作者：王动 编辑：凯斯 最近，很多人都在社交媒体上刷到了"收留心碎男大"的帖子， 让他们哀嚎遍野的，是射击游戏CS2的虚拟皮肤交易市场。 根据媒体报道，仅24号一天，该市场就蒸发了20亿美元（约合人民币142亿元）。 | | | 113 2 215 215 215 215 200 | +410 | | | --- | --- | --- | --- | --- | | | AWP 印花集(路有磨 损) | 973 | 1150 | -177 | | | Tec-9 燃料喷射器 路有磨损) | 79.15 | 50.4 +28.75 | | | | 格洛克 18 型 忍瞳(略 有磨损) | 68.89 | 70.2 -1.31 | | | | AK-47 可燃冰(路有 磨损) | 52 | 50.8 | +1.2 | | 饰品 | | 谁能收留伤心男大 #cs2 # | | | （图/社交媒体截图） 乍一看像玩梗，但去QQ群和贴吧转一圈，确实有批量心碎男大正在崭新出厂—— 他们中的不少，都刚刚经历了人生中的第一场投资惨败： 然而这些男大既没有满仓A股，也没有高位购入黄金。 无数人的资产，在一夜之间（这都说多了， ...

以下文章来源于凤凰WEEKLY ，作者王动 凤凰WEEKLY . | 全部 三 | | 账号 | 商品 | 地点 | 群即 (3 问一问 | | --- | --- | --- | --- | --- | --- | | 36846.1 8件 | | -59078.5 | 80946 V | | | | 市场价≥ ¥ 100 | 租金≥¥2/天 | 15 | | TE | | | 饰品 | | 市场价 ◆ | 购入价 ◆ | 盈亏 ◆ | | | 出厂) 拉之盒(久经沙场) | AWP 九头金蛇(崭新 运动手套(★) 潘多 | 14950 14879.5 62000 | Z | -47120.5 | 限时任务 | | 普勒(崭新出厂) | 蝴蝶刀(★) 伽玛多 | 6988 | 18946 | -11958 | 收留csgo | | SSG 08 无尽深海 新出厂) | | 16.78 | V | | 伤心男大 | | 1 18(崭新出厂) | 格洛克 18 型 崩络克 | 11.82 | V | | | | | | | 4 | | | | 5年老兵使市 | | - | Z | | | 有温度、有情感、有趣味 ...

以下文章来源于凤凰WEEKLY ，作者王动 乍一看像玩梗，但去QQ群和贴吧转一圈，确实有批量心碎男大正在崭新出厂：他们中的不少，都刚 刚经历了人生中的第一场投资惨败： 然而，这些男大既没有满仓A股，也没有高位购入黄金。让他们哀嚎遍野的，是射击游戏CS2的虚拟 皮肤交易市场。 根据媒体报道，仅10月24号一天，该市场就蒸发了20亿美元 （约合人民币142亿元） 。 无数人的资产，在一夜之间 （这都说多了，实际只有几个小时） 便化为飞灰。 凤凰WEEKLY . 有温度、有情感、有趣味 本文来自微信公众号： 凤凰WEEKLY ，作者：王动， 编辑：凯斯，题图来自：AI生成 最近，很多人都在社交媒体上刷到了"收留心碎男大"的帖子， 等等， CS2难道不是一款射击游戏吗，怎么搞得好像股票市场了？ 这事吧，说来话长。 一、崩盘惨状，多少人一夜无 眠？ 许多天以后 ，面对空空如也的账户，CS的皮肤炒家将会想起V社 （Valve，CS2的开发商） 宣布开 放皮肤炼金的那个遥远的下午。 上周四， V社宣布了一次"常规"的游戏更新，其中包含一条出乎很多人意料的条款。 概括来讲，原来只有开箱子才能获得的顶级刀具和手套皮肤，如今可以 ...

