Company News - Webtoon Entertainment's stock surged over 40% in pre-market trading [1] - Xiaopeng Motors' G7 delivery volume officially surpassed 10,000 units [1] - NetEase's stock rose over 5% in pre-market trading, reaching $137.9 [1] Market Dynamics - The three major U.S. stock index futures rose before the market opened, with Dow futures up 0.28%, S&P 500 futures up 0.21%, and Nasdaq futures up 0.25% [1] - Major European stock indices strengthened, with the FTSE 100 up 0.16%, CAC 40 up 0.53%, DAX up 0.68%, and the Euro Stoxx 50 up 0.86% [1]

2025年中国国际大数据产业博览会（以下简称"数博会"）将于8月28日至30日在贵阳举行。本次数博会以"数聚产业动能 智启发展新篇"为主题，旨在全面 展现数据要素与人工智能技术融合创新的最新成果，推动数据资源的高效汇聚和开发利用，为产业转型升级和经济高质量发展注入强劲动力。 作为在数字时代成长起来的00后，我们对这场科技盛宴充满期待。借此，知知贵阳推出〖00后看数博〗专栏，从00后的视角来看数博会上那些数智技术是 如何影响着我们的生活的。今天，就让我们从社交媒体的视角出发，一起看看这些出现在社交媒体上的黑科技。 "图像创作引擎"基于腾讯混元的自研图像创作底层模型，输出高质量的AI图像生成和编辑能力，为企业客户提供图像风格化、AI写真、线稿生图、百变 头像、模特换装、商品背景生成等能力。例如，在设计场景，企业客户使用"线稿生图"功能，上传产品线稿设计图后，通过提示词和参数设定，快速生成 实物设计图，大幅缩短创作与生产周期。 今年5月，腾讯混元发布了图像2.0模型 （HunyuanImage2.0），官方给出的亮点： 在新媒体浪潮席卷的当下，社交媒体早已成为00后日常消遣、信息获取的"刚需"存在。随着创作生态不断 ...

Core Viewpoint - NetEase (NTES.US) is expected to report improved performance in its upcoming earnings release, with projected revenue and adjusted EBIT growth of 12% and 29% year-over-year, respectively, reaching 28.5 billion and 10.4 billion RMB [1] Group 1: Financial Performance - The anticipated game revenue for NetEase is expected to increase by 17.9% year-over-year [1] - The company's total revenue is projected to be 28.5 billion RMB, while adjusted EBIT is expected to be 10.4 billion RMB [1] Group 2: Game Performance - Key games contributing to revenue include "逆水寒" (Nirvana in Fire) and "蛋仔派对" (Egg Party), which are performing steadily, while "巅峰极速" (Peak Speed) is recovering growth [1] - New games such as "第五人格" (Identity V) and upcoming titles are expected to maintain strong performance [1] Group 3: Future Product Line - NetEase's product line for the second half of the year includes RPG game "漫威秘法狂潮" (Marvel's Secret Magic), ARPG "暗黑II重置版" (Diablo II Resurrected), and FPS game "无主星渊" (Borderlands) [1] - Approximately 21 new games have recently passed regulatory approval, which is believed to further drive company growth [1]

Core Viewpoint - The U.S. stock market saw a collective rise in popular Chinese concept stocks before the market opened, indicating positive investor sentiment towards these companies [1] Group 1: Stock Performance - Bilibili experienced a rise of over 5% [1] - NetEase and Kingsoft Cloud both increased by more than 4% [1] - Ctrip, Tiger Brokers, Li Auto, NIO, Futu, and Quantum Song all saw gains exceeding 3% [1] - Alibaba, Tencent Music, and Pinduoduo rose by more than 2% [1]

