报告行业投资评级 未提及 报告的核心观点 - 2024年第四季度游戏风险投资交易活动回落，全年交易价值和数量有变化，不同阶段交易情况有别，退出活动仍不乐观，但也存在AI、安全游戏环境、Web3等投资机会 [15][18][20] 根据相关目录分别进行总结 游戏行业概况 - 游戏生态系统涵盖游戏开发生命周期的各个方面，包括产品开发技术、运营服务、访问与体验平台以及游戏本身 [15] 游戏风险投资生态系统市场地图 未提及 垂直领域更新 - 2024年第四季度风险投资交易活动回落，全年共达成近650笔交易，交易总额达72亿美元，第四季度有134笔交易，总额11亿美元 [15] - 新兴趋势包括：私人市场活动不佳，第四季度交易价值环比下降42.1%，交易量低迷；游戏风投公司募资，但活跃游戏投资者数量同比下降；AAA级游戏开发成本升至惊人水平 [18] - 商业与互动娱乐融合，如Roblox宣布与Shopify集成、与WPP合作；任天堂Switch销量超过PlayStation 2，Switch 2计划发布但面临竞争 [19] 风险投资活动 - 2024年第四季度风险投资活动逆转了自2023年第三季度以来交易价值的温和环比增长，交易数量继续下滑，全年交易价值增长，不同阶段交易情况有别 [20] - 内容开发工具投资激增，企业风投参与度下降，战略投资者参与内容投资频率上升 [21] - 2024年风险投资和私募股权投资退出活动仍不乐观，并购活动表现较好，第四季度有一些值得关注的交易 [27] - 第四季度存在一些投资机会，包括AI领域、安全游戏环境领域、Web3领域 [28][31] 游戏风险投资交易总结 - 展示了2023年第四季度至2024年第四季度的季度和TTM交易活动数据，包括交易数量、交易价值、退出数量等指标的变化 [40]

Institutional Research Group Analysis Jonathan Geurkink Senior Research Analyst, Mobility Tech and Supply Chain Tech jonathan.geurkink@pitchbook.com pbinstitutionalresearch@pitchbook.com Publishing PitchBook Data, Inc. Nizar Tarhuni Executive Vice President of Research and Market Intelligence Paul Condra Global Head of Private Markets Research James Ulan Director of Emerging Technology Research Designed by Chloe Ladwig Published on March 19, 2025 Contents | Key takeaways | 1 | | --- | --- | | Benefits and c ...

PitchBook Data, Inc. 塔赫尼，尼扎尔 执行副总裁，研究与市场情 报 保罗·康德拉 全球私募市场研究负责人 詹姆斯·乌兰 新兴技术研究方向主任 机构研究组 分析 杨鲁迪 高级研究分析师，企业金融科技和 零售金融科技 rudy.yang@pitchboo k.com pbinstitutionalresearch@pitchbook.com 摘要要点 发布 度。 设计由 Julia Midkiff 发布于2025年3月18日 摘要要点 1 总结要点 2 新兴技术研究 从金融科技聚会中获 得的12个启示 关键主题、讨论和对话 PitchBook是Morningstar公司，为在私募市场从事业务的专业人士提供最全面、最准确和难以 找到的数据。 尽管在2025年金融科技会议那一周，经济衰退的恐惧加剧，与会者对金融科技仍保持乐观态 关于在经济下行周期中，金融科技行业的韧性可以进行如下论述。 目录 第三，金融科技行业的机遇有97%还未被挖掘。 4. 上市市场可能很快就会重新开放，但候选者仍在试探市场水温。 B2B持续主导。 人工智能的语气已从实验性转变为执行性，金融科技公司采用人工智能的速度超过了银行 ...

Institutional Research Group Paul Condra Global Head of Private Markets Research James Ulan Director of Emerging Technology Research PitchBook Data, Inc. Nizar Tarhuni Executive Vice President of Research and Market Intelligence Associate Analyst, Emerging Technology ben.riccio@pitchbook.com Data Harrison Waldock Data Analyst pbinstitutionalresearch@pitchbook.com Publishing Designed by Jenna O'Malley Published on March 10, 2025 Contents Analysis Alex Frederick Senior Analyst, Emerging Technology alex.freder ...

Contents EMERGING TECH RESEARCH Information Security VC Trends VC activity across the information security ecosystem Q4 2024 REPORT PREVIEW The full report is available through the PitchBook Platform. | Information security landscape | 3 | | --- | --- | | Information security VC ecosystem market map | 4 | | VC activity | 5 | | Information security VC deal summary | 17 | Institutional Research Group Analysis Ali Javaheri Analyst, Emerging Technology ali.javaheri@pitchbook.com pbinstitutionalresearch@pitchboo ...

PitchBook Data, Inc. Nizar Tarhuni Executive Vice President of Research and Market Intelligence Paul Condra Global Head of Private Markets Research James Ulan Director of Emerging Technology Research Institutional Research Group Kazi Helal, Ph.D. Senior Analyst, Biotech kazi.helal@pitchbook.com pbinstitutionalresearch@pitchbook.com Publishing Designed by Josie Doan Published on March 13, 2025 Contents | Key takeaways | 1 | | --- | --- | | Techbio investor highlights | 2 | | High-growth investment frontiers ...

Institutional Research Group EMERGING TECH RESEARCH Foodtech VC Ecosystem Overview Industry and taxonomy update with latest VC activity 2025 REPORT PREVIEW The full report is available through the PitchBook Platform. Published on March 20, 2025 Contents | Vertical overview | 3 | | --- | --- | | Foodtech VC deal summary | 5 | | Foodtech landscape | 6 | | Foodtech VC ecosystem market map | 7 | | VC activity | 8 | | Segment overview | 12 | | Alt-proteins | 13 | | Bioengineered foods | 21 | | Discovery & review ...

PitchBook Data, Inc. Nizar Tarhuni Executive Vice President of Research and Market Intelligence Paul Condra Global Head of Private Markets Research Institutional Research Group Analysis John MacDonagh Senior Analyst, Emerging Technology john.macdonagh@pitchbook.com Data Oscar Allaway Data Analyst pbinstitutionalresearch@pitchbook.com Publishing Designed by Chloe Ladwig Published on March 18, 2025 Contents | Key takeaways | 1 | | --- | --- | | Climate tech M&A overview | 2 | | M&A deal activity | 3 | | Segme ...

PitchBook Data, Inc. Nizar Tarhuni Executive Vice President of Research and Market Intelligence Paul Condra Global Head of Private Markets Research James Ulan Director of Emerging Technology Research Institutional Research Group Analysis Alex Frederick Senior Research Analyst, Agtech and Foodtech alex.frederick@pitchbook.com Ben Riccio Associate Research Analyst ben.riccio@pitchbook.com Data Harrison Waldock Data Analyst pbinstitutionalresearch@pitchbook.com Publishing Designed by Drew Sanders Published on ...

FRANCE Market Snapshot Q4 2024 Contents | M Market overview | 2 | PitchBook Data, Inc. | | --- | --- | --- | | | | Nizar Tarhuni Executive Vice President of Research and | | CCommentary | 3 | Market Intelligence | | C City comparison | 4 | Paul Condra Global Head of Private Markets Research | | | | Nalin Patel Director of Research, EMEA Private Capital | | HHeatmap and scorecard | 5 | | | M Macro activity | 6 | | | | | Institutional Research Group | | E Equity markets valuations | 7 | | | | | Analysis | | P ...