Core Insights - The recent update by Valve Corporation (V社) has significantly impacted the virtual item trading market, particularly affecting the prices of rare items like knife skins and gloves in CS2, leading to a market crash for high-value items [2][5][16] - The update allows players to combine five ordinary red-quality weapon skins to create a knife or glove, breaking the monopoly of random box openings for acquiring these rare items, thus increasing their potential supply in the market [3][12] Market Dynamics - The CS2 item market operates on a consensus-driven model where the value of items is primarily derived from their rarity and unique appearance, with the lowest drop rate for rare items being approximately 0.26% [3][6] - The introduction of the new crafting system has disrupted the established market logic, leading to a collapse in the prices of previously high-value items, while simultaneously causing a surge in the prices of the crafting materials (ordinary red-quality skins) [5][12] Community Reactions - Following the update, many players who had invested heavily in high-priced items expressed their frustration and regret, with reports of significant financial losses circulating on social media [5][6] - The update has prompted a shift in player engagement, with more ordinary players participating in the crafting process, aligning with Valve's goal of making the game more accessible [16] Historical Context - The volatility of the CS2 item market has been a recurring theme, with past events like the "Black Egg" incident illustrating the risks associated with speculative trading in virtual items [6][9] - Similar speculative behaviors have been observed in other virtual markets, such as the "Banana" game, where the value of items became detached from their functional use, highlighting the speculative nature of these markets [11][12] Regulatory Implications - Valve's intervention through the crafting update reflects a broader trend of game developers needing to balance market vitality with the control of speculative risks, aiming to return the focus to the gaming experience rather than purely financial speculation [12][16] - The introduction of a trading protection period prior to the update was an attempt to mitigate short-term speculation and promote more rational trading behaviors among players [14][16]

Core Insights - The market for CS2 in-game items experienced a significant crash, with total market valuation dropping from $5.9 billion to $4.2 billion in just one day, resulting in a loss of nearly $2 billion [2] - High-end items saw a collective drop, with rare items like professional gloves and butterfly knives plummeting over 50% in value [2] - The crash was triggered by a major update from Valve, introducing a "trade-in" feature that diminished the scarcity of high-end items, allowing players to exchange five red skins for one gold item [4][5] Market Dynamics - The speculative nature of the CS2 item market has led players to compare it to the stock market, with the recent crash being viewed as a "black swan" event [5] - Valve's implementation of the "trade-in" feature and the "T+7" trading rule, which restricts item trading for seven days post-acquisition, has fundamentally reduced the speculative behavior in the market [5] - Historical context includes the "black egg" incident, where the price of a specific item skyrocketed from ¥19.89 to ¥3,400 before crashing again, highlighting the volatility of the market [5] Player Reactions - Professional players, such as MOUZ team member Spinx, expressed panic and sold all their items, indicating a loss of confidence in the market [4] - The drastic changes in item valuation and trading rules have led to a sense of urgency among players to exit the market [4] Player Base and Engagement - CS2 has a large player base, with peak concurrent players reaching 1.86 million and daily active users fluctuating between 600,000 and 1.5 million [6]

昨日，《CS2》游戏饰品市场剧烈震荡，指数日K上收出一根大阴线，饰品总市场估值从59亿美元暴跌至42亿美元，一日蒸发近20亿美元。其中，高端饰 品迎来集体跳水。据《科创板日报》统计，包括专业手套、蝴蝶刀在内的一众稀有道具，单日内普遍跌超50%。 下跌诱因是，游戏公司Valve当日公布《CS2》重大更新，导致高端饰品稀缺性不再——新推出的"以旧换新合同"功能，允许玩家用5件红色皮肤合成金色 饰品。在游戏中，金色饰品曾是一类极其稀有的道具，此前仅能通过开箱随机获取（获取率约为0.26%）或在交易平台购买。与之形成对比的是，红色皮 肤的存量仍相当丰富。 由于其投机属性，在游戏圈中，玩家们常将《CS2》饰品市场与股票市场相类比。昨日的崩盘，也被玩家们普遍看作是一次"黑天鹅"事件。 然而实际情况是，Valve此番实施"以旧换新"并非毫无征兆。根据Valve的交易规则，玩家通过开箱、市场购买获取的饰品，在7天内无法再次交易，即遵 循所谓的"T+7"制度。今年7月，Valve进一步改革交易规则，令饰品在交易后需等待7天"保护期"才能再次流通，由于期间玩家可随时撤销交易，因此呈现 出"T+14"的特点。 无论是"以旧换新"还 ...

