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CM1990
12-20
$阿里巴巴-W(09988)$
CM1990
11-30
$阿里巴巴-W(09988)$
CM1990
11-19
$阿里巴巴-W(09988)$
CM1990
11-08
$阿里巴巴-W(09988)$
CM1990
10-22
$阿里巴巴-W(09988)$
CM1990
10-15
$中芯国际(00981)$
CM1990
2023-03-24
做个任务 呵呵呵呵呵呵呵
CM1990
2022-12-29
那是不是意味着暴雪跟网易一旦分手,再进中国还要等2年
抱歉,原内容已删除
CM1990
2022-12-12
$阿里巴巴(BABA)$
CM1990
2022-12-08
$苹果(AAPL)$
CM1990
2022-01-04
361是跌没了吗,都显示不出来了
抱歉,原内容已删除
CM1990
2021-10-22
$Phunware, Inc.(PHUN)$
这是什么鬼
CM1990
2021-09-30
这还有利?推广费收入估计要断崖下跌
抱歉,原内容已删除
去老虎APP查看更多动态
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呵呵呵呵呵呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659907376","isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621624972,"gmtCreate":1672276271297,"gmtModify":1672276273195,"author":{"id":"3566425224924693","authorId":"3566425224924693","name":"CM1990","avatar":"https://static.tigerbbs.com/1288ea98e94863b8f2e308981003b510","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566425224924693","authorIdStr":"3566425224924693"},"themes":[],"htmlText":"那是不是意味着暴雪跟网易一旦分手,再进中国还要等2年","listText":"那是不是意味着暴雪跟网易一旦分手,再进中国还要等2年","text":"那是不是意味着暴雪跟网易一旦分手,再进中国还要等2年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/621624972","repostId":"2295515579","repostType":2,"isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629737939,"gmtCreate":1670845633522,"gmtModify":1670845634251,"author":{"id":"3566425224924693","authorId":"3566425224924693","name":"CM1990","avatar":"https://static.tigerbbs.com/1288ea98e94863b8f2e308981003b510","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566425224924693","authorIdStr":"3566425224924693"},"themes":[],"htmlText":"<a 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Inc.(PHUN)$这是什么鬼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851230419","isVote":1,"tweetType":1,"viewCount":1524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865552547,"gmtCreate":1633005573147,"gmtModify":1633005573147,"author":{"id":"3566425224924693","authorId":"3566425224924693","name":"CM1990","avatar":"https://static.tigerbbs.com/1288ea98e94863b8f2e308981003b510","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566425224924693","authorIdStr":"3566425224924693"},"themes":[],"htmlText":"这还有利?推广费收入估计要断崖下跌","listText":"这还有利?推广费收入估计要断崖下跌","text":"这还有利?