Core Viewpoint - OKURA HOLDINGS (01655) has announced a placement agreement to issue up to 84.98 million shares at a price of HKD 0.143 per share, representing a discount of approximately 15.88% from the closing price of HKD 0.170 on the date of the agreement [1] Group 1: Placement Details - The company has conditionally agreed to appoint a placement agent to facilitate the placement to at least six subscribers [1] - The maximum number of placement shares represents approximately 13.38% of the company's existing issued share capital as of the announcement date and about 11.80% of the enlarged issued share capital after the placement [1] - The total expected proceeds from the placement, assuming all shares are successfully placed, will be approximately HKD 12.15 million, with a net amount of about HKD 10.38 million after deducting commissions and other costs [1] Group 2: Use of Proceeds - The company plans to allocate approximately 50% of the net proceeds for the purchase of Japanese pachinko machines and 30% for the renovation or enhancement of existing Japanese pachinko game halls and marketing expenses [1] - The remaining approximately 20% of the net proceeds will be used for general working capital of the group [1]

Core Insights - The global gaming industry is entering a highly competitive year in 2026, marked by the delayed release of "GTA 6" on November 19, 2026, which is expected to reshape the industry's annual timeline [1][3] - 2026 coincides with a critical hardware upgrade cycle and a surge of top-tier intellectual properties (IPs) [1][3] Group 1: Major Players and Strategies - Nintendo is adopting an aggressive release strategy for the Switch 2, focusing on rapid deployment of popular IPs to attract users and compete with rivals like Steam Deck [4][6] - Sony is shifting its focus back to its core strengths in narrative-driven single-player games, with "Marvel's Wolverine" set to showcase the PS5 Pro's performance advantages [7][9] - Microsoft is redefining its approach by emphasizing Xbox Game Pass and potentially launching a handheld device, aiming to transition from traditional console competition to a broader ecosystem [10][12] Group 2: Emerging Trends and Innovations - Chinese companies like Tencent and MiHoYo are stepping up their game, with Tencent's "Honor of Kings: World" and MiHoYo's "Starry Valley" targeting the open-world and simulation genres [13][18][20] - The mobile gaming landscape is evolving, with titles like "Tomorrow's Ark: The End" blurring the lines between platforms, as mobile devices become integral to a multi-platform ecosystem [24][26] - AI is expected to play a significant role in game development, moving beyond cost-cutting to enhance gameplay and narrative depth, particularly in independent games [28][30] Group 3: Market Dynamics and Impacts - The anticipated release of "GTA 6" is expected to dominate the gaming landscape, potentially overshadowing other releases and impacting the scheduling of both game and film launches [31][33] - The gaming industry is preparing for a transformative year in 2026, with major companies leveraging their resources to secure market positions amid technological changes [35]

2026年1月23日，三七互娱披露接待调研公告，公司于1月22日接待淡水泉投资、安信基金、博时基金、 创金合信基金、财通基金、大成基金等111家机构调研。 调研情况显示，当前游戏市场有三大核心变化和潜力机会：国内小游戏市场高速增长，公司已确立绝对 领先地位，在研多款含IP产品（如《斗破苍穹》IP）并将持续投入以保持领先；SLG赛道战略价值与天 花板突破，公司围绕"轻量化""大题材"布局，多款新产品计划今明年测试，MMO产品《RO 仙境传说： 世界之旅》首发登顶中国港澳台地区榜单并将拓展东南亚、日韩和欧美市场；休闲赛道因碎片化需求增 长，公司海外布局三年处于"种树"阶段，"三消""二合"领域储备产品有望下半年及明年推出。 公司已构建差异化题材立项、工业化管线、研发流程AI应用及人才孵化四大核心研发能力，自研储备 超10款聚焦小游戏和SLG赛道。AI应用深刻改变行业模式，内部AI渗透率超90％，广告投放AI自动比 例超70％，研发美术AI渗透率65％并降低成本，未来AI将深度融合玩法实现"千人千面"。投资重点布局 游戏研发核心资产及AI相关公司（如智谱、月之暗面等）以保障产品供给和业务协同；人才梯队正向 年轻化迈 ...

