寂寞一根烟.的个人主页 - 老虎社区

寂寞一根烟.

寂寞一根烟.

暂无个人介绍

IP属地：上海

37关注

6粉丝

0主题

0勋章

寂寞一根烟.

01-27

$鸣鸣很忙(01768)$ 大肉签真的是从来没中过[捂脸]

寂寞一根烟.

2025-08-22

$双登股份(06960)$ 卧槽，连续四次不中签了

寂寞一根烟.

2025-09-26

$紫金黄金国际(02259)$ 卧槽，离谱了，已经连续十次不中签了[捂脸]

寂寞一根烟.

2025-07-01

$云知声(09678)$ 沃日，暗盘亏十几个点出了，真是气炸我也

寂寞一根烟.

2024-06-17

$艾利科技(ALGN)$ 出了什么问题？

寂寞一根烟.

2019-11-01

$阿里巴巴(BABA)$ 完蛋了，这次要破产了，但是为什么会这样呢，是不待见中概股吗？

寂寞一根烟.

2019-11-01

$阿里巴巴(BABA)$ 已经梭哈185call和192call，吃肉还是破产在此一举，不要让我失望啊

寂寞一根烟.

2023-12-23

此言差矣，比想象中的要糟一万倍甚至更多！问题不能那么局限性的看待，此新规如果实施带来的后遗症可能是天崩地裂般的！

游戏新规带崩股价，但也没想象的那么糟

寂寞一根烟.

2019-10-22

$麦当劳(MCD)$ 我擦，完蛋了，财报没赌中

寂寞一根烟.

2021-10-18

$百度集团-SW(09888)$发生了什么，我这是终于要熬出来了么，期待一飞冲天[笑哭]

