Zhi Tong Cai Jing·2026-01-14 07:44Group 1 - Company stock of NetDragon (00777) surged over 10%, currently up 6.42% at HKD 11.6, with a trading volume of HKD 183 million [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 integration of AI is helping to quickly launch multilingual versions of existing games, such as the overseas version of "Yinghun Zhi Ren," and is facilitating low-cost global market expansion [2] - The acquisition of Merlyn Mind introduces an AI voice assistant to enhance software capabilities, accelerating the transition to a high-margin subscription model of "AI + SaaS" [2] - The report is optimistic about the company's stable operation of existing games and the educational business benefiting from the equipment upgrade cycle, with AI empowering game education and diversified investments contributing to performance growth [2]