光大证券维持哔哩哔哩"增持"评级，预计《逃离鸭科夫》最终销量有望超300万份，对应约超过1.5亿元 营收。(格隆汇) 哔哩哔哩(BILI.US)涨超3%，报30.89美元。消息面上，10月23日，哔哩哔哩游戏宣布，由哔哩哔哩发 行、碳酸小队开发的单机俯视角PVE撤离射击独立游戏《逃离鸭科夫》，自10月16日全球同步上线以 来，全球累计销量首周已正式突破100万份。 ...

Core Viewpoint - The media sector has shown a notable performance this week, ranking 7th among all sectors in terms of price changes, with a 4.20% increase, outperforming the CSI 300 but underperforming the ChiNext Index [3]. Group 1: Industry Performance - The media industry increased by 4.20% during the week of October 20-24, 2023, outperforming the CSI 300's 3.24% but underperforming the ChiNext Index's 8.05% [3]. - The top gainers in the media sector included Rongxin Culture, Youzu Interactive, Haikan Co., and Jiayun Technology, while the biggest losers were Vision China, Tianxiaxiu, Xinghui Entertainment, and Gehua Cable [3]. Group 2: Key Events and Innovations - Significant events include the launch of OpenAI and Oracle's $15 billion Lighthouse Park, expected to be completed by 2028 [3]. - The introduction of the MoGA long video generation model by the University of Science and Technology of China and ByteDance, capable of producing high-quality videos with a resolution of 480p at 24 frames per second [3]. - ByteDance's Seed team has launched the 3D generation model Seed3D1.0, which can create high-quality simulation-level 3D models from a single image [3]. - Bilibili's "Escape from Duckkov" achieved over one million sales in its first week [3]. Group 3: Investment Recommendations - The company maintains a positive outlook on the gaming sector, IP toys, and the potential for policy shifts in the film industry, recommending stocks such as Giant Network, Kaiying Network, and Gigabit [5]. - For IP toys, Pop Mart is highlighted as a key recommendation [5]. - The media sector is advised to monitor potential economic recovery, with a focus on companies like Focus Media [5]. - The shift in content policies and AI application opportunities are emphasized, recommending platforms like Mango TV and Bilibili, as well as content providers such as Light Media and Huace Film [5].

外部环境，上周末中美经贸磋商达成基本共识，美联储降息预期维持高位，带动港股流动性改善。 来源：新浪基金 港股AI今日短线回调，科网龙头走势分化，自研游戏《逃离鸭科夫》全球销量正式破百万，哔哩哔哩- W涨幅一度超7%，收涨5.31%；快手-W微跌0.2%，阿里巴巴-W、腾讯控股、小米集团-W、美团-W跌 逾1%。 10月24日，美国劳工统计局发布9月CPI数据，美国9月CPI同比增长3%，预估为3.1%；环比增长0.3%， 预期0.4%，全线低于预期，预计美联储10月将如期降息，同时市场加大了对年内美联储再降息一次的 押注。 国内政策，＂十五五＂规划纲要超预期，核心指向科技自立自强，科技创新被置于引领发展的核心位 置。 百亿核心ETF——港股互联网ETF（513770）早盘围绕水面附近窄幅震荡，午后明显下行，场内价格收 跌1.31%，退守60日线，全天成交额4.23亿元。资金近日明显增仓，上交所数据显示，港股互联网ETF （513770）连续4日吸金合计5.47亿元。 10月23日，阿里夸克"C计划"首个成果——全新对话助手上线，10月24日，蚂蚁集团又发布一款AGI多 模态应用"灵光"，被认为是对标豆包与元宝 ...

