每经AI快讯，港股博雅互动(00434.HK)高开逾5%，截至发稿，涨5.37%，报5.1港元，成交额24.99万港 元。 ...

智通财经APP获悉，博雅互动(00434)高开逾5%，截至发稿，涨5.37%，报5.1港元，成交额24.99万港 元。 值得关注的是，11月10日，加密货币市场迎来大涨，其中比特币升破106000美元。据央视新闻报道，美 国参议院多数党领袖约翰·图恩当地时间11月9日表示，一项关于结束政府"停摆"的潜在协议"正在逐步 达成"。但图恩同时表示，该协议并不能保证达成，参议院的议员们需要时间阅读提案，且可能需要数 小时才能采取具体行动。 消息面上，博雅互动公布，该集团2025年前9个月的公司拥有人应占利润预期同比增长约105%至115% 左右，主要由于2025年前9个月数字资产的公平值增长金额较2024年同期有所增加。若剔除数字资产及 股权投资合伙企业等金融资产的公平值变动等非经营一次性因素的影响，该集团2025年前9个月公司拥 有人应占利润预期同比减少约30%至35%左右，主要由于购买加密货币令银行存款减少使得存款利息收 入预期同比减少及所得税开支预期同比有所增加。 ...

从口碑榜舆情筛选的角度来看，上述存在重大合规风险与负面舆情的公司，势必与口碑榜无缘。"在口 碑榜评选进程中，舆情筛选始终如影随形，贯穿于每一个关键环节。我们对公司负面舆情的重视程度， 从未有过丝毫懈怠，时刻以严谨的态度守护口碑榜的公正性与权威性。"口碑榜组委会负责人强调。 每经记者｜吴永久 张宛 每经编辑｜吴永久 当前，2025第十五届上市公司口碑榜大数据筛选工作正紧锣密鼓推进中。与此同时，中国证监会对上市 公司始终保持高压监管态势，以"零容忍"态度严厉打击各类违法违规行为，近期已有多家上市公司陆续 发布被证监会立案调查或处罚的相关公告。 11月7日，*ST长药发布公告称，公司因涉嫌定期报告等财务数据虚假记载，被中国证监会立案。倘若 后续经中国证监会行政处罚认定的事实触及重大违法强制退市情形，其股票将被实施重大违法强制退 市。 回溯过往，*ST长药早已屡次触碰合规监管红线，包括违规对外提供担保，以及未按规定及时披露重大 诉讼、仲裁事项和重大债务逾期事项等。而此次因涉嫌财务数据虚假记载被立案，更是将公司的合规危 机推至悬崖边缘。 除*ST长药之外，三七互娱、ST东尼也于近期收到《行政处罚事先告知书》，清越科技发 ...

11月6日，青瓷游戏与迪士尼正式订立游戏授权转让协议的消息，向竞争白热化的游戏行业投下重磅炸 弹。市场反应随即显现，当日公司股价收涨16.84%，可见资本市场对此次合作的期待。 从合作细节来看，青瓷游戏将获得根据双方同意的迪士尼与皮克斯产权开发及发行游戏《迪士尼：书境 传奇》的授权，并于该游戏推出日期开始为期三年，将从2026年起分阶段登陆中国内地、港澳台地区、 新加坡、马来西亚、泰国及韩国市场。 在当前游戏行业增长瓶颈凸显的背景下，顶级IP与资深研发实力的结合已成为游戏企业打开增长点的关 键路径。此次青瓷游戏签订协议，有望凭借差异化的混合玩法与全球化布局，进而推动公司价值实现新 一轮提升。 长线运营能力夯实基础，亿级用户池与产品生命力共振 精细化长线运营是青瓷游戏承接顶级IP的核心竞争力，这一能力从用户数据与标杆产品的双重维度得到 扎实印证。 作为国内休闲游戏（尤其是放置类）及Rogue-like RPG赛道的领军者，青瓷游戏的全球用户底盘已稳固 迈入亿级梯队。 截至2025年6月30日，青瓷游戏累计注册玩家超1亿名，同比增长7.56%。玩家社群"青瓷铁粉"规模达 1620.36万人，同比增长8.22%，构 ...

