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2025年,射击PvE是不是该变了?
3 6 Ke· 2025-10-10 13:04
前段时间,业内流传着一种观点,认为2025年是一个"新起点"的年份——旧的时代已经结束,前路却很迷茫。全球的玩法创新似乎都走到了一个尽头,对 射击游戏来说尤其如此。行业渴望真正具备全球化潜力的超级PvP玩法原型——"搜打撤"被认为是未来的超级玩法,但仍有不确定性,红红火火的《三角 洲行动》虽然在国内带起了一轮立项热潮,海外玩家的占比却远小于国内玩家。 另一方面,我们可以看到,往年也出现了全球火爆的《地狱潜兵2》《战锤40K:暗潮》等PvE射击游戏。"搜打撤"这个玩法里也出现了一系列PvE产品, 比如微恐玩法的《超自然行动组》,加入恶搞元素的《R.E.P.O》,包括《三角洲行动》的玩家群体中也出现过所谓"买命卖命"的非PvP操作。 这些产品或多或少显示出市场对PvE玩法的渴望。近几个月,国内也有《矩阵:零日危机》《逆战:未来》《命运:群星》等PvE射击产品。它们也引发 了另一些思考:以往我们认为传统射击PvE赛道的用户盘子不大,是不是因为我们还没找到某种兼容的方式?市场是不是有PvE玩法的需求,只是还没被 激发出来? 抱着这样的疑问,触乐和相关从业者们聊了聊。 市场悖论 "PvE这条赛道的供给一直比较单一。" ...
3000万鼠鼠“猛攻”三角洲
3 6 Ke· 2025-10-10 11:56
要能打,更要能撤离 从稳扎稳打到高歌猛进,再到眼下陷入"罢游"风波,《三角洲行动》踩在了新的十字路口。 相信最近几天,偏好"搜打撤"品类的玩家,多少有关注到赛道出现的一些动向。事件起因源自10月5日三角洲烽火地带平衡性调整,对部分撤离点增加超 载机制,并削弱了"共享玩家"热衷的深蓝职业(俗称"盾狗")。 一瞬间,这在三角洲玩家圈掀起了声势浩大的讨论。截至发稿前,三角洲在B站发布的"烽火地带平衡性调整公告"评论已高达55.5万条,且不少评论主要 为"炎上"类。甚至有一部分情绪上头的玩家,发起了"10月10日大罢游"的活动,抖音上 #三角洲xx阵营、# 三角洲道歉 等话题也登上了热榜。 一位三角洲老玩家向笔者表示:"从哲学的角度来讲,玩了这么久,它不出事才是不正常的,可我没想到会是这个样子。说实话,你比较难做好搜打撤平 衡,策划想要的和玩家想要的,可能很难在一个点上。"此外,他认为,既然三角洲吸引了不擅长竞技或非纯正FPS的玩家,那就要肩负起这类玩家的诉 求。 | 怕大咖 | 三角洲行动 | | | | --- | --- | --- | --- | | | 射击/竞技游戏/战术射击 | | 进入 | | 一十八 ...
三角洲删共享家园:当游戏运营开始与玩家为敌
Hu Xiu· 2025-10-10 07:33
三角洲行动把玩家最爱的"共享家园"玩法一刀切,逼大家互害,普通玩家彻底没好日子。那么三角洲的 策划到底干了什么逆天操作让1200万的玩家都骂疯了呢?你们的赛博贾诩又一次重出江湖又有什么神奇 妙用工具能给三角洲的策划运营提供一点小小的帮助呢? ...
许家印家族信托“防火墙”被击穿,50亿美元海外资产被冻结;蜜雪冰城回应在买单小票上连载小说;胖东来国庆8天卖了8.2亿元丨邦早报
创业邦· 2025-10-10 00:09
完整早报音频,请点击标题下方小耳机收听 【许家印家族信托 "防火墙"被击穿,法律穿透信托屏障】 2017 年 3 月 28 日,许家印在香港参加了中国恒大 2016 年的业绩说明会。到了 2025 年 9 月 16 日,香港高等法院对恒大创始人许家印的家族信托案作出了历史性 判决,不仅授权清盘人接管许家印名下资产,还将其通过离岸家族信托持有的财产一并纳入接管范围。这一裁决明 确宣示: 当信托被用来规避债务人责任、欺诈债权人时,"资产隔离"的防火墙将被法律彻底击穿。此举冻结了许家 印可能高达 50 亿美元的海 外资产 (包括23亿美元的单一家庭信托、许家印前妻丁玉梅在英国坐拥的33套伦敦豪 宅等等) ,打破了长期以来一些人对"海外信托绝对安全"的幻想。 (中国慈善家) 【 2025 年诺贝尔文学奖揭晓】 瑞典文学院宣布,将 2025 年诺贝尔文学奖授予匈牙利作家 László Krasznahorkai ,"以表彰他引人入胜且富有远见的作品,在世界末日的恐怖中,再次证明了艺术的力量"。 1954 年 1 月 5 日,拉斯洛·卡撒兹纳霍凯生于匈牙利久洛。 1985 年发表处女作《撒旦的探戈》,为他带来巨大的声 誉 ...
