Core Insights - The recent surge in IPOs for AI and semiconductor companies in China has attracted significant market attention, with notable performances from companies like MiniMax and Zhipu [1][2][3] - Major gaming companies such as Tencent, Mihayou, and others are increasingly investing in AI and semiconductor firms, indicating a trend of deep integration between the gaming industry and advanced technologies [1][12][15] Investment Highlights - MiniMax, an AI unicorn, debuted on the Hong Kong Stock Exchange with a first-day increase of 109%, reaching a market capitalization of over HKD 100 billion [1] - Mihayou, an early investor in MiniMax, holds approximately 6.1% of the company, with a current stake valued at around HKD 6.5 billion, reflecting a nearly 70-fold increase in valuation since its initial investment [2] - Zhipu, another AI company, saw its market cap exceed HKD 570 billion upon listing, with significant price increases shortly after [2][3] Strategic Investments by Gaming Companies - Tencent led a USD 250 million Series B funding round for MiniMax and has also invested in Zhipu, holding 1.58% and 2.58% stakes in these companies, respectively [3][12] - Other gaming companies, such as 37 Interactive Entertainment and Youzu Interactive, are also making strategic investments in AI and semiconductor firms, indicating a broader trend within the industry [3][11] Market Dynamics - The gaming industry is increasingly viewed as a significant player in the tech investment landscape, with analysts noting that gaming companies are leveraging their cash flow to support advancements in AI and semiconductor technologies [12][15] - The shift in perception of gaming companies from mere entertainment providers to strategic investors in high-tech sectors reflects a growing recognition of their role in driving technological innovation [15][16] Future Outlook - Analysts suggest that the investments made by gaming companies are not merely opportunistic but are driven by internal needs for enhanced computational power and AI tools to improve game development processes [13][14] - The trend of gaming companies investing in upstream technologies is expected to continue, fostering a symbiotic relationship between gaming and technological advancements [14][15]

Core Viewpoint - A marketing revolution is underway, shifting from "keyword ranking" to "AI answer priority," significantly impacting the media sector, as evidenced by the surge in the Media ETF Huaxia (code: 516190) with a net inflow of 575 million yuan on January 12 [1][6]. Group 1: Market Dynamics - The announcement by Elon Musk to open-source the content recommendation algorithm of the X platform has marked the arrival of the Generative Engine Optimization (GEO) era [1]. - The A-share media sector experienced a wave of price surges, with companies like Liou Co. and Yidian Tianxia achieving consecutive price limits, and the Media ETF Huaxia rising over 8% after an 8.41% increase the previous week [1][6]. - The GEO revolution is expected to create a trillion-yuan market space, as investors recognize the potential of this shift [1]. Group 2: GEO Characteristics - Unlike traditional SEO, GEO emphasizes logical coherence, authoritative data, and emotional resonance in content [2]. - The demand from advertisers is transitioning from "ranking priority" (SEO) to "answer priority" (GEO), leading to innovations in marketing and media business models [2]. - The GEO market in China is projected to reach approximately 2.9 billion yuan by 2025 and 24 billion yuan by 2030, with the global market expected to exceed 100 billion dollars [2]. Group 3: Investment Opportunities - The Media ETF Huaxia (516190) is identified as a prime investment vehicle for the GEO revolution, as its constituent stocks align closely with GEO concepts [3]. - The ETF includes leading companies in online retail, advertising, film publishing, gaming, and digital media, with top holdings such as Focus Media, Giant Network, and BlueFocus [3][4]. - As of January 9, the ETF has achieved a year-to-date return of 13.15% and a one-year return of 52.38%, significantly outperforming the CSI 300 index [6]. Group 4: Long-term Outlook - The transition from traditional search to AI-driven dialogue signifies a fundamental change in how users access information, positioning GEO optimization as a critical area for corporate marketing [6][7]. - The Media ETF Huaxia is well-positioned for long-term investment due to the ongoing trends of traffic entry reshaping, conversion chain reconstruction, and concentrated event catalysts [7].

每经AI快讯，有投资者在投资者互动平台提问：公司持有哪些脑机接口公司？ 三七互娱（002555.SZ）1月12日在投资者互动平台表示，公司目前已投资的脑机接口公司包括华南脑控 及强脑科技，分别投资2000万元人民币及2000万美元。 （文章来源：每日经济新闻） ...

（原标题：三七互娱：目前已投资的脑机接口公司包括华南脑控及强脑科技） 人民财讯1月12日电，三七互娱1月12日在互动平台表示，公司目前已投资的脑机接口公司包括华南脑控及强脑科技，分别投资2000万元人民币及 2000万美元。 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌:0.89%。 (产品代码：159869) ★ 跟踪：中证动漫游戏指数 近五日涨跌: 9.79% 市盈率： 40.89倍 资金流向: 最新份额为93.0亿份,增加 了9400.0万份,净申赎1.4 亿元。 估值分位:60.08% 市盈率： 20.39倍 资金流向: 最新份额为102.1亿份,增 加了1800.0万份,净申赎 1000.9 万元。 估值分位:20.18% 游戏ETF 估值分位: 98.26% 云计算50ETF (产品代码: 516630) ★ 跟踪： 中证云计算与大数据主题指数 近五日涨跌: 15.13%。 科创50ETF (产品代码: 588000) ★ 跟踪：上证科创板50成份指数 近五日涨跌: 7.77% 市盈率:178.22倍 资金流向: 最新份额为534.9 ...