港股未能延续昨日涨势，三大指数今日高开低走，午后跌幅进一步扩大。截止收盘，恒生指数跌0.33% 或87.56点，报26346.14点，全日成交额为2427亿港元；恒生国企指数跌0.97%，报9375.79点；恒生科技 指数跌1.26%，报6093.44点。 东吴证券认为，港股中长期仍在震荡上行趋势中。其一，前期回调因素有所缓和。随着中美双方沟通推 进，市场对关税问题的态度有所调整。其二，科技板块仍需观察美国科技股财报情况。其三，今年剩下 时间，整体科技弹性更高，但同时建议关注部分红利股，按照以往情形11-12月红利股相对胜率较高。 蓝筹股表现 汇丰控股(00005)领涨蓝筹。截至收盘，涨4.41%，报106.5港元，成交额31.79亿港元，贡献恒指92点。 汇丰控股午间公布，2025年第三季度，列账基准除税前利润为73亿美元，同比减少12亿美元；不计及须 予注意项目的固定汇率除税前利润为91亿美元，同比增长3%；收入较2024年第三季增加8亿美元至178 亿美元，增幅为5%。此外，汇丰控股调高今年净利息收益及平均有形股本回报率指引。 其他蓝筹股方面，信义光能(00968)涨4.27%，报3.66港元，贡献恒指 ...

智通财经APP获悉，港股未能延续昨日涨势，三大指数今日高开低走，午后跌幅进一步扩大。截止收 盘，恒生指数跌0.33%或87.56点，报26346.14点，全日成交额为2427亿港元；恒生国企指数跌0.97%， 报9375.79点；恒生科技指数跌1.26%，报6093.44点。 东吴证券认为，港股中长期仍在震荡上行趋势中。其一，前期回调因素有所缓和。随着中美双方沟通推 进，市场对关税问题的态度有所调整。其二，科技板块仍需观察美国科技股财报情况。其三，今年剩下 时间，整体科技弹性更高，但同时建议关注部分红利股，按照以往情形11-12月红利股相对胜率较高。 蓝筹股表现 汇丰控股(00005)领涨蓝筹。截至收盘，涨4.41%，报106.5港元，成交额31.79亿港元，贡献恒指92点。 汇丰控股午间公布，2025年第三季度，列账基准除税前利润为73亿美元，同比减少12亿美元；不计及须 予注意项目的固定汇率除税前利润为91亿美元，同比增长3%；收入较2024年第三季增加8亿美元至178 亿美元，增幅为5%。此外，汇丰控股调高今年净利息收益及平均有形股本回报率指引。 其他蓝筹股方面，信义光能(00968)涨4.27%，报3 ...

| BILI 毕典毕毕 | | 101 | | --- | --- | --- | | 29.980 + +0.520 +1.77% | | 收盘价 10/27 16:00 美东 | | 31.050 + 1.070 +3.57% | | 盘前价 10/28 04:14 美东 | | 플 4 24 4 5 8 0 周 0 | | ● 快捷交易 | | 最高价 30.150 | 开盘价 29.765 | 成交量 175.53万 | | 最低价 29.548 | 昨收价 29.460 | 成交额 5246.39万 | | 平均价 29.888 | | 市盈率TTM 410.68 总市值 123.91亿 … | | 振 幅 2.04% | 市盈率(静) 亏损 | 总股本 4.13亿 | | 换手率 0.61% | 市净率 6.221 | 流通值 85.77亿 | | 52周最高 30.920 | 委 比 -18.69% | 流通股 2.86亿 | | 52周最低 14.470 | 量 比 0.69 | 色 手 1股 | | 历史最高 157.660 股息TTM -- | | 换股比率 1.00 | | 历史最低 8 ...

Group 1 - The Hong Kong stock market indices experienced a decline, with the Hang Seng Tech Index dropping over 0.5% [1] - The largest ETF in the A-share sector, the Hang Seng Tech Index ETF (513180), followed the index's adjustment, with leading stocks such as ASMPT, Xiaomi Group, Li Auto, and Tongcheng Travel declining [1] - Bilibili, Kingsoft, and Xpeng Motors saw gains, with Bilibili rising over 7% [1] Group 2 - The game "Escape from Duckkov" achieved over 500,000 sales within three days of its release and surpassed 1 million sales in just one week [1] - The game received a 96% approval rating on the Steam platform, reaching "overwhelmingly positive" status, with peak online players nearing 520,000 [1] - "Escape from Duckkov" is published by Bilibili Games and developed by its in-house team "Carbonated Squad," featuring a duck-themed single-player top-down looting and evacuation shooting gameplay [1] Group 3 - Future market outlook suggests that significant policies, the APEC summit, and potential interest rate cuts by the Federal Reserve may lead to renewed market interest and increased trading activity [2] - The tech sector in Hong Kong is expected to benefit from current trends in AI, with foreign capital inflow potentially exceeding expectations due to the backdrop of interest rate cuts [2] - Investors without a Hong Kong Stock Connect account may consider the Hang Seng Tech Index ETF (513180) for exposure to core Chinese AI assets [2]