推广费收入估计要断崖下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865552547","repostId":"2170679163","repostType":2,"isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":851230419,"gmtCreate":1634909980490,"gmtModify":1634909980490,"author":{"id":"3566425224924693","authorId":"3566425224924693","name":"CM1990","avatar":"https://static.tigerbbs.com/1288ea98e94863b8f2e308981003b510","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566425224924693","authorIdStr":"3566425224924693"},"themes":[],"htmlText":"<a 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","text":"$阿里巴巴-W(09988)$","images":[{"img":"https://static.tigerbbs.com/b791a10c600d070046d4960a175bf057","width":"1006","height":"1808"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383602115948648","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":621624972,"gmtCreate":1672276271297,"gmtModify":1672276273195,"author":{"id":"3566425224924693","authorId":"3566425224924693","name":"CM1990","avatar":"https://static.tigerbbs.com/1288ea98e94863b8f2e308981003b510","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566425224924693","authorIdStr":"3566425224924693"},"themes":[],"htmlText":"那是不是意味着暴雪跟网易一旦分手,再进中国还要等2年","listText":"那是不是意味着暴雪跟网易一旦分手,再进中国还要等2年","text":"那是不是意味着暴雪跟网易一旦分手,再进中国还要等2年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/621624972","repostId":"2295515579","repostType":2,"repost":{"id":"2295515579","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1672275439,"share":"https://www.laohu8.com/m/news/2295515579?lang=&edition=full","pubTime":"2022-12-29 08:57","market":"us","language":"zh","title":"游戏业迎重大利好!进口版号时隔500多天再度发放","url":"https://stock-news.laohu8.com/highlight/detail?id=2295515579","media":"券商中国","summary":"暌违已久的游戏行情要来了? 12月28日,国家新闻出版署分别公布了12月国产网络游戏审批信息和2022年进口网络游戏审批信息,共计有129款游戏过审。腾讯、网易以及字节跳动等大厂斩获颇丰,A股公司中,吉比特、中青宝、美盛文化等公司或其子公司产品获批。港美股公司中,网易、创梦天地、心动公司、中手游等公司产品获批。 值得注意的是,进口游戏版号发放距离上一次公布已有548天的时间。","content":"<html><head></head><body><blockquote>暌违已久的游戏行情要来了?</blockquote><p>12月28日,国家新闻出版署分别公布了12月国产网络游戏审批信息和2022年进口网络游戏审批信息,共计有129款游戏过审。<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>以及字节跳动等大厂斩获颇丰,A股公司中,<a href=\"https://laohu8.com/S/603444\">吉比特</a>、<a href=\"https://laohu8.com/S/300052\">中青宝</a>、<a href=\"https://laohu8.com/S/LM\">美盛</a>文化等公司或其子公司产品获批。港美股公司中,<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/01119\">创梦天地</a>、<a href=\"https://laohu8.com/S/02400\">心动公司</a>、<a href=\"https://laohu8.com/S/00302\">中手游</a>等公司产品获批。</p><p>值得注意的是,进口游戏版号发放距离上一次公布已有548天的时间。在游戏板块估值跌至历史底部之际,叠加官媒接连发声、政策频出利好,市场分析认为,版号监管进入常态化阶段为游戏行业带来确定性增量,有利于相关公司释放产品线游戏存量,提振游戏行业市场信心。