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3495752422317040","uuid":"3495752422317040","gmtCreate":1532661760323,"gmtModify":1685451268777,"name":"寂寞一根烟.","pinyin":"jmygyjimoyigenyan","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":6,"headSize":37,"tweetSize":112,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":24,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.15","exceedPercentage":"93.34%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.40%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":1,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":531927113650584,"gmtCreate":1770885990159,"gmtModify":1770886581882,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$ </a> 卧槽，肉签是真没中过啊[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$ </a> 卧槽，肉签是真没中过啊[捂脸]&nbsp;&nbsp;","text":"$海致科技集团(02706)$ 卧槽，肉签是真没中过啊[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531927113650584","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531145322579648,"gmtCreate":1770693272328,"gmtModify":1770693274276,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 真的是太烂了","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 真的是太烂了","text":"$美团-W(03690)$ 真的是太烂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531145322579648","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526247673508440,"gmtCreate":1769502571492,"gmtModify":1769502573727,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01768\">$鸣鸣很忙(01768)$ </a> 大肉签真的是从来没中过[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01768\">$鸣鸣很忙(01768)$ </a> 大肉签真的是从来没中过[捂脸]&nbsp;&nbsp;","text":"$鸣鸣很忙(01768)$ 大肉签真的是从来没中过[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/526247673508440","isVote":1,"tweetType":1,"viewCount":1501,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494227234116721","authorId":"3494227234116721","name":"fresh840","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3494227234116721","idStr":"3494227234116721"},"content":"肉签就不能中，乙头都没中","text":"肉签就不能中，乙头都没中","html":"肉签就不能中，乙头都没中"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511730798277584,"gmtCreate":1765961317154,"gmtModify":1765961319265,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$ </a> 能翻倍不","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$ </a> 能翻倍不","text":"$智汇矿业(02546)$ 能翻倍不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511730798277584","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502555021983744,"gmtCreate":1763712931287,"gmtModify":1763713027224,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02788\">$创新实业(02788)$ </a> 卧槽，这么垃圾的么","listText":"<a href=\"https://laohu8.com/S/02788\">$创新实业(02788)$ </a> 卧槽，这么垃圾的么","text":"$创新实业(02788)$ 卧槽，这么垃圾的么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502555021983744","isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496529986216712,"gmtCreate":1762246103490,"gmtModify":1762246133709,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02630\">$旺山旺水-B(02630)$ </a> 卧槽，又不中签，十几次不中了[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/02630\">$旺山旺水-B(02630)$ </a> 卧槽，又不中签，十几次不中了[捂脸]&nbsp;&nbsp;","text":"$旺山旺水-B(02630)$ 卧槽，又不中签，十几次不中了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496529986216712","isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":485332629250304,"gmtCreate":1759518186344,"gmtModify":1759536503950,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/REGN\">$再生元制药公司(REGN)$ </a> 这么垃圾的么，就你跳水最凶","listText":"<a href=\"https://laohu8.com/S/REGN\">$再生元制药公司(REGN)$ </a> 这么垃圾的么，就你跳水最凶","text":"$再生元制药公司(REGN)$ 这么垃圾的么，就你跳水最凶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485332629250304","isVote":1,"tweetType":1,"viewCount":1457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":485194150461600,"gmtCreate":1759484318150,"gmtModify":1759484748868,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02652\">$长风药业(02652)$ </a> 卧槽，这中签也太难了吧，全是去送手续费了","listText":"<a href=\"https://laohu8.com/S/02652\">$长风药业(02652)$ </a> 卧槽，这中签也太难了吧，全是去送手续费了","text":"$长风药业(02652)$ 卧槽，这中签也太难了吧，全是去送手续费了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485194150461600","isVote":1,"tweetType":1,"viewCount":1603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482716732719104,"gmtCreate":1758879956537,"gmtModify":1758880706755,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$ </a> 卧槽，离谱了，已经连续十次不中签了[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$ </a> 卧槽，离谱了，已经连续十次不中签了[捂脸]&nbsp;&nbsp;","text":"$紫金黄金国际(02259)$ 卧槽，离谱了，已经连续十次不中签了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/482716732719104","isVote":1,"tweetType":1,"viewCount":2125,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4202272848199002","authorId":"4202272848199002","name":"攒钱钱的A姐","avatar":"https://static.tigerbbs.com/a58d876be758fb26d06e830ffe6f38d0","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4202272848199002","idStr":"4202272848199002"},"content":"我也是！！