"我想把南宁动物园的动物设计到我的作品里，感觉会是很有趣的游戏角色""我很喜欢南宁的酸 嘢，正在思考怎么把它和我的地图结合"……多位创作者接受记者采访时，表达了对广西气候、美食和 景点的喜爱，并希望通过游戏地图让更多玩家了解广西。 本次大赛由自治区数据局指导，腾讯互娱天美工作室主办，广西旅游发展集团等多家企业共同协 办。全球创作者可通过腾讯《元梦之星》平台参与大赛，以数字作品的形式展现广西多元文化，以数字 技术赋能文旅发展，助推本地文化数字化传播。 据活动主办方介绍，本次大赛依托腾讯《元梦之星》创作工具、结合内嵌的混元大模型能力实现的 3D模型生成能力，构建了"壮美广西3D数字资源包"，可大幅降低创作门槛、提升内容生产效率，参赛 者可在平台内生成融合广西自然景观、民族风情与人文历史的游戏地图作品，共同参与"元梦广西"数字 孪生体的构建。 8月22日，中国—东盟游戏创意大赛暨首届"元梦广西·星游八桂"游戏地图创作大赛启动仪式在南宁 举行。 活动设置"八桂风华"和"八桂风物"两个赛道，时间为8月22日至10月22日，并通过《元梦之星》平 台设置总奖金池10万元。 广西高度重视数字经济与实体经济深度融合，7月19日 ...

Group 1 - The event held on August 22 focused on the integration of AI and the gaming industry, aiming to enhance the core competitiveness of the gaming sector in the Suzhou Industrial Park [1] - A joint initiative called the "AI+ Gaming" industry ecosystem was established, involving multiple organizations to integrate resources, tackle technical challenges, and create a collaborative innovation platform [1] - The gaming market driven by AI is continuously expanding, prompting the park to seize development opportunities in this area [1] Group 2 - The Suzhou Industrial Park is concentrating on "digital culture" and "content copyright" as its main development directions, particularly in gaming, animation, and digital entertainment [2] - The park aims to enhance its service offerings, optimize the business environment, and attract strong enterprises while nurturing local talent in the "AI+ culture" development opportunity [2]

2024 年底，马斯克在 X 上的一条动态，把《流放之路 2》推上了全球玩家的热搜榜。 他说，这是一款「暗黑破坏神和艾尔登法环的爱情结晶」。随即，关于这款游戏的讨论在玩家圈层之外也迅速扩散开来。后来甚至有人爆料，他会在私人 飞机上刷《流放之路 2》，还因此引发过一场「带练风波」。科技狂人马斯克的沉迷，把这款硬核 ARPG 拉出了圈子。许多此前并不熟悉这一类型的玩 家，也因此第一次关注到它。 马斯克转发《流放之路 2》丨来自：X 对我来说，这并不是一款完全陌生的作品。从初中时代沉迷《暗黑 2》开始，我就对「刷宝」类 ARPG 保持着长久的兴趣。打怪、掉落、组建流派，这种 不断重复却又充满未知的过程，对玩家有着某种魔力。《流放之路》系列，就是在这样一群「暗黑死忠粉」的手中诞生，并逐渐成长为最硬核也最纯粹的 ARPG 代表之一。只是它极高的门槛和复杂度，也让很多普通玩家望而却步。 自由交易：完全自由的玩家间贸易机制，大部分物品都可以进行交易 从 2013 年初代《流放之路》发布，作为一个从《暗黑 2》一路走来的老玩家，我也一直有关注这个系列。到 2024 年底《流放之路 2》正式上线，这款游 戏在垂类玩家群体中的口 ...

