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帝都第一棒
·
01-26
对于美国暴雪下机会的一点思考🤔
在 2026 年 1 月全美遭遇历史级暴雪的背景下,投资机会通常遵循“灾前防御-灾中应急-灾后重建”的逻辑链条。 以下是针对此次暴雪的详细投资机会描述、推理过程及对应标的: 1. 电力保障与应急电源(核心逻辑:断电恐慌) 推理过程: 2026 年 1 月的暴雪伴随极强阵风和结冰,导致多州电网不堪重负。全美超过百万户断电的现状,将刺激家庭对独立供电系统的“刚需”心理,尤其是备用发电机和家用储能设备。 对应标的: Generac Holdings (GNRC): 美国最大的备用发电机制造商。每当发生大规模断电事故,其订单量和股价通常具有极高的正相关性。 Enphase Energy (ENPH) / Tesla (TSLA): 提供 Powerwall 等家用储能电池,在电网瘫痪时提供备用电源。 2. 能源与取暖成本(核心逻辑:供需错配) 推理过程: 极寒天气导致全美取暖需求飙升。与此同时,如果寒潮覆盖到德克萨斯州(正如 2026 年 1 月所发生的),会导致天然气井口冻结(Freeze-offs),造成“需求增、供应减”的极端利好。 对应标的: EQT Corporation (EQT): 美国最大的纯天然气生产商。 Antero Resources (AR): 对天然气价格波动极为敏感的开采商。 ETF 选项: United States Natural Gas Fund (UNG) —— 直接追踪天然气期货价格。 风险提示: 气象题材投资具有极强的“时效性”。一旦天气预报显示气温回升,天然气等商品价格可能迅速回落。建议通过 美国气象预测中心 (WPC) 密切关注风暴消散的时间节点。
对于美国暴雪下机会的一点思考🤔
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编组 21备份 2
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零售商业财经
·
01-08
暴雪寒潮袭欧洲 京东 Joybuy 连夜下单晨达
近日,一股强极地寒潮席卷欧洲多地,多国出现持续降雪、冻雨等极端天气,交通出行和物流运输受到不同程度影响。 然而,在社交平台上,不少在欧洲生活的网友发帖表示,自己在大雪天的欧洲大陆看到了熟悉的“京东红”,并感叹物流速度之快,“半夜下单,早上九点提前送达”,还有网友表示“打算发到 ins上震撼一下外国人”。据了解,这些网友通过京东旗下欧洲零售电商 Joybuy 下单,京东快递小哥身着红色工服送货上门。 多位在荷兰的华人网友表示,寒潮来临当天,荷兰全国交通停摆的情况下,自己通过 Joybuy 下单的商品甚至在第二天一早提前送达。 图:荷兰网友分享 坐标德国、法国等地的网友也纷纷分享类似的购物体验。一位在德国生活的网友发帖分享称,尽管当地出现降雪天气,自己前一天晚上9点在Joybuy上下单的电视依然在第二天一早就送货上门,“在德国太久没有享受到次日达的服务了,Joybuy 做到了”,并表示快递小哥“服务很不错”,还帮忙搬上楼。 图:德国网友分享Joybuy次日达购物体验 图:法国网友分享Joybuy次日达购物体验 图:欧洲各地网友评论区分享Joybuy收货体验 还有网友发现,因为自己经常接收Joybuy的包裹,竟然悄悄影响了隔壁邻居大叔,自己搜索也成为了 Joybuy用户。 资料显示,Joybuy 是京东旗下欧洲线上零售业务,目前已在英国、荷兰、德国、法国、比利时和卢森堡开启试运营,京东物流在欧洲已经构建起覆盖仓储、运输、转运及末端配送等多个环节的一体化供应链服务体系,为 Joybuy 提供端到端的履约服务。在欧洲主要城市,Joybuy已经支持自营物流 211 时效,当天下单最快当天就能送到。 据了解,针对本轮寒潮天气,京东物流已在欧洲启动应急保障预案,通过
暴雪寒潮袭欧洲 京东 Joybuy 连夜下单晨达
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等也是一种策略 如何等在哪里等
·
2025-09-03
《使命召唤》即将被改编成电影 派拉蒙$PARA和微软$MSFT旗下的 Activision 已签署协议,将根据《使命召唤》系列视频游戏制作一部真人电影 - CNBC
《使命召唤》即将被改编成电影 派拉蒙$PARA和微软$MSFT旗下的 Activision 已签署协议,将根据《使命召唤》系列视频游戏制作一部真人电影 -...
