Group 1 - NetEase's new game "Infinite" showcases diverse character roles and an open-world design, highlighting the company's technological accumulation and innovative strength, which may enhance investor confidence in its product pipeline [1] - The entry of leading companies into the two-dimensional and open-world segments is expected to accelerate industry competition and quality upgrades, driving the sector's valuation towards a dual-driven model of content and technology [1] - The release of innovative products sends positive signals, helping to boost market expectations for the long-term growth potential of the gaming industry [1] Group 2 - miHoYo's new IP "Star Valley" marks its strategic expansion into the simulation management genre, potentially enriching the company's revenue structure and boosting investor confidence in its diversified development [2] - The exploration of new categories by leading companies in the gaming industry is likely to activate the potential of niche markets, promoting the sector's evolution towards multi-category and high-quality offerings [2] - The continuous release of quality IP reserves strengthens market optimism regarding the long-term growth of the gaming industry [2] Group 3 - Kojima Productions' 10th-anniversary livestream revealed multiple new game projects, showcasing its layout in horror, espionage, and AR genres, with notable technological capabilities and creative reserves [3] - The integration of innovative IP and technology is expected to drive content diversification and experience upgrades, enhancing the competitiveness of the gaming sector [3] - The ongoing output of quality content is likely to boost market confidence in the long-term development potential of the gaming industry [3]