游戏板块有望从今年四季度开始迎来业绩向上拐点,实现估值提升和业绩提振的“戴维斯双击”。</p><p>时隔500多天再度发放进口版号</p><p>国家新闻出版署12月28日发布了12 月国产网络游戏审批信息,共84款游戏获批。包括了网易的《巅峰极速》、心动的《火力苏打》、<a href=\"https://laohu8.com/S/01119\">创梦天地</a>的《团子合合屋》以及<a href=\"https://laohu8.com/S/603444\">吉比特</a>旗下雷霆互动的《渊海王座》等。</p><p>同日,国家新闻出版署还发布了2022年进口网络游戏审批信息,共44款进口游戏版号获批,包括<a href=\"https://laohu8.com/S/00700\">腾讯</a>的《宝可梦大集结》、网易的《幻想生活》、《突袭:暗影传说》、<a href=\"https://laohu8.com/S/BIDU\">百度</a>多酷《动物王者》、字节旗下朝夕光年的《原界之罪》都获得了版号。</p><p>上市公司方面,<a href=\"https://laohu8.com/S/300052\">中青宝</a>有《奇迹降临》等4款进口游戏版号获批,<a href=\"https://laohu8.com/S/002624\">完美世界</a>、心动网络、<a href=\"https://laohu8.com/S/002517\">恺英网络</a>(维权)、创梦天地等都有收获进口游戏版号。值得注意的是,进口游戏版号发放距离上一次(2021年6月28日)公布已有548天的时间,释放产品线游戏存量、提振游戏行业市场信心的意味尤为明显。</p><p>据了解,游戏版号是指国家新闻出版署批准相关游戏出版运营批文号的总称,是游戏软件厂商或者个人作者开发的游戏软件在开发完成后进行出版上线运营的批准文件,由国家新闻出版署审核发布。根据规定,所有的网络游戏须完成版号申领,才能开放国内用户充值付费,正式上线运营。从2016年7月1日起,所有游戏都必须获批版号才能运营。简单来说,版号相当于游戏的“准生证”或“营业执照”,对于游戏行业来说具有至关重要的意义。</p><p>今年以来,国家新闻出版署共发放7次游戏版号,截至12月28日,今年共有468款国产游戏版号过审,数量较去年大幅减少。近日腾讯在线上召开内部员工大会,马化腾认为从长期看,国内游戏市场的版号肯定是紧缩状态,不会像过去那么容易(拿版号)。“所以(腾讯游戏)一定要聚焦精品,不要浪费任何一个版号的机会”。</p><p>市场分析认为,版号监管进入常态化阶段为游戏行业带来确定性增量,有利于相关公司释放产品线游戏存量,提振游戏行业市场信心。游戏板块有望从今年四季度开始迎来业绩向上拐点,实现估值提升和业绩提振的“戴维斯双击”。</p><p>游戏指数蛰伏待机</p><p>近期资本市场中板块轮动剧烈、热点切换频繁,但游戏板块的行情却暌违已久,备受冷落。以中证动漫游戏指数为例,前五大权重股分别为<a href=\"https://laohu8.com/S/002555\">三七互娱</a>、<a href=\"https://laohu8.com/S/002624\">完美世界</a>、<a href=\"https://laohu8.com/S/002602\">世纪华通</a>、吉比特以及<a href=\"https://laohu8.com/S/300418\">昆仑万维</a>,其中<a href=\"https://laohu8.com/S/002555\">三七互娱</a>与完美世界前三季度净利润增长率分别达到31.11%与80.26%。当前指数平均市盈率为50.56倍,较历史最高值250多倍已是天壤之别,市净率更是只有仅有1.93倍,处于过去五年3.13%分位值。</p><p><img src=\"https://static.tigerbbs.com/fd471314551fc351caae3bd4a38f5e03\" tg-width=\"1080\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/></p><p>11月以来,游戏行业利好政策频出。11月16日<a href=\"https://laohu8.com/S/603000\">人民网</a>发布财评指出,“事实证明:电子游戏早已摆脱娱乐产品的单一属性,已成为对一个国家产业布局、科技创新具有重要意义的产业。这值得我们重视和深度挖掘其潜在的价值”。业内人士分析,这篇文章肯定了游戏行业的两大价值:其一,游戏科技在助力5G、芯片、人工智能、元宇宙等前沿科技、先进技术发展中起到了重要作用,正成为推动不同产业进行数字化转型、走向数实融合、构建数字孪生体的重要工具;其二,游戏对破除文化壁垒、增强中华文明传播影响力方面具有重要作用。</p><p>11月中下旬,中国音数协游戏工委、中国游戏产业研究院联合伽马数据共同发布《2022中国游戏产业未成年人保护进展报告》,显示未成年人游戏时长与充值双降。</p><p>12月3日,环球财经发文重申电子游戏蕴藏巨大科技生产力,积极培育网络游戏等领域出口竞争优势,发挥游戏的文化输出价值。</p><p>12月14日,中共中央、国务院印发的《扩大内需战略规划纲要(2022-2035年)》及12月15日国家发展改革委发布的《“十四五”扩大内需战略实施方案》均提出“锚定2035年远景目标,要全面促进消费,加快消费提质升级。要深入发展在线文娱,鼓励传统线下文化娱乐业态线上化,支持打造数字精品内容和新兴数字资源传播平台”等内容。</p><p>此外,海外不少国家都高度重视游戏产业的价值。