《GTA》系列
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腾讯获得全球首富的肯定,马斯克发文夸赞,直言他们的品味很好
Sou Hu Cai Jing· 2025-12-13 05:15
腾讯获得全球首富的肯定,马斯克发文夸赞,直言他们的品味很好,当世界首富马斯克也开始为腾讯"品味好"点赞,这背后的意义,远 比一句夸奖更值得玩味,近日,前《魔兽世界》制作人、暴雪老兵Mark Kern(Grummz)在社交平台上分享了他对腾讯游戏业务的观 察,引发海外舆论热议,他指出一个许多人忽略的事实——腾讯在海外市场的收入规模,已经超过EA、Roblox甚至《GTA》系列的表 现。 而腾讯的策略恰恰相反:Riot依旧是Riot,Supercell依旧是Supercell,Grinding Gear依旧按自己的节奏做《流放之路》……腾讯更像是一 个"隐形的大股东",不搞文化殖民、不搞IP粗暴接管,而是让擅长的人继续专注做擅长的事,这种"不干涉式管理",在缺乏耐心的欧美 资本环境里反倒显得像一种异类策略,却也让腾讯在收购与投资赛道上频频跑赢传统巨头。 要知道,《GTA》系列一直被视为全球最吸金的IP之一,而EA又是传统美式"游戏巨鳄",能在收入上实现这种跨越,本身就足以说明问 题,更值得关注的是,Kern从一个行业内部人的角度总结了腾讯成功的战略核心:不是"大力收割",也不是"买来同化",而是寻找潜力 股,然后 ...
环球市场动态:“十五五”政策与增长展望
citic securities· 2025-09-30 03:32
Market Performance - The Asia-Pacific stock markets showed mixed results, with the Hang Seng Index rising 1.89% to 26,622 points, and the Shanghai Composite Index increasing 1.5% to 4,620 points[20] - The US stock market saw the Dow Jones rise 0.15% to 46,316 points, the S&P 500 up 0.26% to 6,661 points, and the Nasdaq gaining 0.48% to 22,591 points[9] - Major Latin American indices also rose, with the S&P Mexico IPC Index up 0.49% to 62,610 points and the IBOVESPA Index in Brazil increasing 0.61% to 146,336 points[9] Economic Outlook - China's economy is projected to maintain an average annual growth rate of approximately 4%-4.5% during the 14th Five-Year Plan period to achieve the goal of doubling economic output and per capita income by 2035[6] - The US government shutdown risk is increasing, which is affecting market sentiment and leading to a decline in the US dollar index by 0.3%[26] Commodity and Currency Movements - International oil prices fell over 3%, with NYMEX crude oil down 3.45% to $63.45 per barrel[26] - The international gold price reached a new high, reflecting increased demand amid government shutdown concerns[26] - The Japanese yen led G-10 currencies with a rise against the US dollar, which fell to 97.91[25] Sector Performance - In the US, nine out of eleven S&P sectors rose, with the consumer discretionary sector leading with a gain of 0.55%[9] - The healthcare and luxury goods sectors performed well in Europe, supporting the rise of major European indices[9] Individual Stock Highlights - Take-Two Interactive (TTWO) is expected to enter a new product cycle with the anticipated release of major titles, projecting a target price of $316[9] - EA (Electronic Arts) shares surged 4.50% following news of a $55 billion privatization deal, marking the largest leveraged buyout in history[9]