After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.

Track the entire lifecycle of the main Sector.

cls.cnFeb 13 20:27 ET

Emotional value leads to a new trend. AI companion Siasun Robot&Automation may become a new wave in AI Hardware.

① Compared to AI toys, it has been learned that AI companion humanoid robots are a more advanced version of AI application scenarios. Previously, Apple has made efforts in desktop-level companion robots. ② Huajin Securities pointed out that the emergence of companion-type small robots marks the official arrival of the Asia Vets companion era.

cls.cnFeb 4 19:03 ET

Publicly listed companies are scrambling to layout the Industry Chain of AI toys, which may lead to a surge.

① According to media reports, industry insiders believe that AI toys are one of the best landing scenarios for large models in the Hardware sector. Nowadays, not only are listed companies developing AI toy products, but many startup companies have also emerged and received tens of millions in financing. ② China Securities Co., Ltd. believes that the long payment cycle and high market growth of AI toys make them one of the best landing scenarios for current large models.

cls.cnJan 26 19:15 ET

Special Treat Huato's 2024 performance is expected to increase by up to three times. 'Endless Winter' sets a new high for revenue in the same category of games | Interpretations

① The gaming Business is experiencing rapid growth, and Special Treat HuTong expects to achieve a net income of 1.6 billion to -2.3 billion yuan in 2024, a year-on-year increase of 205% to 338%; ② The popularity of "Endless Winter" and "Whiteout Survival" is at the core of the company's performance growth, with both generating new revenue highs for the category; ③ The company's two large computing power centers are accelerating construction.

cls.cnJan 24 07:34 ET

Beijing Ultrapower Software expects that last year's net profit increased by over 50% year-on-year. Two new SLG games have begun commercial testing overseas | Interpretations

① Benefiting from the steady performance of overseas games, Beijing Ultrapower Software expects last year's net profit to increase by more than 50% year-on-year. ② The company's two new SLG games have begun commercial testing overseas and will also be launched in the domestic market at an appropriate time.

cls.cnJan 21 08:05 ET

Last year, projected losses exceeded 1.1 billion yuan, and under pressure, Perfect World is seeking transformation by "slimming down". | Interpretations

① Both the gaming and film industries are under pressure, and Perfect World is facing a difficult time, with a projected loss exceeding 1.1 billion yuan last year. ② The company is actively "streamlining" and transforming to seek new opportunities, planning to make provisions for impairment of various Assets exceeding 0.65 billion yuan in 2024. ③ It is reported that the first 30 days of revenue from "Zhu Xian World" exceeded 0.4 billion yuan, and the related performance contribution will be gradually released in subsequent reporting periods.

cls.cnJan 17 20:57 ET