Group 1 - Caesars Entertainment, Inc. (NASDAQ:CZR) is currently considered a stock under $50 that investors may want to buy, with varying price targets set by different analysts [1] - Morgan Stanley has reduced its price target for Caesars from $29 to $27 while maintaining an Equal Weight rating, citing muted gaming, lodging, and leisure fundamentals in the previous year [1] - Susquehanna has increased its price target for Caesars from $25 to $31 and upgraded the stock to "Positive," believing the company has an attractive risk/reward setup with expected upward earnings guidance [1][2] Group 2 - Caesars Entertainment has established itself as largely the lowest-cost operator in the gaming and hospitality sector, despite having strategic gaps compared to premium offerings from peers [2] - The company operates a range of domestic properties, retail and online sports wagering, and provides staffing and management services, indicating a diversified business model [2]

Group 1: Market Trends and Opportunities - The domestic mini-game market is still in a phase of rapid growth, showcasing significant potential [3] - The strategic value and ceiling of the SLG (Simulation Game) sector continue to break through, with a notable expansion in user base and market value [3] - The long-cycle value of casual games is becoming increasingly evident, driven by fragmented user demands [3] Group 2: Product Development and Strategy - The company has established a leading position in the mini-game market, with multiple mini-games under development, including IP products like "Dou Po Cang Qiong" [3] - The company’s overseas business has maintained stable revenue, with SLG being a core strategic focus, supported by a "lightweight" and "large theme" approach [3] - The company has over 10 self-developed products in its pipeline, focusing on mini-games and SLG development [3] Group 3: AI Integration and Efficiency - The company has achieved over 90% penetration of AI across its operations, significantly enhancing efficiency [4] - AI-driven automatic ad placements exceed 70%, with AI outperforming human operators in various aspects [4] - The company is investing heavily in AI technologies to improve existing business efficiency and secure future strategic advantages [5] Group 4: Talent Development and Organizational Structure - The company is moving towards a younger talent pool, with 80% of its core production team being post-90s generation [4] - The establishment of R&D centers in key talent hubs like Beijing and Shanghai aims to attract top talent and break geographical limitations [4] - The company emphasizes long-term thinking in its product strategies, focusing on longer product lifecycles across various game genres [4] Group 5: Future Goals and Market Positioning - The company aims to return to the top three in the overseas market for Chinese game developers within three years [5] - In the mini-game sector, the goal is to maintain the leading market position while developing headliner products in SLG and casual game categories [5] - The company seeks to achieve industry-leading levels in AI tool capabilities, focusing on unique and refined offerings [5]

Core Viewpoint - The major update for the mobile game "Azur Lane," developed by Manjuu and Yongshi and published by Bilibili, was launched on January 22, 2026, introducing new ships from the Sardinia Empire and new gameplay features for players [1][3]. Group 1: New Content and Features - The update includes the introduction of new ships from the Sardinia Empire, enhancing the game's offerings for players [1]. - A limited-time event titled "Light and Shadow Fashion - Shooting in Progress!" is currently active from January 22 to February 5, 2026, allowing players to obtain new rare ships through limited construction [3]. - The new ships include the battleship "Francesco Caracciolo" and the light cruiser "Alberto di Giussano," with the former being a historically significant ship [3]. - A new chapter, Chapter 16, has been unlocked, featuring increased enemy ship strength, with the highest level reaching approximately 132 [3][4]. Group 2: Gameplay Enhancements - The new Chapter 16 introduces gameplay mechanics such as "Support Fleet," "War Fog," and "Land-based Air Force Bases," which provide strategic options for players [4]. - Players can now utilize different ship types in the Support Fleet for additional torpedo support or airstrike capabilities [4]. - The presence of War Fog enhances enemy ship capabilities, while Land-based Air Force Bases provide aerial support to enemies, requiring players to adapt their strategies [4]. Group 3: Upcoming Events and Promotions - As the Lunar New Year approaches, a series of festive events and rewards will be launched in February 2026, offering players additional incentives and surprises [4].

