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游戏驿站(GME)
21.22
+0.20
+0.95%
行情数据延迟15分钟
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咱村咱最富
·
01-07
$游戏驿站(GME)$
什么时候散户再合力干一把游戏驿站呢
$游戏驿站(GME)$ 什么时候散户再合力干一把游戏驿站呢
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Sumire_9572
·
01-07
$游戏驿站(GME)$
沽空时刻！！！21-
$游戏驿站(GME)$ 沽空时刻！！！21-
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khikho
·
01-04
复利的力量与“算力+数据”的胜出逻辑
从 2021年
$游戏驿站(GME)$
轧空,加密资产高潮到今天，是美国上市公司总市值在 2024 年已达 62.2 万亿美元 ，然后2025年底逼近了70万亿。进入2025–2026年仍在创高区间,复利驱动的长期慢变量，远比短期风潮更有决定性。 看了一些相关分析，也请教了TigerAI，根据很多大佬们分析过支撑这轮长牛的底层逻辑，总体看下来，可以归纳为下面这两条主线: 1.算力即权力。AI 训练与推理的基础设施投入，已成为资本开支（CapEx）与利润增量的主要来源. 华尔街分析师已将2026年超大规模云厂商Hyperscalers的资本支出预期上调至约5270亿美元。烧钱多，还是有用的。[鬼脸] 2.数据即资本。搜索、社交、生产力与云平台的海量数据，转化为更高广告回报、更强付费渗透与更优模型表现。进入2026年，全球顶尖科技企业正通过将搜索、社交、生产力与云平台的海量数据深度整合，实现从单纯的“流量运营”向“数据智能价值化”的战略跨越。更高广告回报，从关键词匹配到意图理解，搜索与生成的融合 (GEO)，传统的搜索引擎优化 (SEO) 已向生成引擎优化 (GEO) 演进。品牌通过结构化数据供模型调用，使得AI生成的答案中能直接引用品牌信息。在2025年后期的实践中，这种原生答案广告使点击率平均提升了 15%-25%。社交数据的精准画像，腾讯等社交巨头利用AI增强的广告平台，使2025年其营销服务收入实现了20%的稳健增长。通过挖掘微信搜一搜、视频号及小程序的跨场景社交数据，广告投放的ROI（投资回报率）显著提升。 更强付费渗透，AI原生应用的订阅转型。生产力工具的 AI 化。百度等厂商将AI能力注入百度网盘、百度文库等生产力应用。到2025年第三季度，此类AI原生应用的订阅模式已成为高质量收入来源
复利的力量与“算力+数据”的胜出逻辑
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huuou:
完全同意，复利和纪律才是真赢家！
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XxxV
·
2025-12-28
$游戏驿站(GME)$
涨了吧
$游戏驿站(GME)$ 涨了吧
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2
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小虎老师
·
2025-12-08
周报：关注12月9–10日美联储会议与潜在“圣诞行情”
上周回顾 1. 美国市场 —— 在信心回升与降息预期中小幅上扬
$标普500ETF(SPY)$
和
$道琼斯(.DJI)$
分别距离10月末与11月中创下的历史高点不到1%；
$NQ100指数2512(NQ2512)$
距离历史高点也不到2%。 就业市场走弱：ADP数据显示11月减少32,000个岗位，逆转10月的47,000个新增；官方数据推迟至12月16日公布。消费者信心回升：情绪小幅改善；核心PCE通胀9月降至2.8%（前值2.9%）。三季度财报强劲：标普500盈利环比增长13.4%，为连续第四个季度双位数增长；科技板块涨幅达29%。美债收益率上升：10年期国债收益率升至4.14%；30年期升至4.79%（三个月新高）。市场押注降息：市场预计12月10日会议有87%的概率降息25个基点。2. 美国行业与个股 —— 科技与AI在强劲财报下领涨 板块方面：科技领涨，通讯服务YTD涨36%，信息科技涨26%，尽管巨头波动较大。AI/半导体活跃——
$英伟达(NVDA)$
投资S
$新思科技(SNPS)$
，亚马逊推出新芯片。 重点个股表现：
$微软(MSFT)$
：因下调AI软件销售目标而下跌1.8%，市场对AI产品采用度存疑。
周报：关注12月9–10日美联储会议与潜在“圣诞行情”
# 澳洲投资圈
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理性判断
·
2025-11-03
$游戏驿站(GME)$
这到底是个什么玩意儿
$游戏驿站(GME)$ 这到底是个什么玩意儿
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喜地欢天
·
2025-10-23
$游戏驿站(GME)$
在向上回升一些就更能确认方向了
$游戏驿站(GME)$ 在向上回升一些就更能确认方向了
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理性判断
·
2025-10-13
$游戏驿站(GME)$
多少有点拉垮了
$游戏驿站(GME)$ 多少有点拉垮了
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理性判断
·
2025-10-23
$游戏驿站(GME)$
跌跌不休啊
$游戏驿站(GME)$ 跌跌不休啊
