BK0961 Game Ⅱ
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Shengtian Network plans to launch 4 new travel AI products “GiMak” this year and have achieved part of the revenue | Direct Performance Report
① The May domestic game version was released yesterday, and Shengtian Network's new game “Misty Park” was listed. The company chairman revealed at the performance conference today that the game is being polished; ② In addition to the two new games that have already been launched, Shengtian Network is also expected to launch 4 new games this year, of which “Age of Discovery: Sea Overlord” will be released on schedule this year; ③ The company's director said that the AI music product “Gimai” has achieved part of its revenue.
“Celebrating the Years 2” is out of the air! Listed companies say they have obtained authorization to launch game products this year
① The much-anticipated “Celebrating the Years 2” is about to start, and some companies “can't sit still.” Xinghui Entertainment today replied on Interactive Easy that it has obtained the “Celebrate the Years” license and plans to launch the “Celebrate the Years” game product in 2024. ② Game industry insiders believe that IP-adapted games are still the mainstream development direction due to their own influence and purchasing volume advantages, but the actual sales performance depends on the quality of the game itself.
Fewer new games put pressure on Q1 performance. Can Perfect World be reversed by “updating”? ｜Financial Report Interpretation
① Due to few new game launches, Perfect World's net profit for the first quarter turned out to be a loss compared to the same period last year; ② The company's new game “Persona: The Phantom of the Night” attracted much attention, and many organizations believe that the new product is expected to drive performance recovery.
Thousands of meteorology watching Shanghai | The tide of domestic games “going overseas” surges here, reporters enter the “two-dimensional” Caohejing | Looking for new momentum for the Chinese economy
① According to statistics, the actual sales revenue of games independently developed by China in overseas markets reached 16.4 billion US dollars in 2023. Among the top 30 mobile game companies with overseas revenue, Shanghai companies occupied 8 seats, 6 of which ranked in the top 15; ② MihaYou told the “Science and Technology Innovation Board Daily” reporter that it adheres to diversified creations and an international perspective, adheres to user experience as the guide, and continues to apply cutting-edge technological innovation to the field of digital culture.
95 domestic game editions have been approved again, and many listed game companies have made gains
The number of game versions has been distributed over 100 for 5 consecutive months. An agency source told the Financial Association reporter that the current supply of editions is in line with expectations, and the distribution pace continues to improve and is expected to continue.
Benchmark Reiterates Buy on Kaiser Aluminum, Maintains $84 Price Target
Benchmark analyst Josh Sullivan reiterates Kaiser Aluminum (NASDAQ:KALU) with a Buy and maintains $84 price target.
OpenAI CEO Altman: GPT-6 is a general tool that can help in all aspects; ASML: It is reasonable for China to increase mature production capacity; ByteDance Europe launches new app TikTok Lite|AI Daily Morning News
① Kunlun World Wide Tiangong 3.0 and Tiangong Sky.Music music models begin public beta; ② ByteDance launches new app TikTok Lite in Europe; ③ Stanford University 2024 AI Index Report: Dharma Medical AI was selected for the annual highlight study.
Kaiser Aluminum Declares $0.77 Dividend
JP Morgan Maintains Neutral on Kaiser Aluminum, Raises Price Target to $80
JP Morgan analyst Bill Peterson maintains Kaiser Aluminum (NASDAQ:KALU) with a Neutral and raises the price target from $68 to $80.
Hikawa Network is expected to lose money in the first quarter and the growth of its three old games is weak
① Tonight, the A-share gaming sector ushered in its first quarter results forecast. Hikawa Network expects a net profit loss of over 367 million yuan in the first quarter of 2024, changing from profit to loss over the previous year. ② Weak revenue and increased promotion of the three old games were the main causes of the loss in performance. Analysts said that the company's main games are highly dependent on secondary gameplay purchases. Although this style of play has advantages, it quickly fails and requires continuous investment.
Express News | In April 14, imported online games were approved, and Tencent was on the list
107 domestic games have been approved and new titles such as 37 Entertainment and Giant Network are on the list
① The domestic game version was officially released this month, and 107 new games were approved. More than half of them are casual puzzle mobile games. ② Listed companies such as 37 Entertainment, Giant Network, and Gigabit have all made gains. ③ Industry insiders said that the current version reserves are sufficient, and more attention is being paid to how to improve the competitiveness of the game in the market.
"First Medicare Health Plans To Start Paying For Weight-Loss Drugs; CVS, Elevance, Kaiser Permanente Medicare Plans To Cover Wegovy To Cut Heart Risk; Use Of Wegovy, Other Obesity Drugs For Weight Loss Alone Still Excluded From Medicare" - WSJ
"First Medicare Health Plans To Start Paying For Weight-Loss Drugs; CVS, Elevance, Kaiser Permanente Medicare Plans To Cover Wegovy To Cut Heart Risk; Use Of Wegovy, Other Obesity Drugs For Weight Los
Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!
Music ChatGPT is coming, AI audio model investment opportunities highlighted
① Artificial intelligence startup Suno released the v3 version of the Suno model. Users can enter the music genre style and content theme in the custom mode, and can generate 2 minutes of music in just a few seconds. ② With big models triggering a wave of AI and rapid hardware and infrastructure upgrades, AI music ushered in opportunities. In terms of market size, some analysts said that the domestic digital music market has exceeded 150 billion yuan.
Domestic game AI engine unveiled at GDC! Tencent and other travel companies reveal the latest AI results
At 2024GDC, Tencent released a self-developed game AI engine, GiiNex, and showcased Giinex's innovations in game 3D city generation and UGC level design scenarios.
Byte and Ant have taken action, and major companies are investing in this emerging field
① Byte and Ant launched for the first time this year; ② Tencent, Ali, Meituan, etc. have all invested heavily in the chip circuit. Behind Unicorn Suiyuan Technology, Changxin Storage, and Cambrian, they all have major Internet companies; ③ in addition to direct investment, major manufacturers have already created LPs to leverage more opportunities on chip and semiconductor circuits.
Follow global gaming events. What was GDC's hottest topic of conversation?
① The Global Game Developers Conference, the top event in the global gaming industry, will be held in San Francisco from March 18th to 22nd. ② A person from a listed company said in an interview that GDC has increased exchanges and discussions on the AI field this year, shifting from last year's “outlook” to “multi-dimensional application of results.” ③ People from companies such as Tencent, NetEase, Miha Tour, and ByteDance will participate in the 2024 GDC conference and share AI, etc.
The number of game versions has been distributed over 100 for three consecutive months. Agencies say the supply side of the industry continues to improve
① The State Press and Publication Administration released approval information for domestic online games in February 2024. A total of 111 games were approved. Over 100 domestic game versions have been distributed for three consecutive months (December, January, and February). ② According to the China Galaxy Securities Research Report, the trend of steady and increasing distribution of 2024 editions is expected to continue, which will drive the supply side of the industry to continue to improve.
Nvidia soared 16%, leading to a carnival of AI concept stocks, and the direction of AI application nurtures important investment opportunities
① Nvidia once again started an AI carnival. Its US stock closed up 16.40% and reported a stock price of $785.38. The market capitalization increased by $277 billion in a single day, and the total market value reached 1.939 trillion US dollars, surpassing Google and Amazon. ② Minsheng Securities pointed out that 2024 may be the real first year of AI applications. The three new directions of AI terminal restructuring, localization of computing power, and multi-modality lead to important opportunities for AI applications.