近日欧洲议会高票通过了电子游戏产业发展决议,呼吁欧洲重视发展电子游戏产业,并制定长期发展战略,倡议推动欧洲电子游戏学院的建立。这意味着,电子游戏正式受到欧盟官方的重视,随之而来的还有政策、资金等各方面的支持。</p><p>国泰基金表示,目前游戏板块估值位于历史低位,后续叠加VR、AIGC、区块链技术等新技术催化,游戏行业景气度有望转向回升。</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\" 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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游戏业迎重大利好!进口版号时隔500多天再度发放\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2022-12-29 08:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>暌违已久的游戏行情要来了?</blockquote><p>12月28日,国家新闻出版署分别公布了12月国产网络游戏审批信息和2022年进口网络游戏审批信息,共计有129款游戏过审。<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>以及字节跳动等大厂斩获颇丰,A股公司中,<a href=\"https://laohu8.com/S/603444\">吉比特</a>、<a href=\"https://laohu8.com/S/300052\">中青宝</a>、<a href=\"https://laohu8.com/S/LM\">美盛</a>文化等公司或其子公司产品获批。港美股公司中,<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/01119\">创梦天地</a>、<a href=\"https://laohu8.com/S/02400\">心动公司</a>、<a href=\"https://laohu8.com/S/00302\">中手游</a>等公司产品获批。</p><p>值得注意的是,进口游戏版号发放距离上一次公布已有548天的时间。在游戏板块估值跌至历史底部之际,叠加官媒接连发声、政策频出利好,市场分析认为,版号监管进入常态化阶段为游戏行业带来确定性增量,有利于相关公司释放产品线游戏存量,提振游戏行业市场信心。游戏板块有望从今年四季度开始迎来业绩向上拐点,实现估值提升和业绩提振的“戴维斯双击”。</p><p>时隔500多天再度发放进口版号</p><p>国家新闻出版署12月28日发布了12 月国产网络游戏审批信息,共84款游戏获批。包括了网易的《巅峰极速》、心动的《火力苏打》、<a href=\"https://laohu8.com/S/01119\">创梦天地</a>的《团子合合屋》以及<a href=\"https://laohu8.com/S/603444\">吉比特</a>旗下雷霆互动的《渊海王座》等。</p><p>同日,国家新闻出版署还发布了2022年进口网络游戏审批信息,共44款进口游戏版号获批,包括<a href=\"https://laohu8.com/S/00700\">腾讯</a>的《宝可梦大集结》、网易的《幻想生活》、《突袭:暗影传说》、<a href=\"https://laohu8.com/S/BIDU\">百度</a>多酷《动物王者》、字节旗下朝夕光年的《原界之罪》都获得了版号。</p><p>上市公司方面,<a href=\"https://laohu8.com/S/300052\">中青宝</a>有《奇迹降临》等4款进口游戏版号获批,<a href=\"https://laohu8.com/S/002624\">完美世界</a>、心动网络、<a href=\"https://laohu8.com/S/002517\">恺英网络</a>(维权)、创梦天地等都有收获进口游戏版号。值得注意的是,进口游戏版号发放距离上一次(2021年6月28日)公布已有548天的时间,释放产品线游戏存量、提振游戏行业市场信心的意味尤为明显。</p><p>据了解,游戏版号是指国家新闻出版署批准相关游戏出版运营批文号的总称,是游戏软件厂商或者个人作者开发的游戏软件在开发完成后进行出版上线运营的批准文件,由国家新闻出版署审核发布。根据规定,所有的网络游戏须完成版号申领,才能开放国内用户充值付费,正式上线运营。从2016年7月1日起,所有游戏都必须获批版号才能运营。简单来说,版号相当于游戏的“准生证”或“营业执照”,对于游戏行业来说具有至关重要的意义。</p><p>今年以来,国家新闻出版署共发放7次游戏版号,截至12月28日,今年共有468款国产游戏版号过审,数量较去年大幅减少。近日腾讯在线上召开内部员工大会,马化腾认为从长期看,国内游戏市场的版号肯定是紧缩状态,不会像过去那么容易(拿版号)。“所以(腾讯游戏)一定要聚焦精品,不要浪费任何一个版号的机会”。</p><p>市场分析认为,版号监管进入常态化阶段为游戏行业带来确定性增量,有利于相关公司释放产品线游戏存量,提振游戏行业市场信心。游戏板块有望从今年四季度开始迎来业绩向上拐点,实现估值提升和业绩提振的“戴维斯双击”。</p><p>游戏指数蛰伏待机</p><p>近期资本市场中板块轮动剧烈、热点切换频繁,但游戏板块的行情却暌违已久,备受冷落。