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China Aviation Securities: The gaming policy environment is becoming more friendly, and 'AI + overseas expansion' is helping to improve the industry's prosperity.
AVIC Securities remains Bullish on the gaming Sector's configuration opportunities with the dual enhancement of performance and valuation.
Trending Industry Today: YIDU TECH Leads Losses In ByteDance Ecosystem Stocks
The game licenses were issued in February! 110 domestic games and 3 imported games were approved.
① This evening, the February game license approvals were released, with 113 new games approved. New products from listed companies like NetEase, G-bits Network Technology, and Kingnet Network are included; ② A total of 249 new games have received licenses this year. Including this month, licenses for domestic and imported games have been issued simultaneously for five consecutive months.
Trending Industry Today: MOBVISTA Leads Losses In ByteDance Ecosystem Stocks
CMGE deploys the DeepSeek model, with AI empowerment potentially reshaping the experience of fantasy martial arts games.
With the rapid development of AI technology, the game industry is ushering in new opportunities for transformation. Recently, the well-known IP Game Platform CMGE announced the completion of the DeepSeek model deployment, aiming to empower its open-world multi-platform game "Sword and Fairy World" with AI technology, creating a more immersive "romantic fantasy world of Eastern spirits". It is reported that CMGE's AI Global Strategy layout focuses on "AI + games" and "AI + game development and Operation". "Sword and Fairy World" will utilize AI technology to upgrade its dynamic interaction system and open-world gameplay, planning to introduce AI character NPCs.
Multiple stocks have risen over 10%! The AI craze in Hong Kong is blowing towards gaming stocks; Institutions state that a performance turning point may be welcomed in the first half of the year.
① The enthusiasm for AI in the Hong Kong stock market is blowing towards gaming stocks. Which companies are gaining attention? ② Institutions claim that the Industry may see a performance turning point in the first half of the year, benefiting from which Bullish drivers?
