智通财经网·2026-01-14 07:37Group 1 - Company stock of NetDragon (00777) surged over 10%, currently trading at 11.6 HKD with a transaction volume of 183 million HKD [1] - NetDragon has made strategic investments in ROKID, Chuangqisi, and Shuaiku Network to strengthen its ecosystem in AI, metaverse, and pan-entertainment sectors [1] - The subsidiary Chuangqisi signed a cooperation agreement with Zhongke Wenge, becoming the exclusive overseas platform and commercialization partner for Zhongke Wenge [1] - The company is exploring new application scenarios in metaverse education and gaming through its investment in AI glasses leader ROKID [1] - NetDragon is actively expanding its AI computing power and plans to significantly optimize the production efficiency and cost of AIGC educational resources [1] Group 2 - Dongwu Securities report highlights the company's implementation of the "AI + gaming" strategy, with AI integrated into art production, code writing, and multilingual localization [2] - The company is leveraging AI to quickly launch multilingual versions of existing games, such as the overseas version of "Yinghun Zhi" [2] - Through the acquisition of Merlyn Mind, the company has introduced an AI voice assistant to enhance software capabilities and accelerate the transition to a high-margin subscription model [2] - The report is optimistic about the company's stable operation of existing games and the educational business benefiting from the device upgrade cycle [2] - AI is expected to empower both gaming and education sectors, contributing to performance growth through diversified investments [2]