三七互娱在互动平台表示，公司目前已投资的脑机接口公司包括华南脑控及强脑科技，分别投资2000万 人民币及2000万美元。 ...

Group 1 - The gaming sector experienced a significant increase of 5.95% on January 12, with Kunlun Wanwei leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - The top-performing stocks in the gaming sector included Kunlun Wanwei, which rose by 19.99% to a closing price of 64.82, with a trading volume of 1.9846 million shares and a transaction value of 12.25 billion [1] Group 2 - The gaming sector saw a net inflow of 1.418 billion in main funds, while retail investors experienced a net outflow of 798 million [2][3] - The stock Kunlun Wanwei had a main fund net inflow of 277 million, representing 2.26% of its total trading volume [3] - Other notable stocks included Yaoji Technology with a main fund net inflow of 251 million, accounting for 20.96% of its trading volume [3] Group 3 - The gaming ETF (product code: 159869) tracking the China Securities Animation and Gaming Index increased by 9.79% over the past five days, with a current P/E ratio of 40.89 [5] - The gaming ETF's latest share count is 9.3 billion, having increased by 94 million, with a net subscription of 140 million [5]

责任编辑：钟离 股票频道更多独家策划、专家专栏，免费查阅>> 1月12日。A股市场脑机接口概念股走强，其中，熵基科技逼近20CM涨停，道氏技术、盈康生命涨超 13%，汤姆猫涨超10%，岩山科技10CM涨停，三七互娱逼近10CM涨停，爱朋医疗、蓝思科技、南京熊 猫涨超9%，优刻得-W、创新医疗涨超8%，科大讯飞、中科信息涨超7%，三博脑科、狄耐克涨超6%， 可孚医疗、塞力医疗涨超5%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 301330 | 熵基科技 | 1 | 19.40 | 117亿 | 50.11 | | 300409 | 道氏技术 | 1 | 13.91 | 259亿 | 47.49 | | 300143 | 盈康生命 | 来 | 13.01 | 100亿 | 35.43 | | 300459 | 汤姆猫 | 1 | 10.19 | 209亿 | 29.63 | | 002195 | 岩山科技 | 1 | 10.05 | 646亿 | 60.65 | | 300753 | 爰朋医疗 | ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 301330 | 熵基科技 | 1 | 19.40 | 117亿 | 50.11 | | 300409 | 道氏技术 | 1 | 13.91 | 259亿 | 47.49 | | 300143 | 盈康生命 | -06- | 13.01 | 100亿 | 35.43 | | 300459 | 汤姆猫 | 1 | 10.19 | 209亿 | 29.63 | | 002195 | 岩山科技 | 1 | 10.05 | 646亿 | 60.65 | | 300753 | 爰朋医疗 | 1 | 9.99 | 53.97亿 | 54.31 | | 002555 | 三七互娱 | 4 | 9.97 | 664亿 | 27.16 | | 300433 | 蓝思科技 | 1 | 9.80 | 2245亿 | 40.34 | | 600775 | 南京熊猫 | 1 | 9.33 | 182亿 | 63.01 | | 688158 | 优刻得-W * | | 8.97 | ...

【脑机接口概念震荡走高 道氏技术等多股涨超10%】智通财经1月12日电，午后脑机接口概念震荡走 高，道氏技术、熵基科技、爱朋医疗涨超10%，此前岩山科技走出6天5板，三七互娱、南京熊猫逼近涨 停。消息面上，1月9日，国家药监局就《采用脑机接口技术的医疗器械 侵入式设备 可靠性验证方法》 和《采用脑机接口技术的医疗器械 范式设计与应用规范 运动功能重建》两项推荐性医疗器械行业标准 制订计划进行公示。 转自：智通财经 ...

Core Viewpoint - Sanqi Interactive Entertainment has seen a significant stock price increase, with a 21.13% rise over the past seven days, indicating strong market performance and investor interest [1][2]. Group 1: Company Overview - Sanqi Interactive Entertainment is based in Wuhu, Anhui Province, and was established on May 26, 1995, with its stock listed on March 2, 2011 [1]. - The company's main business involves the research, development, publishing, and operation of mobile and web games, with revenue composition being 97.09% from mobile games, 2.08% from web games, and 0.83% from other sources [1]. Group 2: Stock Performance - As of the latest report, Sanqi Interactive's stock price is 28.77 CNY per share, with a trading volume of 1.806 billion CNY and a turnover rate of 4.01%, leading to a total market capitalization of 63.646 billion CNY [1]. - The stock has experienced a continuous increase for seven days, with a total gain of 21.13% during this period [1]. Group 3: Fund Holdings - Nord Fund has a significant position in Sanqi Interactive, with its Nord Huazheng Value Selected 50 Index Fund holding 15,000 shares, representing 2% of the fund's net value, making it the tenth largest holding [2]. - The fund has realized a floating profit of approximately 22,200 CNY today and a total of 71,400 CNY during the seven-day increase [2]. - The Nord Huazheng Value Selected 50 Index Fund was established on April 29, 2025, with a current size of 15.8091 million CNY and a year-to-date return of 3.66% [2].