SANQI HUYU(SZ:002555) Ge Long Hui·2026-01-16 00:41Core Viewpoint - The article highlights the strong performance of 37 Interactive Entertainment, driven by its strategic investments in AI and technology, particularly in the gaming sector, which is seen as a mature application for AI technology [1][8]. Group 1: Investment Strategy - 37 Interactive Entertainment has made early investments in the GEO sector, positioning itself advantageously in a rapidly growing market and capitalizing on the transformative potential of AI in search and marketing [2][9]. - The company has a broad investment portfolio that spans various sectors, including computing power, hardware, and applications, creating a comprehensive value chain from foundational infrastructure to AI applications [6][7]. - Recent investments include companies like Zhiyun Technology, Lijing Innovation, and Qiangna Technology, which are gaining market attention and aligning with trends in AI, fruit supply chains, and brain-computer interfaces [1][6]. Group 2: Value Creation - The investment strategy of 37 Interactive Entertainment is characterized by systematic placements across multiple high-quality enterprises, which enhances its ability to realize value continuously [4][7]. - The company’s investments align with national strategic directions, contributing to technological innovation and industrial upgrades, thereby reinforcing its role in sustainable development [7][9]. - The collaboration with Qiangna Technology, a leading brain-computer interface company, exemplifies the dual business synergy that can emerge from such investments, potentially revolutionizing human-computer interaction [11][13]. Group 3: Market Performance - 37 Interactive Entertainment's stock has shown strong performance, reaching a two-year high, reflecting the market's positive reception of its strategic investments [5][8]. - The company is expected to continue benefiting from its extensive investment ecosystem, which is poised to release significant value as more of its portfolio companies mature and achieve breakthroughs [7][14].