以中证动漫游戏指数为例,前五大权重股分别为<a href=\"https://laohu8.com/S/002555\">三七互娱</a>、<a href=\"https://laohu8.com/S/002624\">完美世界</a>、<a href=\"https://laohu8.com/S/002602\">世纪华通</a>、吉比特以及<a href=\"https://laohu8.com/S/300418\">昆仑万维</a>,其中<a href=\"https://laohu8.com/S/002555\">三七互娱</a>与完美世界前三季度净利润增长率分别达到31.11%与80.26%。当前指数平均市盈率为50.56倍,较历史最高值250多倍已是天壤之别,市净率更是只有仅有1.93倍,处于过去五年3.13%分位值。</p><p><img src=\"https://static.tigerbbs.com/fd471314551fc351caae3bd4a38f5e03\" tg-width=\"1080\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/></p><p>11月以来,游戏行业利好政策频出。11月16日<a href=\"https://laohu8.com/S/603000\">人民网</a>发布财评指出,“事实证明:电子游戏早已摆脱娱乐产品的单一属性,已成为对一个国家产业布局、科技创新具有重要意义的产业。这值得我们重视和深度挖掘其潜在的价值”。业内人士分析,这篇文章肯定了游戏行业的两大价值:其一,游戏科技在助力5G、芯片、人工智能、元宇宙等前沿科技、先进技术发展中起到了重要作用,正成为推动不同产业进行数字化转型、走向数实融合、构建数字孪生体的重要工具;其二,游戏对破除文化壁垒、增强中华文明传播影响力方面具有重要作用。</p><p>11月中下旬,中国音数协游戏工委、中国游戏产业研究院联合伽马数据共同发布《2022中国游戏产业未成年人保护进展报告》,显示未成年人游戏时长与充值双降。</p><p>12月3日,环球财经发文重申电子游戏蕴藏巨大科技生产力,积极培育网络游戏等领域出口竞争优势,发挥游戏的文化输出价值。</p><p>12月14日,中共中央、国务院印发的《扩大内需战略规划纲要(2022-2035年)》及12月15日国家发展改革委发布的《“十四五”扩大内需战略实施方案》均提出“锚定2035年远景目标,要全面促进消费,加快消费提质升级。要深入发展在线文娱,鼓励传统线下文化娱乐业态线上化,支持打造数字精品内容和新兴数字资源传播平台”等内容。</p><p>此外,海外不少国家都高度重视游戏产业的价值。近日欧洲议会高票通过了电子游戏产业发展决议,呼吁欧洲重视发展电子游戏产业,并制定长期发展战略,倡议推动欧洲电子游戏学院的建立。这意味着,电子游戏正式受到欧盟官方的重视,随之而来的还有政策、资金等各方面的支持。</p><p>国泰基金表示,目前游戏板块估值位于历史低位,后续叠加VR、AIGC、区块链技术等新技术催化,游戏行业景气度有望转向回升。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d23af3e57bf26bf36875e75a19b6cf19","relate_stocks":{"159792":"互联网","160636":"互联网","00700":"腾讯控股","01119":"创梦天地","TCEHY":"腾讯控股ADR","NTES":"网易","02400":"心动公司","09999":"网易-S","00302":"中手游"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295515579","content_text":"暌违已久的游戏行情要来了?12月28日,国家新闻出版署分别公布了12月国产网络游戏审批信息和2022年进口网络游戏审批信息,共计有129款游戏过审。腾讯、网易以及字节跳动等大厂斩获颇丰,A股公司中,吉比特、中青宝、美盛文化等公司或其子公司产品获批。港美股公司中,网易、创梦天地、心动公司、中手游等公司产品获批。值得注意的是,进口游戏版号发放距离上一次公布已有548天的时间。在游戏板块估值跌至历史底部之际,叠加官媒接连发声、政策频出利好,市场分析认为,版号监管进入常态化阶段为游戏行业带来确定性增量,有利于相关公司释放产品线游戏存量,提振游戏行业市场信心。游戏板块有望从今年四季度开始迎来业绩向上拐点,实现估值提升和业绩提振的“戴维斯双击”。时隔500多天再度发放进口版号国家新闻出版署12月28日发布了12 月国产网络游戏审批信息,共84款游戏获批。包括了网易的《巅峰极速》、心动的《火力苏打》、创梦天地的《团子合合屋》以及吉比特旗下雷霆互动的《渊海王座》等。同日,国家新闻出版署还发布了2022年进口网络游戏审批信息,共44款进口游戏版号获批,包括腾讯的《宝可梦大集结》、网易的《幻想生活》、《突袭:暗影传说》、百度多酷《动物王者》、字节旗下朝夕光年的《原界之罪》都获得了版号。上市公司方面,中青宝有《奇迹降临》等4款进口游戏版号获批,完美世界、心动网络、恺英网络(维权)、创梦天地等都有收获进口游戏版号。值得注意的是,进口游戏版号发放距离上一次(2021年6月28日)公布已有548天的时间,释放产品线游戏存量、提振游戏行业市场信心的意味尤为明显。据了解,游戏版号是指国家新闻出版署批准相关游戏出版运营批文号的总称,是游戏软件厂商或者个人作者开发的游戏软件在开发完成后进行出版上线运营的批准文件,由国家新闻出版署审核发布。根据规定,所有的网络游戏须完成版号申领,才能开放国内用户充值付费,正式上线运营。从2016年7月1日起,所有游戏都必须获批版号才能运营。