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CICC: In February, the Media Industry remained stable. Pay attention to the progress of AI multimodal application implementation and the achievements of new forces.
Overall, in February, the media content Industry showed stable performance, with a steady rhythm of new series and variety shows; in the gaming sector, established products still dominate, while medium-sized manufacturers have introduced some new offerings.
Kingnet Network Co., Ltd. (SZSE:002517) Surges 27% Yet Its Low P/E Is No Reason For Excitement
Individual Investors Account for 51% of Kingnet Network Co., Ltd.'s (SZSE:002517) Ownership, While Institutions Account for 22%
China Reform Securities looks forward to the Internet opportunities in 2025: Bullish on the value reassessment of Alibaba Cloud and the reshaping of Tencent's application ecosystem.
Huachuang Securities released a Research Report stating that if the industry reshaping brought by open-source large models is similar to that of the USA in 2023, the first insight may be that cloud revenue, subscription revenue, and advertising revenue are the areas most likely to materialize in the first phase. Understanding the business model of M7 can help identify the most worthwhile investment directions in this round. The second insight may be that the investment value of weighted stocks this year will be strengthened, unlike the previous two years where the dominant logic was fully reflected. Internet giants like Alibaba (09988) and Tencent (00700) may show similar allocation value. The main points of Huachuang Securities are as follows: Review: Since 2023.
CICC: AI + gaming transitions from tool iteration to ecological reconstruction, empowering evergreen games.
AI empowers evergreen games, with short-term exploration of existing roles such as AI NPCs/Agents, and in the future, it is expected to achieve ecological reconstruction, extending the lifecycle.
Hong Kong stocks movement | ZX INC (09890) rose over 6% during the session, partnering with Kingnet Network to jointly promote the development of AI large model technology in the gaming field.
ZX INC (09890) surged over 6% during the session, as of the time of writing, it has increased by 4.07%, priced at 8.44 Hong Kong dollars, with a transaction amount of 31.5866 million Hong Kong dollars.
Is It Time To Consider Buying Kingnet Network Co., Ltd. (SZSE:002517)?
