Roblox是全球UGC游戏创作平台及互动社区，由客户端、创作平台及云架构三大组件构成生态闭环，实现游戏内容从开发者到游戏用户的传递。近年来投资人关注Roblox为代表的UGC游戏社区发展前景，及其所代表的元宇宙（Metaverse）的想象空间。我们在复盘公司发展 ...

2026年初，全球游戏资本市场正在发生一场并不喧哗、却清晰的价值重估。在这轮调整中，最耐人寻味的并非周期股的涨跌，而是同一条叙事路径之下，估值逻辑的突然分叉。 一边，心动网络（02400.HK）在过去两年中市值强势累计上涨逾10倍，《心动小镇》国际服 ...

中信建投深度报告：Roblox稳居UGC游戏龙头，DAU达1.12亿，生态经济正循环加速利润释放。AI工具降低创作门槛，营收多元驱动，投资价值凸显。 中信建投2025年11月4日发布《Roblox（RBLX.US）：稳居UGC游戏龙头，生态经济加速正循环，利润释放持续加速》研究报告 ...

Starting today, members of Roblox’s UGC Program will be able to sell customized avatar bodies and standalone heads. These new customization options will give players even more ways to express ...

Roblox Corporation has launched a new generative AI world model. This new model appears to have used footage from the 2025 Game of the Year winner, Clair Obscur: Expedition 33, to demonstrate its ...

Since the dawn of the internet, users have gone online to escape. They've flooded forums to build community when the outside world was lacking, and they've delved into fantasy worlds, fanfiction, and ...