Group 1 - The gaming sector is experiencing a significant rise, with the gaming ETF (159869) increasing over 3% in early trading on June 24, 2023, led by stocks such as Glacier Network, which surged over 15% [1] - According to Gamma Data, the Chinese gaming market is projected to reach a scale of 28.051 billion yuan by May 2025, reflecting a year-on-year growth of 9.86% and a month-on-month growth of 2.56% [1] - The mobile gaming market in China reached a scale of 21.177 billion yuan in May 2023, showing a year-on-year increase of 11.96% and a month-on-month increase of 3.69% [1] Group 2 - The client game market in China recorded a scale of 5.819 billion yuan in May 2023, with a year-on-year growth of 1.58% and a month-on-month growth of 0.34% [1] - The actual sales revenue of self-developed games in overseas markets reached 1.577 billion USD in May 2023, marking a year-on-year increase of 6.93% and a month-on-month increase of 1.50% [1] - Jianghai Securities noted that the Chinese gaming market achieved positive growth both year-on-year and month-on-month in May, slightly exceeding expectations [1] Group 3 - The gaming sector is catalyzed by multiple factors including AI, content, and changes in commercialization models, presenting potential investment opportunities in the gaming ETF (159869) which tracks the performance of A-share listed companies in the animation and gaming industry [2]

6月23日，数据研究机构"伽马数据"发布了5月中国游戏产业月度报告称，上月我国游戏市场规模为280.51亿元，同比增长近一成。据悉，5月份多款游戏迎 来重大内容更新或迎来新赛季，由此刺激玩家游玩和消费。 根据伽马数据最近发布的发布的《2025年5月中国游戏产业月度报告》显示，5月份中国游戏市场规模为280.51亿元，同比增长9.86%，环比增长2.56%。 其中，中国手游市场规模为211.77亿元，同比增长11.96%，环比增长3.69%；客户端游戏市场规模为58.19亿元，同比增长1.58%，环比增长0.34%。 具体来看，本月客户端游戏市场增量主要由新品、次新品带来。其中，本月双端互通新品《胜利女神：新的希望》《三国志幻想大陆2：枭之歌》等表现较 佳，总计为客户端游戏市场带来超亿元增量；次新品（去年同期之后上线或回归内地市场的产品）《燕云十六声》5月16日推出新版本"悠悠凉州彻"，对剧 情、地图及活动等内容进行了更新，游戏客户端本月环比增量超亿元。 移动游戏市场中，本月新品及成熟期产品中均有部分产品表现较佳。其中，腾讯上线6年的FPS游戏《和平精英》于本月17日开启SS33赛季，上线全新枪械 皮肤"蜜獾- ...

Group 1 - The gaming sector is experiencing a rise, with the gaming ETF (159869) turning positive, driven by stocks like Xinghui Entertainment, Tianzhou Culture, and Zhangqu Technology showing significant gains [1] - According to a gaming industry report, by May 2025, the Chinese gaming market is projected to reach a scale of 280.51 billion yuan, reflecting a year-on-year growth of 9.86% and a month-on-month growth of 2.56% [1] - The client game market in China is expected to reach 58.19 billion yuan by May 2025, with a year-on-year growth of 1.58% and a month-on-month growth of 0.34%, primarily driven by new and next-generation products [1] Group 2 - The mobile gaming market in China is projected to reach 211.77 billion yuan by May 2025, with a year-on-year growth of 11.96% and a month-on-month growth of 3.69%, supported by strong performances from both new and mature products [1] - The actual sales revenue from Chinese self-developed games in overseas markets reached 1.577 billion USD in May, showing a year-on-year increase of 6.93% and a month-on-month increase of 1.50%, with notable contributions from titles like "Kingshot" and "Genshin Impact" [1] - Huachuang Securities' report indicates that Perfect World's "Yihuan" is set to release new content and features, while other games like Giant Network's "Supernatural Action Group" and JiBit's "Dao You Come Dig Treasure" are maintaining strong positions in the rankings, suggesting a positive outlook for mid-tier gaming companies [2]

