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Open-source securities: AI is expected to reshape gaming from aspects such as development, interaction, and commercialization.
AI-native games are expected to enhance the richness of gaming experiences, transforming from the relatively simple "leveling up and monster fighting" entertainment experience to a mixed experience that includes competition, social interaction, and art.
Investors Shouldn't Overlook Kingnet Network's (SZSE:002517) Impressive Returns On Capital
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.
Is It Time To Consider Buying Kingnet Network Co., Ltd. (SZSE:002517)?
