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

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

Increased investment in overseas markets, Shenzhen Bingchuan Network expects to lose over 0.24 billion yuan in 2024 | Interpretations

① The first annual performance forecast for the A-share gaming sector has been released. This evening, Shenzhen Bingchuan Network announced that due to increased investment in overseas markets, losses last year are expected to exceed 0.24 billion yuan; ② According to a journalist from Caixin, going overseas is currently an important Global Strategy direction for Shenzhen Bingchuan Network. In 2023, the company's overseas income accounted for 29% of its total annual income, and by the first half of 2024, this proportion has increased to 46%.

cls.cnJan 15 06:52 ET