以下文章来源于科创板日报 ，作者张真 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 仅仅一天，《CS2》玩家们的天塌了。 昨日，《CS2》游戏饰品市场剧烈震荡，指数日K上收出一根大阴线，饰品总市场估值从59亿美元暴跌至42亿美元，一日蒸发近20亿美 元。其中，高端饰品迎来集体跳水。据《科创板日报》统计，包括专业手套、蝴蝶刀在内的一众稀有道具，单日内普遍跌超50%。 然而实际情况是， Valve此番实施"以旧换新"并非毫无征兆 。 根据Valve的交易规则，玩家通过开箱、市场购买获取的饰品，在7天内无法 再次交易，即遵循所谓的"T+7"制度。今年7月，Valve进一步改革交易规则，令饰品在交易后需等待7天"保护期"才能再次流通，由于期间 面对崩盘，甚至有《CS2》职业选手选择恐慌性出逃。昨日MOUZ战队选手Spinx发文称："我卖掉了所有东西，我退出CS2市场。疯狂的抛 售与操纵，一切都太夸张了。" 玩家可随时撤销交易，因此呈现出"T+14"的特点。 无论是"以旧换新"还是"T+14"，本质上，都削弱了《CS2》游戏饰品的投机属性。此前《CS2》游戏饰品市场投机行为普遍，今年7至 ...

BIG is an understatement...@NovaWalletApp sharing Nova Shots with CS2 fans at the BLAST Premier Open London last weekend. https://t.co/ZODoZVt3gW ...

Core Viewpoint - The esports industry in Shanghai is rapidly developing and is now considered to be at a unique level compared to other Asian cities, surpassing South Korea's Seoul and Japan's Tokyo in terms of scale and capability [1][5][7]. Group 1: Event Highlights - The DOTA2 offline elimination tournament held in Shanghai attracted over 3,000 on-site viewers and millions online from May 1-3 [1]. - The upcoming finals for nine esports projects will take place in major venues in Shanghai from May 16-18, showcasing the city's capacity to host large-scale events [3][4]. - The Asian Champions League (ACL) has engaged over 1,000 teams from 32 cities in China for the CS2 project, indicating widespread participation [3]. Group 2: Comparative Analysis - Shanghai's esports infrastructure, including multiple large venues, allows for hosting events that would be challenging in South Korea, even in its largest city, Seoul [4]. - While South Korea had a pioneering advantage in esports, the current level of China's esports capabilities, particularly in Shanghai, has surpassed that of South Korea [5]. - Japan's esports scene is still developing and lacks the depth seen in Shanghai, with a focus on console gaming rather than competitive esports [7]. Group 3: Financial Challenges - The esports industry faces significant profitability challenges, with many events struggling to break even [11][13]. - The ACL's total investment for this year's nine esports projects is close to 200 million RMB, covering various operational costs [14]. - Despite the challenges, the ACL is focusing on building audience reputation and engagement in its first year, with profitability not being the primary concern initially [15].

我前段时间为了回临海也能和哥们一起玩cs2，就买了台游戏本，价格好像是13000左右？今天试了一下用它玩黑猴没问题，fps基本在90-120。 就刚才弹出新闻，黑猴steam销量已经突破300万，加上wegame、epic、ps这几个平台，总销量已经超过450万，销售额超15亿。这么看我昨晚 说的保底500万还是保守了，最终销售量大概率奔着1000万去了。 恭喜游戏科学，这把一鸣惊人，名利双收，中国的第一个3a大作算是彻底成了。 很多没接触过端游的人可能不理解，为什么一个游戏作品能产生那么大的破圈影响力，毕竟卖15亿对于《王者荣耀》而言也就一两个月的营收。单机游戏 天生就是很难挣钱的，黑猴这次是特例中的特例，大部分做单机的团队最后都是穷死的。 但单机游戏在审美格调和文化内涵上又是不可替代的，代表了一个国家游戏工业的硬核实力。 所以你们看到 这 次黑猴项目，除了民间热情似火外，官 方 也给予了积极的肯定， 因为那些 内容监管的官大人们也识 货，知道 氪金瘾品和 第九艺术 之间的差距。 我下午玩了2个半小时，一上来就在大头怪那里卡了接近1小时，我没有按剧本推荐的先拿赤潮，而是头铁死了近20次硬刚过去的。之后的灵虚 ...