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Seoul Economic Daily EnglishQwen · 实盘不做把握 7/10不做原因:已被定价
北京时间·🕒 发布 11:01:05(首尔 12:01)·⟳ 抓取 11:17:00 +15m55s·⚡ 决策 09-05 11:20:19 +3m19s·52.4 天前

Pearl Abyss《红色沙漠》首个DLC

核心催化(Pearl Abyss DLC公告)已在9月4日State of Play展示后被股价+11.47%充分反映;本文章为次日综述性报道,仅补充发售日期和定价细节,无新增实质催化。韩股周六休市,至周一该信息将完全消化。其余条目(Devsisters欧洲进入为远期事件、Krafton电竞赛事、NCSoft小型上架)均不构成可交易催化。

📄 原文Seoul Economic Daily English↗ 原文
Crimson Desert to Set Sail With First DLC Next Month
Pearl Abyss (263750) will release next month the first downloadable content for Crimson Desert, its action-adventure ti…
不做 Pearl Abyss(263750.KS)
DLC公告已在9月4日State of Play后被股价+11.47%充分反映(跳空高开+6.5%至32,950,收34,500);本文章仅为次日补充细节,无增量催化。韩股周六休市,周一开盘时信息已完全消化,无剩余edge。
不做 Devsisters(194480.KS)
CookieRun卡牌游戏欧洲进入为2027年1月远期事件(距今4-5个月),收入贡献高度不确定;股价近20日下跌-20.7%,趋势偏弱;不构成近期可交易催化。
不做 Krafton(259960.KS)
PUBG Mobile亚运会选拔赛为电竞营销活动,无直接收入或利润催化,不构成股价驱动事件。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

Pearl Abyss《红色沙漠》首个DLC定于10月16日发售(27,800韩元),但该消息已在Sony State of Play展示会上先行公布,9月4日股价跳空高开+6.5%并收涨+11.47%至34,500韩元,充分反映催化。本文章为次日(周六)综述报道,仅补充日期/定价等细节,无增量信息。韩股周末休市,周一开盘时该信息已完全消化,无剩余edge。

🔎 新鲜度:最早出现 2026-09-04 · 扩散 high · price-in 风险 high ↗

先例如何影响了这次决策

对本次决策的影响:因判定PRICE_IN,未进行先例研究

工具执行结果 · 成功 1 · 降级 2 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 426 ms
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  2. stock_quote 降级 stock_tools HTTP · 4,063 ms
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  3. stock_quote 降级 stock_tools HTTP · 2,992 ms
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原文全文