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金星匯
·
2025-10-23
网易2025年中期观察：内容力与全球化
在经过一轮以产品更新与出海加速为主线的季度之后，网易(09999.HK)交出一份兼具增长与韧性的中期成绩单。2025年第二季度，集团实现净收入279亿元人民币，同比增长9.4%，其中核心的「游戏及相关增值服务」录得228亿元、同比增长13.7%，带动毛利润升至181亿元；归母净利润为86亿元，非美国通用会计准则（Non-GAAP）口径为95亿元，有效税率约14.7%。在现金流与资本结构方面，期末净现金达1,421亿元，单季经营性现金流入109亿元，为后续研发与全球化铺垫了充足「弹药」。 长青产品与新品齐驱，内容迭代带动质量增长 二季度的增长结构，仍由内容力驱动。既有长线IP透过重大版本与节庆活动维持高热度：《逆水寒》手游两周年更新登上中国iOS畅销榜第三，《蛋仔派对》三周年活动推升至畅销榜第五，《第五人格》《永劫无间》手游等亦在赛季与周年档期拉动榜单表现；端游方面，《七日世界》周年档期进入Steam全球畅销前列，《梦幻西游》电脑版8月最高同时在线突破293万创历史新高，显示成熟产品依然具备强运营的「续航力」。 新品方面，海外多端同步推进：《界外狂潮》（主机）、《全明星街球派对》（全球）、《漫威秘法狂潮》（全球）均在上线窗口期进入美国或多地下载榜前列，形成流量新入口与品牌外溢；《漫威争锋》在7月的内容特辑后登上全球Steam畅销榜第二与美国第一，对海外口碑与商业化形成加分。同时，暴雪系列在国内的回归持续扩大影响力：《炉石传说》新资料片冲入iOS畅销前五，《魔兽世界》国服二十周年将于11月上线国区独家新服务器，为四季度国内用户活跃与付费转化埋下伏笔。 从费用侧看，二季度营业费用合计90亿元，环比上升主要因市场推广投入加大，但在内容带动下毛利仍较同期提升，结构上呈现「为增长而投」的健康组合。 监管常态化、精品化趋势与全球分发 中国游戏市场在版号常态化、合规经营成为基本面前提的格局
网易2025年中期观察：内容力与全球化
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公司概况
公司名称
游戏驿站
所属市场
NYSE
成立日期
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办公地址
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公司网址
http://www.gamestop.com
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公司概况
游戏驿站公司于1996年开始运营，是世界上最大的多线路视频游戏零售商。公司从事销售新旧视频游戏硬件，物理和数字视频游戏软件、配件，电脑娱乐软件，新旧手机，消费类电子产品和商品。
01-12
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
01-08
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
01-07
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
01-06
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
01-06
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2025-12-09
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
2025-12-09
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-10-07
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-10-01
关联方拟减持公告
Form 144 | GameStop高管 Daniel Moore 拟减持6509股，总价约17.95万美元
Form 144 | GameStop高管 Daniel Moore 拟减持6509股，总价约17.95万美元
2025-10-01
关联方拟减持公告
Form 144 | GameStop高管 Mark Robinson 拟减持4449股，总价约12.27万美元
Form 144 | GameStop高管 Mark Robinson 拟减持4449股，总价约12.27万美元
2025-09-09
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
2025-09-09
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-08-11
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-07-23
关联方拟减持公告
Form 144 | GAMESTOP高管 Mark H. Robinson 拟减持11085股，总价约26.9万美元
Form 144 | GAMESTOP高管 Mark H. Robinson 拟减持11085股，总价约26.9万美元
2025-06-24
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
分时
5日
日
周
月
数据加载中...
最高
21.40
今开
21.01
量比
0.88
最低
20.88
昨收
21.02
换手率
0.35%
热议股票
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