Core Viewpoint - The article discusses the significant investment activities of the gaming giant miHoYo, highlighting its strategic investments in various sectors, particularly in AI and technology, as a means to diversify and secure future growth amidst uncertainties in its core gaming business [4][16]. Investment Strategy - miHoYo has made over 30 disclosed investments across various fields, including AI, embodied intelligence, and commercial aerospace, indicating a broad interest in future technologies [4][6]. - The company has invested in projects like MiniMax, Suplay, and Soul, which are either approaching IPO or have already gone public, showcasing its commitment to nurturing potential high-growth ventures [4][6][16]. Investment Portfolio - miHoYo's investment portfolio includes significant stakes in Suplay (11.86%) and Soul (5.47%), both of which are in the gaming and social media sectors [6][8]. - The company has also invested in cutting-edge fields such as controlled nuclear fusion and brain-computer interfaces, reflecting its ambition to be at the forefront of technological advancements [7][14]. Market Trends and Insights - The article notes that miHoYo's investments are driven by the growing demand for virtual companionship and identity recognition among younger generations, suggesting a strategic alignment with market trends [13][14]. - The decline in revenue from its flagship game "Genshin Impact" has prompted miHoYo to seek new revenue streams through investments, indicating a proactive approach to mitigate risks associated with its core business [17][18]. Future Outlook - miHoYo's aggressive investment strategy is seen as both a proactive and reactive measure to address uncertainties in its gaming revenue, with the potential for these investments to yield significant returns in the future [16][18]. - The company’s focus on technology investments is expected to enhance its operational efficiency and expand its existing ecosystem, thereby creating new revenue opportunities [15][18].
游戏赚来的钱,米哈游投出3家IPO
首席商业评论·2026-01-22 04:52