, and another changed its publishing unit [6]

Core Viewpoint - The long-standing copyright dispute over the "Legend" IP between Actoz and Wemade has seen a recent arbitration ruling in favor of Kaixin Network, which is ordered to receive 224.5 million yuan in compensation from Wemade, although Wemade disputes the validity of this ruling and plans to continue legal actions [1][10]. Group 1: Background of the Dispute - The conflict originates from the shared copyright ownership of the "Legend" IP between Actoz and Wemade, dating back to the success of "Legend of Mir" in 1998, which contributed 70% of Actoz's revenue in its first year [2]. - Following the underperformance of "Legend 2," the development team led by Park Kwan-ho left Actoz to establish Wemade, leading to a series of exchanges and agreements regarding the rights to "Legend 2" [2][3]. Group 2: Legal Battles and Agreements - From 2001 to 2003, over 20 lawsuits occurred between Actoz and Wemade, with both parties struggling over profit distribution and external licensing rights [4]. - In 2004, a preliminary agreement was reached acknowledging both parties as co-owners of the "Legend" IP, but disputes continued, especially after the acquisition of Actoz by Shengqu Games [4][5]. Group 3: Impact on Companies - The ongoing legal battles have affected numerous companies, with claims often reaching hundreds of millions, leading to operational disruptions and financial losses for many involved [5][12]. - Kaixin Network has been particularly impacted, facing lawsuits from both Wemade and Shengqu Games, resulting in significant financial strain and asset disposals [6][7]. Group 4: Recent Developments - The arbitration ruling in favor of Kaixin Network marks a potential turning point, with the court ordering Wemade to pay 224.5 million yuan, although Wemade is contesting this ruling [8][10]. - Despite the arbitration outcome, Wemade has signed a new exclusive licensing agreement with Actoz, clarifying the rights to the "Legend" IP in mainland China, indicating ongoing complexities in the legal landscape [10][12].

日前，雷神科技正式官宣，旗下品牌雷神成为2025年《穿越火线》赛事官方合作伙伴，在即将开启的 CFPLS25总决赛及后续赛事中，雷神全场景电竞装备将作为官方赛事指定用机，助力打造高水准精品赛 事，树立全球FPS竞技标杆。 从国内首个由版权方组织的大众联赛、国内首个电竞职业联赛，到国内首个拥有三端职业联赛的电竞 IP，穿越火线系列电竞一直是中国电竞产业化诸多"第一"的创造者，这与始终扮演"拓荒者"和"引领 者"角色的雷神科技不谋而合。早在2015年，雷神笔记本即宣布成为2015 CFPL第7赛季的独家战略合作 伙伴，也是在同一年，CFPL总决赛开启线下落地，逐渐走向规范化、专业化。 此后十年间，电竞产业高速发展，从垂直的小众领域，发展成充满活力的新兴体育产业，深度渗透进大 众生活。在这一进程中，雷神与穿越火线基于"推动中国电竞行业高质量发展"的共同愿景，进行了多层 次、多形式的联动，在品牌建设、赛事打造、用户体验提升等方面取得丰硕成果。二者极具前瞻性的实 践，成为电竞黄金时代的生动注脚。 《穿越火线》是由Smile Gate开发，中国内地由腾讯游戏代理运营的第一人称射击游戏。目前，其全球 注册用户已突破11亿， ...

点评：从市场表现来看，恐怖游戏一直是备受玩家喜爱的游戏类型。随着游戏技术的不断进步和玩家需 求的不断提升，恐怖游戏市场也呈现出蓬勃发展的态势。Bloober Team作为恐怖游戏领域的佼佼者，其 每一款作品的发布都备受关注，也为公司带来了可观的收益。 NO.2 CDPR警告：《巫师4》测试版邀请均为骗局 ｜2025年4月18日星期五｜ NO.1《时间旅者：重生曙光》新预告发布 4月16日，知名恐怖游戏开发商Bloober Team正式发布了新作《时间旅者：重生曙光》（Cronos: The New Dawn）的最新预告，并附上了演示视频。这款备受期待的第三人称生存恐怖游戏计划于今年正式 发行的消息，再次点燃了玩家们的热情。 4月17日，CD Projekt Red（CDPR）在其社交媒体平台发布了一条重要警告，称近期有玩家收到所谓 《巫师4》游戏测试版的邀请均为骗局，完全是诈骗行为。CDPR在声明中写道，"我们正在采取必要措 施清除这些欺诈信息。如果您收到此类邀请或看到相关消息，我们恳请各位玩家通过您使用的电子邮件 客户端或社交媒体平台的可用工具进行举报。" 点评：CDPR的及时警告体现了公司对玩家权益的保护 ...

Core Viewpoint - MiHoYo's legal department has officially established a presence on platforms like Bilibili, Douyin, Xiaohongshu, and Weibo, marking a significant step in its efforts to combat IP infringement and protect its gaming assets [2][6][25] Group 1: Legal Actions and Achievements - MiHoYo has successfully pursued legal action against Dream Back Company for unauthorized use of its official name, resulting in a court ruling that requires the company to compensate MiHoYo 500,000 yuan for economic losses and legal expenses [2] - The company has assisted law enforcement in apprehending over 40 individuals involved in illegal account rentals and sales, with the total amount involved exceeding 1 billion yuan and over 10 million pieces of stolen personal information recovered [4] - MiHoYo has taken action against over 200 game leak perpetrators, with individual penalties reaching up to 550,000 yuan [19] Group 2: Industry Context and Comparisons - As a leading player in the domestic ACG (Anime, Comic, and Game) market, MiHoYo faces ongoing challenges related to IP infringement, necessitating a robust legal strategy [6][25] - The establishment of a dedicated legal account for case updates is a first among Chinese gaming companies, positioning MiHoYo alongside industry giants like Disney and Nintendo, known for their aggressive legal protections [6][10] - The legal department's visibility and proactive communication strategy are expected to enhance MiHoYo's brand reputation and deter potential infringers [12][25] Group 3: Community Engagement and Reactions - Players have shown interest in MiHoYo's legal battles, often discussing ongoing cases and expressing support for the company's efforts to protect its intellectual property [4][22] - The shift in MiHoYo's strategy from discreet legal victories to publicizing its legal actions has increased community engagement, with players humorously acknowledging the company's efforts [23][25] - The expansion of the ACG market and the popularity of derivative works make it challenging to eliminate infringement entirely, but MiHoYo's public announcements and legal actions are likely to have a deterrent effect [25]