Summary of TapTap Maker Conference Call Company and Industry - **Company**: 心动公司 (Xindong Company) - **Product**: TapTap Maker, an AI-driven game engine designed for easy game creation through natural language and multimedia interaction - **Industry**: Gaming and Game Development Core Points and Arguments - **Product Overview**: TapTap Maker is an AI-native code-driven game engine that allows creators to collaborate with AI using natural language, images, and videos to create games effortlessly [2][4] - **Performance Features**: The engine boasts high-performance rendering and physics capabilities, supporting real-time data transfer across multiple platforms including PC, Mac, mobile, and tablets [2][5] - **Ecosystem Integration**: TapTap Maker is part of a commercial ecosystem with the TapTap platform and its advertising aggregation system, De-Richlet, enabling creators to monetize their games easily [2][6] - **Cost Structure**: Currently, TapTap Maker is free to use, and it is expected to remain free for creators in the future, focusing on building a community rather than generating profit from the tool [2][7] - **Development Efficiency**: Demonstrated the ability to create a multiplayer 3D Snake game in ten minutes and optimize it in two hours, with all code, graphics, and music generated by AI [2][10] - **Complex Game Development**: A 3D roguelike game was developed in one month without any manual coding, resulting in 50,000 lines of code and supporting complex features like boss battles and weapon upgrades [3][10] Additional Important Content - **User-Friendly Features**: The tool integrates various resources, including model tools for graphics, video, and music, as well as developer services for user login and anti-addiction measures [2][8] - **Real-Time Editing Capabilities**: During a live demonstration, the tool showcased its ability to quickly fix issues and implement features like water flow effects and in-game advertisements [2][9] - **Diverse Game Types**: Examples of games created with TapTap Maker include various genres such as competitive shooters, adventure games, and simulation games, highlighting its versatility for creators with limited technical skills [2][11]

Investment Rating - The report maintains a "Recommended" investment rating for the media industry [2][26]. Core Insights - The integration of "Intangible Cultural Heritage + Gaming" by Kaiying Network is highlighted as a key innovation, aiming to create a platform for showcasing traditional skills to younger audiences through digital technology [4][23]. - BlueFocus Media has been recognized as Pinterest's "Annual Growth Partner," indicating a successful collaboration in overseas marketing [17][18]. - The first overseas Chinese film festival, the "China-Mali Film Festival," showcased seven Chinese films, with four produced by Hengdian Film, emphasizing the cultural exchange between China and Mali [19][20]. Summary by Sections Industry News - BlueFocus Media received the "Annual Growth Partner" award from Pinterest for its performance in overseas marketing, marking a deeper collaboration [17][18]. - The "China-Mali Film Festival" took place in Mali, featuring seven Chinese films, enhancing cultural ties [19][20]. Key Company Announcements - Kaiying Network's collaboration with Zhejiang Cultural Property Exchange for the "Remarkable Legend" project was officially launched, focusing on the fusion of intangible cultural heritage and gaming [4][23]. - Tianlong Group signed a guarantee contract to enhance the financial efficiency of its subsidiaries [21]. - Yidian Tianxia plans to invest in a new venture capital partnership, focusing on emerging industries like AI and new materials [22]. Investment Recommendations - The report suggests focusing on companies with competitive advantages in digital asset operations, overseas brand services, and high-quality content exports. Key areas include: 1. AI technology empowerment in the gaming industry, recommending companies like Kaiying Network and Tencent [26]. 2. The release of IP value, with a focus on AoFei Entertainment [26]. 3. Recovery in the film industry, recommending companies like Huace Film and Wanda Film [26].

