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Game developers are on a rampage in the AI race, and AI is expected to further open up the payment space for games.
According to media reports, as we enter 2025, major domestic Game Developers are racing ahead in the AI field. Now, many companies, including Tencent, NetEase, and Giant Network Group, are embedding AI large models into their games to enrich the storyline and player interaction. Open-source securities point out that AI is expected to reshape gaming from aspects such as development, interaction, and commercialization.
Giant Network Group Co., Ltd.'s (SZSE:002558) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?
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.
Retail Investors in Giant Network Group Co., Ltd. (SZSE:002558) Are Its Biggest Bettors, and Their Bets Paid off as Stock Gained 4.5% Last Week
China Great Wall: AI may drive the emergence of revolutionary gameplay in the gaming industry, confirming its potential once again.
China Great Wall suggests paying attention to gaming companies that have mature R&D capabilities and also incorporate AI layouts.
There's No Escaping Giant Network Group Co., Ltd.'s (SZSE:002558) Muted Earnings Despite A 29% Share Price Rise
