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《黑神话:悟空》持续火爆 有望促进云游戏需求放量

The game "Black Myth: Wukong" continues to be popular, and is expected to drive an increase in demand for cloud gaming.

cls.cn ·  Aug 26 07:46

gtja securities believes that on August 20, 2024, the game science company's product "Black Myth: Wukong" went online, and the topic of the product continued, with the potential to break through the circle and attract more non-traditional console gamers who do not have hardware conditions to experience cloud gaming.

According to reports, as a AAA game, "Black Myth: Wukong" requires high computer configuration to run on traditional computer platforms, which presents a certain threshold for ordinary players. Currently, the START cloud gaming service built into Tencent's Aurora Box significantly lowers this threshold by running the game on cloud servers and only requiring a certain signal transmission rate. It is understood that the cloud gaming service for "Black Myth: Wukong" is provided by START and WeGame. Consumers can purchase the WeGame version of the game and experience it on START.

GTJA Securities believes that on August 20, 2024, the game "Black Myth: Wukong" produced by Game Science may have achieved sales of over 4.5 million copies. The product continues to generate discussions and has the potential to break through traditional gaming circles, attracting more non-traditional console gamers who do not have the required hardware conditions to experience cloud gaming. Cloud gaming can significantly lower the threshold by running the game on cloud servers and only requiring a certain signal transmission rate. The influx of non-traditional console users is also expected to stimulate the demand for cloud gaming.

According to the Financial Data Center, among related listed companies:

Skyworth Digital stated that the Tencent Aurora Box 5Pro and Tencent Aurora Box 5X, jointly developed by Skyworth Digital and Tencent Aurora, allow users to click and play without the need to download when experiencing AAA-level games like "Black Myth: Wukong" on the Tencent START cloud gaming platform.

Hangzhou Shunwang Technology and Huawei have a cooperative relationship in cloud gaming and Kunpeng industry chain, aiming to create a cloud gaming service platform based on edge computing.

The translation is provided by third-party software.


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