6月22日，网易旗下临安24工作室表示选择"沙洲归唐"的故事题材是想表达中国人的思乡和回家的文化 内核。6月20日，网易发布旗下首部3A单机动作冒险游戏《归唐》预告片，该游戏为买断制，将登陆PC （个人电脑）及主机平台。官方声称《归唐》预告片全部是实机画面，不存在CG视频，相应预告片 由"70% 的过场动画"和"30%的战斗实机操作画面"两部分构成。 点评：网易《归唐》预告片强调实机画面，聚焦中国传统文化，强化了游戏内容吸引力，可能提升市场 对其品质认知。对公司而言，此举有助于巩固其在单机游戏领域的品牌形象。对游戏板块，高品质国风 游戏有望吸引更多关注。股市整体对具有文化内涵和创新技术的游戏项目反应更为积极。 NO.2《黑神话：悟空》公布Xbox版预购宣传视频 6月21日，游戏科学公布《黑神话：悟空》Xbox版预购宣传视频。此前官方宣布，该游戏将于8月20日 正式登陆Xbox Series X|S平台，目前玩家已可通过微软商店预购游戏。《黑神话：悟空》的PlayStation 5国行版游戏已经发售，徽章版和铁盒版两种实体版价格均为298元。 每经记者｜李宇彤 每经实习编辑｜余婷婷 ｜2025年6月23日 星期 ...

Core Viewpoint - Roblox is experiencing significant growth, nearly doubling in value since April 2025, and is close to a 52-week high, driven by strong quarterly revenue growth and the popularity of new games [1][2]. Financial Performance - The company has achieved over 20% quarterly revenue growth year-over-year for seven consecutive quarters [1]. - Roblox generated $3.8 billion in revenue over the last four quarters while spending $1 billion in developer exchange fees, indicating a strong investment in user-generated content [7]. User Engagement - Daily active users increased by 26% year-over-year to 97.8 million in the first quarter, with 62% of users being older than 13, expanding the addressable market [8]. - The success of the game "Grow a Garden," which has over 2 million daily players, exemplifies Roblox's ability to attract and retain users through engaging content [9]. Growth Strategy - Roblox's management targets over 20% compound annual growth in revenue through at least 2027 and aims to capture 10% of the $180 billion annual video game market [10]. - The platform's user-created content strategy is a lower-risk model compared to traditional game publishers, allowing for rapid content generation and user engagement [6]. Market Opportunities - Roblox is entering the digital advertising space with a partnership with Google Ads to launch video ad formats, tapping into the $700 billion digital ad market [12]. - The combination of interactive entertainment and social media on the platform positions Roblox well for future growth [13].

核心摘要： 在数字经济与实体经济深度融合的时代背景下，游戏科技正以强劲的技术势能驱动科技创新进程。从《黑神 话：悟空》实现东方神话美学的数字重生，到《哪吒之魔童闹海》突破动画工业制作边界；从DeepSeek显 著提升算力效率，到宇树机器人解锁高难度控制动作。这些现象级创新成果的背后，也有游戏科技与科技创 新深度共振的贡献。作为数字经济的核心载体，游戏产业早已超越传统娱乐范畴，其孕育的游戏科技正成为 驱动新质生产力的重要引擎。 游戏科技引擎本质在于其双重属性，既是科技创新的压力测试场，也是跨领域赋能的通用接口。在技术纵深 层面，游戏产业对图形处理器、人工智能、云计算等底层技术的极限需求，直接推动了英伟达GPU、5G 通 信网络等关键基础设施的迭代升级；在产业协同层面，虚幻引擎的实时渲染架构已融入数字孪生城市建设， 游戏AI 训练框架正应用于自动驾驶仿真系统——这种 "技术突破 – 效应外溢 - 产业重构" 的循环机制，揭 示了游戏科技与科技创新共生共荣的底层逻辑。 《2025年国务院政府工作报告》中强调"深化文化与科技融合"、" 推动文化产业创新发展 "及" 激发文化市 场主体发展活力 "，旨在推进文化产业数字 ...