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IPO参考
·
2025-02-18
【暴雪总裁来访中国并与网易方会面】在上任满一年之际,暴雪总裁乔汉娜·法里斯(Johanna Faries)于近期首次来访中国,并与合作方网易的团队共进晚宴。此行乔汉娜主要到访了上海,与暴雪中国团队进行交流,接下来将到访杭州与网易相关团队会面并与《守望先锋》的玩家与KOL共同庆祝游戏的重新上线。网易与暴雪重启合作后,双方已经上线了《魔兽世界》和《炉石传说》两款国服游戏,2月19日,第三款游戏《守望先锋》国服将正式回归。(第一财经)
【暴雪总裁来访中国并与网易方会面】在上任满一年之际,暴雪总裁乔汉娜·法里斯(Johanna Faries)于近期首次来访中国,并与合作方网易的团队共进晚宴...
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编组 21备份 2
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畜牧教主马斯克
·
2025-02-18
暗黑破坏神那个早就已经被证实是请代练了。暴雪都说了不敢封。游戏高手人设已经崩塌了
“游戏迷”马斯克:xAI将成立一家AI游戏工作室
有分析指出,此番成立AI游戏工作室,马斯克意图用技术颠覆传统游戏开发逻辑。他提出两大核心理念:一是打破大公司的垄断,二是用AI重构游戏体验。xAI的Grok和“地表最强AI”Grok 3或将成为关键技术支撑。
“游戏迷”马斯克:xAI将成立一家AI游戏工作室
暗黑破坏神那个早就已经被证实是请代练了。暴雪都说了不敢封。游戏高手人设已经崩塌了
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编组 21备份 2
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财经涂鸦
·
2025-02-21
网易2024年Q4营收同比下降1.4%,管理层:已与暴雪密切合作
公司情报专家《财经涂鸦》获悉,2025年2月20日,网易(NTES.US;9999.HK)发布截至2024年12月31日的第四季度及全年未经审计的财务业绩报告。 网易在财报中表示,期内暴雪系列游戏《魔兽世界》和《炉石传说》持续收获来自中国玩家社区的热切参与,2025年2月19 日回归的《守望先锋》进一步推高玩家的热情。 “魔兽和炉石上线这几个月,市场表现依旧远超其历史任何时期。在新内容上线之前,产品数据出现一定程度的衰减是相当正常的现象,我们已经和暴雪的同事密切合作,规划了后续上线的内容。”管理层在电话会议中表示,长期来看,双方团队已建立起牢固的信任关系。今后我们将更多倾听中国玩家的意见,为玩家和社区提供更好的游戏体验。” 期内,《漫威争锋》于 12 月 6 日上线后迅速登顶 Steam 全球畅销榜,《燕云十六声》端游在中国上线后,四天内下载量突破 300 万次;《逆水寒》手游登顶港澳台地区 iOS 下载榜榜首,并于 2025 年 1 月在台湾地区登顶 iOS 畅销榜。热门游戏如《大话西游 2》、《梦幻西游》电脑版及手游、《率土之滨》、《阴阳师》、《第五人 格》、《永劫无间》和《逆水寒》系列人气颇高,展现出网易游戏的长线运营能力。 作为网易的核心业务,游戏及相关增值服务在第四季度净收入同比仅增长1.5%,环比增长1.4%。 谈及海外游戏市场拓展时,管理层表示,海外市场和中国用户的需求是有一些差异的,网易非常重视海外的一些工作室,他们能够通过自己的创意和创新来满足海外用户的需求,“我们也非常支持那些有能力的工作室在海外市场取得成功。” 面对当前绕不开的AI话题,管理层表示,随着DeepSeek的进一步应用,AI能够提出有效地帮助我们在游戏研发管线方面的提效和降本,以及在游戏里帮扶用户更容易理解作品内容,AI对游戏的研发、创新玩法的设计都有巨大的积极贡献。 针对近期的架构调整,
