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NetEase Newsroom
Hong Kong stocks early report on December 5: Most china concept stocks declined, Meitu cleared cryptocurrency profits of about 0.571 billion yuan.
① The latest Beige Book survey by the Federal Reserve shows a slight increase in economic activity in November. ② Powell said the Federal Reserve can be cautious when seeking a neutral interest rate. ③ Trump chose digital assets advocate Paul Atkins to be the chairman of the U.S. Securities and Exchange Commission, leading to a big surge in cryptos and their concept stocks. ④ The three major U.S. stock indexes hit new all-time highs on Wednesday, while most popular China concept stocks declined.
NetEase-S (9999.HK) game product line dynamic commentary: the bottom of the cycle has passed, "Marvel's Showdown" and "The Fourteen Sounds of Yanyun" are ready to go.
The bottom of the cycle has passed, with a focus on a series of new products. "Marvel Showdown" and "Yan Yun" are launching in December 24M12, while "Infinity" is highly anticipated for 2025: 1) The new tactical shooting game featuring Marvel IP, "Marvel Showdown", is scheduled for December 6.
US stocks surged: Netease rose more than 1% before the market, and was rated as the top stock in the digital entertainment sector with its target price raised by Morgan Stanley after its performance report.
On December 4th, Gelonghui reported that NetEase (NTES.US) rose by 1.12% in pre-market trading, priced at $90.36. According to news, JPMorgan released a research report indicating that, in response to strong performance in the gaming business, NetEase is continued to be rated as a top stock in the digital entertainment sector, with the target price raised from 170 HKD to 185 HKD. It is anticipated that the return of Blizzard games, along with contributions from new games like "Marvel Super War", "Yan Yun Sixteen Sounds", and "Fragpunk", will drive online gaming revenue growth in 2025 to accelerate from 5% this year to 8%, with fourth-quarter growth this year expected to reach 2%.
Nomura has listed a guide to the main stock names in the China market for next year in 'Da Hang'.
Nomura released its outlook report for the asia (excluding japan) market for next year, listing the weight proportions of Chinese stocks and the Hong Kong market in the firm's Asia-Pacific (excluding japan) portfolio, which are 30.6% and 3.3%, respectively. The report also includes a list of indicative stock ideas: Stock │ Weight proportion in the firm’s asia (excluding japan) market portfolio Tencent (00700.HK) │ 6% alibaba (09988.HK) │ 4.5% Anta (02020.HK) │ 3% BYD (01211
The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
Just now! China has taken action to strengthen export controls on dual-use items such as gallium, germanium, antimony, and related items to the usa.
Source: Securities Times, December 3, the Ministry of Commerce released a notice on strengthening export control of relevant dual-use items to the usa, effective from the date of announcement. The notice states that in accordance with the provisions of the "Export Control Law of the People's Republic of China" and other laws and regulations, in order to maintain national security and interests and fulfill international obligations regarding diffusion, it has been decided to strengthen export control of relevant dual-use items to the usa. The relevant matters are announced as follows: 1. Export of dual-use items to military users or for military purposes in the usa is prohibited. 2. In principle, licenses will not be granted for the export of gallium, germanium, antimony, and related dual-use items to the usa; for graphite dual-use items exported to the usa, control will be implemented.
Express News | Netease's Little Bee has been accused of plagiarizing Xiaohongshu.
Hong Kong stock concept tracking | The hang seng index will open the "cross-year market" as institutions turn bullish on the valuation recovery of the internet plus-related sector (with concept stocks attached).
JPMorgan: Investors may start to shift back to internet-related stocks in China.
Futu Express | Three senior officials from the Federal Reserve speak intensively! They maintain an open attitude towards the interest rate decision in December; the Nasdaq and S&P hit new highs together, with Morgan Stanley predicting the S&P will reach 6
Central bank: Starting from the statistics of January 2025, the newly revised narrow mmf (M1) statistical caliber will be applied; the USA ISM manufacturing data is better than expected, with weak demand but signs of easing; the increasing burden of USA debt raises concerns about fiscal sustainability.
Express News | Foreign investment once again intensively raised target prices for assets in China.
Hong Kong stock market morning report on December 3: The NASDAQ and S&P in the US set new highs again. China Resources consortium acquired a land plot for 18.5 billion yuan.
① The manufacturing index from the usa Supply Management Association rose by 1.9 points, with most categories in the index showing improvement. ② The French Prime Minister announced a bypass of parliament to forcibly pass the budget bill. ③ Federal Reserve Governor Waller expressed a tendency to lower interest rates again in December. ④ The usa Department of Commerce released new export control measures on semiconductors to China, and the Department responded. ⑤ The usa stock market's Nasdaq and s&p 500 index both reached new historical highs.
US stocks closed: Chinese concept stock index 'three consecutive rises,' technology giants prop up NASDAQ, S&P to reach new highs.
① Technology giants continue to rise, with the S&P and Nasdaq hitting new highs; ② Musk's high salary once again rejected by a judge; ③ Super micro computer announces no inappropriate behavior found; ④ Intel CEO suddenly retires, reportedly forced out by the board of directors.
NetEase-S (09999.HK) Q3 2024 report review: Game revenue slightly under pressure, PC performance outstanding; bullish on recovery starting in Q4, focus on product catalysts.
Matters: Netease 24Q3 achieved revenue of 26.2 billion yuan (YOY-3.9%, QOQ+2.84%), with gaming and related services revenue reaching 20.9 billion yuan (YOY-4.21%, QOQ+4.03%).
US stocks closed | The three major indices rose together, the Dow and S&P continued to hit historical highs; most large technology stocks rose, nvidia rose more than 2%, Tesla soared more than 38% in the month, the best performance in nearly two years
US stocks posted weekly gains of over 1%, with the Dow rising by 7.5% in November and the S&P up 5.7%, both achieving the best performance of the year. The Nasdaq accumulated an increase of over 6%, small-cap indices rose by nearly 11%, the chip index rose by 1.5% on Friday but declined monthly, and Tesla saw a monthly increase of over 38%, its best performance in nearly two years.
Express News | Netease responds to the layoffs in the Shenzhen gaming department: the adjustments are primarily routine for a single product.
Express News | netease's team behind "Operation Dawn" has been optimized, operating for only 4 months in the domestic market and was once embroiled in a plagiarism scandal.
Netease denies rumors of complete layoffs at its Shenzhen company.
Regarding the recent rumors circulating about netease-S (09999.HK)(NTES.US) laying off all employees in Shenzhen, stating "none will be retained" and primarily affecting the gaming business department, concerning the specifics of the layoffs, according to reports from The Paper citing sources close to netease, this adjustment was made several months ago and is a routine adjustment related to a single product, with many colleagues having already transferred to other products. The individual also stated that the rumors of all employees being laid off are definitely false.
Transmission of netease Shenzhen's entire layoffs. Relevant individuals responded: it's false, it's an adjustment from a few months ago.
Sina Technology News, at noon on November 29, there were online reports that all employees in Netease's Shenzhen office were laid off, 'not leaving a single person in the game department.' In response, a person close to Netease stated, 'This was an adjustment made several months ago, a routine adjustment for a single product. Many colleagues have already transferred to other products. The idea of all employees being laid off is definitely false.'
Express News | Netease denies that all employees in the Shenzhen company have been laid off: it is a routine adjustment for a single product, and many employees have already been transferred internally.
Express News | Netease denies that its Shenzhen company has laid off all employees: it is a routine adjustment for individual products, and many employees have been transferred internally.