Core Viewpoint - Tencent has shifted its strategy from maintaining its existing products to aggressively pursuing new opportunities, particularly with the success of "Delta Action" in the shooting game market [28]. Group 1: Tencent's Game Development and Market Position - Analysts have historically focused on Tencent's established products like "Honor of Kings" and "Peace Elite," but attention has now shifted to "Delta Action," which has generated significant revenue and user engagement [3][4]. - "Delta Action" achieved a remarkable milestone by surpassing 300 million daily active users (DAU) shortly after its launch, indicating its strong market presence [6][8]. - The game has been positioned as a "platform product" within Tencent's shooting game portfolio, suggesting its potential for long-term growth and adaptability to player preferences [4][9]. Group 2: Market Dynamics and User Engagement - The game has successfully tapped into a previously underserved market of hardcore shooting game players, who had limited access to quality FPS games in China [14][15]. - "Delta Action" employs a lightweight design that lowers the entry barrier for casual players while retaining elements that appeal to hardcore gamers, thus broadening its user base [17][20]. - The game has created a resilient monetization model that combines seasonal content, loot boxes, and ticket economies, catering to both casual and hardcore players [18]. Group 3: Competitive Landscape and Challenges - Despite its domestic success, "Delta Action" faces challenges in the international market, where it competes against established franchises like Call of Duty and Battlefield [24]. - The game's industrialization capabilities have improved, but there are still areas for refinement, particularly in user experience and game mechanics [25][26]. - The complexity of catering to diverse player groups within a single platform poses risks for future development and market expansion [22][30].