Investment Rating - The report maintains a "Positive" investment rating for the media and internet industry [4] Core Viewpoints - The earnings reports of leading Hong Kong companies such as Tencent, Alibaba, Kuaishou, Meituan, and NetEase are being released, showcasing the resilience of their performance fundamentals. The core focus remains on the research and investment in AI foundational technologies and the execution of AI application products [4][5] - Upcoming imported films like "Demon Slayer: Infinity Castle Chapter 1" and "Avatar: Fire and Ash" are expected to stimulate market demand for cinema, with a recommendation to monitor their box office performance [4][6] Summary by Sections Internet Sector - The earnings season for Hong Kong stocks is underway, with major companies demonstrating platform advantages reflected in resilient performance fundamentals. Continuous attention is advised on strategic adjustments within these companies and their narratives around AI [5][6] - Key companies to watch include Tencent, Alibaba, Kuaishou, Bilibili, Meituan, and JD.com [5] Film and Television Sector - "Demon Slayer: Infinity Castle Chapter 1" has a pre-sale box office of 84.43 million yuan, with previous box office performances in Japan and North America being strong. Other anticipated films are expected to drive cinema attendance and box office growth [6] - The television sector is poised for growth under new government initiatives aimed at enriching content supply, with recommendations to focus on long video platforms and production companies [6] Gaming Sector - The report indicates a high degree of earnings report fulfillment, with major titles like "Honor of Kings" and "Delta Force" expected to maintain their competitive edge through frequent content updates. Investment opportunities may arise from new product cycles [8] - Companies to monitor include Tencent, NetEase, and Perfect World [8] AI Applications - AI comic production is seen as a transformative step in content creation, with significant efficiency and cost benefits compared to traditional methods. The report suggests focusing on companies involved in IP rights and industrialized content production [9][10] - The integration of AI in various sectors such as education, e-commerce, and gaming is highlighted as a key growth area [10] New Business Models - The rise of group broadcasting is shifting the industry towards systematic growth, emphasizing the importance of professionalization and content iteration. Companies directly involved in group broadcasting and those benefiting from its growth are recommended for investment [10] Market Performance - The media sector saw a slight increase of 0.16% in the A-share market from November 3 to November 7, 2025, ranking 18th among all industries [15][16] - Notable stock performances include China Film (+26.76%) and Jishi Media (+14.32%) [16][21] Company Announcements - Dama Entertainment expects a net profit increase of approximately 48.37% for the first half of the fiscal year [29]

机构认为，2026年A股牛市有望持续，预计指数依然震荡上行但涨幅放缓。 【财经日历】 国新办举行国务院政策例行吹风会，介绍加快场景培育和开放推动新场景大规模应用有关情况。 国内成品油将开启新一轮调价窗口。 港股通ETF名单调整正式生效。 HPV疫苗纳入国家免疫规划。 2025中国机器人产业发展大会11月10日至12日在上海举行。 日本央行公布10月货币政策会议审议委员意见摘要。 大宗商品方面，国际油价小幅上涨，纽约商品交易所WTI原油期货12月合约上涨0.32美元，收于每桶59.75美元，涨幅0.54%；伦敦布伦特原油期货上涨0.25 美元，报63.63美元，涨幅0.39%。COMEX黄金期货上涨18.8美元，收于每盎司4009.8美元，涨幅0.47%。 ►►国办印发《关于加快场景培育和开放推动新场景大规模应用的实施意见》。其中提到： -人工智能领域加强关键核心技术攻关和推广应用； -探索创新空天、深海、频谱轨道等新型要素市场化配置方式； -推动海陆空全空间无人体系应用和标准建设； -推动大数据、物联网、脑机接口等新一代信息技术及医疗机器人等智能设备集成应用； ►►财政部发布2025年上半年中国财政政策执行情 ...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 ★见闻双 十一特惠活动｜会员年中最低价！26年产品新鲜出炉！点击链接详情>> 市场概述 尽管美国消费者信心接近纪录低点，但美国政府停摆有望结束的希望，在周五尾盘提振美股从日内低点大幅反弹。全周纳指仍录得4月以来最差单周表现， 标普500也一度跌破50日均线。 微软八连跌，是2011年以来最长连跌。特斯拉跌超3.6%，此前股东大会通过马斯克万亿薪酬方案。英伟达全周跌7%。 美国消费者信心公布后，10年期美债收益率一度完全回吐日内稍早涨幅，但随后仍收涨1.35个基点，本周美国财政部将发行大量国债。 美元三连跌。加密货币大反弹，比特币一度跌破10万美元，随后较日低持续拉升超4.6%。以太坊涨逾4.3%，重回3400美元。 黄金日内震荡于4000美元附近，结束此前两周连跌。原油冲高回落，美油一度涨回60美元上方，全周累计跌逾1.7%。 《付鹏说 ·第六季》全面升级！扫码加入专栏社群，更新付鹏及时市场点评&拓展阅读资料！立即订阅>> 要闻 中国10月CPI同比增0.2%，核心CPI创2024年3月最高，PPI环比年内首次上涨。 商务部：造成当前全球 ...

