港股详情

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心动公司

66.600

-1.500-2.20%

成交量：75.21万

成交额：5,042.38万

市值：329.67亿

市盈率：35.59

高：68.100

开：68.000

低：66.500

收：68.100

52周最高：89.400

52周最低：20.728

股本：4.95亿

香港流通股本：4.95亿

量比：1.13

换手率：0.15%

股息：0.41

股息率：0.62%

每股收益(LYR):1.872

净资产收益率：56.46%

总资产收益率：24.21%

市净率：10.08

市盈率(LYR):35.59

市销率: 5.13

数据加载中...

总览公司新闻资讯公告

每日卖空追踪 | 心动公司 11月17日卖空量成交7.08万股，卖空比例为4.08%

心动公司11月17日遭主力抛售122.3万元

苹果15%抽成新规只是缩影：一场席卷游戏业的“渠道革命”正在进行

每日卖空追踪 | 心动公司 11月14日卖空量成交5.14万股，卖空比例为2.77%

【券商聚焦】中金公司：游戏行业供给侧明显回暖行业内容丰富度持续提升

出海厂商丨2025年10月中国应用/游戏厂商出海收入Top30榜

每日卖空追踪 | 心动公司 11月12日卖空量成交10.38万股，卖空比例为5.42%

国元证券：Kimi K2 Thinking模型发布看好AI应用等主题方向

智通财经网

每日卖空追踪 | 心动公司 11月04日卖空量成交14.38万股，卖空比例为6.85%

每日卖空追踪 | 心动公司 11月03日卖空量成交13.26万股，卖空比例为4.68%

心动公司11月03日获主力加仓778.8万元

心动公司(02400)因购股权获行使发行800股

每日卖空追踪 | 心动公司 10月30日卖空量成交21.74万股，卖空比例为4.88%

心动公司10月30日遭主力抛售715.8万元

【券商聚焦】招银国际：看好下半年及明年网络游戏行业前景

华龙证券：3D模型实现单图生成+仿真级建模双突破行业正经历关键转型期

传媒行业周报：豆包3D模型1.0重磅发布，实现单图生成+仿真级建模双突破

基金3Q25传媒持仓分析：转为超配游戏偏好明显_行业动态

心动公司(02400)因购股权获行使而发行1000股

心动公司10月28日主力净流出383.3万元散户资金买入

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心动公司股价跌2.58%，报收68.10元，成交金额1.2亿元，换手率0.35%，振幅4.01%，量比0.85。心动公司今日主力资金净流出122.3万元，上一交易日主力净流出327.1万元。该股近5个交易日下跌2.41%，主力资金累计净流出1386.9万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流入846.4万元，其中净流入天数为12日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117161627a6feda1b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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23:24","pubTimestamp":1763133865,"startTime":"0","endTime":"0","summary":"苹果15%抽成新规只是当下游戏行业“渠道革命”的一个缩影。每经记者就苹果新规分别向巨人网络、三七互娱等游戏公司了解对其业务影响，但截至发稿对方并未作出回应。游戏行业“渠道革命”激战正酣苹果和腾讯对微信小游戏抽佣比例达成一致的背后折射出的是游戏厂商和发行渠道由来已久的博弈。苹果此番让步背后，是长达一年的博弈拉锯。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114234835a4a1fa1f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 心动公司 11月14日卖空量成交5.14万股，卖空比例为2.77%","url":"https://stock-news.laohu8.com/highlight/detail?id=2583571688","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583571688?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 16:30","pubTimestamp":1763109031,"startTime":"0","endTime":"0","summary":"心动公司北京时间11月14日，涨1.67%，卖空量成交5.14万股，较上一交易日减少24.63%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114164002a4a11b08&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251114164002a4a11b08&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1104","BK1531","BK1589","BK1608","02400","BK1585","BK1615","BK1579","BK1591"],"gpt_icon":0},{"id":"2583541596","title":"【券商聚焦】中金公司：游戏行业供给侧明显回暖 行业内容丰富度持续提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2583541596","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583541596?lang=zh_cn&edition=fundamental","pubTime":"2025-11-14 09:06","pubTimestamp":1763082365,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中金公司发研报指，政策友好下迎来新内容周期，加快发展文化产业。根据第十五个五年规划的建议，文化繁荣昌盛是中国式现代化的重要标志，需营造良好的文化生态，提升文化原创能力，推动新闻出版、广播影视、文学艺术等领域精品创作。近年来，游戏行业已验证政策友好期内容释放的发展潜力，在游戏版号发放节奏整体趋向常态化下，游戏行业供给侧明显回暖，行业内容丰富度持续提升，贡献游戏公司基本面弹性。