Investment Rating - The industry investment rating is "Positive" and is maintained [7] Core Viewpoints - In Q2 2025, the fund holding market value proportion of the media internet sector increased by 0.58 percentage points to 1.96%, ranking 15th among 32 industries in the Yangtze River first-level classification, unchanged from Q1 2025 [2][4][17] - The media internet sector continues to be underweighted, with an actual fund holding market value proportion of 1.96% compared to a benchmark ratio of 2.25%, indicating a shortfall of 0.29 percentage points, which is a slight improvement from a shortfall of 0.77 percentage points in Q1 2025 [4][21] - The media internet sector saw a marginal increase in holding intentions for gaming and advertising segments, benefiting from improved industry sentiment and policy support [5][24] Summary by Sections Fund Holdings Analysis - The media internet sector's fund holdings increased slightly but remain relatively low, with a market value proportion of 1.96% in Q2 2025, up from Q1 2025 [4][17] - The sector's cumulative increase was 10.76% in Q2 2025, ranking 8th among all industries, compared to a 9.71% increase in Q1 2025 [12][5] Sector Performance - The TMT (Technology, Media, and Telecommunications) sector's fund holding proportion increased by 2.65 percentage points to 29.06% in Q2 2025, with increases in media, communication, and electronics sectors [5][14] - The gaming segment's allocation increased by 0.47 percentage points to 0.96%, while the advertising marketing segment rose by 0.25 percentage points to 0.68% [5][24] Major Holdings - The top ten heavily held stocks in the media internet sector include Focus Media (8.85 billion), Kaiying Network (4.21 billion), and Giant Network (3.26 billion) [6][30] - The number of funds holding these stocks has increased, with Kaiying Network seeing a rise from 124 to 184 funds [26][27] Hong Kong Stock Holdings - In Q2 2025, Hong Kong stock holdings increased to 19.9%, with Tencent and Alibaba seeing slight reductions, while Kuaishou was significantly increased [32][34]

Core Insights - The article highlights the recent strategic investment of $14 million (approximately 100 million RMB) by Xindong Company in the gaming company MiAO, which is now valued at $264 million (approximately 2.64 billion RMB) [1][6] - The investment reflects a renewed interest from venture capitalists in the gaming industry, particularly in the context of the AI era, which is seen as providing new opportunities for innovation [1][9] Group 1: Company Overview - MiAO was founded by Wu Meng, a veteran in the gaming industry, who previously served as CEO of Giant Network and has a history of successful ventures [1][4] - The company aims to create innovative gaming products and services, with its first product being an open-world game focused on multiplayer gameplay [4][8] - MiAO's founding team has an average of over 15 years of experience in the gaming and internet sectors, indicating a strong background in the industry [4] Group 2: Investment Landscape - The investment from Xindong Company marks a significant milestone for MiAO, as achieving such a high valuation at an early stage is uncommon in the industry [8] - MiAO had previously raised $27.78 million (approximately 200 million RMB) in a financing round in June 2024, with undisclosed investors, and completed an angel round of 100 million RMB earlier in 2023 [6][8] - The renewed interest from investors in gaming projects is partly driven by the success of titles like "Genshin Impact" and "Black Myth: Wukong," which have set high benchmarks for potential returns [9][10] Group 3: Industry Trends - The gaming industry is experiencing a shift as AI technology begins to play a significant role in game development, with expectations that AI will revolutionize the creation of games [12][13] - There is a belief within the industry that the next major gaming success story, akin to MiHoYo, will emerge in the AI-driven gaming landscape [14]

游 戏 又 火 了 。 吴 萌，这 位 游 戏 圈 大 神 又 融 资 了 。 作者 I 王露 报道 I 投资界PEdaily 投资界获悉，心动公司发布公告，以1 40 0万美元（约1亿元人民币）战略投资游戏公司 MiAO，后者估值达2. 64亿美元（约2 0亿元人民币）。 8 5后，东北人，高中辍学创业，吴萌是游戏圈老兵，与米哈游蔡浩宇是多年好友。后来 受史玉柱邀请，他加入巨人网络，做到了CEO。直至2 0 22年离职，吴萌转身创立游戏公 司MiAO，当年天使轮颇为轰动——红杉中国、高榕创投、Monolit h砺思资本联手投了。 VC重新拥抱游戏行业。过去很长一段时间里，游戏赛道被创投圈抛弃，最终造就了大家 集体抱憾错过了米哈游和《黑神话·悟空》。AI时代下，游戏被赋予更大想象空间，投资 人似乎开始回来了。 一位85后创业 来自东北，高中辍学 吴萌的故事历来为人津津乐道。 1 9 8 5年出生在黑龙江的一个小城，他打小贪玩爱冒险，不按常理出牌。2 0 0 0年前后，刚 上高中的吴萌因为喜欢周杰伦，在网吧里创立周杰伦中文网（ J a yCn ），巅峰时期会员 超过1 3 0万，一度成为国内最大的歌迷社区。 小 ...

