Express News | Well-known up host hopes AI can be more humble.
Express News | Ishares China Large Cap ETF Down 2%, Kraneshares CSI China Internet ETF Down 2.3%
Express News | Li Auto Slips 2.8%, JD.com Falls 2.1%, NIO Down 9%, Xpeng Down 9.6%
Express News | PDD Holdings Down 1.5%, NetEase Down 2.8%, Baidu Down 1.7%
Express News | U.S.-Listed Shares of Chinese Companies Fall as China Stocks Close at 4-1/2 Month Low
U.S. stock market preview: Heavyweight news! Non-farm data exceeds expectations, and the three major equity index futures jump; Fed "top three": there is still a long way to go to maintain the 2% inflation target.
The US earnings season will kick off next week, putting the US stock market to the test; the increase in US currency supply indicates a reversal of the concentration trend in the US stock market, and mid-small cap stocks may have opportunities; over 1 million chips will be shipped! Nvidia's sales in China are expected to reach $12 billion this year.
Express News | NetEase Down 2.6%, Baidu Down 1.3%
Express News | Li Auto Down 2.1%, Xpeng Down 5.3%
Express News | Alibaba Group Down 1%, JD.com Down 1.9%, PDD Holdings Down 1.4%
Express News | U.S.-Listed Shares of Chinese Companies Fall Premarket as China Stocks Close at 4-1/2 Month Low
Morgan Stanley continues to be bullish on the overall gaming industry, market consolidation is beneficial to leading participants.
Morgan Stanley continues to be bullish on the overall online gaming industry and has raised Tencent's target price by about 2% to HKD 481 from HKD 473.
Foreign institutions are bullish on Chinese assets, and these symbols are worth paying attention to.
Strategists believe that there are clear signs of economic recovery in China, which is bullish for the company's performance and further supports its valuation.
Express News | China International Capital Corporation is bullish on the long-term development potential of interactive video.
Express News | Goldman Sachs will increase its long position in Bilibili from 6.26% to 7.04%.
Express News | Goldman Sachs increases its shareholding in bilibili.
"Dahang" lowered the rating of Kuaishou (01024.HK) to "synchronized with the market", adjusted the target price of Bilibili (BILI.US) and Tongcheng Travel (00780.HK). Target price of bilibili and tongchengtravel were adjusted.
Morgan Stanley's research report points out that outbound travel and music are still the most attractive parts of the domestic online sector. In terms of online travel, it is bullish on the guidance for outbound tourism and related companies in the third quarter of this year, especially due to the visa-free policy leading to international travel and the recovery of most flights. It is believed that the average room rate (ADR) of local hotels, which has been declining annually due to the increase in supply, will gradually return to normal in the fourth quarter. The bank recommends Tongcheng Travel (00780.HK) and gives it a "shareholding" rating, but lowers the target price to RMB 20. Online gaming will face the fiercest competition.
Great Wall Securities believes that there will be a 70-80% chance of bilibili (BILI.US) stock price rising in the next 60 days.
Morgan Stanley released a technical research report, believing that Bilibili (BILI.US) stock has a chance of about 70-80% to rise in the next 60 days. The target price for American stocks is $15, with a rating of 'in sync with the market'. Morgan Stanley predicts that Bilibili will raise its third-quarter performance guidance when it releases its second-quarter results in August to reflect advertising revenue driven by gaming vertical business. At the same time, the bank estimates that Bilibili's third-quarter gaming revenue will grow by more than 700 million yuan on a quarterly basis, meaning that its third-quarter gaming revenue will grow by more than 70% annually, driven mainly by the new game released on June 13, 'Three Kingdoms: Strategy and Tactics'.
During the summer vacation, Dai Chang and Da Zuo put on a big show together! Mihoyo's new work has gained an advantage.
Following Genshin Impact and Honkai Impact, miHoYo's self-made game Juequ Zero was launched in public beta this morning. During the pre-download period, the game ranked first on the App Store's free game list in over 138 countries and regions. Tencent, NetEase, 37 Interactive Entertainment Network Technology Group, Kingnet Network, and others are all expected to release new games, and the summer game market is fiercely competitive. Institutional analysts believe that the release of heavy new games is expected to drive revenue growth in the large-cap market.
Investment secrets for the second half of the year in Hong Kong stocks are here! Institutions are optimistic about the Hang Seng Index and may push it to 20,000 points, with these sectors being popular.
In terms of the market, Guosen Securities gives a strong expectation with an upper limit of 21,500 points; regarding sectors, institutions are bullish on high dividend assets and internet plus-related sectors, as well as some institutions being optimistic about mainland real estate shares as well.
Bilibili - W (09626.HK) Hong Kong stock first coverage report: games, members, advertising, IP monetization all-around efforts, accelerating commercialization.
A paradise for young people. Commercialization is fully accelerating, and for the first time it has given a 'buy' rating to bilibili, which started as an ACG vertical video website, created a Z+ generation paradise, and gradually broke through the dimensional wall to transform into a diversified cultural community. We are bullish on the company.