网易2024年Q4营收同比下降1.4%,管理层:已与暴雪密切合作
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经济观察报
·
2024-11-24
寒潮持续发威!北方多地最高气温将跌破冰点 东北等地需防强降雪
经观要闻 经济观察网讯 据中国天气网消息,11月24日至27日,寒潮继续影响我国,西北地区东部、华北北部、内蒙古和东北等地部分地区降温12~14℃,局地16℃以上。同时,未来三天,大范围雨雪天气持续,黑龙江、内蒙古东部等地累计降雪量大,局地有大暴雪甚至特大暴雪。 寒潮继续影响我国 多地最高气温将跌破冰点 昨天(23日),今年下半年以来首场寒潮过程影响我国,西北等地部分地区出现明显降温,今天(24日)5时较昨天5时,新疆北部和东部、甘肃西部、青海西北部局地降温4~8℃。 未来四天,寒潮东移南下继续影响我国,中央气象今晨继续发布寒潮蓝色预警。预计,11月24日08时至11月28日08时,我国大部地区气温将先后下降6~10℃,其中,西北地区东部、华北北部、内蒙古和东北等地部分地区降温12~14℃,局地16℃以上。 28日前后,最低气温0℃线将南压至苏皖北部至河南南部一带,其中,大别山、黄山等高海拔山区最低气温也将低于0℃。 其中,今天(24日),寒潮主要影响西北地区中东部、内蒙古西部等地,甘肃等地局地降温可达10℃左右。 明天(25日),寒潮重点影响华北等地,核心降温区在内蒙古中部、河北北部、山西北部。后天,核心降温区在内蒙古东部、辽宁一带。27日东北仍有剧烈降温。 南方也将有明显降温,寒潮过程后,大部地区气温将由前期的偏高转为较常年同期偏低偏低1~2℃。 城市中,25日至26日,西宁、沈阳、呼和浩特最高气温均可能跌破0°C,为下半年来首次。26日前后,济南、郑州、合肥、南京、上海最高气温可能跌破10°C,寒意明显,公众请注意保暖,谨防感冒。 北方多地将经历雨雪转换 东北等地需防强降雪 降水方面,昨天(23日),西北、西南、江南等地出现雨雪天气,新疆北部和东部、甘肃、青海东部、宁夏南部等地部分地区出现小到中雪或雨夹雪,甘肃中部局地大雪;重庆南部、贵州东北部、云南南部等地部分地区
寒潮持续发威!北方多地最高气温将跌破冰点 东北等地需防强降雪
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美股解毒师
·
2024-10-31
微软25Q1:进无惊喜,退有远忧,估值将承压?
$微软(MSFT)$
公布截止2024年9月底的2025财年Q1财报,盘后跌幅3.7%,相比其他科技公司并不算大,但是相比自身却也不小。虽此次Q3业绩整体指标符合预期,指引也健康,但是市场明显期待“亮点”乏善可陈,且个别指标已经透露出部分担忧。由于本季度变更了会计口径,因此对公司的整体观察需要稍稍改变角度。其中总营收同比增长16%并没有太大影响,经营利润306亿美元,也好于市场预期,同比增速为13.6%,略逊营收,增速有并表
$动视暴雪(ATVI)$
的影响。投资要点云业务表现虽然稳定,但增长平平,有丧失市场份额的风险。延续上个季度的趋势,Azure的增长速度继续放缓,同比+33%,较上个季度下滑1%,同时,下个季度同比增长只有31%-32%(vs市场预期32-33%),也是投资者失望的主要原因。前一天
$谷歌(GOOG)$
公布的增速虽然比Azure略低,但趋势向上,下个季度也增长更高一些。如果明天
$亚马逊(AMZN)$
的AWS公布结果也是趋势向上,那就说明Microsoft的Azure在AI上的先发优势已经大势已去。公司曾经表示Azure增长放缓主是由于优化支出和一些地区的宏观经济因素,欧洲部分市场出现后期疲软。同时也不排除部分合同还在确认金额范围内,并没有在本季度兑现。而GPU的供不应求阶段性环境,也对云算力的租赁需求进一步降低,加上大厂见的竞争。可能未来的增长趋势会不乐观AI对传统业务带来的增长有限,体现在搜索广告业务上较为明显。Office 36
微软25Q1:进无惊喜,退有远忧,估值将承压?
