Top gaming companies saw global revenue growth exceeding 17% in June, with a wave of new releases launching during the summer season.

① In June, leading Chinese gaming companies continued their strong global revenue performance, with 38 Chinese mobile game publishers ranking among the top 100 global mobile game publisher revenue chart, collectively generating $2.06 billion in revenue—an increase of over 17% year-over-year. ② The industry landscape has become increasingly clear, characterized by stable earnings from long-running flagship titles and newer releases progressively entering their revenue ramp-up phase. ③ Recently, new titles launched for the summer season have begun to roll out, which is expected to further boost gaming companies’ revenues.

cls.cn18:15

Goldman Sachs In-Depth Report: Who Will Emerge as the Long-Term Winner in China's AI Large Language Model Industry?

In the foundational large language model segment, Zhipu and DeepSeek are viewed as the most competitive in the long term, while ByteDance leads in multimodal AI. Goldman Sachs believes China’s AI large models have evolved from 'low-cost' to 'highly intelligent,' with open-source models such as Zhipu’s GLM and DeepSeek approaching the performance of the world’s leading closed-source models. Supported by cost advantages, an expanding open-source ecosystem, and international expansion, these models are expected to drive rapid growth in China’s AI market.

wallstreetcnJul 10 22:33

Domestic AI chip unicorn Enflame Technology's IPO registration on the STAR Market has taken effect.

Tencent is the largest shareholder.

wallstreetcnJul 10 14:22

From 'Not Seated at the Main Table' to 'Computing Power Overload': Has Tencent AI Rejoined the Game?

Two days after the official launch of Hy3, computing resources for the Hy3 model on Tencent's WorkBuddy platform were overwhelmed, with queue rates exceeding 50% in the afternoon. Over the past two years, Tencent has consistently been 'left out of the main conversation' in the large-model arena. Now, the moment its servers were 'overwhelmed' speaks louder than any product launch—Tencent AI is finally in demand.

cls.cnJul 10 11:39

Express News | Financial Times: Tencent leads deal to block Meta's $2 billion acquisition of Manus

BreakingsJul 10 11:28

Commercial deployment of NPOs is expected to accelerate, as Huawei has launched the industry's first multi-source protocol, with participation from several A-share listed companies.

① Recently, Huawei, together with China Mobile Research Institute, JD Cloud, Baidu, China Electronics Standardization Institute, and over 20 other industry partners, jointly launched the OPEN NPO initiative; ② NPO stands for Near-Packaged Optics, an interim solution positioned between traditional pluggable optical modules and CPO; ③ Zheshang Securities noted that pluggable optics, NPO, and CPO are expected to coexist in the long term, with CPO likely representing the long-term evolutionary direction.

cls.cnJul 10 09:06