9月手游数据出炉:腾讯“霸榜”,《三角洲行动》收入排名超过《和平精英》
Guan Cha Zhe Wang· 2025-10-09 09:39
本文系观察者网独家稿件,未经授权,不得转载。 手游收入排行榜 Sensor Tower 据悉,在前五个赛季,《三角洲行动》的畅销榜成绩就表现出了明确的上升势态。在S5期间,《三角 洲行动》一度登上IOS畅销榜单的Top 2,并能持续停留在畅销榜Top 5。 目前,在国服iOS端游戏畅销榜Top 10中,腾讯旗下产品已能长期占据7-8个席位。 除了《三角洲行动》《王者荣耀》《和平精英》外,能够较为稳定留在Top 10内的腾讯系游戏还包括 《金铲铲之战》《穿越火线:枪战王者》《地下城与勇士:起源》《火影忍者》《英雄联盟手游》,以 及8月19日公测上线的《无畏契约:源能行动》,此外还有近期被腾讯集团高级副总裁马晓轶点名跨 越"长青游戏收入线"的《鸣潮》。 10月9日上午,Sensor Tower商店情报平台发布9月中国手游发行商全球收入排行榜,榜单显示《三角洲 行动》9月收入环比大涨76%,加之《王者荣耀》与《和平精英》等头部游戏的出色表现,腾讯稳居中 国手游发行商收入榜之首。 发行商收入排行榜 Sensor Tower 腾讯战术射击手游《三角洲行动》,2025年9月升至中国App Store手游收入榜的第二名。据 ...
9月32个中国厂商入围全球手游发行商收入榜TOP100 吸金19.5亿美元
人民财讯10月9日电,Sensor Tower商店情报平台显示,2025年9月共32个中国厂商入围全球手游发行商 收入榜TOP100,合计吸金19.5亿美元,占本期全球TOP100手游发行商收入36.1%。得益于赛季热度带 动,《三角洲行动》9月收入环比大涨76%,加之《王者荣耀》与《和平精英》等头部游戏的出色表 现,腾讯稳居中国手游发行商收入榜之首。 ...
“924”一周年:近1500股翻倍,A股总市值首次超100万亿
Sou Hu Cai Jing· 2025-09-25 07:25
Core Viewpoint - One year after the implementation of a comprehensive financial policy package by Chinese regulatory authorities, Chinese assets have experienced a significant bull market, with the A-share market outperforming major global markets [1][3]. Market Performance - The total market capitalization of A-shares has surpassed 100 trillion yuan, marking a 45% increase from approximately 70 trillion yuan [3]. - The Shanghai Composite Index surged from around 2700 points to 3900 points, while the STAR 50 Index and the ChiNext Index recorded remarkable gains of 115% and 110%, respectively [1]. - In contrast, the S&P 500 and NASDAQ indices returned only 16% and 24% during the same period [1]. Stock Performance - Over 3000 A-share stocks have risen by more than 50%, with nearly 1500 stocks doubling in price [4]. - Technology stocks have led the market rally, with telecommunications, electronics, and computer sectors showing the highest gains [6]. Recent Developments - Alibaba's Hong Kong stock rose nearly 10% in a single day, with a monthly increase of 50%, reaching a four-year high [7]. - The release of a regulatory draft for food delivery platforms has been interpreted positively by the market, benefiting companies like Meituan and JD.com [7]. - The semiconductor sector also saw a 4.6% increase, driven by positive earnings outlooks from Micron Technology and Huawei's optimistic three-year vision [7]. Future Outlook - Goldman Sachs suggests that the current market conditions for A-shares are more favorable for a "slow bull" market than ever before, with high trading activity since early August [8]. - There remains significant potential for market inflows, as retail investors currently allocate only 11% of their assets to stocks, compared to 55% in real estate and 27% in cash [8]. - Approximately 80 trillion yuan in household savings has increased since 2020, with a substantial portion facing reallocation needs [9]. - Institutional investment in A-shares is also expected to rise, with potential inflows estimated at 20-40 trillion yuan [10].