精彩
冲向外太空:
微软的Q1财报虽然没有什么惊喜,但整体表现还是值得肯定的
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新识研究所
·
2024-08-29
今年4月刚和网易“复合”的暴雪,被法院根据网易诉讼冻结1.39亿元财产
网易诉暴雪案新进展,法院查封暴雪1.39亿财产,原来两家还没完全和解 8月29日,依据中国裁判文书网的信息,最近发生了一起涉及上海网之易网络科技发展有限公司与暴雪娱乐有限公司之间的计算机软件著作权许可使用合同纠纷案,并且已经发布了一审民事裁定书。 根据这份裁定书的内容,法院认为上海网之易网络科技发展有限公司提出的申请是符合法律规定的,并因此裁定对暴雪娱乐有限公司价值超过1.39亿元人民币的财产进行查封、扣押或冻结。 背景资料显示,在2023年4月,上海网之易网络科技发展有限公司因暴雪娱乐有限公司涉嫌违反一系列许可协议,在上海提起了诉讼,要求退还约3亿元人民币的欠款。 这笔款项主要包括了网之易为《魔兽世界》等已停止服务的游戏预先支付的退款金额、未销售游戏产品的预付款以及几款未开发游戏的保证金等。此外,该诉讼还涉及到了在《魔兽世界》等中国大陆地区代理游戏的相关协议中存在的一些可能偏向于暴雪一方的不公平条款,这些条款的有效性和合法性受到了质疑。 根据公开资料,该案件已经在上海市浦东新区人民法院进行了多次审理。今年4月10日,网易游戏、暴雪和微软共同宣布,计划从2024年夏季开始重新将暴雪游戏引入中国的服务器。届时,游戏的日常运营工作将由位于广州的网易互娱运营中心承担,而网易旗下的雷火工作室将负责市场营销方面的工作。 “爱企查”应用程序的信息显示,2024年5月,战上风信息技术(上海)有限公司经历了工商变更,其中原暴雪软件开发(上海)有限公司的董事长MARY AGNES KETTLER、总经理TEH HONG SING和董事MARCUS EDWARD SANFORD均卸任了在该公司的职务。 取而代之的是,来自杭州网易雷火公司的执行董事兼总经理胡志鹏接任了战上风信息技术(上海)有限公司的法定代表人、执
今年4月刚和网易“复合”的暴雪,被法院根据网易诉讼冻结1.39亿元财产
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DoNews
·
2024-07-17
致大脚用户的一封信《魔兽世界大脚BIGFOOT:为爱发电,坚守与创新》!
前言 我是Daniel,这是关于我接手分管魔兽世界大脚bigfoot(后面简称大脚)的一些思考。 在《魔兽世界》这个充满魔法与冒险的宇宙里,大脚一直是无数玩家的得力助手。大脚这个品牌,不仅承载着玩家的热爱,更肩负着一份责任。 接手的使命 2024年初,我正式接手了大脚业务。在网易与暴雪分手的背景下,伴随着魔兽世界国服的暂停,让大脚面临前所未有的挑战。作为一个原本并未过多商业化的产品,大脚团队在最困难的时刻,仅剩一名同事(Ever)坚守。 国服回归的一缕曙光 直到听到风声,国服回归的消息如同一道曙光,我们开始重新招募团队,进行客户端的迭代和新UI插件的开发,开始投入更多的人力、财力和精力重构大脚。这个时候,同行也开始有了动作,包括但不限于: (1)依托于网易官方的网易有爱(网易DD) (2)依托于小黑盒的黑盒工坊 (3)依托于WCL(Warcraft Logs)官方的新手盒子 据我了解,同行的团队基本上都在10人以上。但截止到目前,我们大脚的团队也只有3人(专职都是开发),但他们甚至囊括了大脚所有的工作,包括了PC客户端开发、微信小程序的开发、插件开发及维护、市场运营及推广、异业合作以及用户运营等。 我们的客户端开发(豆芽菌)自己提产品需求,自己画原型图,自己画UI,自己开发功能,一站全包。 我们的插件开发(enderneko、Ever),既要做全新的UI插件(需求、原型、UI也都是自己完成),还要完善大脚数据库的逻辑及开发并协助豆芽菌完成产品设计,还包含了大脚整合插件的维护、发版,以及所有用户的问题解决。为了赶在正式服的回归上线全新插件,每周加班,enderneko甚至提出要住在公司,当然我拒绝了这个提议。 功能迭代,成本与挑战 经历两个多月时间,我们对客户端进行了重构,增加了分享配置、AI宏助手的功能,优化了单体插件的下载和管理。当然,由于我们没有专门的激励政策,也导致来
致大脚用户的一封信《魔兽世界大脚BIGFOOT:为爱发电,坚守与创新》!