智通财经APP获悉，港股恒生指数涨0.02%，涨4点，报26437点；恒生科技指数涨0.02%。港股早盘成交 1270亿港元。 四只新股上市挂牌，其中，剑桥科技(06166)早盘涨44.6%；三一重工(06031)涨2.54%；滴普科技(01384) 大涨121%；八马茶业(06980)涨超63.6%。 哔哩哔哩-W(09626)涨5.9%，自研新游《逃离鸭科夫》，全球销量正式破百万。 天津创业环保股份(01065)涨超2%，机构看好污水处理量价提升潜力，H股股息率具备吸引力。 禾赛-W(02525)盘中涨超4%，公司主激光雷达装机量稳定增长，全年规划年产能超200万台。 三花智控(02050)涨超4%，公司A股创新高，积极布局机器人及液冷业务。 同源康医药-B(02410)午前涨6.5%，公司在ESMO年会公布多项CDK抑制剂临床积极数据。 南方航空(01055)涨3.4%，三季度归母净利同比增两成至38.4亿元。 中国铝业(02600)绩后涨3.16%，前三季度归母净利同比超两成，三家附属拟向云南铝箔增资。 ASMPT(00522)绩前跌5.7%，大摩料其第三季或因一次性重组开支取得亏损。 中国建筑国际( ...

据了解，《逃离鸭科夫》由哔哩哔哩游戏发行、旗下自研团队"碳酸小队"打造，是一款鸭子题材单人俯 视角掠夺撤离式射击游戏。首周百万销量的惊人成绩，不仅标志着《逃离鸭科夫》"PVE搜打撤+养 成"核心玩法的独特魅力，也再次印证了游戏高品质、差异化的内容可以获得全球玩家的广泛认可。 哔哩哔哩-W(09626)早盘涨近6%，截至发稿，涨4.96%，报241.2港元，成交额4.25亿港元。 消息面上，10月23日，哔哩哔哩游戏正式宣布，由哔哩哔哩发行、碳酸小队开发的单机俯视角PVE撤离 射击独立游戏《逃离鸭科夫》(Escape from Duckov)，自10月16日全球同步上线以来，全球累计销量首 周已正式突破100万份。 ...

Investment Rating - The report maintains an "Outperform the Market" rating for the media industry [5][40]. Core Views - The media sector has shown a 4.20% increase, outperforming the CSI 300 index but underperforming the ChiNext index [12][14]. - Key highlights include the successful launch of the game "Escape from Duckov," which sold over 1 million copies in its first week, and advancements in AI video generation technology [2][20]. - The report emphasizes the importance of monitoring Q3 performance and suggests a favorable outlook for the gaming sector and opportunities in AI applications [4][40]. Summary by Sections Industry Performance - The media industry rose by 4.20% from October 20 to October 24, outperforming the CSI 300 index (3.24%) but underperforming the ChiNext index (8.05%) [12][14]. - Notable gainers included Rongxin Culture and Youzu Network, while Visual China and Tianxia Show faced declines [12][13]. Key Developments - Significant investments in AI infrastructure were announced, including a $15 billion project by OpenAI and Oracle [17][18]. - The launch of the MoGA long video generation model by the University of Science and Technology of China and ByteDance marks a breakthrough in video generation technology [18]. - The gaming sector continues to thrive, with top mobile games in September 2025 being "Whiteout Survival" and "Kingshot" from Diandian Interactive [30][31]. Investment Recommendations - The report recommends focusing on the gaming sector's new product cycle and the potential for policy shifts in the film and television industry [4][40]. - Specific stock recommendations include Giant Network, Kaiying Network, and Jibite for gaming, and Mango Super Media and Bilibili for media content [4][40]. - The report highlights the potential for AI applications across various sectors, including marketing, short films, and education [40].