很久没中签了[流泪]","text":"我也是！！很久没中签了[流泪]","html":"我也是！！很久没中签了[流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479527907119488,"gmtCreate":1758096406611,"gmtModify":1758096865656,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02595\">$劲方医药-B(02595)$ </a> 卧槽，还真的是每次都不中啊，没意思啊","listText":"<a href=\"https://laohu8.com/S/02595\">$劲方医药-B(02595)$ </a> 卧槽，还真的是每次都不中啊，没意思啊","text":"$劲方医药-B(02595)$ 卧槽，还真的是每次都不中啊，没意思啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479527907119488","isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475359509840688,"gmtCreate":1757058439666,"gmtModify":1757303887285,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$ </a> 卧槽，赚钱的是一次都不中签啊","listText":"<a href=\"https://laohu8.com/S/02543\">$大行科工(02543)$ </a> 卧槽，赚钱的是一次都不中签啊","text":"$大行科工(02543)$ 卧槽，赚钱的是一次都不中签啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475359509840688","isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472798712168752,"gmtCreate":1756461026569,"gmtModify":1756461076417,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02580\">$奥克斯电气(02580)$ </a> 卧槽，瑟瑟发抖","listText":"<a href=\"https://laohu8.com/S/02580\">$奥克斯电气(02580)$ </a> 卧槽，瑟瑟发抖","text":"$奥克斯电气(02580)$ 卧槽，瑟瑟发抖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472798712168752","isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471716788662632,"gmtCreate":1756196055137,"gmtModify":1756196056400,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03858\">$佳鑫国际资源(03858)$ </a> 为啥现在公布中签越来越晚了","listText":"<a href=\"https://laohu8.com/S/03858\">$佳鑫国际资源(03858)$ </a> 为啥现在公布中签越来越晚了","text":"$佳鑫国际资源(03858)$ 为啥现在公布中签越来越晚了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471716788662632","isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470299959349472,"gmtCreate":1755850559450,"gmtModify":1755852045460,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06960\">$双登股份(06960)$ </a> 卧槽，连续四次不中签了","listText":"<a href=\"https://laohu8.com/S/06960\">$双登股份(06960)$ </a> 卧槽，连续四次不中签了","text":"$双登股份(06960)$ 卧槽，连续四次不中签了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/470299959349472","isVote":1,"tweetType":1,"viewCount":2216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469013284163592,"gmtCreate":1755508703279,"gmtModify":1755508704400,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02631\">$天岳先进(02631)$ </a> 什么情况，几点公布中签","listText":"<a href=\"https://laohu8.com/S/02631\">$天岳先进(02631)$ </a> 什么情况，几点公布中签","text":"$天岳先进(02631)$ 什么情况，几点公布中签","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/469013284163592","isVote":1,"tweetType":1,"viewCount":2292,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4197812813263472","authorId":"4197812813263472","name":"C H","avatar":"https://static.tigerbbs.com/d45cb674160ceeccc2dab2ffea4d4e8f","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4197812813263472","idStr":"4197812813263472"},"content":"已经公布了，那就是你没中我也没中","text":"已经公布了，那就是你没中我也没中","html":"已经公布了，那就是你没中我也没中"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467168418394680,"gmtCreate":1755071359723,"gmtModify":1755071360844,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02591\">$银诺医药-B(02591)$ </a> 太难了，又没中","listText":"<a href=\"https://laohu8.com/S/02591\">$银诺医药-B(02591)$ </a> 太难了，又没中","text":"$银诺医药-B(02591)$ 太难了，又没中","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467168418394680","isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465464821330144,"gmtCreate":1754664072169,"gmtModify":1754664073472,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DKI\">$黑瞳科技(DKI)$ </a> 竟然还能暴涨，意外啊，各种延期的股","listText":"<a href=\"https://laohu8.com/S/DKI\">$黑瞳科技(DKI)$ </a> 竟然还能暴涨，意外啊，各种延期的股","text":"$黑瞳科技(DKI)$ 