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公司概况
公司名称
动视暴雪
所属市场
NASDAQ
成立日期
- -
员工人数
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办公地址
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公司网址
http://www.activisionblizzard.com
邮政编码
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联系电话
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联系传真
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公司概况
Activision Blizzard, Inc.最初于1979年在美国加州注册成立,于1992年12月在特拉华州重新注册成立。2008年7月9日,该公司、其全资子公司Sego Merger Corporation、Vivendi和Vivendi Games, Inc.的全资子公司Vivendi S.A., VGAC LLC业务合并成一家公司,更名为动视暴雪公司。该公司是一家世界性的出版商,经营网络、个人电脑、控制台、手持设备和移动互动娱乐产品。通过出版公司(Activision Publishing, Inc.),该公司成为交互式软件产品和内容的国际领先的出版商,重点放在根据内部开发的专营权和特许权协议,开发和发布各种游戏机、手持式平台和个人电脑平台上的视频游戏。该公司目前在索尼电脑娱乐公司(Sony Computer Entertainment Inc.)的PlayStation 3,任天堂公司(Nintendo Co. Ltd.)的Wii,微软公司(Microsoft Corporation)的Xbox 360主机系统,任天堂的双屏幕掌上游戏机系统,PC机,苹果iOS设备和其他手持移动设备提供游戏。通过暴雪娱乐公司(Blizzard Entertainment, Inc.),该公司成为网上订阅的大型多人在线角色扮演类游戏的领先出版商。该公司内部也制定和发布个人电脑上的游戏,并在Battle.net网站上保持其专有的网游相关服务。
2024-06-11
超过5%披露
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
2023-11-18
超过5%披露
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
2023-10-23
员工持股计划
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
2023-10-23
员工持股计划
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
2023-10-23
员工持股计划
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
2023-10-23
员工持股计划
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
2023-10-23
员工持股计划
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
2023-10-23
员工持股计划
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
2023-10-23
员工持股计划
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
2023-10-23
员工持股计划
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
2023-10-23
员工持股计划
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
2023-10-23
员工持股计划
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
2023-10-21
员工持股计划
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
2023-10-21
员工持股计划
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
2023-10-21
员工持股计划
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
Form S-8 POS - Securities to be offered to employees in employee benefit plans, post-effective amendments
分时
5日
日
周
月
数据加载中...
