投中网  >  商业深度  >  正文 腾讯做了《幻兽帕鲁》的平替？ AI蓝媒汇   |   叶二 2024-02-01 10:05:13 在相似游戏的赛道上，注定胜利的也大多只有先入场的那一个。 游戏行业，再次被萌萌可爱的“宝可梦”们给征服。 进入2024年，一款名为《幻兽帕鲁》的游戏，成为了当下大火的爆款。首日销量200万、5天时间突破700万、创收15亿元，在Steam平台一经上线，快速冲到玩家在线第一位，最高峰值破200万...... “刚火那阵，我关注到的很多斗鱼DOTA2主播，都直播起了这个游戏，熬夜直接开肝，甚至是互相比拼进度。水友还时不时在各个直播间通风报信，谁谁谁起床了。”斗鱼用户曾小可告诉AI蓝媒汇。 《幻兽帕鲁》的爆火程度，可见一斑。 类宝可梦的幻兽萌宠设计、玩家与幻兽一同探索战斗、开放式世界的冒险体验，甚至衍生的“帕鲁打工人”等等内容玩法，都让众多玩家沉迷其中。 公开资料显示，《幻兽帕鲁》是由日本一家游戏小厂Pocketpair开发制作，即便该游戏也存有不少争议，比如涉嫌抄袭宝可梦、究极缝合怪等，但Pocketpair已然赚得是盆满钵满。 这场流量金矿，国产游戏大厂也在迅速跟进 ...

IT之家 1 月 31 日消息，腾讯旗下《英雄联盟》游戏今日官宣，2 月 6 日起，英雄联盟抖音直播将全面开放。 2 月 5 日 20 点，官方邀请了一位神秘嘉宾在英雄联盟抖音官方直播间进行技术测试。（小提示：英雄联盟 7 周年、天使） 腾讯和字节跳动此前已就直播进行“破冰”合作，《王者荣耀》、《和平精英》赛事均已开放抖音直播。 据新浪科技报道，一位游戏直播行业人士表示，“腾讯之所以愿意与抖音破冰，说白了还是 2022 年以来游戏侧收益增长明显放缓。” 据IT之家此前报道汇总，腾讯《王者荣耀》与抖音直播的冲突还要追溯到 2016 年，腾讯当时以涉嫌侵犯《王者荣耀》著作权为由将今日头条公司及其母公司字节跳动诉至广州知识产权法院。 2019 年，法院认为腾讯有充足证据证明西瓜视频 App 有直播《王者荣耀》的行为，最终裁定相关公司自 2019 年 1 月 31 日停止直播《王者荣耀》游戏。 广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。 ...

文 | 王毓婵 编辑 | 杨林 2023年，中文互联网世界中发生了两个重要的变动：一是拼多多市值超越阿里；二是字节跳动上半年营收超越腾讯。 在巨头公司的无数台电脑面前伏案工作的人，仿佛都共同见证了“新王换旧王”的历史。在2024这个关键的年关，“旧时代的王”是怎么看待自己的处境的？ 1月29日，腾讯召开了公司年会，包括腾讯公司董事会主席、首席执行官马化腾和总裁刘炽平、微信事业群总裁张小龙等人在内的多位高管在深圳湾体育中心上台演讲，总结了过去一年的发展，也展望了未来一年的规划。 马化腾很直白地表达了腾讯目前的处境。“老树如何发新芽，是一个很大的问题。”马化腾说。“BAT公司里，目前好像只看到我们还有机会发点‘新芽’。而其他新树都在茁壮成长，也带给我们很大的压力。” 相比同时代的另外两家“老树”——阿里巴巴和百度，腾讯确实是活得相对好的一家——既没有明显掉队，也没有剧烈的高层动荡、业务拆分，一切业务不论赚多赚少，都保持着一种“确定性”。这家公司以它一贯的风格，谨慎沉稳地迈向中年。 在年会演讲上，马化腾多次提到“信心”二字，不仅是表达对本公司未来发展的信心，也表达对宏观经济环境的信心。这种信心表现在股票市场上，就是 ...

封面来源丨龙与地下城官方网站 雪豹财经社独家获悉，美国玩具公司孩之宝（Hasbro）正在寻求出售旗下知名IP“龙与地下城”（Dungeons & Dragons，以下简称“DND”），腾讯是潜在买家之一。 目前谈判尚处于早期阶段，双方尚未就交易细节达成一致。 据知情人士透露，孩之宝正在面临的财务危机是其考虑出售DND的主要原因，而腾讯投资的拉瑞安工作室（Larian Studios）是此次交易的中间人。拉瑞安工作室开发的《博德之门 3》曾获得2023年的TGA年度游戏大奖，被认为是最成功的DND改编游戏之一，工作室也因此被孩之宝视为潜在目标买家之一。但受限于资金不够充裕，拉瑞安最终将这笔交易介绍给了股东腾讯。 孩之宝成立于1923年，迄今已有百年历史。1935年，该公司凭借大富翁系列游戏，逐渐成为世界级的玩具公司，旗下有变形金刚、龙与地下城、大富翁、小马宝莉等知名IP。但现在，这家百年企业正面临亏损带来的巨大危机，其股价已从2019年的108美元高位跌落至51美元（1月26日收盘数据）。 据财报，截至2023年第三季度，受以玩具销售为主的主营业务拖累，孩之宝已连续4个季度亏损，2022年Q4至2023年Q3 ...