简单来说,版号相当于游戏的“准生证”或“营业执照”,对于游戏行业来说具有至关重要的意义。今年以来,国家新闻出版署共发放7次游戏版号,截至12月28日,今年共有468款国产游戏版号过审,数量较去年大幅减少。近日腾讯在线上召开内部员工大会,马化腾认为从长期看,国内游戏市场的版号肯定是紧缩状态,不会像过去那么容易(拿版号)。“所以(腾讯游戏)一定要聚焦精品,不要浪费任何一个版号的机会”。市场分析认为,版号监管进入常态化阶段为游戏行业带来确定性增量,有利于相关公司释放产品线游戏存量,提振游戏行业市场信心。游戏板块有望从今年四季度开始迎来业绩向上拐点,实现估值提升和业绩提振的“戴维斯双击”。游戏指数蛰伏待机近期资本市场中板块轮动剧烈、热点切换频繁,但游戏板块的行情却暌违已久,备受冷落。以中证动漫游戏指数为例,前五大权重股分别为三七互娱、完美世界、世纪华通、吉比特以及昆仑万维,其中三七互娱与完美世界前三季度净利润增长率分别达到31.11%与80.26%。当前指数平均市盈率为50.56倍,较历史最高值250多倍已是天壤之别,市净率更是只有仅有1.93倍,处于过去五年3.13%分位值。11月以来,游戏行业利好政策频出。11月16日人民网发布财评指出,“事实证明:电子游戏早已摆脱娱乐产品的单一属性,已成为对一个国家产业布局、科技创新具有重要意义的产业。这值得我们重视和深度挖掘其潜在的价值”。业内人士分析,这篇文章肯定了游戏行业的两大价值:其一,游戏科技在助力5G、芯片、人工智能、元宇宙等前沿科技、先进技术发展中起到了重要作用,正成为推动不同产业进行数字化转型、走向数实融合、构建数字孪生体的重要工具;其二,游戏对破除文化壁垒、增强中华文明传播影响力方面具有重要作用。11月中下旬,中国音数协游戏工委、中国游戏产业研究院联合伽马数据共同发布《2022中国游戏产业未成年人保护进展报告》,显示未成年人游戏时长与充值双降。12月3日,环球财经发文重申电子游戏蕴藏巨大科技生产力,积极培育网络游戏等领域出口竞争优势,发挥游戏的文化输出价值。12月14日,中共中央、国务院印发的《扩大内需战略规划纲要(2022-2035年)》及12月15日国家发展改革委发布的《“十四五”扩大内需战略实施方案》均提出“锚定2035年远景目标,要全面促进消费,加快消费提质升级。要深入发展在线文娱,鼓励传统线下文化娱乐业态线上化,支持打造数字精品内容和新兴数字资源传播平台”等内容。此外,海外不少国家都高度重视游戏产业的价值。近日欧洲议会高票通过了电子游戏产业发展决议,呼吁欧洲重视发展电子游戏产业,并制定长期发展战略,倡议推动欧洲电子游戏学院的建立。这意味着,电子游戏正式受到欧盟官方的重视,随之而来的还有政策、资金等各方面的支持。国泰基金表示,目前游戏板块估值位于历史低位,后续叠加VR、AIGC、区块链技术等新技术催化,游戏行业景气度有望转向回升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376328652485008,"gmtCreate":1732919293116,"gmtModify":1732937976990,"author":{"id":"3566425224924693","authorId":"3566425224924693","name":"CM1990","avatar":"https://static.tigerbbs.com/1288ea98e94863b8f2e308981003b510","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566425224924693","authorIdStr":"3566425224924693"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/03998\">波司登</a>跌2.61%,<a href=\"https://laohu8.com/S/01361\">361度</a>跌近%。<img src=\"https://static.tigerbbs.com/2e0fc662e4f9bd96b612c43ae75fe53a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03998":"波司登","BK1502":"双十一","BK1589":"北水核心资产","BK1500":"做空集合股","01361":"361度","BK1227":"服装、服饰与奢侈品","BK1512":"体育用品","02331":"李宁"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177733233","content_text":"1月4日讯,港股体育用品股走弱,李宁跌6%,波司登跌2.61%,361度跌近%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865552547,"gmtCreate":1633005573147,"gmtModify":1633005573147,"author":{"id":"3566425224924693","authorId":"3566425224924693","name":"CM1990","avatar":"https://static.tigerbbs.com/1288ea98e94863b8f2e308981003b510","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566425224924693","authorIdStr":"3566425224924693"},"themes":[],"htmlText":"这还有利?