自《箭了又箭》爆火后，包括指色科技、四五互娱、厦门云说网络、指米网络等在内的多个小游戏厂商，都已经入局推出了类似玩法的产品。目前，跻身 畅玩榜TOP100的"箭头解谜"游戏数量已经达到了10余款左右。 这类游戏的核心玩法与此前"停车场"、"挪车子"类解谜游戏一脉相承，均属于"路径规划型"轻量化玩法。具体来看，玩家通过滑动或点击屏幕，控制带有 方向指示的箭头线条沿着预设轨道滑出，每一个箭头都只能沿着其指向的方向做直线移动，无法随意改变轨迹。当箭头移动过程中碰到障碍物（如墙体、 其他箭头、固定道具等）时，会直接"反弹"回初始位置，而非停留在障碍物前，玩家需要通过合理规划箭头的移动顺序，让所有箭头全部顺利滑出轨道， 即可通关。 最近，小游戏赛道又有新的情况。有多款「拔箭头」、「走迷宫」小游戏登上微信小游戏畅玩榜前列。 这些产品有什么特点？营销动作有哪些？今天，DataEye研究院就来聊聊「拔箭头」游戏。 一、市场&产品情况 （一）市场情况 DataEye-ADX小游戏数据显示，多款「拔箭头」类小游戏进入畅玩榜前列，其中最早做，也是做得最好的是广州池骋网络旗下《箭了又箭》。最早进入榜 单是11月17日，首日登上人气榜 ...

Core Viewpoint - The gaming sector is experiencing a V-shaped rebound, with the gaming ETF (159869) rising nearly 1%, driven by strong performances from stocks like Youzu Interactive, Fuchun Co., and Borui Media [1] Group 1: ETF Performance - As of January 22, the gaming ETF (159869) has reached a scale of 14.173 billion, indicating good liquidity [1] - The ETF tracks the CSI Animation and Gaming Index, which is expected to benefit from multiple catalysts including policy support, product cycles, and AI empowerment [1] Group 2: Upcoming Game Releases - A series of blockbuster games are set to launch between 2025 and 2026, with Giant Network's "Supernatural Action Team" expected to achieve record highs during the Spring Festival [1] - New games such as "Mingjiang Kill" launched on December 19, and 37 Interactive's "Survival for 33 Days" has topped the sales charts [1] - Key titles from companies like Happy Network and G-bits are also anticipated to contribute significantly to market growth [1] Group 3: Market Trends - The use of high-end UE engines is expected to sustain high growth in cross-platform projects, while the heavy-duty nature of leading games enhances user experience on PC [1] - The gaming sector is undergoing transformations in AI, content, and commercialization models, which are expected to catalyze further growth [1]

JERUSALEM, Jan. 22, 2026 /PRNewswire/ -- AppYea, Inc. (OTCQB: APYP) today announced that its subsidiary, Techlott Ltd., has signed a Letter of Intent (LOI) with Omega Interactive Limited ("FIRST") to initiate a joint pilot program for the integration of Techlott's technology into FIRST's online sportsbook platform. Continue Reading Left to right: Tom Light, CEO of First and Yakir Abadi, CEO of Appyea (PRNewsfoto/AppYea Inc.) FIRST – Best in Sports is a technology-driven gaming company focused on delivering ...

Core Insights - Block Puzzle has dominated the hybrid casual gaming sector for some time, with multiple block-based products consistently ranking high in download charts [1][3] - Starting mid-2024, the download volume for block puzzle games began to rise significantly [3] - In-app purchase (IAP) revenue for block puzzle games is expected to soar to tens of millions starting in 2025 [5] Group 1: Evolution of Block Puzzle Games - The core mechanism of block puzzles is derived from Tetris, focusing on efficient block placement, avoiding dead zones, and keeping the board "alive" [6][10] - The first generation of block puzzles introduced limited conditions and a strong level structure, shifting from infinite play to defined objectives [12][15] - The second generation, exemplified by Color Block Jam, emphasized static puzzles where the board itself is the challenge, leading to a more natural basis for IAP [16][20][21] - The third generation is characterized by strong thematic differentiation and the integration of traditional puzzle elements, aiming to enhance player decision-making during gameplay [23][24][25] Group 2: Market Trends and Future Outlook - The block puzzle genre has shown resilience and adaptability, attracting diverse player groups and achieving significant lifecycle value recovery [29][30] - The first generation is nearing maturity, with limited breakthrough potential unless new cost-effective acquisition strategies are found [29] - The second generation is stabilizing around the core gameplay established by Color Block Jam, with high-quality reskinning and detail optimization becoming the realistic approach for success [29] - The third generation remains active and promising, with ongoing potential for new hit titles due to the flexibility in thematic expression and minor rule adjustments enhancing overall experience [30][31]