Core Viewpoint - The article highlights the significant impact of ten outstanding figures in China's internet industry, showcasing their contributions to innovation, market shaping, and the evolution of technology in the sector. Group 1: Overview of the Internet Industry in China - China officially accessed the internet in 1994, marking the beginning of its internet era [1] - The country has become the largest internet market globally, with the highest number of internet and mobile internet users [1] - The rapid development of the internet has transformed lifestyles and driven social progress [1] Group 2: Notable Internet Entrepreneurs - **Ma Huateng**: Founder of Tencent, known for QQ and WeChat, which revolutionized communication and became a leading comprehensive internet service provider [3] - **Jack Ma**: Founder of Alibaba, which transformed e-commerce and mobile payments in China, achieving the largest IPO globally in 2014 [5] - **Li Yanhong**: Founder of Baidu, which established itself as the second-largest independent search engine globally and a leader in AI technology [7] - **Zhang Yiming**: Founder of ByteDance, known for Douyin and TikTok, which led the global short video trend and became a world-class application [9] - **Wang Xing**: Founder of Meituan, which became a major player in the comprehensive lifestyle service platform in China [11] - **Ding Lei**: Founder of NetEase, known for pioneering free email services and online gaming in China [13] - **Zhang Chaoyang**: Founder of Sohu, recognized for creating the first Chinese search engine and being a significant player in the internet portal era [15] - **Huang Zheng**: Founder of Pinduoduo, which disrupted the e-commerce market with a social shopping model and surpassed Alibaba in market value [17] - **Cheng Wei**: Founder of Didi Chuxing, which transformed transportation through ride-hailing services and became a leader in the sharing economy [19] - **Zhou Hongyi**: Founder of Qihoo 360, known for creating a free security model and becoming a major internet security service provider [21]

8月12日，美国CPI数据公布，美股三大指数集体收涨， 标普500指数 、纳斯达克指数创下 新高。 大型科技股和中概股集体上涨。英伟达、Meta股价创下新高； 纳斯达克中国金龙指数收涨 1.49%， 腾讯音乐二季度业绩"喜人"，涨超10%。 上天天基金APP搜索【777】注册即可 领500元券包，优选基金10元起投！限量发放！先到 先得！ "稳定币第一股"Circle发布美股上市以来的首份业绩报告， 业绩亏损，营收增幅超预期。 百年胶片巨头柯达大跌，公司在财报中发出经营预警。 国际油价继续下跌，欧佩克上调明年全球石油需求预期。 受CPI提振，美股大涨 美东时间8月12日（周二），美股三大指数均涨超1%， 标普500指数 和纳斯达克指数再创 新高。 截至收盘， 标普500指数 上 涨1.13%，报 收于 6445.76点；纳斯达克综合指数 上 涨 1.39%，报 收于 21681.9点；道琼斯工业指数涨1.1%，报 收于 44458.61点。 市场受到最新通胀数据的提振。 美国7月消费者价格指数（CPI）同比上涨2.7%，低于预期 的2.8%；剔除食品和能源价格的核心CPI同比上涨3.1%，略高于预期的3%。 ...

Core Insights - The client-side gaming industry in China is experiencing robust growth, with the market size projected to reach 67.981 billion yuan in 2024, reflecting a year-on-year increase of 2.56% [1][12]. - The successful implementation of the "cross-end integration" strategy has driven user growth and payment willingness, particularly through products like "Delta Action" [1][12]. - The industry is witnessing a recovery in game approvals, with 946 game licenses issued from January to July 2025, including 67 client-side games [1][17]. Industry Overview - Client-side games require users to download and install dedicated client software, enabling multiplayer interaction through network connections [2]. - Compared to web and mobile games, client-side games leverage local hardware for superior graphics and complex mechanics, offering a deeper gaming experience [3][4]. Market Dynamics - The client-side gaming market is expected to grow to 29.537 billion yuan in the first five months of 2025, marking a 4.96% increase year-on-year [1][12]. - The industry is characterized by a dual-structure competition, with Tencent and NetEase holding over 60% market share, while mid-tier companies like Century Huatong and emerging players like Mihayou are also making significant strides [21]. Policy Support - National and local governments are implementing supportive policies to foster the development of the client-side gaming industry, creating a robust policy framework for high-quality growth [5][7]. Technological Advancements - The industry is leveraging technological innovations such as AI and cloud gaming to enhance user experience and expand market reach [23][24]. - The integration of AI technologies is significantly reducing production costs and time, while cloud gaming is enabling cross-platform play [23]. User Demographics - The gaming user base in China is projected to reach 674 million in 2024, with a slight growth rate of 0.94% [10]. - The client-side gaming ecosystem is evolving to cater to diverse user demographics, including younger and older generations [10][25]. Competitive Landscape - The competitive landscape is marked by a mix of established giants, mid-tier companies, and innovative small enterprises, each focusing on different market segments and strategies [21]. - The industry is moving towards a model that emphasizes content innovation and social responsibility, with a focus on IP development and user protection [25]. Future Trends - The client-side gaming industry is expected to continue its trajectory of growth driven by technological integration, global expansion, and a focus on niche markets [23][24]. - There is a growing emphasis on creating engaging content and ensuring user safety, particularly for younger audiences [25].