将投中网设为"星标⭐"，第一时间收获最新推送 腾讯还在等一个爆款。 作者丨 蒲凡 来源丨 投中网 如果说在很长一段时间里，搞定了 " 日本动漫 " 就意味着搞定了二次元。那么在曾经的游戏行业里，搞定 " 韩国游戏 " 就 意味着拿下了 " 半壁江山 " 。 一笔不完美的交易 从表面上看，腾讯收购 Nexon 并不算太让人感到意外。腾讯是全球首屈一指的游戏大厂，一直有买买买的传统，拳头游戏（ Riot Games ）、 Supercell 、育碧，都拿到过鹅厂的真金白银。而 Nexon 作为拥有《泡泡堂》《泡泡卡丁车》《 DNF 》 《冒险岛》等经典 IP 的世界知名游戏开发商，成为 " 并购标的 " 再正常不过了。 在我国并不算漫长的游戏发展史上， " 韩国产 " 游戏一度扮演着 " 启蒙者 " 的角色。千禧年代成长起来的玩家们不是在玩 韩国游戏的路上，就是在玩国产开发商们套壳魔改的韩国游戏，数得上名字的就包括《传奇》《奇迹 MU 》《冒险岛》《泡 泡堂》《泡泡卡丁车》《劲舞团》《龙之谷》《街头篮球》《地下城与勇士（ DNF ）》。 这些游戏教会了一代玩家什么叫 " 付费制网游 " 、什么叫 " 点卡 " 、 ...

Dividend stocks can play many roles in an investor’s portfolio. Income generation is paramount. A key benefit to owning dividend stocks is the ability to generate reliable income that can supplement income or be reinvested to deliver compound growth. In volatile markets, dividend stocks remind investors that quality still counts. For some investors, that starts with a dividend with an attractive yield, but the real appeal is finding stocks that can grow in value, too. The highest-quality dividend stocks com ...

Core Insights - The 31st Beijing International Book Fair (BIBF) was held at the National Convention Center, showcasing NetEase's theme of "Technology Silk Road, Cultural Going Global" [1] - NetEase presented immersive exhibition areas focusing on three dimensions: "Technology Inheriting Intangible Cultural Heritage," "Technology Empowering Life," and "Technology Driving Breakthroughs" [1] Group 1 - The gaming AI experience area allowed visitors to interact with the intelligent NPC "Shen Qiusuo" from the game "Nirvana in Fire," powered by DeepSeek technology [3] - The non-material cultural heritage area highlighted NetEase's innovative practices in cultural inheritance through gaming, utilizing AI, 3D modeling, and motion capture technologies [3] - The exhibition featured collaborations between various games and traditional cultural elements, such as "A Dream of Jianghu" with "New Legend of the White Snake" and "Identity V" with Tang Sancai, showcasing the integration of gaming and cultural heritage [3] Group 2 - This year marked the first time NetEase's gaming, Youdao, and LOFTER businesses collaborated in the exhibition, demonstrating the synergy of digital technology in cultural heritage transmission [3] - The initiative aims to engage Generation Z as a new force in the inheritance of intangible cultural heritage, emphasizing NetEase's cultural responsibility to promote traditional culture globally [3]

图片来源： Humain 沙特阿拉伯新成立的人工智能公司 Humain 已组建名为 Humain Create 的部门，专注于广告、电子游 戏和电影领域开发。 Humain Create 将与 Luma AI 展开合作，提供计算资源并交付能生成逼真图像和视频的 AI 软件， 服务于媒体行业。 沙特政府一直在投资游戏公司，希望将利雅得打造成游戏中心， Humain Create 标 志着其正式进军游戏行业。 该公司首席战略官 Steve Plimsoll 周四在戛纳国际创意节上介绍了名为 Humain Create 的部门。 Humain Create 将与为媒体制作提供生成式 AI 模型的初创公司 Luma AI 合作，并为其提供计算资 源。 Plimsoll 表示，该部门将为游戏开发者、营销人员和其他媒体行业提供能生成逼真图像和视频的 AI 软件。 " 这是无界限的叙事方式， " 他在采访中说道。 编译： ChatGPT 由沙特阿拉伯 9250 亿美元公共投资基金控股的 Humain 公司于今年 5 月成立 ，成为该国人工智能战 略的新核心。该公司宣布将重金投入数据中心、云计算和大语言模型领域，并计划设立 ...