Investment Rating - The investment rating for the media industry is "Positive (Maintain)" [1] Core Insights - The report emphasizes the strong performance of leading mobile games in overseas markets, with notable revenue increases and new game launches driving industry growth [3][29] - The integration of AI in content creation, particularly in AI-generated comics and advertising, is highlighted as a key area for investment, with significant advancements in domestic AI models [3][29] - The report suggests a continued focus on high-growth areas such as AI applications, gaming, and IP collaborations, recommending specific companies for investment [3][29] Industry Data Overview - The game "Delta Force" ranked first in the iOS free game chart in mainland China, while "Honor of Kings" topped the iOS revenue chart [9][13] - The film "Predator: Hunting Grounds" achieved the highest box office for the week, grossing 0.36 billion [25][29] Industry News Summary - OpenAI has reached 1 billion monthly active users, enhancing its product distribution capabilities [25] - The gaming market saw continued growth in October, with Bilibili's game "Escape from Duckkov" surpassing 3 million in sales [29] - The report notes the ongoing high growth in the comic market, with significant collaborations involving popular artists [25][29] Company Performance - Heartbeat Company saw a 30% increase in global revenue in October, with its game "Etheria: Restart" contributing significantly [3][29] - Century Huatong's games "Whiteout Survival" and "Kingshot" also reported strong revenue growth, with a 6% increase in October [3][29] - Bilibili's self-developed game "Escape from Duckkov" achieved sales of over 3 million copies [3][29]

Investment Rating - The report suggests a focus on cloud vendors and companies with exceeding expectations in the current market environment [3]. Core Insights - The report highlights a divergence in market performance, with consumer companies facing pressure while AI technology companies continue to show mixed results. Concerns about AI valuation bubbles persist, but leading tech companies like Microsoft, Google, and Meta maintain strong cash flows, suggesting a stable outlook for cloud vendors [3]. - The gaming demand remains robust, although there is a short-term lack of new game releases. Attention is drawn to the progress of key game tests and launches, which could drive revenue growth for related companies [3]. - The report emphasizes the importance of monitoring quarterly reports from major Chinese companies like Tencent, JD, Baidu, and Alibaba, as well as the ongoing value in sectors like PDD and the gaming industry [3]. Summary by Sections 1.1 Consumer & Internet - **Education**: The education index fell by 3.59%, with notable performance differences among companies. The implementation of a spring and autumn break system in Sichuan is expected to impact the sector positively [11][18]. - **Luxury & Gaming**: The luxury goods and gaming sectors are closely tied to macroeconomic conditions. Recent Q3 earnings from major gaming companies exceeded expectations, benefiting from a longer holiday schedule in 2026 [19][24]. - **Coffee & Tea**: The coffee sector remains vibrant, while the tea sector faces challenges due to reduced delivery platform subsidies and seasonal competition [3][27]. - **E-commerce**: The e-commerce sector is under pressure, with a lackluster performance during the Double Eleven shopping festival [3][35]. 1.2 Platform & Technology - **Streaming Platforms**: The streaming sector is driven by domestic demand, with platforms like Spotify reporting better-than-expected earnings [3][42]. - **Virtual Assets & Internet Brokers**: The cryptocurrency market is experiencing volatility, with a significant drop in global market value. However, there are potential buying opportunities following recent corrections [3][43]. - **Automotive Services**: The automotive aftermarket is projected to decline, with a year-over-year decrease of 4% expected by October 2025 [3][61]. 1.3 Media - The media sector is experiencing mixed performance, with streaming services facing challenges but also opportunities for growth through strategic partnerships and content offerings [3][41].

Carbon Neutrality - The State Council's white paper emphasizes the importance of energy storage in building a new power system, promoting the integration of "new energy + storage" and multi-energy complementarity [1] - By the end of 2024, new energy storage installations are expected to reach 73.76 million kilowatts (168 million kilowatt-hours), which is 20 times that of 2020, accounting for over 40% of global installations [1] Space Computing - Several U.S. space companies are advancing orbital data center plans, utilizing solar energy to address AI energy consumption [2] - SpaceX is expected to increase its share of global orbital launches from 90% to 99% with the frequent launches of Starship [2] - The competition in space computing is intensifying, with China leading in the development of space computing capabilities [3] Ultra High Definition Video - The World Ultra High Definition Video Industry Alliance held a conference in Shenzhen, releasing key technologies and marking a new stage in the industrialization of ultra HD standards in China [4] - The market for ultra HD video is projected to reach 5-6 trillion yuan by 2025, driven by the rapid development of new displays and consumer electronics [4] Proton Therapy - An international standard for medical proton accelerators has been published, highlighting the global collaboration in developing advanced cancer treatment technologies [5] Smart Agriculture - The Ministry of Agriculture and Rural Affairs released guidelines for building a smart agriculture standard system by 2030, aiming to enhance agricultural efficiency and technology [6] E-sports - The KPL annual finals set a Guinness World Record for the highest attendance at an e-sports event, with 62,196 attendees [6] - The e-sports industry is evolving into a significant cultural phenomenon, with increasing integration into the entertainment sector [6] Commercial Space - The successful launch of the Kuaizhou-1A rocket marks a milestone for China's commercial space sector, with significant advancements in reusable rocket technology [7] Macro and Industry News - The State Council issued opinions to accelerate the application of new scenarios in artificial intelligence and promote clean energy in coal and new energy integration [8]