竟然还能暴涨，意外啊，各种延期的股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465464821330144","isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451796377141272,"gmtCreate":1751328110032,"gmtModify":1751334103196,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 沃日，暗盘亏十几个点出了，真是气炸我也","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 沃日，暗盘亏十几个点出了，真是气炸我也","text":"$云知声(09678)$ 沃日，暗盘亏十几个点出了，真是气炸我也","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/451796377141272","isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4206841131277752","authorId":"4206841131277752","name":"Zhangwei920823","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4206841131277752","idStr":"4206841131277752"},"content":"翻倍的票，怎么走那么早","text":"翻倍的票，怎么走那么早","html":"翻倍的票，怎么走那么早"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408662824501768,"gmtCreate":1740788871313,"gmtModify":1740794253794,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 为什么能垃圾到这种地步","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 为什么能垃圾到这种地步","text":"$美国超微公司(AMD)$ 为什么能垃圾到这种地步","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408662824501768","isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390745399992424,"gmtCreate":1736425509183,"gmtModify":1736425510345,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00325\">$布鲁可(00325)$ </a> 真是好家伙，中签率低的令人发指，只有顶头锤能必中一手","listText":"<a href=\"https://laohu8.com/S/00325\">$布鲁可(00325)$ </a> 真是好家伙，中签率低的令人发指，只有顶头锤能必中一手","text":"$布鲁可(00325)$ 真是好家伙，中签率低的令人发指，只有顶头锤能必中一手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390745399992424","isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":526247673508440,"gmtCreate":1769502571492,"gmtModify":1769502573727,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01768\">$鸣鸣很忙(01768)$ </a> 大肉签真的是从来没中过[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/01768\">$鸣鸣很忙(01768)$ </a> 大肉签真的是从来没中过[捂脸]&nbsp;&nbsp;","text":"$鸣鸣很忙(01768)$ 大肉签真的是从来没中过[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/526247673508440","isVote":1,"tweetType":1,"viewCount":1501,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494227234116721","authorId":"3494227234116721","name":"fresh840","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3494227234116721","idStr":"3494227234116721"},"content":"肉签就不能中，乙头都没中","text":"肉签就不能中，乙头都没中","html":"肉签就不能中，乙头都没中"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470299959349472,"gmtCreate":1755850559450,"gmtModify":1755852045460,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06960\">$双登股份(06960)$ </a> 卧槽，连续四次不中签了","listText":"<a href=\"https://laohu8.com/S/06960\">$双登股份(06960)$ </a> 卧槽，连续四次不中签了","text":"$双登股份(06960)$ 卧槽，连续四次不中签了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/470299959349472","isVote":1,"tweetType":1,"viewCount":2216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482716732719104,"gmtCreate":1758879956537,"gmtModify":1758880706755,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$ </a> 卧槽，离谱了，已经连续十次不中签了[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$ </a> 卧槽，离谱了，已经连续十次不中签了[捂脸]&nbsp;&nbsp;","text":"$紫金黄金国际(02259)$ 卧槽，离谱了，已经连续十次不中签了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/482716732719104","isVote":1,"tweetType":1,"viewCount":2125,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4202272848199002","authorId":"4202272848199002","name":"攒钱钱的A姐","avatar":"https://static.tigerbbs.com/a58d876be758fb26d06e830ffe6f38d0","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4202272848199002","idStr":"4202272848199002"},"content":"我也是！！很久没中签了[流泪]","text":"我也是！！很久没中签了[流泪]","html":"我也是！！很久没中签了[流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451796377141272,"gmtCreate":1751328110032,"gmtModify":1751334103196,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 沃日，暗盘亏十几个点出了，真是气炸我也","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 沃日，暗盘亏十几个点出了，真是气炸我也","text":"$云知声(09678)$ 沃日，暗盘亏十几个点出了，真是气炸我也","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/451796377141272","isVote":1,"tweetType":1,"viewCount":2015,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4206841131277752","authorId":"4206841131277752","name":"Zhangwei920823","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4206841131277752","idStr":"4206841131277752"},"content":"翻倍的票，怎么走那么早","text":"翻倍的票，怎么走那么早","html":"翻倍的票，怎么走那么早"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317823040811056,"gmtCreate":1718632055691,"gmtModify":1718632056966,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ALGN\">$艾利科技(ALGN)$ &nbsp;</a>出了什么问题？","listText":"<a href=\"https://laohu8.com/S/ALGN\">$艾利科技(ALGN)$ &nbsp;</a>出了什么问题？","text":"$艾利科技(ALGN)$ 出了什么问题？