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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.
Giant Network Group Co., Ltd. (SZSE:002558) Doing What It Can To Lift Shares
Guosen: ByteDance may launch an emotional support large model. Pay attention to AI applications and opportunities in IP layout.
Guosen released a Research Report stating that the Media Sector outperformed the market this week. In the medium to long term, attention is recommended on AI application and IP millet layout opportunities, while short-term focus should be on the box office situation during the Spring Festival period.
There's No Escaping Giant Network Group Co., Ltd.'s (SZSE:002558) Muted Earnings Despite A 29% Share Price Rise