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969630","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02400","LU0823413587.USD","IE00BZ08YT58.USD","HK0000320264.USD","LU0173614495.USD","LU0348827113.USD","LU0414403682.SGD","LU0348825331.USD","LU0608807946.USD","LU0972618739.USD","IE00B0169L03.USD","LU0106252389.USD","00777","LU0320764755.SGD","LU1226288170.HKD","LU0541502299.USD","LU1868837565.USD","LU0589944569.HKD","LU1226288253.USD","LU0143863784.USD","LU0348735423.USD","LU0417516738.SGD","LU0165289439.USD","LU0251144936.SGD","LU0143863198.USD","LU0516422366.SGD","LU0469268626.HKD","LU0164865239.USD","IE00BZ08YS42.EUR","LU0244354667.USD","LU0737861772.HKD","LU0080751232.USD","LU1880383366.USD","601995","LU0561508036.HKD","03908","LU0043850808.USD","IE0003795394.USD","TCHmain","LU0865486749.SGD","LU2039709279.SGD","09999","LU0359202008.SGD","SG9999002562.SGD","LU0348784397.USD","HTCD.SI","IE00BZ08YR35.GBP","BK1575"],"gpt_icon":0},{"id":"2583566331","title":"出海厂商丨2025年10月中国应用/游戏厂商出海收入Top30榜","url":"https://stock-news.laohu8.com/highlight/detail?id=2583566331","media":"白鲸出海","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2583566331?lang=zh_cn&edition=fundamental","pubTime":"2025-11-13 18:30","pubTimestamp":1763029800,"startTime":"0","endTime":"0","summary":"10 月中国非游戏厂商出海收入 Top30十月中国非游戏厂商出海收入排行榜中，字节跳动继续以较大领先优势领跑榜首，旗下视频剪辑应用 CapCut 海外收入延续了自四月以来的增长趋势，上月再创收入新高，预估海外月收入超 3136 万美元。10 月中国游戏厂商出海收入 Top30随着全球新游市场于十月出现回暖，十月移动游戏市场也呈现出复苏趋势，多数国内厂商海外收入皆有小幅回升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113183136a6f6cb0f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11月12日卖空量成交10.38万股，卖空比例为5.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2582212523","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582212523?lang=zh_cn&edition=fundamental","pubTime":"2025-11-12 16:30","pubTimestamp":1762936229,"startTime":"0","endTime":"0","summary":"心动公司北京时间11月12日，跌1.73%，卖空量成交10.38万股，较上一交易日减少61.7%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111216342894ff7b0a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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19:24","pubTimestamp":1762860261,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国元证券发布研报称，AI产品榜发布10月AI应用榜数据，ChatGPT、豆包、夸克、百度网盘、Gemini排名全球前五。AI应用事件方面，OpenAI与亚马逊达成380亿美元算力合作;Kimi K2Thinking模型发布并开源;科大讯飞发布讯飞星火X1.5及系列AI产品;OpenAI推出GPT-5-Codex-Mini。风险提示监管风险，AI进展不及预期的风险等。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111194909a499c9bc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 心动公司 11月04日卖空量成交14.38万股，卖空比例为6.85%","url":"https://stock-news.laohu8.com/highlight/detail?id=2581011757","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581011757?lang=zh_cn&edition=fundamental","pubTime":"2025-11-04 16:30","pubTimestamp":1762245029,"startTime":"0","endTime":"0","summary":"心动公司北京时间11月04日，跌1.85%，卖空量成交14.38万股，较上一交易日减少42.94%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104163412a4874281&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251104163412a4874281&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1591","BK1531","BK1585","BK1579","02400","BK1615","BK1608","BK1104","BK1589"],"gpt_icon":0},{"id":"2580906882","title":"每日卖空追踪 | 心动公司 11月03日卖空量成交13.26万股，卖空比例为4.68%","url":"https://stock-news.laohu8.com/highlight/detail?id=2580906882","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580906882?lang=zh_cn&edition=fundamental","pubTime":"2025-11-03 