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/317823040811056","isVote":1,"tweetType":1,"viewCount":2654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":932344164,"gmtCreate":1572610898758,"gmtModify":1704724728193,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;完蛋了，这次要破产了，但是为什么会这样呢，是不待见中概股吗？","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;完蛋了，这次要破产了，但是为什么会这样呢，是不待见中概股吗？","text":"$阿里巴巴(BABA)$ 完蛋了，这次要破产了，但是为什么会这样呢，是不待见中概股吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/932344164","isVote":1,"tweetType":1,"viewCount":2739,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3487225353943800","authorId":"3487225353943800","name":"手抓饼子","avatar":"https://static.tigerbbs.com/8f09705b1a984522c97b61a5d0cf73f9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3487225353943800","idStr":"3487225353943800"},"content":"只要不是期权就没事，如果是期权，那就叼了","text":"只要不是期权就没事，如果是期权，那就叼了","html":"只要不是期权就没事，如果是期权，那就叼了"},{"author":{"id":"3518849764117946","authorId":"3518849764117946","name":"知心","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3518849764117946","idStr":"3518849764117946"},"content":"拿个几天就回来了","text":"拿个几天就回来了","html":"拿个几天就回来了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":932368264,"gmtCreate":1572591558558,"gmtModify":1704724683227,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;已经梭哈185call和192call，吃肉还是破产在此一举，不要让我失望啊","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;已经梭哈185call和192call，吃肉还是破产在此一举，不要让我失望啊","text":"$阿里巴巴(BABA)$ 已经梭哈185call和192call，吃肉还是破产在此一举，不要让我失望啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/932368264","isVote":1,"tweetType":1,"viewCount":3105,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520048177107538","authorId":"3520048177107538","name":"从C开始","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3520048177107538","idStr":"3520048177107538"},"content":"177的call","text":"177的call","html":"177的call"},{"author":{"id":"3491255239405658","authorId":"3491255239405658","name":"捌捌捌捌捌捌捌捌捌捌","avatar":"https://static.tigerbbs.com/e87d0b432a12fa87218ff8497611bfc8","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3491255239405658","idStr":"3491255239405658"},"content":"call192基本没戏杀到了0，185call开盘就跑吧，相信我，必然双杀","text":"call192基本没戏杀到了0，185call开盘就跑吧，相信我，必然双杀","html":"call192基本没戏杀到了0，185call开盘就跑吧，相信我，必然双杀"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254982451900664,"gmtCreate":1703262658468,"gmtModify":1703262660121,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"此言差矣，比想象中的要糟一万倍甚至更多！问题不能那么局限性的看待，此新规如果实施带来的后遗症可能是天崩地裂般的！","listText":"此言差矣，比想象中的要糟一万倍甚至更多！问题不能那么局限性的看待，此新规如果实施带来的后遗症可能是天崩地裂般的！","text":"此言差矣，比想象中的要糟一万倍甚至更多！问题不能那么局限性的看待，此新规如果实施带来的后遗症可能是天崩地裂般的！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/254982451900664","repostId":"2393418360","repostType":2,"repost":{"id":"2393418360","kind":"highlight","weMediaInfo":{"introduction":"新型财经科技信息服务提供商，专注TMT。技术改变商业，商业改变世界，我们纪录这个过程，并聚集这些改变世界的人。","home_visible":1,"media_name":"TMTPost","id":"1065587721","head_image":"https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c"},"pubTimestamp":1703256150,"share":"https://www.laohu8.com/m/news/2393418360?lang=zh_CN&edition=full","pubTime":"2023-12-22 22:42","market":"sh","language":"zh","title":"游戏新规带崩股价，但也没想象的那么糟","url":"https://stock-news.laohu8.com/highlight/detail?id=2393418360","media":"TMTPost","summary":"游戏厂商如何应对？","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/9ac1d91d3612466d92ac262b03c6c57e\" alt=\"\"/>作者｜吴一枭</p><p>12月22日，国家新闻出版署起草《网络游戏管理办法（草案征求意见稿）》（以下简称《办法》），现向社会公开征求意见。</p><p>《办法》中就网络游戏运营提出多项整改指示，涵盖游戏内容、用户消费、游戏币发放交易、虚拟道具抽取等多个领域。</p><p><img src=\"https://static.tigerbbs.com/52654c7779924adda3b1744210267f7d\" alt=\"\"/></p><p>图源：国家新闻出版署</p><p>受此影响，A股与港股游戏板块出现大幅下跌。截至收盘，A股方面<a href=\"https://laohu8.com/S/002555\">三七互娱</a>、<a href=\"https://laohu8.com/S/002517\">恺英网络</a>、<a href=\"https://laohu8.com/S/002605\">姚记科技</a>、<a href=\"https://laohu8.com/S/603258\">电魂网络</a>等集体跌停，港股方面<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>下跌9%，腾讯下跌12%，<a href=\"https://laohu8.com/S/NTES\">网易</a>下跌24.6%。</p><h2 id=\"id_3301782319\">新规如何影响游戏产业？