CITIC Construction foresees that, in 2026, the potential for AI applications and content consumption will remain expansive. When it comes to AI applications, the commercialization process will gather momentum in 2025. In 2026, there will be a heightened emphasis on integrating AI into existing products. WeChat, Douyin, Doubao, and similar platforms are projected to emerge as the key gateways for traffic in the AI-driven era.

In the meantime, the AI+advertising model is on the verge of achieving performance enhancements. Tools like OneRec are set to boost efficiency and curtail costs. Moreover, the pace of AI's global reach is quickening, capitalizing on superior product quality and cost competitiveness to penetrate overseas markets.

Within the gaming sector, both prosperity and profit margins are expected to sustain their upward trajectory. The uptick in the number of game licenses on the supply side (with a 23% year-on-year increase in the first 10 months of 2025) will offer robust backing for subsequent revenue flows. Leading developers such as Tencent, NetEase, and miHoYo are consistently launching new games. Meanwhile, mid-sized developers are also showcasing substantial potential in innovative game genres (including SLG+puzzle games, inventive board and card games, and up-and-coming female-oriented games). The diminished bargaining power of distribution channels, coupled with the efficiency gains from AI-powered user acquisition strategies, will propel profit margins to keep climbing.