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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?
SensorTower: In January, Global Consumer spending on mobile games was approximately 7.27 billion USD, a month-on-month increase of 4%.
In January 2025, "Honor of Kings" rose six places to once again become the highest-grossing mobile game globally.
Yuexiu Securities: NETDRAGON (00777) "Game + Education" dual track Global Strategy supports long-term growth.
The company is expected to release multiple new titles of existing and new IP games between the second half of 2024 and the first half of 2025, likely driving overall revenue and profitability growth in the coming year.
NetDragon Websoft Holdings (HKG:777) Earnings and Shareholder Returns Have Been Trending Downwards for the Last Five Years, but the Stock Grows 7.6% This Past Week
Chengdu Yunda Technology (300440.SZ) was Shareholder Li NETDRAGON reducing their Shareholding by 1.3739 million shares.
Chengdu Yunda Technology (300440.SZ) announced that the company recently received a notice from Shareholder Li Wanglong, who will, in 2025...
Hong Kong stock Concept tracking | The DeepSeek model can easily achieve edge deployment, accelerating the commercialization of AI Education products (including Concept stocks).
Multiple education companies embracing DeepSeek are expected to accelerate the commercialization of AI education products.