</h2><p>梳理《办法》后，发现它首先影响的腰尾部游戏厂商，其次才是头部大厂。</p><p>具体而言，《办法》第十八条中指出，网络游戏不得设置每日登录、首次充值、连续充值等诱导性奖励。所有网络游戏须设置用户充值限额，并在其服务规则中予以公示。</p><p>前者几乎覆盖国内所有采用GaaS模式的游戏产品，后者则着重针对高ARPU产品，比如以“类传奇”为首的MMO游戏与SLG游戏。</p><p>简而言之，这一条着重针对的是游戏的To C收入。这对于无法做出大DAU，只能把精力与资源放在高ARPU游戏的腰尾部游戏厂商而言会造成明显影响。小厂的游戏，多半采用都是“100个零氪玩家+10个小氪玩家+1个重氪玩家”模式，然后通过增设服务器来完成模式的复制粘贴，以此完成盈利目标。如若限消，这些产品的盈利能力将大打折扣。</p><p>相较于腰尾部厂商，头部大厂IP储备更加丰富，强大的导流能力使其拥有高DAU产品矩阵。在创收方面，他们并不单纯依赖玩家付费，To B收入同样也是重要一环。据项目经手人员透露，腾讯旗下战术竞技类手游《和平精英》的品牌联动报价基本皆在百万级别以上。</p><p><img src=\"https://static.tigerbbs.com/48e7efc00bc344ffb2a9d0a72d50eb80\" alt=\"\"/>图源：和平精英官博</p><p>在《办法》中，可能会对头部大厂造成明显影响的是第二十五条，同一企业不得同时经营网络游戏币发放和网络游戏币交易服务。然网易旗下的虚拟道具交易平台“藏宝阁”，正是其游戏营销业务中的重要组成部分。</p><p>“藏宝阁”是网易热门游戏IP《梦幻西游》的衍生产物，自2008年起正式成立。在“藏宝阁”，玩家可以交易游戏中的虚拟道具与游戏账号，并直接以人民币结算。</p><p>在“藏宝阁”的加持下，《梦幻西游》成为部分“平民”玩家的一种谋生手段，而手头富裕的氪金玩家则可借此节省体验游戏的时间成本，平台从每笔交易中抽佣，三方受益，共同为《梦幻西游》打造出稳定的经济生态。</p><p>据数据网站Magic公布的2022年全球手游收入榜单显示，《梦幻西游》手游版全年营收约为6亿美元。作为网易旗下最赚钱的游戏，《梦幻西游》系列每年能为网易带来接近200亿元营收。</p><p><img src=\"https://static.tigerbbs.com/dc9c25e1c73c444f9e2badbec19f89be\" alt=\"\"/>图源：梦幻西游电脑版官博</p><p>发展至今，“藏宝阁”已经从《梦幻西游》的”定海神针“蜕变成网易全平台虚拟道具交易平台，其目前共计覆盖网易旗下18款端游与27款手游。因此”藏宝阁“的运营是否保持顺畅，与网易游戏板块营收存在直接关联。</p><p>对于《办法》第二十五条中所指的“同一企业”是否可以通过注册子公司来进行规避，目前尚不得知，有待进一步观察。</p><p>除上述部分外，《办法》还对游戏测试与小程序游戏作出调整指示。如第二十一条【技术测试规范】指出，网络游戏限额测试用户不得超过2万，测试用户资料做删档处理。</p><p>过去部分游戏公司会在游戏内测后期开启不删档内测，并在公测后对玩家的内测充值提供返利。如此做法一是为了提升用户转化，二是基于版号发放情况去做风险对冲。但随着《办法》出台，这条路从此将被堵死。</p><p>另外，成为今年游戏行业热点的小程序游戏同样也将得到进一步监管。《办法》第六十三条提出，对无故事情节、玩法简单、无充值消费的国产小程序网络游戏的管理，由国家出版主管部门根据《出版管理条例》及本办法的原则另行规定。</p><p>据《2023中国游戏产业报告》显示，2023年国内小程序游戏市场收入200亿元，同比增长300%。营收飞速增长的背后，是买量投放的大肆泛滥，许多用户曾对此感到十分困扰。在小程序游戏这一细分品类的监管力度加强后，这种情况或将出现改善。</p><h2 id=\"id_3538806541\">游戏厂商如何应对？</h2><p>据不完全统计，目前已有包括恺英网络、三七互娱、姚记科技、<a href=\"https://laohu8.com/S/002168\">惠程科技</a>等十余家上市游戏概念公司就《办法》作出回应。</p><p>资本市场，A股方面的恺英网络最先对该新规做出相应回应。恺英网络表示，目前对公司经营没有实质性影响。公司将认真学习研究、积极跟进反馈。</p><p>另外，知名游戏宣发平台<a href=\"https://laohu8.com/S/02400\">心动公司</a>表示将积极配合新规落地，旗下自研产品从不依赖首充返利、每日签到等强运营手段。公司将充分落实新规精神和具体措施，共同促进行业健康发展。</p><p>作为全球最大的游戏厂商之一，腾讯游戏方面亦做出表示。</p><p>22日下午，腾讯游戏副总裁张巍称：“自从2021年未保新规发布以来，腾讯一直严格贯彻落实管理要求，目前未成年人的游戏时<a href=\"https://laohu8.com/S/00001\">长和</a>消费数据都处于历史最低水平。新的管理办法征求意见稿对于游戏的商业模式，运营节奏等关键要素并无本质改变。监管部门发布新的管理办法征求意见稿向业界、社会充分征求意见，相信更有利于游戏行业的有序，健康发展。腾讯游戏将继续坚持技术创新，文化引领的精品战略，在主管部门的支持下，践行中国游戏产业的高质量发展。”</p><p>今日港股收盘后，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>发布公告表示今日已回购约359万股股份，共计耗资约10.01亿港元，价格区间在263.8港元—317港元。</p><p>网易这边，其港股收盘于122.0港元每股后，公司市值今日总计蒸发约1281.56亿港元。对于《办法》，网易目前没有作出回应。</p><p>除了回应资本市场的声音之外，已经有游戏公司迅速在玩法上做出相应调整。</p><p>《办法》目前虽然还只是在征求意见阶段，但它已经开始对即将发行的产品造成影响。据《第一财经》报道，今日发布的一款游戏因“每日签到”和部分其它设定与《办法》要求不符，因此该游戏的制作公司正在加班修改。</p><h2 id=\"id_1160895653\">潜在利好的因素在哪里？</h2><p>事实上，从2021年8月发布的《关于进一步严格管理切实防止未成年人沉迷网络游戏的通知》，到今年10月发布的《未成年人网络保护条例》，再到今天的《网络游戏管理办法（草案征求意见稿）》，可以明显看出，对于游戏行业，监管部门的态度始终保持从紧从严。</p><p>这份态度的背后，代表的是我国游戏行业发展趋势的转变。随着人口红利的降低与玩家付费习惯的培养，“游戏精品化”的呼声变得愈发明显，同质化严重的劣质产品开始逐渐被时代抛弃，且这一淘汰进程正在变得越来越快。</p><p>面对这一趋势，腾讯公司高级副总裁马晓轶在2023年腾讯游戏发布会上就曾表示：“腾讯游戏正在从一家平台型公司向产品型公司转变。”</p><p>在今年TGA上，腾讯公布旗下新作《最后的哨兵》。据负责该项目制作的光子工作室透露，这将会是该工作室的首款3A级开放世界游戏。外加上投资游戏科学所在研发中的《黑神话·悟空》，未来几年腾讯即将迎来两款3A大作。</p><p><img src=\"https://static.tigerbbs.com/41b6e5a46853429aa403dc186e108b01\" alt=\"\"/>《最后的哨兵》概念图，图源：《最后的哨兵》官方X账号</p><p>从今日《办法》公布的内容上来看，如若日后《办法》正式落实执行，那么它将对游戏产品的留存与转化带来严峻挑战，从而推动游戏厂商在内容与运营上投入更多的精力与资源来获取用户更高的付费频率与更加长远的游戏生命周期。站在长期主义角度上看待此事，这对于游戏行业亦是利好。</p><p>另外，经历过一下午的动荡之后，“鸽派”声音终于传来。据澎湃透露，中国音数协会游戏工委内部人士表示：“既然是征求意见稿，表明目前阶段各界均可畅所欲言，以使其切实可行，更为完善。”由此看来，最终的结果或许并没有外界所想象的那么糟糕。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>游戏新规带崩股价，但也没想象的那么糟</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n游戏新规带崩股价，但也没想象的那么糟\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1065587721\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TMTPost </p>\n<p class=\"h-time\">2023-12-22 22:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/9ac1d91d3612466d92ac262b03c6c57e\" alt=\"\"/>作者｜吴一枭</p><p>12月22日，国家新闻出版署起草《网络游戏管理办法（草案征求意见稿）》（以下简称《办法》），现向社会公开征求意见。</p><p>《办法》中就网络游戏运营提出多项整改指示，涵盖游戏内容、用户消费、游戏币发放交易、虚拟道具抽取等多个领域。</p><p><img src=\"https://static.tigerbbs.com/52654c7779924adda3b1744210267f7d\" alt=\"\"/></p><p>图源：国家新闻出版署</p><p>受此影响，A股与港股游戏板块出现大幅下跌。