最高
94.42
今开
94.42
量比
0.00
最低
94.42
昨收
94.42
换手率
0.00%
热议股票
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京东 Joybuy 连夜下单晨达","digest":"近日,一股强极地寒潮席卷欧洲多地,多国出现持续降雪、冻雨等极端天气,交通出行和物流运输受到不同程度影响。 然而,在社交平台上,不少在欧洲生活的网友发帖表示,自己在大雪天的欧洲大陆看到了熟悉的“京东红”,并感叹物流速度之快,“半夜下单,早上九点提前送达”,还有网友表示“打算发到 ins上震撼一下外国人”。据了解,这些网友通过京东旗下欧洲零售电商 Joybuy 下单,京东快递小哥身着红色工服送货上门。 多位在荷兰的华人网友表示,寒潮来临当天,荷兰全国交通停摆的情况下,自己通过 Joybuy 下单的商品甚至在第二天一早提前送达。 图:荷兰网友分享 坐标德国、法国等地的网友也纷纷分享类似的购物体验。一位在德国生活的网友发帖分享称,尽管当地出现降雪天气,自己前一天晚上9点在Joybuy上下单的电视依然在第二天一早就送货上门,“在德国太久没有享受到次日达的服务了,Joybuy 做到了”,并表示快递小哥“服务很不错”,还帮忙搬上楼。 图:德国网友分享Joybuy次日达购物体验 图:法国网友分享Joybuy次日达购物体验 图:欧洲各地网友评论区分享Joybuy收货体验 还有网友发现,因为自己经常接收Joybuy的包裹,竟然悄悄影响了隔壁邻居大叔,自己搜索也成为了 Joybuy用户。 资料显示,Joybuy 是京东旗下欧洲线上零售业务,目前已在英国、荷兰、德国、法国、比利时和卢森堡开启试运营,京东物流在欧洲已经构建起覆盖仓储、运输、转运及末端配送等多个环节的一体化供应链服务体系,为 Joybuy 提供端到端的履约服务。在欧洲主要城市,Joybuy已经支持自营物流 211 时效,当天下单最快当天就能送到。 据了解,针对本轮寒潮天气,京东物流已在欧洲启动应急保障预案,通过","plainDigest":"近日,一股强极地寒潮席卷欧洲多地,多国出现持续降雪、冻雨等极端天气,交通出行和物流运输受到不同程度影响。 然而,在社交平台上,不少在欧洲生活的网友发帖表示,自己在大雪天的欧洲大陆看到了熟悉的“京东红”,并感叹物流速度之快,“半夜下单,早上九点提前送达”,还有网友表示“打算发到 ins上震撼一下外国人”。据了解,这些网友通过京东旗下欧洲零售电商 Joybuy 下单,京东快递小哥身着红色工服送货上门。 多位在荷兰的华人网友表示,寒潮来临当天,荷兰全国交通停摆的情况下,自己通过 Joybuy 下单的商品甚至在第二天一早提前送达。 图:荷兰网友分享 坐标德国、法国等地的网友也纷纷分享类似的购物体验。一位在德国生活的网友发帖分享称,尽管当地出现降雪天气,自己前一天晚上9点在Joybuy上下单的电视依然在第二天一早就送货上门,“在德国太久没有享受到次日达的服务了,Joybuy 做到了”,并表示快递小哥“服务很不错”,还帮忙搬上楼。 图:德国网友分享Joybuy次日达购物体验 图:法国网友分享Joybuy次日达购物体验 图:欧洲各地网友评论区分享Joybuy收货体验 还有网友发现,因为自己经常接收Joybuy的包裹,竟然悄悄影响了隔壁邻居大叔,自己搜索也成为了 Joybuy用户。 资料显示,Joybuy 是京东旗下欧洲线上零售业务,目前已在英国、荷兰、德国、法国、比利时和卢森堡开启试运营,京东物流在欧洲已经构建起覆盖仓储、运输、转运及末端配送等多个环节的一体化供应链服务体系,为 Joybuy 提供端到端的履约服务。在欧洲主要城市,Joybuy已经支持自营物流 211 时效,当天下单最快当天就能送到。 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id=\"id_1044730924\">01</h2><h2 id=\"id_1995573556\">马斯克:AI“让游戏再次伟大”</h2><p style=\"text-align: justify;\">马斯克对游戏的痴迷早已不是秘密。即便在管理特斯拉、SpaceX等企业的超负荷日程中,他仍坚持每天抽时间打游戏。</p><p style=\"text-align: justify;\"><strong>2024年底,他在支持特朗普竞选总统的间隙,以《暗黑破坏神4》天梯榜全球前20名的成绩震惊玩家社群。</strong>这种对游戏的狂热,使他多次对行业的反思。2024年,他曾在一篇专栏中强调:</p><blockquote><p style=\"text-align: justify;\">“游戏应当回归娱乐本质,而非传递说教内容。”</p></blockquote><p style=\"text-align: justify;\">他多次抨击主流游戏公司过度追求“觉醒文化”(如DEI理念,即多元、平等、包容),认为这损害了游戏的纯粹性。例如,他反对《刺客信条:影》采用黑人主角、《宣誓》加入性别代词设计,甚至因此与开发者公开争执4710。