OURGAME INTERNATIONAL HOLDINGS LIMITED 聯 眾 國 際 控 股 有 限 公 司* （ 根據開曼群島法律註冊成立之有限公司） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完整性亦不 發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致之任何損 失承擔任何責任。 各方將基於自身的資源與技術優勢，以AI科技賦能傳統棋牌，共同打造新一代棋牌 遊戲產品，為億萬棋牌愛好者帶來智能化、個性化、競技性全面提升的全新體驗， 各 方 還 在 數 據 共 享 、 產 品 研 發 及 賽 事 運 營 、 市 場 推 廣 等 領 域 展 開 多 維 度 的 深 度 合 作，為棋牌遊戲產業的智能化升級與可持續發展提供新範式。 本公司董事會認 為，本集團在「AI+遊戲」領域的積極嘗 試，為未來探索更多智能化 遊戲產品與運營模式積累寶貴經驗，有望提升產品競爭力並開拓新增用戶群體，長 遠將為股東創造可持續價值。 （股份代號：6899） 自願公告 AI科技賦能傳統棋牌新體驗 本公告乃由聯眾國際控股有限公司（「本公司」，連同其附屬公司稱 ...

Core Viewpoint - The article discusses the significant potential of the gaming industry, particularly focusing on the integration of social elements and AI, highlighting the emergence of new platforms and opportunities for companies like MiAO [4][9][10]. Group 1: Company Overview - MiAO, founded in 2022 by former Giant CEO Wu Meng, has a founding team with over 15 years of experience in the gaming and internet sectors [4]. - MiAO has successfully developed several high DAU games, including the popular titles "Ball Battle" and "Space Kill," achieving millions of DAU [4]. - Following its recent financing round, MiAO's valuation is nearly 2 billion RMB, with total funding reaching approximately 500 million RMB from notable investors [4]. Group 2: Industry Trends - The gaming industry is experiencing stable growth and globalization, with Chinese self-developed games accounting for 30% of global market revenue, and mobile games making up 50% of that [7]. - The success of games like "Black Myth: Wukong" illustrates the potential for Chinese teams to compete globally, breaking cultural barriers [7]. Group 3: Social Integration in Gaming - The article emphasizes that gaming is becoming a crucial social language for younger generations, particularly Gen-Z, who are expected to be lifelong gamers [9]. - There is a significant unmet demand for social features in online games, as gaming provides an effective social environment that can alleviate loneliness [9]. Group 4: AI's Impact on Gaming - AI is seen as a transformative force in the gaming industry, with the potential to revolutionize content creation and reshape social experiences within games [10]. - The long-term vision for AI in gaming includes creating immersive experiences and characters that enhance player engagement, leading to a shift from purposeful to aimless gaming [10].

Group 1 - The global military expenditure is entering an upward cycle due to intensified geopolitical conflicts, which is expected to drive the military trade market expansion and lead to a revaluation of the sector [10] - The 2025 World Robot Conference will be held from August 8 to 12 in Beijing, showcasing over 1,500 exhibits from more than 200 domestic and international robot companies, with nearly double the number of new products launched compared to last year [12] - The humanoid robot market in China is projected to reach nearly 38 billion yuan by 2030, with significant investments from international groups like LG Electronics in companies like Zhiyuan Robotics [13] Group 2 - The AI+ industrial software segment in China is expected to grow at a compound annual growth rate of 41.4% from 2024 to 2028, significantly outpacing the 19.3% growth rate of core industrial software during the same period [26] - The introduction of solid-state batteries in electric vehicles is highlighted by SAIC's confirmation that the new MG4 will be the world's first mass-produced electric vehicle equipped with semi-solid-state batteries [28] - The global mobile and PC gaming market is anticipated to exceed $120 billion by 2028, indicating a recovery in growth momentum [30]

Core Viewpoint - The 2025 ChinaJoy exhibition highlights the deep integration of "AI + gaming," showcasing AI's evolution from a production tool to a core driver of industry upgrade [1] Group 1: Industry Trends - The exhibition featured 800 well-known companies, with a total exhibition area of 135,000 square meters, including 220 foreign enterprises, accounting for 27.5% [1] - The game ETF (159869) rose nearly 3.5% in the afternoon, indicating positive market sentiment towards the "AI + gaming" integration [1] Group 2: Event Highlights - The theme of the 22nd ChinaJoy is "Gathering What You Love," emphasizing the focus on high-demand sectors such as gaming, trendy toys, and IP [1] - The Beijing International Trendy Toy Exhibition also commenced on August 1, featuring a popular theme exhibition by Pop Mart [1] Group 3: Future Outlook - The continuous breakthroughs in generative AI are expanding the imaginative space of "AI + gaming," making the industry's growth path increasingly clear [1] - The sustained performance of quality content products in high-demand sectors is recommended for continued attention [1]