展开原文 · 8,180 字
Pearl Abyss (263750) will release next month the first downloadable content for Crimson Desert, its action-adventure title that has sold more than 6 million copies worldwide, expanding the game's setting to the sea. Players who previously explored vast landmasses will now be able to sail ships to islands and dive underwater in diving suits to search for ancient ruins. NCSoft's Rhapsody of Zephyr Remaster, a modern reworking of the 1998 original that sold more than 270,000 copies at home and abroad, will be available on the company's integrated game platform Purple. Special Force Remaster, an FPS rebuilt on Unreal Engine 5 from the original Special Force that launched in 2004 and led the heyday of domestic first-person shooters, opens preorders. Smilegate's global game platform Stove is adding Special Force Remaster as a new listing and running events including discount coupons for those who preorder.
◇First DLC 'Journey Into the Unknown' for Crimson Desert Enhanced Launches Oct. 16 = The first DLC for Pearl Abyss' Crimson Desert Enhanced will launch worldwide on the 16th of next month, Korea time.
Pearl Abyss earlier unveiled a new trailer at Sony Interactive Entertainment's online showcase State of Play, presenting exploration features spanning the land and seas of Pywel along with the narrative of a new adventure.
The DLC extends the adventure from land to sea. Players can captain their own ships and set out to sea, discovering new islands as well as treasures, ruins and hidden secrets buried in the deep. They will also encounter powerful enemies and new challenges across both land and sea, experiencing more intense combat that rewards situational tactics. Enhanced housing lets players decorate a home reflecting their tastes, and they can accumulate wealth by managing various facilities they lease. Players can also converse with residents and build deeper relationships, enjoying a richer life in Pywel.
Crimson Desert Enhanced: Journey Into the Unknown will be released as a digital download only, priced at 27,800 won.
All users who complete a preorder will receive the in-game items "Unknown Explorer's Diving Suit (Cliff, Unka)" and "Unknown Explorer's Lightweight Diving Suit (Damian)." PlayStation 5 and Xbox Series X|S users who already own Crimson Desert Enhanced can buy it at a 10% discount.
Preorders are currently open on PlayStation 5, Xbox Series X|S, Steam and the Epic Games Store.
◇NCSoft's Purple Lists 'Rhapsody of Zephyr Remaster' = NCSoft will sell and service Rhapsody of Zephyr Remaster through its integrated game platform Purple.
The newly listed title is a modern reworking of the 1998 original, which sold more than 270,000 copies at home and abroad. NCSoft will begin preorders for the game at midnight on the 5th. The full release is scheduled for sometime in September.
Rhapsody of Zephyr Remaster preserves the mood and story of the original while adding full voice acting for the main event story, improved graphics and various quality-of-life upgrades. Users who preorder the game on the Purple store will receive a digital version of the "Journey Book," containing the world setting, story and strategy guides, as well as digital goods using game illustrations such as wallpapers and profile images.
NCSoft distributes a range of PC package games through Purple in cooperation with domestic and overseas partners including Sony Interactive Entertainment and Daewon Media.
◇PUBG Mobile Holds Asian Games National Team Trials = Krafton (259960) will hold the Asian Games PUBG Mobile National Team Trials jointly with the Korea e-Sports Association (KeSPA).
The trials are designed to assess the performance of South Korea's PUBG Mobile national team ahead of the Asian Games and to introduce the team's run at a gold medal to fans for the first time. The national team will compete in a format close to an actual international match, sharpening its competitive edge before the main tournament.
The trials will run in two rounds. The first runs from Sept. 5 to 6 and the second from Sept. 12 to 13, both starting online at 7 p.m. Each round consists of 12 matches, with six matches per day. Maps will be played in the order of four matches on Erangel and two on Miramar, under the existing PUBG Mobile esports points rules that combine placement points and kill points.
The trials will use a 12-team format, the same as the Asian Games. Participants include the South Korean national team, national squads from China and Chinese Taipei, and teams from the Korea Esports League (KEL).
The South Korean national team consists of Kim Jun-ha (XZY), Park Sang-cheol (FAVIAN), Song Su-an (NolBu), Jeon Hyun-bin (HYUNBIN) and Jeong Yu-chan (chpz). Through the trials, the team plans to gain match experience in an international-level competitive environment and review its performance and teamwork ahead of the Asian Games.
The event will be streamed live on the official PUBG Mobile esports YouTube and TikTok channels and on KeSPA's official YouTube and SOOP channels.
◇Smilegate's Stove Opens Preorders for 'Special Force Remaster' = Smilegate's global game platform Stove is adding Special Force Remaster, an FPS rebuilt on Unreal Engine 5, as a new listing and opening preorders.
Preorders run through the 16th of this month. To mark the listing, Stove is offering a range of benefits to users who preorder. Registering alone immediately grants Flakes and discount coupons, and after the full release, users will receive limited-edition skins and Stove-exclusive items as well as additional tiered rewards based on cumulative playtime. Users can claim both the preorder rewards and the benefits from events running on the official website.
Special Force Remaster is developer Dragonfly's rebuild on Unreal Engine 5 of the original Special Force, which launched in 2004 and led the heyday of domestic first-person shooters. It preserves the original's distinctive feel, including each gun's unique rate-of-fire patterns and the sniper's quick-zoom mechanic, while rebuilding popular original maps such as Desert Camp, Satellite and Nerve Gas with the latest graphics. To reflect a more modern combat environment, it also introduces new elements such as a weapon parts customization system tied to gun level-ups and tactical equipment, widening the options for strategic play.
The title is regarded as a sequel that vouches for the original's authenticity, given that development was led directly by executive producer Park Chul-seung, Dragonfly's founder and the developer of the original Special Force. It restores Special Force's signature movement, including diagonal strafing, ghost stepping and mid-air direction changes, recreating the original control feel while combining nostalgia for longtime fans with visual innovation.
◇CookieRun Card Game Enters Europe Next January = Devsisters' (194480) trading card game CookieRun: Braverse Card Game will make its official entry into Europe next January.
The card game will step into the European market at the end of January with the release of its 13th booster pack. At the same time, it will officially launch Brave League, a sanctioned tournament program run at local card shops, to build a foundation for players to keep playing.
Since entering North America in July last year, the CookieRun card game has expanded its footing as a global title, including an official launch on TCGplayer, the world's largest single-card trading platform.
Europe's collectible card game market was estimated at about $4.28 billion last year, or roughly 5.8 trillion won, according to global market researcher Straits Research. That is about 40% the size of the United States, the world's largest card game market, and about 5,000 specialty TCG stores operate across Europe.
Ahead of the European launch, the CookieRun card game will take part in SPIEL Essen 2026 in late October to introduce the game to local players in earnest. One of the world's largest business-to-consumer board game fairs, the event will host programs including teaching sessions and demo deck giveaways, while the company also works to build a partner network for running sanctioned tournaments in Europe.

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