Memory - South Korea's core technology product exports showed a positive trend in January 2026, with memory exports increasing by 154% year-on-year, driven by price hikes and strong server-related demand [3] - Samsung and SK Hynix are expected to see significant revenue growth in Q1 2026, with projections of 178% and 233% year-on-year increases, respectively [3] - NAND chip exports surged by 366%, indicating robust demand in the memory sector [3] Autonomous Driving/Physical AI - Google's Project Genie, powered by Genie 3, aims to create interactive worlds through user-generated content, marking a significant step towards AGI [5][6] - Waymo plans to raise approximately $16 billion, with a target valuation of nearly $110 billion, highlighting the increasing investment interest in autonomous driving technology [6][7] Robotics - Tesla's Optimus robot is set for a key release in Q1 2026, with significant upgrades aimed at mass production [8][9] - Yushin Robotics anticipates delivering around 55,000 robots in 2025, with nearly 50% of orders coming from overseas markets [10][11] AI Computing Power - NVIDIA's CEO clarified that the company's planned investment in OpenAI will be gradual, not reaching the previously mentioned $100 billion [14] - Oracle aims to raise $45-50 billion to expand its cloud infrastructure, driven by demand from major clients like AMD and Meta [14] AI Applications - Tencent is increasing its investment in AI, with its app Yuanbao leveraging community marketing strategies to enhance user engagement and market penetration [37] - The global PCB market is expected to double in size by 2026-2027, driven by the demand for AI servers and high-performance materials [38] Liquid Cooling - Fositek's revenue is projected to grow at a CAGR of 46% from 2025 to 2028, driven by advancements in liquid cooling technology [26][27] - The liquid cooling segment is expected to exceed 50% of revenue by 2026, indicating a strong market trend towards efficient cooling solutions [29] PCB - The global PCB market is experiencing robust growth, with a significant increase in demand driven by AI services and high-performance computing [30][31] - Companies like WUS and Zhen Ding Technology are positioned to benefit from the ongoing upgrade cycle in AI infrastructure [34][35]

Group 1 - The AI social platform Moltbook has gained significant popularity overseas, featuring 1.5 million AI agents engaging in discussions across thousands of forums, mimicking human social patterns [1][3] - Tencent's AI platform Yuanbao launched a cash red envelope activity on February 1, leading to a surge in downloads, topping the iPhone app rankings on the same day [2][3] - The advancements in large model reasoning and multi-modal capabilities indicate a strong foundation for human-like interactions in AI social platforms, suggesting a pathway from niche applications to broader social engagement [1][3] Group 2 - Google announced the public testing of its world model Genie3, allowing users to create real-time interactive virtual worlds through natural language dialogue, enhancing game development accessibility [4] - The launch of Taptap Maker by Xindong Company enables game creators to develop games directly within a chat interface, significantly lowering the barriers to game development [4] - The gaming sector is expected to benefit from AI advancements, with recommendations to focus on companies with strong platform attributes, including Xindong Company and others [4]

心动公司(02400)发布公告，于2026年2月2日，该公司斥资192.27万港元回购2.2万股股份，每股回购价 85.1-90.65港元。 ...

智通财经APP讯，心动公司(02400)发布公告，于2026年2月2日，该公司斥资192.27万港元回购2.2万股股 份，每股回购价85.1-90.65港元。 （原标题：心动公司(02400)2月2日斥资192.27万港元回购2.2万股） ...

格隆汇2月2日丨心动公司(02400.HK)公告，2月2日耗资192.3万港元回购2.2万股。 ...

| 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02400 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下列日期開始時的結存(註1) | 2026年1月30日 | | 495,118,164 | | | 0 | | 495,118,164 | | 1). 其他 (請註明) | | | | | % | | | | | 參見B部分 | | | | | | | | | | 變動日期 2026年2月2日 | ...

公开资料显示，港股通互联网ETF基金（520910）今日重磅上市，跟踪中证港股通互联网指数，定位鲜 明聚焦港股互联网龙头，成分股中涵盖有望在后续AI加速渗透中持续受益的阿里巴巴、腾讯控股、小 米集团、美团、快手等港股互联网龙头。截至发稿，该ETF成交额逼近800万元成分股中，心动公司、 狮腾控股、金山云、东方甄选等涨幅领先。 （文章来源：每日经济新闻） 距离2026年春节假期还有两周左右，科技大厂之间已"硝烟"渐起。2月1日，腾讯旗下元宝App春节10亿 元红包活动开启。在苹果商店免费App排行榜上，元宝已超过字节跳动旗下豆包升至第一名。2026年春 节的红包大战，已然演变为一场以AI为核心引擎、争夺下一代流量超级入口的战略卡位战。随着豆 包、千问、混元等大模型能力不断提升，AI技术作为生产力工具，有望深度融入营销、电商等成熟赛 道，实现从流程优化到价值重构的跨越。 中航证券指出，大模型进入智能体执行时代，AI应用落地与政策支持共振加速，国内外大模型能力 从"内容生成"跃迁至"流程代理"，技术范式跃迁与商业价值转化正同步加速。在开源生态繁荣、政策全 链支持、应用落地提速的背景下，建议重点关注以下两类投资主线： ...

每经AI快讯，心动公司(02400.HK)早盘涨近7%，截至发稿，涨4.01%，报89.4港元，成交额2.59亿港 元。 （文章来源：每日经济新闻） ...