PR Newswire TechnologyQwen · 实盘不做把握 3/10不做原因:证据不足
北京时间·🕒 发布 02:12:00·⟳ 抓取 02:12:53 +53s·⚡ 决策 08-28 02:14:24 +1m31s·60.9 天前
网易《曾经的人类》主机版(PS5/Xbox)正式上线并公布海洋资料片
超大市值软催化：网易市值超500亿美元，Once Human主机版是已有免费游戏的平台扩展，未披露任何收入增量、用户目标或利润影响，不满足'改变收入/利润/订单/指引'的可交易门槛。游戏为F2P模式，主机上线本身不产生直接销售收入；即使用户增长，对网易整体营收的边际贡献极小且无法量化。
📄 原文PR Newswire Technology↗ 原文
Once Human Now Available on PS5 and XBOX
Free-To-Play Strange Worlds Survival Title Also Reveals Ocean Expansion The Largest Content Update Yet GUANGZHOU, China…
不做 网易（NTES.US）
超大市值($50B+)软催化：Once Human为已有免费游戏的主机平台扩展，未披露收入/用户/利润影响，不满足'改变收入/利润/订单/指引'的可交易materiality门槛。F2P模式下主机上线不产生直接销售收入，对网易整体营收边际贡献极小且无法量化。
不做 网易-S（09999.HK）
同NTES.US，港股双重上市主体，同一软催化同样不满足materiality门槛。
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
网易(市值$50B+)旗下已上线的免费生存游戏Once Human扩展至PS5/Xbox主机平台。该游戏为F2P模式，主机上线不产生直接销售收入；未披露预期用户增量、收入贡献或利润影响。相对网易年收入$10B+的基数，单一免费游戏的主机版扩展对整体财务无实质影响，属典型超大市值软催化，不满足短线交易的materiality门槛。
🔎 新鲜度:最早出现 2026-08-27 · 扩散 low · price-in 风险 low ↗
先例如何影响了这次决策
对本次决策的影响:无需先例：超大市值软催化在materiality门槛即被排除，无需进入先例研究
工具执行结果 · 成功 2 · 降级 0 · 失败 0 · 取消 0
- fetch_decision_experience 成功 stock_tools HTTP · 192 ms
{ - search_processed_events 成功 stock_tools HTTP · 1,017 ms
{"result": "search_processed_events:agent query=`netease once human console expansion | once human ps5 xbox console launch | 网易 once human 主机版上线`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 70.9/72 小时、12101 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能据此证明消息首发或不是重复；按当前事件继续正常研判。"}
原文全文
展开原文 · 2,592 字
Once Human Now Available on PS5 and XBOX
Free-To-Play Strange Worlds Survival Title Also Reveals Ocean Expansion
The Largest Content Update Yet
GUANGZHOU, China, Aug. 27, 2026 /PRNewswire/ -- NetEase Games and Starry Studio announced that their hit free-to-play strange worlds survival title, Once Human is out now on PlayStation 5 and XBOX Series X|S. The launch offers unique advantages across platforms, featuring Day One availability with exclusive perks on Xbox Game Pass, alongside customized DualSense immersion features for PlayStation 5 players.
Once Human Opening Night Live Trailer
The console launch coincides with a host of exciting features in the game, including first-person perspective, which lets players switch seamlessly between third-person and first-person, plus full support of cross-play and cross-progression, allowing current PC and Mobile players to continue their experience on console and play with friends wherever they are.
Xbox Game Pass Membership Benefits
For our XBOX Game Pass members, we've prepared some exclusive perks to kickstart your journey. Subscribers can claim an Exclusive Avatar, a META PASS Benefit Card, a Discount Voucher Bundle, and Battle Pass XP Cards. And the outfits will be updated monthly.
Next-Level Immersion with PlayStation 5 DualSense
PlayStation 5 players can look forward to an enhanced sense of tactile immersion thanks to deep DualSense wireless controller integration. Adaptive Triggers physically reflect your actions, building tactile resistance when drawing a bow string. These subtle sensory touchpoints draw players deeper into the anomaly, making the world feel truly alive.
Biggest Expansion to Date Revealed: The Living Ocean Brings New Horror
Also announced is the Ocean Expansion: ISLES OF ABYSS, Once Human's biggest content update to date, arriving in October across all platforms. This new content delivers a revolutionary survival gameplay experience spanning across islands, the ocean surface, and the deep sea. The ocean is a living entity, where players encounter gazing tower, ghost ships, and mechanical behemoths of the deep. To survive these harsh waters, players must build their Exclusive Sea Fortress, starting with a simple wooden raft and freely building and upgrading their mobile maritime sanctuary.
With islands to venture, and the most dangerous sea monsters to encounter, this expansion takes players to a boundless, ever-evolving ocean that guarantees a fresh and thrilling survival experience every time.
Download Now: https://g.oncehuman.game/c/9zc301
SOURCE NetEase Games and Starry Studio
Free-To-Play Strange Worlds Survival Title Also Reveals Ocean Expansion
The Largest Content Update Yet
GUANGZHOU, China, Aug. 27, 2026 /PRNewswire/ -- NetEase Games and Starry Studio announced that their hit free-to-play strange worlds survival title, Once Human is out now on PlayStation 5 and XBOX Series X|S. The launch offers unique advantages across platforms, featuring Day One availability with exclusive perks on Xbox Game Pass, alongside customized DualSense immersion features for PlayStation 5 players.
Once Human Opening Night Live Trailer
The console launch coincides with a host of exciting features in the game, including first-person perspective, which lets players switch seamlessly between third-person and first-person, plus full support of cross-play and cross-progression, allowing current PC and Mobile players to continue their experience on console and play with friends wherever they are.
Xbox Game Pass Membership Benefits
For our XBOX Game Pass members, we've prepared some exclusive perks to kickstart your journey. Subscribers can claim an Exclusive Avatar, a META PASS Benefit Card, a Discount Voucher Bundle, and Battle Pass XP Cards. And the outfits will be updated monthly.
Next-Level Immersion with PlayStation 5 DualSense
PlayStation 5 players can look forward to an enhanced sense of tactile immersion thanks to deep DualSense wireless controller integration. Adaptive Triggers physically reflect your actions, building tactile resistance when drawing a bow string. These subtle sensory touchpoints draw players deeper into the anomaly, making the world feel truly alive.
Biggest Expansion to Date Revealed: The Living Ocean Brings New Horror
Also announced is the Ocean Expansion: ISLES OF ABYSS, Once Human's biggest content update to date, arriving in October across all platforms. This new content delivers a revolutionary survival gameplay experience spanning across islands, the ocean surface, and the deep sea. The ocean is a living entity, where players encounter gazing tower, ghost ships, and mechanical behemoths of the deep. To survive these harsh waters, players must build their Exclusive Sea Fortress, starting with a simple wooden raft and freely building and upgrading their mobile maritime sanctuary.
With islands to venture, and the most dangerous sea monsters to encounter, this expansion takes players to a boundless, ever-evolving ocean that guarantees a fresh and thrilling survival experience every time.
Download Now: https://g.oncehuman.game/c/9zc301
SOURCE NetEase Games and Starry Studio
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