16:30","pubTimestamp":1762158628,"startTime":"0","endTime":"0","summary":"心动公司北京时间11月03日，涨4.3%，卖空量成交13.26万股，较上一交易日减少27.62%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110316340797508323&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110316340797508323&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1608","BK1585","BK1531","BK1589","BK1615","BK1579","BK1591","BK1104","02400"],"gpt_icon":0},{"id":"2580290522","title":"心动公司11月03日获主力加仓778.8万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2580290522","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580290522?lang=zh_cn&edition=fundamental","pubTime":"2025-11-03 16:16","pubTimestamp":1762157760,"startTime":"0","endTime":"0","summary":"11月03日, 心动公司股价涨4.30%，报收70.35元，成交金额2.0亿元，换手率0.57%，振幅4.67%，量比1.08。心动公司今日主力资金净流入778.8万元，上一交易日主力净流入275.3万元。该股近5个交易日下跌0.71%，主力资金累计净流入111.2万元；近20日主力资金累计净流出2840.8万元，其中净流出天数为11日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110316223994eba825&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110316223994eba825&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1531","BK1104","BK1589","BK1579","BK1585","BK1615","02400","BK1608","BK1591"],"gpt_icon":0},{"id":"2579456995","title":"心动公司(02400)因购股权获行使发行800股","url":"https://stock-news.laohu8.com/highlight/detail?id=2579456995","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579456995?lang=zh_cn&edition=fundamental","pubTime":"2025-10-31 17:06","pubTimestamp":1761901588,"startTime":"0","endTime":"0","summary":"智通财经APP讯，心动公司(02400)发布公告，于2025年10月31日根据公司于2021年6月25日采纳的购股权计划行使购股权发行800股。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1363672.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1615","BK1579","BK1608","BK1585","BK1531","BK1104","BK1589","BK1591","02400"],"gpt_icon":0},{"id":"2579262091","title":"每日卖空追踪 | 心动公司 10月30日卖空量成交21.74万股，卖空比例为4.88%","url":"https://stock-news.laohu8.com/highlight/detail?id=2579262091","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579262091?lang=zh_cn&edition=fundamental","pubTime":"2025-10-30 16:30","pubTimestamp":1761813027,"startTime":"0","endTime":"0","summary":"心动公司北京时间10月30日，跌1.99%，卖空量成交21.74万股，较上一交易日减少0.55%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202510301636039749f7e8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202510301636039749f7e8&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1608","BK1579","BK1615","BK1585","BK1531","BK1104","BK1591","02400","BK1589"],"gpt_icon":0},{"id":"2579126794","title":"心动公司10月30日遭主力抛售715.8万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2579126794","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579126794?lang=zh_cn&edition=fundamental","pubTime":"2025-10-30 16:15","pubTimestamp":1761812158,"startTime":"0","endTime":"0","summary":"10月30日, 心动公司股价跌1.99%，报收68.90元，成交金额3.1亿元，换手率0.90%，振幅5.41%，量比2.09。心动公司今日主力资金净流出715.8万元，上一交易日主力净流出383.3万元。该股近5个交易日下跌0.99%，主力资金累计净流出450.9万元；近20日主力资金累计净流出4256.7万元，其中净流出天数为13日。该股主力净额占比0.02%，港股市场排名2411/2687。