美股周五收盘涨跌不一，三大股指本周表现强劲，均录得连续第七周上涨。其中，标准普尔500指数创2017年以来最长的周线连涨纪录。道琼斯指数录得2019年以来最长的周线连涨纪录。道指在本周三首次突破37000点关口并创历史新高，随后周四周五两个交易日连续刷新历史最高纪录。 本周道指累计上涨2.93%，标普500指数上涨2.49%，纳指上涨2.85%。 目前标普500指数距离2022年1月创下的最高收盘纪录(4796.56点)不到1.6%。纳指距其2021年11月创造的历史最高收盘纪录(16057.44点)还有8%的距离，距盘中最高纪录(16212.23点)还有9%的差距。 01、巨头动态 美股研究社收盘观察：美东时间12月15日道指收盘上涨56.81点，涨幅为0.15%，报37305.16点；纳指涨52.36点，涨幅为0.35%，报14813.92点；标普500指数跌0.36点，跌幅为0.01%，报4719.19点。 中美九大科技巨头TMAANMG录得涨跌不一。其中，特斯拉涨0.98%，Meta Platforms涨0.53%，苹果跌0.27%，亚马逊涨1.72%，英伟达涨1.12%，微软涨1.31%，谷歌-A涨 ...

Good day and good evening. Thank you for standing by. Welcome to Tencent Holdings Limited 2023 Third Quarter Results Announcement Webinar. I'm Wendy Huang from Tencent IR team. At this time, all participants are in a listen-only mode. After the management's presentation, there will be a question and answer session. For participants who dial in by phone, if you wish to ask a question, please press five on your telephone to raise your hand. If you are accessing from the Tencent Meeting or VOO meeting applicat ...

Revenue and Profitability - Revenue for the three months ended September 30, 2023, was RMB 154,625 million, representing a 10% year-over-year increase from RMB 140,093 million[1]. - Gross profit for the same period was RMB 76,523 million, a 23% increase compared to RMB 61,983 million in the previous year[1]. - Operating profit decreased by 6% year-over-year to RMB 48,475 million from RMB 51,593 million[1]. - Revenue for Q3 2023 increased by 10% year-over-year to RMB 154.625 billion, compared to RMB 140.093 billion in Q3 2022[45]. - Gross profit for Q3 2023 was RMB 76.523 billion, up from RMB 61.983 billion in Q3 2022, reflecting a significant increase in profitability[44]. - The company's net profit attributable to equity holders for Q3 2023 decreased by 9% to RMB 36.2 billion, while the non-IFRS net profit increased by 39% to RMB 44.9 billion[25]. - The company's profit attributable to equity holders for the three months ended September 30, 2023, was RMB 36,182 million, a decrease of 6.4% from RMB 39,943 million in the same period of 2022[167]. - The profit attributable to equity holders for the nine months ended September 30, 2023, was RMB 88,191 million, an increase of 7.4% compared to RMB 81,975 million in the same period of 2022[167]. Expenses and Costs - The cost of revenue for value-added services decreased by 4% year-on-year to RMB 33.7 billion, attributed to reduced costs related to music and game live streaming services[21]. - General and administrative expenses for Q3 2023 were RMB 26.3 billion, remaining stable year-on-year[24]. - Sales and marketing expenses increased by 11% year-over-year to RMB 7.912 billion, reflecting heightened promotional activities in gaming and long-form video content[50]. - Financial costs surged by 43% to RMB 2.784 billion, primarily due to a decline in foreign exchange gains and increased interest expenses[51]. - Income tax expenses rose by 55% to RMB 11.008 billion, driven by an increase in pre-tax profits and higher tax provisions[52]. - Research and development expenses for the three months ended September 30, 2023, amounted to approximately RMB 16,454 million, compared to RMB 15,082 million for the same period in 2022, reflecting an increase of 9.1%[115]. Cash Flow and Financial Position - The company recorded a net cash position of RMB 36.431 billion as of September 30, 2023, compared to a net debt position of RMB 27.271 billion a year earlier[32]. - The company reported a net cash position of RMB 1,035.2 billion as of September 30, 2023, compared to RMB 1,012.1 billion at the end of 2022[80]. - For the nine months ended September 30, 2023, net cash flow from operating activities was RMB 168,008 million, an increase from RMB 110,488 million in the same period of 2022, representing a growth of 52.1%[88]. - Net cash flow used in investing activities for the same period was RMB (117,157) million, compared to RMB (86,533) million in 2022, indicating a 35.3% increase in cash outflow[88]. - The total cash and cash equivalents at the end of the period decreased to RMB 146,476 million from RMB 160,177 million, a decline of 8.6%[88]. - The company’s net cash position increased to RMB 36.4 billion as of September 30, 2023, up from RMB 17.7 billion as of June 30, 2023, driven by strong free cash flow[99]. Investments and Assets - The fair value of listed investments (excluding subsidiaries) was RMB 464.4 billion, while the book value of unlisted investments was RMB 347.2 billion[100]. - The company’s investments in listed companies amounted to RMB 161,155 million as of September 30, 2023, compared to RMB 159,861 million as of December 31, 2022[176]. - The total investments in non-listed companies reached RMB 200,124 million as of September 30, 2023, up from RMB 187,502 million in the previous year, indicating a growth of about 6.9%[197]. - The company made new investments and additional investments totaling approximately RMB 44.796 billion in financial assets measured at fair value through profit or loss for the nine months ended September 30, 2023[175]. Shareholder Returns and Equity - The company declared a final dividend of HKD 2.40 per share for the year ended December 31, 2022, totaling HKD 22.762 billion, compared to HKD 15.260 billion in 2022[168]. - The company’s diluted earnings per share for Q3 2023 was RMB 2.695, compared to RMB 3.875 for the same period last year[72]. - The company’s basic earnings per share for the nine months ended September 30, 2023, was RMB 9.312, an increase of 8.3% from RMB 8.595 in the same period of 2022[144]. - Total equity attributable to the company's equity holders increased to RMB 768,514 million as of September 30, 2023, compared to RMB 721,391 million at the end of 2022, reflecting a growth of approximately 6.5%[82]. Regulatory and Compliance - The company incurred a penalty of approximately RMB 2,990 million related to regulatory non-compliance in July 2023, which was accounted for in the financials for the three months ended September 30, 2023[114]. - The financial data presented is unaudited but has been reviewed by auditors, ensuring a level of reliability in the reported figures[92]. - The company adopted new accounting standards effective January 1, 2023, including IFRS 17 for insurance contracts and amendments to IAS 1 regarding accounting policy disclosures[94].

