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NTE JAN5 News
Quick Look at the Hong Kong Market | The three major Indices have mixed movements, stocks in Biotechnology and Communication Equipment are rising, ZTE soared by 10%, and BEIGENE increased by over 5%.
Network Technology stocks fell, XIAOMI-W rose by 2.90%, NTES-S rose by 2.19%; most Coal Industrial Concept stocks declined, China Shenhua Energy fell by 3.18%, China Coal Energy fell by 1.69%; most Shipping and Ports stocks decreased, COSCO Shipping Holdings fell by 4.75%, OOIL fell by 3.14%;
Huajin Securities: The iteration of graphics cards on the supply side combined with the expansion of national subsidies will empower the development of industries such as AI and gaming through multiple resonances.
The iteration of Graphics Card Hardware has significantly improved performance; the expansion of national subsidy policies for mobile devices enables the development of AI applications and gaming industries through the resonance of software and Hardware.
Hong Kong stock market midday review | The three major Indexes collectively rebounded! Xiaomi and Tencent rose about 2%; Semiconductors stocks continued to rise, Semiconductor Manufacturing International Corporation rose over 4%.
Network Technology stocks weakened, Bilibili-W fell by 3.60%, XIAOMI-W rose by 2.59%; Sporting Goods stocks performed well, ANTA SPORTS increased by 5.32%, TOPSPORTS dropped by 3.44%; Hong Kong Retail Stocks weakened, BOSSINI INT'L rose by 3.81%, PRADA fell by 2.76%;
Everbright's 2025 Internet Plus-Related media investment strategy: Emotional Consumer, Content Revival.
In the competitive landscape of the domestic demand market, platform enterprises are in a relatively advantageous position, maintaining a "Buy" rating for the Internet Plus-Related media Industry.
NetEase (09999.HK) Gaming "The Sixteen Sounds of Yan Yun" is now live on mobile without data deletion, and data interoperability with the PC version is available.
NTES-S (09999.HK) stock price surged this morning (9th), reaching 147.4 yuan, up 4.1%. According to local media "IT Home", NTES-S (09999.HK) martial arts Gaming "The Sixteen Sounds of Yan Yun" mobile version goes live today without data deletion. Server maintenance will begin at 6:00 and is expected to be completed around 10:00. If not completed on time, the opening time will be postponed. According to official information, the mobile version of "The Sixteen Sounds of Yan Yun" is data-interconnected with the PC version, including character data, game progress, recharge data, etc. It should be noted that NTES email accounts do not interconnect with mobile accounts, and they are separate.
Market Update | NetEase shares rise nearly 5%, the major martial arts game "Yanyun Shiliusheng" launches on mobile today.
NetEase opened more than 4% higher, as of the time of writing, up 4.45%, at 147.9 Hong Kong dollars, with a transaction volume of 79.9547 million Hong Kong dollars.
Express News | NetEase rose over 4% after Morgan Stanley upgraded its rating.
In the "Market Review", the Hang Seng Index experiences a "three-day decline", with smartphone stocks weak, and Xiaomi and Sunny Optical under pressure.
Hong Kong stocks declined moderately today. The USA reported that the number of job vacancies rose to a six-month high in November last year, and the ISM services PMI for December rose to 54.1, exceeding expectations. This led the market to lower its hopes for the Federal Reserve to cut interest rates in the future. The Dow Jones and Nasdaq fell by 0.4% and 1.9% respectively overnight. At the time of writing, the yield on USA 2-year Bonds is at 4.289%, and the yield on USA 10-year Bonds is at 4.679%. The US dollar index rose to 108.84, with Dow futures up 88 points or 0.21%, and Nasdaq futures recently up 0.2%. The onshore Renminbi fell by 42 points, reporting 7.3317 against the US dollar.
Hong Kong market quick look | Hong Kong stocks narrowed in losses in the afternoon, the Hang Seng Index fell nearly 1%; tech and Apple Supplier stocks declined, SUNNY OPTICAL dropped over 7%, Xiaomi fell nearly 4%; Weichai Power surged over 11%.
