According to the Wisdom Wealth App, gaming stocks rebounded in early trading. As of press time, XD Inc. (02400) rose 6.37% to HKD 19.38; NetDragon (00777) rose 3.5% to HKD 12.42; Bilibili (09626) rose 2.17% to HKD 113; and Kingsoft (03888) rose 1.96% to HKD 26.05.

Pacific Securities pointed out that in the first four months of 2024, the gaming industry has shown a stable and positive trend with a small increase in income compared to the same period last year. The industry has entered a phase of normalized regulation. With the approach of summer vacation, many gaming companies are actively preparing for new game releases. It is expected that the gradual launch of key games in the second half of the year will help sustain the industry's prosperity and may raise the growth rate of the gaming market.

Open Source Securities stated that in June 2024, 15 imported games, including "Fearless Contract: Source Energy Action," were granted licenses. DNF Mobile and Run, Muffin, Run have performed well, and the head products are expected to continue to contribute to the industry's incremental growth. According to gaming news, Perfect World is developing two AI games: "AI Apartments: Virtual Testimonies" and "AI Detective Collection." The bank believes that as AIGC technology continues to iteratively develop, the cost-saving and efficiency-improving effects brought by AI will become more apparent. Commercialized native AI games may be coming closer, and the integration of AI and gaming is expected to create new gameplays and gaming experiences, further expanding the monetization space for gaming.