Core Insights - The CJ exhibition, despite previous skepticism, continues to evolve and adapt, showcasing not just games but also emerging trends in technology and AI, reflecting the industry's dynamic nature [1][19] AI and Robotics - AI has rapidly transformed from basic functionalities to advanced capabilities, significantly impacting the gaming industry by enhancing creativity and efficiency for game developers [2][10] - The exhibition featured a dedicated area for robots, showcasing their advancements, including interactive robots that engage with attendees, highlighting the integration of AI in robotics [5][8] - Robots demonstrated their skills in a mini soccer field, showcasing their evolution from basic movement to complex interactions, raising questions about their indistinguishability from humans [7][11] E-sports and Gaming Hardware - E-sports remains a central theme, with major companies like Sony and Samsung emphasizing high-performance gaming hardware, catering to the growing demands of gamers [13][15] - Sony set up interactive experience zones focused on e-sports, enhancing auditory and visual experiences for players, while Samsung showcased powerful gaming rigs with substantial storage [13][15] - Other hardware manufacturers, such as Zotac and Galax, also participated, leveraging collaborations with popular games to attract attendees and enhance brand visibility [17][20] Overall Industry Trends - The CJ exhibition has successfully repositioned itself, attracting large crowds and generating discussions beyond gaming, indicating a thriving and evolving industry landscape [19]

Core Viewpoint - The graphics card market in China is experiencing significant price increases, with the latest 50 series graphics cards, particularly the 5090 model, seeing prices soar to around 30,000 yuan, which is nearly double the manufacturer's suggested retail price [4][10][11]. Group 1: Price Trends - The price of the 5090 graphics card has surged to approximately 30,000 yuan, compared to the official suggested price of about 17,000 yuan [9][10]. - The 5080 and 5090 models, originally priced at 8,299 yuan and 16,499 yuan respectively, are now being sold for around 14,000 yuan and 30,000 yuan in the secondary market [10]. - The price fluctuations are attributed to market speculation and the presence of scalpers, with reports indicating that prices can change almost daily [9][12]. Group 2: Market Dynamics - The rise in graphics card prices is driven by a combination of high demand from gamers and the activities of scalpers who hoard stock to sell at inflated prices [5][14]. - Scalpers are exacerbating the situation by creating a sense of urgency among consumers, claiming that prices will continue to rise [5][18]. - Many retailers are engaging in bundling strategies, requiring customers to purchase entire computer systems to obtain a graphics card at a lower price, which still remains above market norms [14][15]. Group 3: Consumer Sentiment - Gamers are expressing frustration over the soaring prices, with many opting to delay purchases or resist buying from scalpers altogether [16][18]. - There is a growing divide among consumers, with some fearing further price increases and choosing to buy despite the high costs, while others advocate for a boycott of overpriced graphics cards [16][18]. - Social media platforms have become battlegrounds for discussions between gamers and scalpers, with many players calling for a rejection of the inflated prices [18][19]. Group 4: Market Risks - The current market environment poses risks for both consumers and scalpers, as the potential for price corrections exists if supply stabilizes [22][24]. - Historical data suggests that speculative buying can lead to significant financial losses, as seen in past market behaviors where prices eventually fell after initial spikes [23][24]. - The introduction of competitive products, such as AMD's 9070XT graphics card priced under 6,000 yuan, may provide alternatives for consumers and further pressure Nvidia's pricing strategy [21].