目錄 2 公司資料 3 財務表現摘要 5 主席報告 8 管理層討論及分析 22 中期財務資料的審閱報告 23 簡明綜合收益表 24 簡明綜合全面收益表 25 簡明綜合財務狀況表 28 簡明綜合權益變動表 32 簡明綜合現金流量表 34 中期財務資料附註 89 其他資料 117 釋義 董事 執行董事 馬化騰 （主席） 劉熾平 （自二零二三年五月十七日起 非執行董事 公司資料 Jacobus Petrus (Koos) Bekker Charles St Leger Searle 獨立非執行董事 李東生 Ian Charles Stone 楊紹信 柯楊 張秀蘭 審核委員會 楊紹信 （主席） Ian Charles Stone Charles St Leger Searle 企業管治委員會 Charles St Leger Searle （主席） Ian Charles Stone 楊紹信 柯楊 張秀蘭 投資委員會 劉熾平 （主席） 馬化騰 Charles St Leger Searle 2 騰訊控股有限公司 提名委員會 馬化騰 （主席） 李東生 Ian Charles Stone 楊紹信 Charles St L ...

[3 -> 11] Good day and good evening. Thank you for standing by. Welcome to Tencent Holdings Limited 2023 [11 -> 17] Second Quarter Results Announcement Webinar. I'm Wendy Huang from Tencent's IR team. At [17 -> 23] this time, all participants are in a listen-only mode. After the management's presentation, [23 -> 28] there will be a question and answer session. For participants who are dialing by phone, [28 -> 34] if you wish to ask a question, please press 5 on your telephone to raise your hand. If [34 -> 3 ...

1 （股份代號：700（港幣櫃台）及 80700（人民幣櫃台）） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公佈全部或任何部份內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 未經審核 截至二零二三年六月三十日止三個月及六個月 業績公佈 其他財務資料 (b) 經調整的EBITDA比率乃按經調整的EBITDA除以收入計算。 下表載列本集團所示期間經營盈利與EBITDA及經調整的EBITDA之間的調節： 13 未經審核截至二零二二年六月三十日止三個月 | --- | --- | --- | --- | --- | --- | --- | |-------|----------|----------------------------------|--------|-------|--------|------------| | | | 無形資產 減值撥備╱ | SSV 及 | | 所得稅 | 非國際財務 | | | 虧損淨額 | 攤銷 （撥回） | CPP | 其他 | 影響 | 報告準則 | | (a) | (b ...