Gamma Data: From January to March, the size of China's game market reached 85.704 billion yuan, with a year-on-year growth of approximately 18%.

Data shows that from January to March 2025, the scale of China's gaming market was 85.704 billion yuan, a year-on-year increase of 17.99%, and a quarter-on-quarter decrease of 1.21%.

Zhitong FinanceMay 19 10:39

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.

Zhitong FinanceMay 16 11:39

Brokerage morning meeting highlights: The summer movie box office is expected to show year-on-year improvement, Bullish on the full year's box office performance.

In today's Brokerage morning meeting, China International Capital Corporation pointed out that the Federal Reserve will not lower interest rates in the short term; China Securities Co.,Ltd. believes that future fertility subsidies may be improved in three dimensions; Galaxy Securities stated that the box office for summer blockbusters is expected to see a year-on-year improvement, Bullish on the annual box office performance.

cls.cnMay 8 08:37

After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.

Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.

cls.cnMay 6 09:24

Is the ceiling of AI mathematics here? DeepSeek's new model has been quietly open-sourced, and netizens are calling out: R2 is just around the corner!

Just when everyone was anticipating DeepSeek's official announcement of the R2 large model, the company unexpectedly dropped another technical bomb on the eve of May Day. On April 30, DeepSeek quietly open-sourced its latest model on the Hugging Face platform - DeepSeek-Prover-V2-671B, a large language model focused on mathematical theorem proving, specifically optimized for formal mathematical proof tasks. DeepSeek-Prover-V2-671B uses the DeepSeek-V3 architecture, with parameters reaching as high as 6.

wallstreetcnApr 30 21:55

Direct coverage of the Star medical instruments industry collective Earnings Conference: Multiple companies are laying out AI medical Business, and key segments in innovation fields may accelerate the development of domestic production.

① Attending companies believe that tariff policies will bring some cost pressures and market challenges to enterprises, but at the same time, it has accelerated the localization process in relevant fields; ② Some attending companies disclosed the latest developments in their Business during the earnings briefing and the planning for related lines by 2025.

cls.cnApr 26 13:45

ZTE: Revenue in the first quarter of 2025 increased against the trend, but the decline in gross margin has raised market concerns.

ZTE's revenue in the first quarter of 2025 grew against the trend, but declining gross margin is a hidden concern. Core points: Strong revenue growth performance: Achieved revenue of 32.968 billion yuan in the first quarter, a year-on-year increase of 7.82%, indicating that the company's main Business maintains steady growth. Profitability under pressure: Net income attributable to shareholders was 2.453 billion yuan, a year-on-year decline of 10.50%; non-recurring net income was 1.957 billion yuan, a significant year-on-year decline of 26.14%. Gross margin clearly declined: The growth rate of cost of goods sold far exceeded the revenue growth rate, with cost of goods sold increasing by 22.13% year-on-year, while revenue only increased by 7.82%. Deteriorating cash flow situation: Cash from operating activities.

wallstreetcnApr 22 18:41

Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.

From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.

wallstreetcnApr 11 06:10

The National Film Administration has stated that it will moderately reduce the import quantity of USA films, causing related US stocks to plummet.

① The National Film Bureau responded today to the USA's increased tariffs on China, stating that it will moderately reduce the number of American films imported. ② According to reporters from Caixin, cinema sources have indicated that there has been no notification of Hollywood films such as 'Thunder Force' being withdrawn from release. ③ Over the past three years, domestic films have dominated the annual box office.

cls.cnApr 10 22:41

Yidu Technology assists Beizhong in creating the "CACA Guideline Assistant".

Shanghai Securities News China Securities NetworkApr 8 23:59

Express News | MOBVISTA's stock surged over 7% after the earnings report, and Mintegral's revenue is expected to grow by 47.2% year-on-year in 2024.

BreakingsApr 1 09:48

Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.

At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.

cls.cnApr 1 08:46

Yidu Technology has received a net Buy of over 30 million Hong Kong dollars from southbound funds for two consecutive days, and will participate in the national key research and development programs.

According to the latest data from Wind, on March 25, southbound funds net bought 3.6771 million shares of Yidu Technology, accounting for 23.97% of that day's Volume.

IT News NetworkMar 28 13:47

DeepSeek V3 shocks Silicon Valley again, suddenly shrinking the China-US AI gap to just 3 months!

After the minor version upgrade of the DeepSeek V3 model, Kai-Fu Lee stated that it has narrowed the AI gap between China and the US to three months, and in certain areas, China has even taken the lead.

Golden10 DataMar 26 10:52

Express News | The DeepSeek-V3 model has been updated, with comprehensive advancements in various capabilities.

BreakingsMar 25 21:45

Yidu Technology received net Buy of over ten million Hong Kong dollars from southbound funds, supporting the research and development of the country's first intelligent system for liver cancer diagnosis and treatment.

According to the latest data from Wind, southbound funds net bought 1.4928 million shares of Yidu Technology (2158.HK) on March 20, accounting for 9.92% of the day's Volume.

IT News NetworkMar 25 14:26

The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.

With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.

Guosheng SecuritiesMar 24 11:06

The game license has arrived in March! Black Myth: Wukong has been approved for the PS5 in the Chinese market, with major titles from Tencent and NetEase gathering around it.

Explode the Industry.

Gelonghui FinanceMar 22 13:06

The "gap" in the implementation of the DeepSeek large model integrated machine | Depth

① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.

cls.cnMar 21 11:08

Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.

In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.

cls.cnMar 21 08:27