Ourpalm co.,ltd.'s performance supported by the game 'Da Sheng Dian Zhu', while the cost of acquiring small games has increased and dragged down net profit. | Interpretation of financial report
①In the first half of the year, the domestic gaming industry faced growth pressure, and ourpalm co.,ltd. achieved stable revenue with the small game 'Dashing Monkey King'; ②The cost of acquiring users for small games has increased, leading to a significant increase in sales expenses and a decline in net income; ③The company's 'AI+UGC' strategy has made certain progress.
The game "Black Myth: Wukong" continues to be popular and is expected to drive increased demand for cloud gaming.
gtja believes that on August 20, 2024, the game "Black Myth: Wukong" produced by Game Science will be launched, and the topic of the product will continue. It is expected to break through the circle and attract more non-traditional console game players who do not have hardware requirements to experience cloud gaming.
Received investment from China Mobile, further advancing the path to listing for Honor.
①Honor stated that the investment from China Mobile Communications Corporation in Honor has a good synergistic effect on innovation in the personal and home terminal market. ②Honor plans to launch the corresponding equity reform in the fourth quarter of this year, and then initiate the IPO process at the appropriate time.
AI Investment Atlas of 37 Interactive Entertainment Network Technology Group
AI has risen to the level of a global strategy within the company.
The three major A-share indexes fell nearly 1%, while the gaming and media sector rose sharply. The Industrial and Commercial Bank of China surpassed China Mobile to become the "king" of market cap. The 30-year main contract of government bond futures str
The three major indexes of A-shares fell collectively, and the Chinext Price Index fell by 1.34%. Most of the national debt futures closed up, and the main 30-year contract rose by 0.22%. The stock price of Industrial and Commercial Bank of China hit a new historical high, with a market cap surpassing China Mobile during trading. Shares of companies with the concept of 'Black Myth' soared, Zhejiang media stocks hit the limit up, Huayi Brothers rose by over 10%, and Guangxi Xinxunda Technology Group's 20CM also hit the limit up.
Various AI applications in different categories are constantly emerging domestically, and the prosperous AI ecosystem may drive related companies' explosive performance.
On August 19, the jointly established "AIGC (Generative Artificial Intelligence) Joint Innovation Laboratory" by the China Central Broadcasting and Television General Station and Zhejiang University was unveiled. Hao Jin Securities' Ni Shuang said that the pace of large-model releases is gradually slowing down, and the development of AI applications in various categories is intense and gradually showing advantages in overseas markets, which may promote the construction of the AI ecosystem.
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