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251030162247a6d65692&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251030162247a6d65692&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1531","BK1615","BK1579","02400","BK1585","BK1104","BK1591","BK1589","BK1608"],"gpt_icon":0},{"id":"2579164667","title":"【券商聚焦】招银国际：看好下半年及明年网络游戏行业前景","url":"https://stock-news.laohu8.com/highlight/detail?id=2579164667","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579164667?lang=zh_cn&edition=fundamental","pubTime":"2025-10-30 13:19","pubTimestamp":1761801558,"startTime":"0","endTime":"0","summary":"金吾财讯 | 招银国际研表示，3Q25中国网络游戏市场营收同比下降4%至880亿元，主要受高基数效应影响，去年上线的《DnF手游》和《黑神话：悟空》营收回归常态 。9M25中国网络游戏市场营收同比增长7%至2560亿元，主要得益于常青游戏稳健表现以及《三角洲行动》、《燕云十六声》等新游的增量贡献。得益于产品创新、更友好的监管环境及海外市场机遇，该机构看好2H25以及2026年网络游戏行业前景。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1968701","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02400","00799","LU1951186391.HKD","IE0034224299.USD","LU0588546209.SGD","IE00BZ08YR35.GBP","LU0561508036.HKD","BK1585","HK0000306685.HKD","LU0455707207.USD","LU1226288097.SGD","LU1719994722.HKD","LU0898667661.SGD","IE00BZ08YT58.USD","IE00B031J352.USD","LU0049853897.USD","LU0188438112.USD","IE0003795394.USD","09999","LU0117844026.USD","LU0823413587.USD","LU1251922891.USD","BK1615","IE00BZ08YS42.EUR","LU1831875114.USD","IE0008368742.USD","SG9999001093.SGD","LU2476274720.SGD","LU0307460666.USD","LU0106252389.USD","LU0329678337.USD","LU0348735423.USD","BK1526","LU0831103253.SGD","LU0048580855.USD","LU0164880469.USD","00302","00777","03888","LU0633140727.USD","LU0051755006.USD","LU2476274308.USD","LU2279701549.SGD","01119","IE0003851619.USD","LU0871576103.HKD","LU0348827113.USD","LU1481107354.HKD","LU0417516738.SGD"],"gpt_icon":0},{"id":"2579292056","title":"华龙证券：3D模型实现单图生成+仿真级建模双突破 行业正经历关键转型期","url":"https://stock-news.laohu8.com/highlight/detail?id=2579292056","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579292056?lang=zh_cn&edition=fundamental","pubTime":"2025-10-29 16:53","pubTimestamp":1761727980,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，华龙证券发布研报称，10月23日，火山引擎发布豆包3D模型1.0，实现从单张图像到高质量仿真级3D模型的端到端生成。随着3D生成技术加速向数字孪生、具身智能及虚拟现实等前沿领域渗透，行业正经历从“手工建模”到“智能生成”的关键转型期，高效、高质量的自动化3D内容生成能力已成为推动产业数字化升级与规模化应用的核心驱动力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1362015.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1531","BK1585","BK1104","02400","BK1608","BK1615","BK1591","BK1589","161027","BK1579"],"gpt_icon":0},{"id":"2579927989","title":"传媒行业周报：豆包3D模型1.0重磅发布，实现单图生成+仿真级建模双突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2579927989","media":"华龙证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579927989?lang=zh_cn&edition=fundamental","pubTime":"2025-10-29 10:07","pubTimestamp":1761703662,"startTime":"0","endTime":"0","summary":"摘要：豆包3D模型1.0重磅发布，实现几何材质双优、性能达SOTA水准。10月23日，火山引擎发布豆包3D模型1.0，实现从单张图像到高质量仿真级3D模型的端到端生成。目前，UItra-SOMCV3.0已在通信、能源等重点行业落地应用，为头部客户提供安全运营支撑，并持续在更多行业场景中推广实践。此次获奖不仅体现了行业权威机构对神州泰岳技术实力和产品价值的高度认可，也彰显了公司在安全数字化、智能化领域持续创新的能力。维持传媒行业“推荐”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202510291007539747a082&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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环比提升0.52ppt。评论3Q25 传媒板块转为超配，偏好环比继续提升。3Q25 申万传媒季度上涨8.07%，表现位于各行业涨跌幅中游水平，同期沪深300 指数上涨19.77%。营销广告：分众传媒3Q25重仓市值109.13 亿元，环比增加10.81 亿元。港股通与陆股通持股偏好分化。快手重仓基金数量环比持平。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102909063097478471&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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