Some gaming stocks have risen, with Bilibili-W (09626) increasing by 3.96%. Institutions indicate that AI + gaming may further open up growth opportunities for the industry.

Jinwu Financial News | Some gaming stocks rose, HOMELAND ITL (03798) increased by 12.40%, Bilibili-W (09626) rose by 3.96%, XD INC (02400) rose by 3.44%, IDREAMSKY (01119) rose by 3.09%, TENCENT (00700) increased by 1.18%, and NTES-S (09999) rose by 0.38%. Kaiyuan Securities stated that with policy support combined with the release of new products, the gaming Sector is expected to reach a performance turning point. In 2024, 1,416 new game licenses will be issued, a 32% year-on-year increase, and in February 2025, 110 domestic games.

Jin Wu Financial News23:29 ET

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.

Zhitong FinanceMar 26 01:39 ET

XD Inc.'s (HKG:2400) Market Cap Dropped HK$1.1b Last Week; Retail Investors Bore the Brunt

Simply Wall StMar 25 22:37 ET

After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.

① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.

cls.cnMar 25 00:13 ET

Wanlian Securities: The effect of the Spring Festival holiday combined with the outstanding performance of new products led to a year-on-year growth of 27.65% in the game market in January.

Wanlian Securities suggests paying attention to leading companies with abundant reserves of license numbers, strong research and development capabilities, and high-quality products.

Zhitong FinanceMar 24 22:50 ET

The "gap" in the implementation of the DeepSeek large model integrated machine | Depth

① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.

cls.cnMar 20 23:08 ET