传媒：《黑神话：悟空》获重磅奖项，优质IP赋能游戏扬帆出海

Investment Rating - The industry investment rating is "Leading the Market," indicating an expected outperformance of over 10% relative to the benchmark index in the next 6-12 months [5]. Core Insights - The game "Black Myth: Wukong," developed by Game Science, has won significant awards, including "Best Action Game" and "Player's Voice" at The Game Awards, showcasing the global recognition of high-quality Chinese IPs [2]. - The game has achieved over 22.1 million copies sold on Steam, generating total revenue exceeding 1 billion USD (approximately 7 billion RMB), marking a significant milestone for domestic AAA games [2]. - A report indicates that over 90% of respondents have used IP-related products in the past year, with 68% willing to pay for game-related IP products, highlighting a strong consumer preference for quality IP in the gaming sector [2]. Summary by Sections Event Highlights - "Black Myth: Wukong" received world-class awards, reflecting the technological advancements and cultural impact of domestic games [2]. - The game has garnered over 1 million user reviews on Steam, with a 96% positive rating, indicating strong player satisfaction [2]. Market Trends - The report from Gamma Data shows a strong preference for IP products in gaming, with over 77% of users wanting to see more IP products in the gaming sector [2]. - Quality IP is expected to drive growth in the gaming industry and related sectors, suggesting a multi-dimensional empowerment of games and derivative products [2]. Investment Recommendations - The report suggests focusing on quality IP's positive impact on entertainment products centered around gaming. Recommended stocks include Tencent Holdings, NetEase, and Bilibili, among others [2].