</p><p style=\"text-align: justify;\">有分析指出,此番成立AI游戏工作室,马斯克意图用技术颠覆传统游戏开发逻辑。他提出两大核心理念:<strong>一是打破大公司的垄断,二是用AI重构游戏体验。</strong>xAI的技术储备——包括其大模型Grok和即将发布的“地表最强AI”Grok 3——或将成为关键支撑。</p><h2 id=\"id_2929250763\">02</h2><h2 id=\"id_2307083939\">中国游戏厂商的AI竞速</h2><p style=\"text-align: justify;\">马斯克的入局,正值全球游戏行业AI化浪潮的高峰。中国厂商已率先探索。</p><p style=\"text-align: justify;\">米哈游创始人蔡浩宇于2024年创立AI公司Anuttacon,其新作《Project Star》将引入AINPC和动态叙事技术。</p><p style=\"text-align: justify;\">此外,腾讯、字节跳动等巨头加速自研大模型,应用于游戏开发与运营。东吴证券曾指出,2024年有1416款国产+进口游戏版号过审,超过2023年全年的1075款,显著高于2021-2022年,同时《黑神话:悟空》《地下城与勇士:起源》等众多精品游戏过审上线,大幅提振游戏市场规模。</p><p style=\"text-align: justify;\"><strong>东吴证券表示,国内行业内已有AI配演、AI作曲、AI作画的“3A”小游戏《沙威玛传奇》爆发,各大厂商相继推出自研大模型赋能研发。</strong></p><p style=\"text-align: justify;\">AI+玩法方面,各家厂商积极探索落地,如巨人网络在《太空杀》中落地AI推理小剧场、AI残局挑战等玩法,看好AI提升玩家体验促进付费,同时期待爆款AI创新玩法拉动行业增长。</p></body></html>","source":"lsy1690508328926","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>“游戏迷”马斯克:xAI将成立一家AI游戏工作室</title>\n<style 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href=\"https://mp.weixin.qq.com/s/MMBpO54PKTMt8YSabOVgzA\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8f53f3963e00b0c683e91b83294dc70e","relate_stocks":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4581":"高盛持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4543":"AI","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4511":"特斯拉概念","LU2290526834.HKD":"BGF NEXT 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ACC"},"source_url":"https://mp.weixin.qq.com/s/MMBpO54PKTMt8YSabOVgzA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2512420689","content_text":"有分析指出,此番成立AI游戏工作室,马斯克意图用技术颠覆传统游戏开发逻辑。他提出两大核心理念:一是打破大公司的垄断,二是用AI重构游戏体验。xAI的Grok和“地表最强AI”Grok 3或将成为关键技术支撑。2月17日,马斯克在社交媒体上的一则发文点燃了科技与游戏行业的关注:“xAI将成立一家AI游戏工作室。”这距离他首次透露相关计划仅过去不到三个月——2023年11月28日,他曾在推文中批评“大多数游戏工作室被大型企业控制”,并承诺“让游戏再次伟大”,要通过AI技术打破僵局。有分析指出,此番成立AI游戏工作室,马斯克意图用技术颠覆传统游戏开发逻辑。他提出两大核心理念:一是打破大公司的垄断,二是用AI重构游戏体验。xAI的技术储备——包括其大模型Grok和即将发布的“地表最强AI”Grok 3——或将成为关键支撑。01马斯克:AI“让游戏再次伟大”马斯克对游戏的痴迷早已不是秘密。即便在管理特斯拉、SpaceX等企业的超负荷日程中,他仍坚持每天抽时间打游戏。2024年底,他在支持特朗普竞选总统的间隙,以《暗黑破坏神4》天梯榜全球前20名的成绩震惊玩家社群。这种对游戏的狂热,使他多次对行业的反思。2024年,他曾在一篇专栏中强调:“游戏应当回归娱乐本质,而非传递说教内容。”他多次抨击主流游戏公司过度追求“觉醒文化”(如DEI理念,即多元、平等、包容),认为这损害了游戏的纯粹性。