截至收盘，A股方面<a href=\"https://laohu8.com/S/002555\">三七互娱</a>、<a href=\"https://laohu8.com/S/002517\">恺英网络</a>、<a href=\"https://laohu8.com/S/002605\">姚记科技</a>、<a href=\"https://laohu8.com/S/603258\">电魂网络</a>等集体跌停，港股方面<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>下跌9%，腾讯下跌12%，<a href=\"https://laohu8.com/S/NTES\">网易</a>下跌24.6%。</p><h2 id=\"id_3301782319\">新规如何影响游戏产业？</h2><p>梳理《办法》后，发现它首先影响的腰尾部游戏厂商，其次才是头部大厂。</p><p>具体而言，《办法》第十八条中指出，网络游戏不得设置每日登录、首次充值、连续充值等诱导性奖励。所有网络游戏须设置用户充值限额，并在其服务规则中予以公示。</p><p>前者几乎覆盖国内所有采用GaaS模式的游戏产品，后者则着重针对高ARPU产品，比如以“类传奇”为首的MMO游戏与SLG游戏。</p><p>简而言之，这一条着重针对的是游戏的To C收入。这对于无法做出大DAU，只能把精力与资源放在高ARPU游戏的腰尾部游戏厂商而言会造成明显影响。小厂的游戏，多半采用都是“100个零氪玩家+10个小氪玩家+1个重氪玩家”模式，然后通过增设服务器来完成模式的复制粘贴，以此完成盈利目标。如若限消，这些产品的盈利能力将大打折扣。</p><p>相较于腰尾部厂商，头部大厂IP储备更加丰富，强大的导流能力使其拥有高DAU产品矩阵。在创收方面，他们并不单纯依赖玩家付费，To B收入同样也是重要一环。据项目经手人员透露，腾讯旗下战术竞技类手游《和平精英》的品牌联动报价基本皆在百万级别以上。</p><p><img src=\"https://static.tigerbbs.com/48e7efc00bc344ffb2a9d0a72d50eb80\" alt=\"\"/>图源：和平精英官博</p><p>在《办法》中，可能会对头部大厂造成明显影响的是第二十五条，同一企业不得同时经营网络游戏币发放和网络游戏币交易服务。然网易旗下的虚拟道具交易平台“藏宝阁”，正是其游戏营销业务中的重要组成部分。</p><p>“藏宝阁”是网易热门游戏IP《梦幻西游》的衍生产物，自2008年起正式成立。在“藏宝阁”，玩家可以交易游戏中的虚拟道具与游戏账号，并直接以人民币结算。</p><p>在“藏宝阁”的加持下，《梦幻西游》成为部分“平民”玩家的一种谋生手段，而手头富裕的氪金玩家则可借此节省体验游戏的时间成本，平台从每笔交易中抽佣，三方受益，共同为《梦幻西游》打造出稳定的经济生态。</p><p>据数据网站Magic公布的2022年全球手游收入榜单显示，《梦幻西游》手游版全年营收约为6亿美元。作为网易旗下最赚钱的游戏，《梦幻西游》系列每年能为网易带来接近200亿元营收。</p><p><img src=\"https://static.tigerbbs.com/dc9c25e1c73c444f9e2badbec19f89be\" alt=\"\"/>图源：梦幻西游电脑版官博</p><p>发展至今，“藏宝阁”已经从《梦幻西游》的”定海神针“蜕变成网易全平台虚拟道具交易平台，其目前共计覆盖网易旗下18款端游与27款手游。因此”藏宝阁“的运营是否保持顺畅，与网易游戏板块营收存在直接关联。</p><p>对于《办法》第二十五条中所指的“同一企业”是否可以通过注册子公司来进行规避，目前尚不得知，有待进一步观察。</p><p>除上述部分外，《办法》还对游戏测试与小程序游戏作出调整指示。如第二十一条【技术测试规范】指出，网络游戏限额测试用户不得超过2万，测试用户资料做删档处理。</p><p>过去部分游戏公司会在游戏内测后期开启不删档内测，并在公测后对玩家的内测充值提供返利。如此做法一是为了提升用户转化，二是基于版号发放情况去做风险对冲。但随着《办法》出台，这条路从此将被堵死。</p><p>另外，成为今年游戏行业热点的小程序游戏同样也将得到进一步监管。《办法》第六十三条提出，对无故事情节、玩法简单、无充值消费的国产小程序网络游戏的管理，由国家出版主管部门根据《出版管理条例》及本办法的原则另行规定。</p><p>据《2023中国游戏产业报告》显示，2023年国内小程序游戏市场收入200亿元，同比增长300%。营收飞速增长的背后，是买量投放的大肆泛滥，许多用户曾对此感到十分困扰。在小程序游戏这一细分品类的监管力度加强后，这种情况或将出现改善。</p><h2 id=\"id_3538806541\">游戏厂商如何应对？</h2><p>据不完全统计，目前已有包括恺英网络、三七互娱、姚记科技、<a href=\"https://laohu8.com/S/002168\">惠程科技</a>等十余家上市游戏概念公司就《办法》作出回应。</p><p>资本市场，A股方面的恺英网络最先对该新规做出相应回应。恺英网络表示，目前对公司经营没有实质性影响。公司将认真学习研究、积极跟进反馈。</p><p>另外，知名游戏宣发平台<a href=\"https://laohu8.com/S/02400\">心动公司</a>表示将积极配合新规落地，旗下自研产品从不依赖首充返利、每日签到等强运营手段。公司将充分落实新规精神和具体措施，共同促进行业健康发展。</p><p>作为全球最大的游戏厂商之一，腾讯游戏方面亦做出表示。</p><p>22日下午，腾讯游戏副总裁张巍称：“自从2021年未保新规发布以来，腾讯一直严格贯彻落实管理要求，目前未成年人的游戏时<a href=\"https://laohu8.com/S/00001\">长和</a>消费数据都处于历史最低水平。新的管理办法征求意见稿对于游戏的商业模式，运营节奏等关键要素并无本质改变。监管部门发布新的管理办法征求意见稿向业界、社会充分征求意见，相信更有利于游戏行业的有序，健康发展。腾讯游戏将继续坚持技术创新，文化引领的精品战略，在主管部门的支持下，践行中国游戏产业的高质量发展。”</p><p>今日港股收盘后，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>发布公告表示今日已回购约359万股股份，共计耗资约10.01亿港元，价格区间在263.8港元—317港元。</p><p>网易这边，其港股收盘于122.0港元每股后，公司市值今日总计蒸发约1281.56亿港元。对于《办法》，网易目前没有作出回应。</p><p>除了回应资本市场的声音之外，已经有游戏公司迅速在玩法上做出相应调整。</p><p>《办法》目前虽然还只是在征求意见阶段，但它已经开始对即将发行的产品造成影响。据《第一财经》报道，今日发布的一款游戏因“每日签到”和部分其它设定与《办法》要求不符，因此该游戏的制作公司正在加班修改。</p><h2 id=\"id_1160895653\">潜在利好的因素在哪里？</h2><p>事实上，从2021年8月发布的《关于进一步严格管理切实防止未成年人沉迷网络游戏的通知》，到今年10月发布的《未成年人网络保护条例》，再到今天的《网络游戏管理办法（草案征求意见稿）》，可以明显看出，对于游戏行业，监管部门的态度始终保持从紧从严。</p><p>这份态度的背后，代表的是我国游戏行业发展趋势的转变。随着人口红利的降低与玩家付费习惯的培养，“游戏精品化”的呼声变得愈发明显，同质化严重的劣质产品开始逐渐被时代抛弃，且这一淘汰进程正在变得越来越快。</p><p>面对这一趋势，腾讯公司高级副总裁马晓轶在2023年腾讯游戏发布会上就曾表示：“腾讯游戏正在从一家平台型公司向产品型公司转变。”</p><p>在今年TGA上，腾讯公布旗下新作《最后的哨兵》。据负责该项目制作的光子工作室透露，这将会是该工作室的首款3A级开放世界游戏。外加上投资游戏科学所在研发中的《黑神话·悟空》，未来几年腾讯即将迎来两款3A大作。</p><p><img src=\"https://static.tigerbbs.com/41b6e5a46853429aa403dc186e108b01\" alt=\"\"/>《最后的哨兵》概念图，图源：《最后的哨兵》官方X账号</p><p>从今日《办法》公布的内容上来看，如若日后《办法》正式落实执行，那么它将对游戏产品的留存与转化带来严峻挑战，从而推动游戏厂商在内容与运营上投入更多的精力与资源来获取用户更高的付费频率与更加长远的游戏生命周期。站在长期主义角度上看待此事，这对于游戏行业亦是利好。</p><p>另外，经历过一下午的动荡之后，“鸽派”声音终于传来。据澎湃透露，中国音数协会游戏工委内部人士表示：“既然是征求意见稿，表明目前阶段各界均可畅所欲言，以使其切实可行，更为完善。”由此看来，最终的结果或许并没有外界所想象的那么糟糕。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/258cbe49ca2c94e8caf47fae8b559f6d","relate_stocks":{"BILI":"哔哩哔哩","NTES":"网易","00700":"腾讯控股"},"source_url":"https://www.tmtpost.com/6849233.html?rss=laohu8","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2393418360","content_text":"作者｜吴一枭12月22日，国家新闻出版署起草《网络游戏管理办法（草案征求意见稿）》（以下简称《办法》），现向社会公开征求意见。《办法》中就网络游戏运营提出多项整改指示，涵盖游戏内容、用户消费、游戏币发放交易、虚拟道具抽取等多个领域。图源：国家新闻出版署受此影响，A股与港股游戏板块出现大幅下跌。截至收盘，A股方面三七互娱、恺英网络、姚记科技、电魂网络等集体跌停，港股方面哔哩哔哩下跌9%，腾讯下跌12%，网易下跌24.6%。新规如何影响游戏产业？梳理《办法》后，发现它首先影响的腰尾部游戏厂商，其次才是头部大厂。具体而言，《办法》第十八条中指出，网络游戏不得设置每日登录、首次充值、连续充值等诱导性奖励。所有网络游戏须设置用户充值限额，并在其服务规则中予以公示。