“924”一周年:高喊买入一切中国资产的David Tepper说对了
Hua Er Jie Jian Wen· 2025-09-25 05:39
Core Insights - The Chinese asset market has experienced a significant bull market over the past year, following the financial policies introduced on September 24, 2022, aimed at stabilizing the market and boosting the economy [1][2] - The A-share market's total market capitalization surpassed 100 trillion yuan, marking a 45% increase, with the Shanghai Composite Index rising from 2700 to 3900 points [1][2] - The technology sector has led the market rally, with substantial gains in telecommunications, electronics, and computing industries, reflecting a broad-based recovery in market confidence [4] Market Performance - Over 3000 A-share stocks have increased by more than 50%, and nearly 1500 stocks have doubled in price since the policy implementation [2] - The STAR 50 Index and the ChiNext Index recorded remarkable gains of 115% and 110%, respectively, while the S&P 500 and Nasdaq indices returned only 16% and 24% [1] Sector Analysis - Alibaba's stock surged nearly 10% in a single day, with a month-to-date increase of 50%, reaching a four-year high, driven by positive market sentiment [4] - Regulatory changes in the food delivery sector have positively impacted stocks like Meituan and JD.com, which rose by 1.2% and 3.3%, respectively [4] - The semiconductor sector also saw a 4.6% increase, supported by positive earnings outlooks from Micron Technology and Huawei's optimistic three-year vision [4] Future Outlook - Goldman Sachs suggests that the current market conditions for a "slow bull" market are more mature than ever, with high trading activity and a record duration of market engagement since early August [5] - There remains significant potential for market inflows, as retail investors have a low stock allocation of 11% compared to 55% in real estate and 27% in cash [5] - Approximately 31 trillion yuan in wealth management products and 15 trillion yuan in money market funds could flow into the stock market as real interest rates decline [5][6]
“924”一周年:高喊“买入一切中国资产”的David Tepper说对了
Hua Er Jie Jian Wen· 2025-09-25 03:14
Core Viewpoint - The financial policies introduced by Chinese regulatory authorities on September 24 last year have led to a significant recovery in the Chinese stock market, resulting in a strong bull market that has outperformed major global markets [1][2]. Market Performance - The total market capitalization of A-shares has increased from approximately 70 trillion yuan to over 100 trillion yuan, marking a 45% growth [2]. - The Shanghai Composite Index surged from around 2700 points to 3900 points, while the STAR Market and ChiNext indices recorded remarkable gains of 115% and 110% respectively [1][2]. Stock Performance - Over 3000 A-share stocks have risen by more than 50%, with nearly 1500 stocks doubling in price during this period [3]. - Technology stocks have led the market rally, with telecommunications, electronics, and computer sectors showing the highest gains [5]. Sector Highlights - Alibaba's stock rose nearly 10% in a single day, with a month-to-date increase of 50%, reaching a four-year high [5]. - Regulatory measures in the internet sector have positively impacted stocks like Meituan and JD.com, which saw increases of 1.2% and 3.3% respectively [5]. - The semiconductor sector also performed well, with a 4.6% rise in the index due to positive earnings outlooks from Micron Technology and Huawei's optimistic three-year vision [5]. Future Outlook - Goldman Sachs suggests that the current market conditions for A-shares are more favorable for a "slow bull" market than ever before, with high trading activity and a long duration of market engagement [6]. - There is significant potential for market inflows, as retail investors have not yet overly invested in stocks, with only 11% of household assets allocated to equities compared to 55% in real estate [6]. - Approximately 80 trillion yuan in household savings has accumulated since 2020, with a large portion facing reallocation needs [6]. - Institutional investors have low exposure to A-shares, with potential inflows estimated between 20 to 40 trillion yuan [7].
缺乏现象级新作接棒 8月国内游戏市场收入同比下降13%
Xin Hua Cai Jing· 2025-09-22 14:09
Core Insights - The Chinese gaming market revenue in August 2025 reached 29.263 billion yuan, showing a year-on-year decline of 13.01% and a month-on-month increase of 0.61% [1][2][4] - The overseas sales revenue of domestically developed games was 1.68 billion USD, reflecting a month-on-month decrease of 0.79% and a year-on-year decrease of 10.66% [1] - The decline in both domestic and overseas markets is attributed to a lack of new blockbuster games following the success of "Black Myth: Wukong" and a decrease in revenue share from IP adaptations, prompting the need for diverse IP operation strategies [1][4] Domestic Market Performance - The domestic client game market revenue in August was 6.563 billion yuan, with a month-on-month decrease of 1.11% but a year-on-year increase of 17.59% [7] - The mobile game market generated 21.541 billion yuan, showing a month-on-month increase of 0.85% but a year-on-year decline of 4.25% [7] - The market is experiencing a product cycle transition, with insufficient new releases to support revenue growth, highlighting the need for competitive new products [4][7] IP and Product Trends - In August, the share of revenue from IP adaptation products in the top 50 mobile games decreased year-on-year, while the share of non-IP products increased by 8.1 percentage points to 51.1% [8] - Successful non-IP products like "Egg Party" and "Supernatural Action Group" contributed significantly to the growth of non-IP revenue [8] - The frequency of IP collaborations increased by 65.4% in the first half of 2025 compared to the previous year, indicating a shift towards more diverse IP utilization strategies [10]