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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.
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.
The dental industry exits its high-growth expansion phase: where will future growth momentum come from?
① As industry growth slows, China's dental sector is exiting its golden era of rapid expansion and entering a profound cyclical transformation; ② In today's age of information overload, how to ensure that 'high-quality institutions and skilled practitioners' gain genuine visibility has become a pressing challenge for the entire industry.
Domestic AI chip unicorn Enflame Technology's IPO registration on the STAR Market has taken effect.
Tencent is the largest shareholder.
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.
Express News | Financial Times: Tencent leads deal to block Meta's $2 billion acquisition of Manus