NKY(SZ:300109) Xin Lang Cai Jing·2025-10-28 02:06Group 1 - The core viewpoint highlights the positive performance of the gaming and cultural media sector, with the CSI Hong Kong-Shanghai Gaming and Cultural Media Index showing resilience and potential for continued growth [1][2] - MiniMax has released a new text model, MiniMax-M2, which ranks among the top five globally in the Artificial Analysis (AA) evaluation, marking a significant achievement for Chinese open-source models [1] - The performance of MiniMax-M2 surpasses Google's Claude Sonnet 4.5 in speed by nearly double, while being priced at only 8% of its cost [1] Group 2 - Huayuan Securities emphasizes the ongoing strong performance of the gaming sector driven by high-quality products, suggesting continued focus on this area [2] - The AI-driven content creation industry is expected to experience high growth due to supply and demand dynamics, with a recommendation to monitor advancements in AI technology and application [2] - The CSI Hong Kong-Shanghai Gaming and Cultural Media Index includes 50 listed companies from various sectors, reflecting the overall performance of the gaming and cultural media theme in the markets [2]