推广费收入估计要断崖下跌","listText":"这还有利?推广费收入估计要断崖下跌","text":"这还有利?推广费收入估计要断崖下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865552547","repostId":"2170679163","repostType":2,"repost":{"id":"2170679163","kind":"highlight","pubTimestamp":1632814155,"share":"https://www.laohu8.com/m/news/2170679163?lang=&edition=full","pubTime":"2021-09-28 15:29","market":"hk","language":"zh","title":"里昂:开放互联网跨平台网络链接 料对阿里巴巴(9988.HK)有利","url":"https://stock-news.laohu8.com/highlight/detail?id=2170679163","media":"格隆汇","summary":"里昂指开放互联网跨平台网络链接,料对阿里巴巴(9988.HK)有利。","content":"<html><body><p>里昂发表内地互联网行业报告表示,逾20间内地互联网和电讯公司出席了该行所举行的投资者论坛,大部份企业均相信受到监管风险属可控,并指内地出台《个人数据保护法》或会对企业产生部份不明朗因素,但同时指在边远城市具业务扩张及的新机会,包括电商、医疗、云及自动驾驶等。该行估计中资互联网股今年第三季盈利将转坏,但今年第四季会呈反弹。</p><p>该行表示与<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>投资者关系主管进行会面,并引述阿里管理层指将持续投资未来,如淘宝特价版(Taobao Deals)和社区团购(CGB)。</p><p>里昂指,就与竞争同业的跨平台开放上,监管机构对内地互联网平台须开放外部网络链接的要求,料对阿里巴巴有利,因其拥有更好的用户体验和更低的流量获取成本。由于商家不太可能将针对公共领域的营销资金转移到私人领域,因此预计对其广告收入的影响很小。该行指,淘特和闲鱼(淘宝二手交易平台)的微信小程序仍在审查中,除支付宝外,亦将遵循<a href=\"https://laohu8.com/S/00700\">腾讯</a>(0700.HK)旗下微信的付款方式要求。</p><p><img src=\"https://img3.gelonghui.com/7b721-505d9634-53bd-4374-8eb9-cc29c692e343.png\"/></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=http://www.gelonghui.com/p/488694><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>里昂发表内地互联网行业报告表示,逾20间内地互联网和电讯公司出席了该行所举行的投资者论坛,大部份企业均相信受到监管风险属可控,并指内地出台《个人数据保护法》或会对企业产生部份不明朗因素,但同时指在边远城市具业务扩张及的新机会,包括电商、医疗、云及自动驾驶等。该行估计中资互联网股今年第三季盈利将转坏,但今年第四季会呈反弹。该行表示与阿里巴巴投资者关系主管进行会面,并引述阿里管理层指将持续投资未来,如...</p>\n\n<a href=\"http://www.gelonghui.com/p/488694\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img7.gelonghui.com/column/2/104.png","relate_stocks":{"159792":"互联网","160636":"互联网","09988":"阿里巴巴-W","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://www.gelonghui.com/p/488694","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2170679163","content_text":"里昂发表内地互联网行业报告表示,逾20间内地互联网和电讯公司出席了该行所举行的投资者论坛,大部份企业均相信受到监管风险属可控,并指内地出台《个人数据保护法》或会对企业产生部份不明朗因素,但同时指在边远城市具业务扩张及的新机会,包括电商、医疗、云及自动驾驶等。该行估计中资互联网股今年第三季盈利将转坏,但今年第四季会呈反弹。该行表示与阿里巴巴投资者关系主管进行会面,并引述阿里管理层指将持续投资未来,如淘宝特价版(Taobao Deals)和社区团购(CGB)。里昂指,就与竞争同业的跨平台开放上,监管机构对内地互联网平台须开放外部网络链接的要求,料对阿里巴巴有利,因其拥有更好的用户体验和更低的流量获取成本。由于商家不太可能将针对公共领域的营销资金转移到私人领域,因此预计对其广告收入的影响很小。该行指,淘特和闲鱼(淘宝二手交易平台)的微信小程序仍在审查中,除支付宝外,亦将遵循腾讯(0700.HK)旗下微信的付款方式要求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}