12.22犀牛财经早报：万亿元级“游戏经济”生态浮现

Group 1 - The public fund issuance market has seen a significant shift, with equity funds taking the lead over bond funds, marking a new phase focused on innovation and diverse product offerings [1] - A total of 1,468 new public funds were established this year, reaching a four-year high, while the total fundraising scale remained stable compared to the past two years [1] - The expansion of the ChiNext 50 ETF products indicates a competitive focus among leading public funds, driven by the need to diversify product lines and capitalize on the performance of core assets in the market [1][1] Group 2 - The People's Bank of China has announced a one-time credit repair policy, which will not display overdue information for personal debts under 10,000 RMB if repaid by March 31, 2026 [2] - The Chinese gaming industry is transitioning towards high-quality development, with projected market revenue reaching 350.79 billion RMB in 2025, reflecting a 7.68% year-on-year growth [2] - The gaming economy is expected to exceed 1.2 trillion RMB, with a focus on technological innovation and cultural content as new competitive barriers [2] Group 3 - The embodied intelligence sector is anticipated to evolve into a trillion-yuan industry, with numerous entrepreneurial opportunities within its supply chain [3] - A new silicon-based quantum processor has achieved stable connectivity of 11 qubits, marking a significant advancement in quantum computing [3] - ASML's EUV lithography machine has successfully manufactured nanopores at the full wafer level, which holds significant research value in biomedical applications [4] Group 4 - The AI sector in the US stock market is experiencing volatility, with Oracle's stock dropping over 5% amid concerns about the profitability of AI investments [5] - Uniqlo has faced backlash for allegedly surveilling customers in stores, raising concerns about privacy and customer experience [5] Group 5 - The Hong Kong IPO market is active, with companies like Wallen Technology planning to issue over 247 million shares at a price range of 17-19.6 HKD per share [8] - Estun Automation is progressing with its H-share issuance and listing application on the Hong Kong Stock Exchange, pending final regulatory approval [9] - Upwind Cement's investment in Yu Xin Semiconductor has been accepted for IPO on the ChiNext, indicating a growing interest in the semiconductor sector [10]