例如,他反对《刺客信条:影》采用黑人主角、《宣誓》加入性别代词设计,甚至因此与开发者公开争执4710。有分析指出,此番成立AI游戏工作室,马斯克意图用技术颠覆传统游戏开发逻辑。他提出两大核心理念:一是打破大公司的垄断,二是用AI重构游戏体验。xAI的技术储备——包括其大模型Grok和即将发布的“地表最强AI”Grok 3——或将成为关键支撑。02中国游戏厂商的AI竞速马斯克的入局,正值全球游戏行业AI化浪潮的高峰。中国厂商已率先探索。米哈游创始人蔡浩宇于2024年创立AI公司Anuttacon,其新作《Project Star》将引入AINPC和动态叙事技术。此外,腾讯、字节跳动等巨头加速自研大模型,应用于游戏开发与运营。东吴证券曾指出,2024年有1416款国产+进口游戏版号过审,超过2023年全年的1075款,显著高于2021-2022年,同时《黑神话:悟空》《地下城与勇士:起源》等众多精品游戏过审上线,大幅提振游戏市场规模。东吴证券表示,国内行业内已有AI配演、AI作曲、AI作画的“3A”小游戏《沙威玛传奇》爆发,各大厂商相继推出自研大模型赋能研发。AI+玩法方面,各家厂商积极探索落地,如巨人网络在《太空杀》中落地AI推理小剧场、AI残局挑战等玩法,看好AI提升玩家体验促进付费,同时期待爆款AI创新玩法拉动行业增长。","news_type":1,"symbols_score_info":{"TSLA":1}},"shareLink":"https://laohu8.com/post/404657935638792","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":78,"displayRows":4,"foldSize":0,"authorId":"3560418186602071"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.405845777072728","cardData":[{"tweetId":"405845777072728","author":{"authorId":"3528863185792591","idStr":"3528863185792591","name":"财经涂鸦","avatar":"https://static.tigerbbs.com/87dd6f2b7a7d8df9244b76b1429746bf","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1069,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":" 网易2024年Q4营收同比下降1.4%,管理层:已与暴雪密切合作","digest":"公司情报专家《财经涂鸦》获悉,2025年2月20日,网易(NTES.US;9999.HK)发布截至2024年12月31日的第四季度及全年未经审计的财务业绩报告。 网易在财报中表示,期内暴雪系列游戏《魔兽世界》和《炉石传说》持续收获来自中国玩家社区的热切参与,2025年2月19 日回归的《守望先锋》进一步推高玩家的热情。 “魔兽和炉石上线这几个月,市场表现依旧远超其历史任何时期。在新内容上线之前,产品数据出现一定程度的衰减是相当正常的现象,我们已经和暴雪的同事密切合作,规划了后续上线的内容。”管理层在电话会议中表示,长期来看,双方团队已建立起牢固的信任关系。今后我们将更多倾听中国玩家的意见,为玩家和社区提供更好的游戏体验。” 期内,《漫威争锋》于 12 月 6 日上线后迅速登顶 Steam 全球畅销榜,《燕云十六声》端游在中国上线后,四天内下载量突破 300 万次;《逆水寒》手游登顶港澳台地区 iOS 下载榜榜首,并于 2025 年 1 月在台湾地区登顶 iOS 畅销榜。热门游戏如《大话西游 2》、《梦幻西游》电脑版及手游、《率土之滨》、《阴阳师》、《第五人 格》、《永劫无间》和《逆水寒》系列人气颇高,展现出网易游戏的长线运营能力。 作为网易的核心业务,游戏及相关增值服务在第四季度净收入同比仅增长1.5%,环比增长1.4%。 谈及海外游戏市场拓展时,管理层表示,海外市场和中国用户的需求是有一些差异的,网易非常重视海外的一些工作室,他们能够通过自己的创意和创新来满足海外用户的需求,“我们也非常支持那些有能力的工作室在海外市场取得成功。” 面对当前绕不开的AI话题,管理层表示,随着DeepSeek的进一步应用,AI能够提出有效地帮助我们在游戏研发管线方面的提效和降本,以及在游戏里帮扶用户更容易理解作品内容,AI对游戏的研发、创新玩法的设计都有巨大的积极贡献。 针对近期的架构调整,","plainDigest":"公司情报专家《财经涂鸦》获悉,2025年2月20日,网易(NTES.US;9999.HK)发布截至2024年12月31日的第四季度及全年未经审计的财务业绩报告。 网易在财报中表示,期内暴雪系列游戏《魔兽世界》和《炉石传说》持续收获来自中国玩家社区的热切参与,2025年2月19 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