Game developers are on a rampage in the AI race, and AI is expected to further open up the payment space for games.
According to media reports, as we enter 2025, major domestic Game Developers are racing ahead in the AI field. Now, many companies, including Tencent, NetEase, and Giant Network Group, are embedding AI large models into their games to enrich the storyline and player interaction. Open-source securities point out that AI is expected to reshape gaming from aspects such as development, interaction, and commercialization.
Star Evening Report | Shareholders of Beijing Kingsoft Office Software, Inc plan to inquire about the transfer of 7.7618 million shares. Angruiwei's IPO application on the Star has been accepted.
① Multiple Star companies stated that their local Business was not affected by the earthquake; ② Manus announced two pricing plans of $39 and $199; ③ NVIDIA's special supply GPUs for the mainland saw a surge in orders.
[Data Monitoring] The trading volume of Saudi ETF surged nearly 20 times as retail investors and Algo teamed up to grab shares of Insigma Technology.
① Two Saudi ETFs surged today, with the Saudi ETF (520830) seeing a trading volume increase of 1978% compared to yesterday. ② Insigma Technology, a popular stock in the computing sector, received a Buy of 0.104 billion from the Dalin Huanghe Road branch of Galaxy Securities, while two Algo seats together bought over 0.21 billion.
Shengbang Security responds to its involvement in deep-sea equipment products.
① Shengbang Security stated on the interactive platform that ** the company's Satellite Internet security products have been successfully applied in marine floating object scenarios. ② Shengbang Security launched innovative technological products and systematic solutions for Satellite Internet security, providing customized products and services for various application scenarios such as vehicle-mounted, airborne, and shipborne.
The Huawei China Partner Conference is about to be held, and the Huawei Industry Chain may welcome new investment opportunities.
① According to media reports, the Huawei China Partner Conference 2025 will be held from March 20 to 21 at the SHENZHEN INT'L Convention and Exhibition Center (Baoan). ② Open Source Securities stated that 2025 will be a critical year for the native Huawei Hongmong, expected to bring substantial business growth to Industry Chain partners. Bullish on the trend of Huawei Hongmong's rise, it is recommended to pay attention to investment opportunities with ecological partners.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.