Black Monkey was officially launched at 10 am today. I finished downloading the game around 2 pm. When I logged in, there were already 1.3 million people online at the same time. In addition to the Chinese region, Black Monkey is also the best-selling game in many countries around the world today.
I bought a gaming laptop some time ago so that I can play CS2 with my friends when I return to Linhai. The price seems to be around 13,000. Today I tried to play Black Monkey with it and it worked fine. The FPS is basically between 90-120.
Just now, the news popped up that the sales of Black Monkey on Steam have exceeded 3 million. Together with Wegame, Epic, and PS, the total sales have exceeded 4.5 million, with sales exceeding 1.5 billion. So the 5 million guarantee I said last night was still conservative, and the final sales volume is likely to reach 10 million.
Congratulations to Game Science. This game made a huge splash and brought both fame and fortune. China's first 3A masterpiece can be considered a complete success.
Many people who have never played PC games may not understand why a game can have such a huge impact. After all, 1.5 billion yuan is only one or two months of revenue for "Honor of Kings". Stand-alone games are inherently difficult to make money. Black Monkey is an exception among exceptions. Most teams that make stand-alone games end up poor.
However, stand-alone games are irreplaceable in terms of aesthetic style and cultural connotation, and represent the hard-core strength of a country's game industry. So you can see that in addition to the enthusiasm of the public, the official also gave positive affirmation to the Black Monkey project, because those content supervision officials also know the difference between krypton gold addiction and the ninth art.
I played for 2 and a half hours in the afternoon. At the beginning, I was stuck at the big-headed monster for nearly an hour. I didn't take the red tide first as recommended by the script, but I died nearly 20 times to get through it. After that, Lingxuzi and Guangmou were not difficult. Finally, I defeated the white-faced snake man and logged off.
The overall quality of the game is really good, with beautiful graphics and good combat control, but the game also has some shortcomings, such as a lot of air walls that don't match the background, and single-threaded advancement, which basically means there is no freedom. When I was playing it, I secretly compared it with Sekiro and Circle of Fame, and felt that the richness of the gameplay content was somewhat different. If I want to compete for the TGA award next year, I'm afraid it will depend on the quality of other nominated competing works.
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A-shares have also been swept by the black monkey whirlwind in the past two days. The "monkey hair stock" Huayi Brothers rose another 20% today, and the cumulative increase in the past five trading days was 70%. The reason why it is called monkey hair stock is that it reminds me of a spell in the game. Pull out a tuft of monkey hair, blow it, and it will turn into a bunch of little monkeys to besiege the enemy. Huayi Brothers is probably one of these little monkeys.
I have already introduced its equity relationship last night, and the proportion is really small. In fact, it had the opportunity to catch this overwhelming wealth. In 2016, it subscribed 20% of Hero Entertainment's shares for 1.9 billion, but sold 15% of the shares for 870 million in 2021. You can do the math yourself, the valuation lost nearly 40%. There was no choice. The cash flow was almost cut off in the past few years, so it could only sell assets.
This wave has increased by 70%, and the market value has increased by 3.3 billion. This is the sentiment amplification effect of the stock market. It is definitely not worth so much just in terms of Black Monkey's profit share. If you follow the hype, please pay attention to the risk of sentiment ebbing after the heat has passed.
Another company related to Black Monkey is Zhejiang Media, which participated in the distribution of the game. It just got a piece of the pie and did not get a big share, but as a target of market sentiment overflow, it easily hit the daily limit today.
Then, a large number of game stocks have also been favored by investors. With the precedent of Black Monkey making a lot of money, there will definitely be investors willing to invest in this track in the future. However, the development cycle of this type of game is very long, usually taking 4-5 years. It is a bit like the research and development of original drugs, with a long cycle, large investment and high risk. In fact, it is not a good business if you calculate it from the input-output ratio. So you can see that Tencent and NetEase are so rich but they don’t do this.
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Today's A-share turnover was 550 billion, and the median fell by 1.88%, which is a very painful range. This is the result of the national team's rescue. Before the closing, the CSI 300 ETF strongly pulled more than 10 billion, otherwise the Shanghai Composite Index would have fallen even more today.
We cannot see the data of the northbound channel now, but based on experience, their net outflow today is most likely over 7 billion. As I write this, I remember a picture I saw today, and I am forwarding it to you for your review.
Let me teach you how to do it. Click on the picture and hold your finger down. The menu that pops up from Tencent will have a translation function.
I have nothing to say about the current trend of A-shares. Even if it rebounds to 3,000 points later, I have no plans to reduce my holdings for the time being. If there is a panic sell-off and it falls below 2,800 to 2,700, I will consider copying some indexes, such as the CSI 300 and the CSI 500.
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1. The LPR announced today has not changed. Neither the 1-year nor the 5-year rates have dropped, indicating excellent strategic determination.
2. Today, the CSI Bank Index rose by 0.3%, and major banks continued to hit record highs. Interestingly, Buffett has been selling American banks this year, and recently sold $550 million of Bank of America shares. He has been increasing his holdings in oil stocks.
3. Spot gold rose to $2,523, a record high.
4. IPO financing has plummeted this year. As of August 18, there were 54 newly listed companies this year, a quarter of the same period last year, with a total of 40.645 billion yuan raised, a year-on-year decline of 86.26%. Now the entire investment bank is experiencing a cold winter, in fact, not only them, but all securities-related practitioners are suffering now.
I think A-shares are the real black myth. We don’t have wukong, but we have likong, zuokong, and kuikong. Bodhisattvas would shed tears silently when they saw this, and Buddhas would turn around and walk away when they saw this.
That's it. Finally, last week, Juewei Foods was filed by the China Securities Regulatory Commission for suspected information disclosure violations. On Friday, the stock price fell to the limit. It also fell for two days this week. The shareholders who have held on from more than 100 to now are really upset. Consumer stocks with high visibility and wide audiences are indeed more likely to step on landmines. After looking at Juewei's compensation ability, it is not bad. The lawyer said that it can help the injured investors claim compensation. There are more than 100 cases soliciting claims, such as Fudan Fuhua, ST Changkang, Zhongqingbao, Simei Media, Zhongnan Construction, etc.
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