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Express News | AI application stocks rebounded during trading, IReader Technology reached the limit up.
Express News | Last year, the average highest annual salary of A-share Company Executives was 1.63 million yuan, with several A-share Chairmen receiving salary increases of over 5 million.
AVIC Securities: Stable increase in game licenses, AI empowerment, and resonance of overseas expansion leading to a structural recovery in the gaming industry.
In terms of license structure, multiple products have simultaneously been approved for mobile + client/game console licenses, reflecting the supply direction of "cross-end integration + quality refinement."
Express News | The Guangzhou Game Export Index is released: Strategy games lead the way, with AI as the growth engine.
Guotai Junan: In May, the game licenses were issued. Bullish on companies with quality content reserves and solid fundamentals.
The approval cadence for publishing numbers is stable, and the supply of gaming products is abundant. The firm is Bullish on companies with high-quality content reserves and solid fundamentals.
Goldman Sachs has issued a major adjustment! The Chinese gaming stocks are experiencing a stark contrast: Bilibili and Xindong are favored, G-bits Network Technology is being called to sell, while Tencent and NetEase firmly hold the center stage.
On the evening of May 14, Goldman Sachs updated its outlook on the medium-sized game publishers it covers, resulting in three rating adjustments. Goldman Sachs emphasized several key observations in the Industry: for medium-sized firms, the domestic expansion space has generally narrowed due to market consolidation, with many evergreen games continuing to maintain an advantage and good user Community/retention rates. From the perspective of 2023, both $TENCENT(00700.HK)$ and $NTES-S(09999.HK)$ have outperformed their smaller counterparts in China. Goldman Sachs believes this is due to the shift in user demand towards new games.