前者几乎覆盖国内所有采用GaaS模式的游戏产品，后者则着重针对高ARPU产品，比如以“类传奇”为首的MMO游戏与SLG游戏。简而言之，这一条着重针对的是游戏的To C收入。这对于无法做出大DAU，只能把精力与资源放在高ARPU游戏的腰尾部游戏厂商而言会造成明显影响。小厂的游戏，多半采用都是“100个零氪玩家+10个小氪玩家+1个重氪玩家”模式，然后通过增设服务器来完成模式的复制粘贴，以此完成盈利目标。如若限消，这些产品的盈利能力将大打折扣。相较于腰尾部厂商，头部大厂IP储备更加丰富，强大的导流能力使其拥有高DAU产品矩阵。在创收方面，他们并不单纯依赖玩家付费，To B收入同样也是重要一环。据项目经手人员透露，腾讯旗下战术竞技类手游《和平精英》的品牌联动报价基本皆在百万级别以上。图源：和平精英官博在《办法》中，可能会对头部大厂造成明显影响的是第二十五条，同一企业不得同时经营网络游戏币发放和网络游戏币交易服务。然网易旗下的虚拟道具交易平台“藏宝阁”，正是其游戏营销业务中的重要组成部分。“藏宝阁”是网易热门游戏IP《梦幻西游》的衍生产物，自2008年起正式成立。在“藏宝阁”，玩家可以交易游戏中的虚拟道具与游戏账号，并直接以人民币结算。在“藏宝阁”的加持下，《梦幻西游》成为部分“平民”玩家的一种谋生手段，而手头富裕的氪金玩家则可借此节省体验游戏的时间成本，平台从每笔交易中抽佣，三方受益，共同为《梦幻西游》打造出稳定的经济生态。据数据网站Magic公布的2022年全球手游收入榜单显示，《梦幻西游》手游版全年营收约为6亿美元。作为网易旗下最赚钱的游戏，《梦幻西游》系列每年能为网易带来接近200亿元营收。图源：梦幻西游电脑版官博发展至今，“藏宝阁”已经从《梦幻西游》的”定海神针“蜕变成网易全平台虚拟道具交易平台，其目前共计覆盖网易旗下18款端游与27款手游。因此”藏宝阁“的运营是否保持顺畅，与网易游戏板块营收存在直接关联。对于《办法》第二十五条中所指的“同一企业”是否可以通过注册子公司来进行规避，目前尚不得知，有待进一步观察。除上述部分外，《办法》还对游戏测试与小程序游戏作出调整指示。如第二十一条【技术测试规范】指出，网络游戏限额测试用户不得超过2万，测试用户资料做删档处理。过去部分游戏公司会在游戏内测后期开启不删档内测，并在公测后对玩家的内测充值提供返利。如此做法一是为了提升用户转化，二是基于版号发放情况去做风险对冲。但随着《办法》出台，这条路从此将被堵死。另外，成为今年游戏行业热点的小程序游戏同样也将得到进一步监管。《办法》第六十三条提出，对无故事情节、玩法简单、无充值消费的国产小程序网络游戏的管理，由国家出版主管部门根据《出版管理条例》及本办法的原则另行规定。据《2023中国游戏产业报告》显示，2023年国内小程序游戏市场收入200亿元，同比增长300%。营收飞速增长的背后，是买量投放的大肆泛滥，许多用户曾对此感到十分困扰。在小程序游戏这一细分品类的监管力度加强后，这种情况或将出现改善。游戏厂商如何应对？据不完全统计，目前已有包括恺英网络、三七互娱、姚记科技、惠程科技等十余家上市游戏概念公司就《办法》作出回应。资本市场，A股方面的恺英网络最先对该新规做出相应回应。恺英网络表示，目前对公司经营没有实质性影响。公司将认真学习研究、积极跟进反馈。另外，知名游戏宣发平台心动公司表示将积极配合新规落地，旗下自研产品从不依赖首充返利、每日签到等强运营手段。公司将充分落实新规精神和具体措施，共同促进行业健康发展。作为全球最大的游戏厂商之一，腾讯游戏方面亦做出表示。22日下午，腾讯游戏副总裁张巍称：“自从2021年未保新规发布以来，腾讯一直严格贯彻落实管理要求，目前未成年人的游戏时长和消费数据都处于历史最低水平。新的管理办法征求意见稿对于游戏的商业模式，运营节奏等关键要素并无本质改变。监管部门发布新的管理办法征求意见稿向业界、社会充分征求意见，相信更有利于游戏行业的有序，健康发展。腾讯游戏将继续坚持技术创新，文化引领的精品战略，在主管部门的支持下，践行中国游戏产业的高质量发展。”今日港股收盘后，腾讯控股发布公告表示今日已回购约359万股股份，共计耗资约10.01亿港元，价格区间在263.8港元—317港元。网易这边，其港股收盘于122.0港元每股后，公司市值今日总计蒸发约1281.56亿港元。对于《办法》，网易目前没有作出回应。除了回应资本市场的声音之外，已经有游戏公司迅速在玩法上做出相应调整。《办法》目前虽然还只是在征求意见阶段，但它已经开始对即将发行的产品造成影响。据《第一财经》报道，今日发布的一款游戏因“每日签到”和部分其它设定与《办法》要求不符，因此该游戏的制作公司正在加班修改。潜在利好的因素在哪里？事实上，从2021年8月发布的《关于进一步严格管理切实防止未成年人沉迷网络游戏的通知》，到今年10月发布的《未成年人网络保护条例》，再到今天的《网络游戏管理办法（草案征求意见稿）》，可以明显看出，对于游戏行业，监管部门的态度始终保持从紧从严。这份态度的背后，代表的是我国游戏行业发展趋势的转变。随着人口红利的降低与玩家付费习惯的培养，“游戏精品化”的呼声变得愈发明显，同质化严重的劣质产品开始逐渐被时代抛弃，且这一淘汰进程正在变得越来越快。面对这一趋势，腾讯公司高级副总裁马晓轶在2023年腾讯游戏发布会上就曾表示：“腾讯游戏正在从一家平台型公司向产品型公司转变。”在今年TGA上，腾讯公布旗下新作《最后的哨兵》。据负责该项目制作的光子工作室透露，这将会是该工作室的首款3A级开放世界游戏。外加上投资游戏科学所在研发中的《黑神话·悟空》，未来几年腾讯即将迎来两款3A大作。《最后的哨兵》概念图，图源：《最后的哨兵》官方X账号从今日《办法》公布的内容上来看，如若日后《办法》正式落实执行，那么它将对游戏产品的留存与转化带来严峻挑战，从而推动游戏厂商在内容与运营上投入更多的精力与资源来获取用户更高的付费频率与更加长远的游戏生命周期。站在长期主义角度上看待此事，这对于游戏行业亦是利好。另外，经历过一下午的动荡之后，“鸽派”声音终于传来。据澎湃透露，中国音数协会游戏工委内部人士表示：“既然是征求意见稿，表明目前阶段各界均可畅所欲言，以使其切实可行，更为完善。”由此看来，最终的结果或许并没有外界所想象的那么糟糕。","news_type":1,"symbols_score_info":{"NTES":1.1,"BILI":1.1,"00700":1.1}},"isVote":1,"tweetType":1,"viewCount":4558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":938439576,"gmtCreate":1571745597995,"gmtModify":1704722830898,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$</a>&nbsp;我擦，完蛋了，财报没赌中","listText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$</a>&nbsp;我擦，完蛋了，财报没赌中","text":"$麦当劳(MCD)$ 我擦，完蛋了，财报没赌中","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/938439576","isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850995871,"gmtCreate":1634543788676,"gmtModify":1634543788676,"author":{"id":"3495752422317040","authorId":"3495752422317040","name":"寂寞一根烟.","avatar":"https://static.tigerbbs.com/b9971fed0c28a4b06e1b594a3fb63b53","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3495752422317040","idStr":"3495752422317040"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a>发生了什么，我这是终于要熬出来了么，期待一飞冲天[笑哭]&nbsp;","listText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a>发生了什么，我这是终于要熬出来了么，期待一飞冲天[笑哭]&nbsp;","text":"$百度集团-SW(09888)$发生了什么，我这是终于要熬出来了么，期待一飞冲天[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/850995871","isVote":1,"tweetType":1,"viewCount":6763,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548247666186746","authorId":"3548247666186746","name":"觉醒时代","avatar":"https://static.tigerbbs.com/319920ec1bd35f13fb8cfb8d559d7f7d","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3548247666186746","idStr":"3548247666186746"},"content":"有什么特别利好么？长期看百度一定会飞涨的，毕竟是国内搜索，人工智能，无人驾驶第一股。","text":"有什么特别利好么？长期看百度一定会飞涨的，毕竟是国内搜索，人工智能，无人驾驶第一股。","html":"有什么特别利好么？长期看百度一定会飞涨的，毕竟是国内搜索，人工智能，无人驾驶第一股。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}