Network Technology stocks weakened, XIAOMI-W fell 3.95%, NTES-S rose 2.98%; Coal Industrial Concept stocks weakened, YANKUANG ENERGY fell 4.73%, KINETIC DEV fell 3.94%; Many Mobile Game stocks declined, INFINITIES TECH rose 10.00%, BOYAA fell 8.88%;
Morgan Stanley's investment rating and target price for Chinese Network Technology stocks (table)
Morgan Stanley released a report stating that it has updated the investment ratings and Target Prices for Chinese Network Technology stocks: Stock │ Investment Rating │ Target Price Tencent (00700.HK) │ Shareholding │ HKD 570 Trip.com (TCOM.US) │ Shareholding │ USD 81 MEITUAN-W (03690.HK) │ Shareholding │ HKD 200 TONGCHENGTRAVEL (00780.HK) │ Shareholding │ HKD 25 NetEase (NTES.US) │ Shareholding │ USD 108 Full Truck (YMM.US) │ Shareholding │ USD 10 New Oriental (EDU.US) │ Shareholding │ USD 83 PDD Holdings
Morgan Stanley: Chinese Network Technology stocks face internal and external uncertainties this year, with Tencent (00700.HK) as the top pick.
Morgan Stanley published its outlook report on Chinese Network Technology stocks for this year, indicating that the Industry may face both external (tariffs, sanctions) and internal (policies, competition) uncertainties. The firm expects Network Technology companies to expand into AI, increase overseas Business expansion, and focus on capital returns, naming Tencent (00700.HK) as the top choice in the Industry. They assigned a 'Shareholding' rating to Trip.com (TCOM.US) and Meituan (03690.HK); they provided a 'Market Perform' investment rating for Alibaba (BABA.US), JD.com (JD.US), Kuaishou (01024.HK), and Baidu (BIDU.US). The firm indicated according to detailed...
Hong Kong stocks movement | NTES-S (09999) rises over 2% against the trend, the major game "Yanyun Sixteen Sounds" will launch on mobile tomorrow.
NTES-S (09999) rose over 2% against the trend, as of the time of writing, up 2.04%, priced at 140.3 Hong Kong dollars, with a trading volume of 0.469 billion Hong Kong dollars.
Express News | Morgan Stanley has upgraded the rating of NetEase ADR to Overweight, with a Target Price of 108 dollars.
Citi's investment ratings and target prices for Chinese Network Technology stocks (table).
Citigroup published a research report, listing the investment ratings and Target Prices for Chinese Network Technology stocks as follows: Stock | Investment Rating | Target Price (HKD) Alibaba-W (09988.HK) | Buy | 132 HKD MEITUAN-W (03690.HK) | Buy | 203 HKD TENCENT (00700.HK) | Buy | 573 HKD TONGCHENGTRAVEL (00780.HK) | Buy | 21 HKD ------------------------------------------------- Alibaba (BABA.US) | Buy | 1.
Hong Kong Stock Market Afternoon Review | All three major indices fell, with the Hang Seng Index down nearly 2%; Network Technology stocks declined, with Tencent down nearly 7% and Xiaomi down over 8%; some mineral stocks rose against the trend, with CGN
Network Technology stocks fell, with XIAOMI-W down 8.13% and TENCENT down 6.79%; Biotechnology stocks declined, with EVEREST MED-B down 6.35% and WUXI BIO down 4.22%; Shipping and Ports stocks weakened, with COSCO Shipping Holdings down 3.47% and CHINA MER PORT down 2.49%.
After the USD dropped over 1%, it rebounded, and Trump denied the report of "tariff reduction."
Reports indicate that a tariff plan studied by Trump’s aides will target all countries but only cover key imported commodities, yet Trump denied on Social Media that the tariff policy would be reduced.
In "Big Banks," Citigroup: Looking ahead, Tencent (00700.HK) and NetEase (NTES.US) will continue to be important driving forces for Industry development this year, reiterating "Buy."
Citigroup released a report indicating that on December 13, CNG will publish the "2024 Online Games Report" at the 2024 China Online Games Industry Conference held in Peking. CNG pointed out that the Chinese gaming market will witness six major trends reaching a historical high in 2024. The first is continued support from the mainland government to promote healthy development of the ecosystem; the second is noteworthy new game releases for mobile and console games; the third is that game studios focus on AAA games and indie games, with a trend towards cross-platform releases becoming increasingly evident; the fourth is the enhancement of Chinese gaming studios’ competitiveness in overseas markets; the fifth is that technological innovation improves development efficiency; and the sixth is an increase in the promotion of traditional culture.
Express News | Institutions: Tencent and NetEase's stock prices may benefit from the success of new games.
Tencent, NetEase Shares Could Benefit From Success of New Games -- Market Talk
Goldman Sachs: Focus on NTES-S (09999) "Nirvana in Fire" mobile version on January 9, 2025 performance prospects will be clearer.
NTES-S (09999) launched the PC version of "Nishuihan" on December 27 and plans to release the mobile version next week on January 9.