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.
ODM and OEM business driving the company's sales scale growth. Lens Technology's net income in the first half of the year increased by 55% YoY. | Interpretations
① The consumer electronics industry has shown a clear trend of recovering terminal demand, with lens technology's net income in the first half of the year increasing by more than fifty percent year-on-year. ② With the continuous innovation of AI smartphones by major mobile phone brands, it may drive the arrival of a new round of replacement cycles, and companies related to the industry chain are expected to benefit.
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.
Avita has launched a "domestically-produced Maybach".
Start afresh.
Business expansion is affected, with Beijing Supermap Software's net profit falling by over 30% in the first half of the year. The company is "very optimistic" about the low-altitude market. | Interpretations
①In the first half of this year, Beijing Supermap Software achieved revenue of 0.637 billion yuan, a decrease of 7.76% year-on-year, and net income attributable to shareholders of 0.034 billion yuan, a decrease of 35.99%; ②The company attributes the decline in performance to the macro environment and the progress of business expansion, and the proportion of the second half of the year's revenue is higher than that of the whole year; ③The company previously announced that it is cooperating with Sichuan Jiuzhou Electric Investment Holding Group Co., Ltd., and is optimistic about the market for low-altitude flying.
Geling Shentong: Large models are the core technology development direction. When will the turnaround become a topic of concern for investors? | Direct hit shareholders meeting
Zhao Yong said that the large model technology is the foundation for the company's survival and development, and will also be the core technology development direction for the company in the next few years, in response to the importance of "multi-modal large model". Large models have been applied in finance, industry, commerce and other fields, but these models are auxiliary roles and have not reached the level of replacing people.
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