美东时间周二(8月12日)，美国7月通胀数据巩固了9月美联储降息预期，美股三大指数全线涨超1%，标普纳指再度齐创历史新高，科技巨头英伟达、Meta亦 创新高。目前，交易员已经大幅提高了对美联储9月降息的预期，概率高达93%。 【美股指数】 截至收盘，标普500指数涨1.13%，报6445.76点；道琼斯指数涨1.10%，报44458.61点；纳斯达克指数涨1.39%，报21681.90点。 来源：市场资讯 （来源：要闻君） 隔夜，美国劳工统计局公布数据显示，7月份，美国CPI环比上涨0.2%，符合市场预期，与6月份0.3%的涨幅相比有所放缓。同比来看，CPI上涨2.7%，低于 市场预期的2.8%，与6月份持平。核心CPI方面，剔除波动较大的食品和能源价格后，7月份环比上涨0.3%，符合预期；但同比涨幅达到3.1%，高于预期的 3.0%，创下自2月份以来的新高。 市场认为，美国7月CPI数据显示通胀压力仍相对温和，市场担忧的关税推动通胀急剧上升的情况尚未出现，消除了美联储降息的一大障碍，美股得以提 振。交易员大幅提高了对美联储9月降息的预期，目前概率高达93%。 | | | | | | | | CME FEDW ...

当地时间8月12日，美股主要指数全线高开高走，中国资产亦表现亮眼。 截至发稿，纳斯达克中国金龙指数涨幅超过1%。 | 代码 | 名称 | 现价 | 消歧失 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | TME | 腾讯音乐 | 25.656 | 2.956 | 13.02% | | ZJK | 一天然于 | 2.920 | 0.220 | 8.15% | | NIU | 小牛电动 | 4.151 | 0.301 | 7.82% | | QFIN | 奇富科技 | 34.140 | 1.770 | 5.47% | | JFIN | 嘉银科技 | 12.880 | 0.480 | 3.87% | | XYF | 小赢科技 | 14.180 | 0.510 | 3.73% | | BZ | BOSS直聘 | 21.780 | 0.680 | 3.22% | | WB | 微博 | 10.010 | 0.280 | 2.88% | | WDH | 水滴公司 | 1.900 | 0.050 | 2.70% | | JD | 京东集团 | 31.995 | 0.815 | 2.6 ...

Core Viewpoint - The recent CPI data has positively influenced the US stock market, leading to significant gains in major indices, with the S&P 500 and Nasdaq reaching all-time highs [1]. Market Performance - The S&P 500 index rose by 1.13% to 6445.76 points, the Nasdaq composite increased by 1.39% to 21681.9 points, and the Dow Jones Industrial Average climbed by 1.1% to 44458.61 points [1]. - The Russell 2000 index, which is seen as a beneficiary of interest rate cuts, surged nearly 3% [3]. Sector Highlights - Technology stocks rebounded, with notable performances from major companies: Apple up 1.09%, Microsoft up 1.43%, Amazon up 0.08%, Nvidia up 0.6%, Google-A up 1.16%, Tesla up 0.53%, and Meta up 3.15% [7]. - Intel experienced a significant increase of 5.62%, with a two-day gain of 11% following a shift in Trump's stance [8]. - Other companies such as Electronic Arts, BlackRock, Goldman Sachs, and Morgan Stanley also reached historical highs [9]. International Market - The Nasdaq Golden Dragon China Index rose by 1.49%, with Alibaba up 3.19%, JD.com up 3.01%, Baidu up 2.14%, and Pinduoduo up 3% [10]. - However, some Chinese companies faced declines, such as NIO down 8.96% and XPeng down 6.08% [10].