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NetEase Newsroom
U.S. stock market closing | The three major indexes had mixed results, with the Nasdaq increasing over 1% to reach a new high, while the Dow Jones fell for the eighth consecutive day; Broadcom surged over 11%, and Tesla rose over 6%, both reaching histori
The Dow Jones Industrial Average has recorded its longest losing streak since 2018; NVIDIA fell over 1%, marking its third consecutive decline; MicroStrategy, which was added to the Nasdaq 100 index, surged over 7% intraday before reversing to a loss, and Super Micro Computer, which was removed from the index, closed down over 8%. Chinese concept stocks fell over 2%.
The Nasdaq 100 is about to adjust, and these 11 companies may see a 50% increase in upside potential.
As the annual adjustment of the NASDAQ 100 Index approaches, a group of potential stocks is preparing to make their debut. This adjustment not only brings prestige to these companies but may also trigger a large-scale inflow of capital, further driving up stock prices.
Hong Kong Stock Afternoon Review | All three major Indices fell, with the Tech Index down 1%; Network Technology stocks weakened, with SenseTime down over 3%; Cryptos Concept stocks rose against the trend, with BOYAA up nearly 6%.
Network Technology stocks weakened, SenseTime-W fell by 3.23%, XIAOMI-W dropped by 2.23%; most Securities and Brokerage stocks declined, China Merchants fell by 2.96%, China International Capital Corporation dropped by 2.45%; most Apple Supplier stocks declined, TK GROUP HLDG rose by 3.45%, AAC TECH fell by 2.86%.
China Bank International: Maintains the 'Buy' rating for NTES-S (09999), with the Target Price adjusted to HKD 181.
According to the prediction by Bank of China International, NetEase's PC revenue is expected to grow by approximately 40% year-on-year over the next three quarters.
In "The Big Banks", China International raises NetEase (09999.HK) Target Price to 181 yuan, with strong performance in short-term Gaming clients.
Bank of China International released a research report indicating that NetEase (09999.HK) is showing strong performance in short-term client games, expected to drive online gaming revenue growth of about 40% year-on-year in the next three quarters. Furthermore, the company is accelerating globally with a focus on investment return rate-oriented gaming development and operational evaluations to improve resource utilization efficiency. Bank of China International expresses confidence in NetEase's core gaming capabilities and competitive advantages, and with the company utilizing abundant cash through buybacks and dividend payouts to return to Shareholders, maintains its preferred 'Buy' rating and raises the Target Price for H shares from 165 yuan to 181 yuan.
Large banks' ratings丨China Merchants International: Looking ahead to next year, the Chinese Internet Plus-Related Industry will move forward against headwinds, focusing on mature Business moats, new development space, valuation enhancement potential, and
According to a report published by China Merchants International on December 16, they forecast that next year the Internet Plus-Related Industry in China will face headwinds, and the introduction of substantial consumer-promoting policies may still be a key driving factor for the structural enhancement of the sector's valuation. Before that, the sector may maintain turbulence, while shareholder return levels, profit growth rates, and certainty could be key supports for valuation. China Merchants International suggests focusing on three main lines: first, the moat of mature businesses and their new development space, which may drive a double increase in performance and valuation: for example, the gaming sector benefiting from the release of new games, local life with further online penetration space in core businesses, and advertising effectiveness improved under the empowerment of AI technology.
"The Big Business" CCB International: Looking ahead to the Chinese internet industry in the coming year amidst headwinds, focusing on the moats of mature businesses, new development space, valuation enhancement space, and overseas expansion.
Zhaoyin International released a report, forecasting that next year, China's Internet Industry will move forward despite headwinds, and the introduction of substantial consumption-promoting policies may still be a key driver for structural valuation enhancement in the Sector. However, prior to this, the Sector may maintain volatility, with shareholder return levels, profit growth, and certainty being critical supports for valuation. Zhaoyin International suggests focusing on three main lines: the first is the competitive moat of mature businesses and new development space, which may drive both performance and valuation increases: such as the gaming Sector benefiting from the release of new games, local life with further online penetration potential in core businesses, the enhancement of advertising effectiveness empowered by AI technology, and the new growth brought by GPU cloud business.
Shares of US-listed Chinese Stocks Are Trading Lower Due to Stimulus Concerns and Disappointing Economic Data. The Biden Administration Plans to Raise Tariffs on Solar Wafers, Polysilicon and Some Tungsten Products.
Gamma data: In 2024, the actual sales revenue of the domestic game market is 325.783 billion yuan, a year-on-year increase of 7.53%.
In 2024, the actual sales revenue of the domestic game market reached 325.783 billion yuan, a year-on-year increase of 7.53%, setting a new record. The number of game users reached 0.674 billion, a year-on-year increase of 0.94%, also marking a historical high.
Express News | NetEase's Pangda Zhi: Game products centered on culture should be popular and successful.
Quick look at the Hong Kong market | The Hong Kong stock market continues to decline in the afternoon, with all three major indices falling over 2%; The drops in the tech, Autos, and Mainland Real Estate sectors have widened, with SUNAC down over 8%, Xpen
Network Technology stocks fell, MEITUAN-W dropped 3.73%, NTES-S fell 2.90%; most Alcoholic Beverages stocks declined, GRACEWINE dropped 9.36%, TIBET WATER rose 7.69%; most semiconductor stocks declined, SHEEN TAI rose 5.82%, HG SEMI fell 5.00%;
In 2024, China's independently developed games achieved actual sales revenue of 18.557 billion US dollars in the overseas market, with a year-on-year growth of 13.39%.
The Global mobile game market size is 635.569 billion yuan, a year-on-year increase of 4.83%. The growth trend of the Global mobile game market has significantly slowed down.
【Brokerage Focus】CMB International: The introduction of substantial new consumer policies may still be the key driving factor for the structural improvement of valuations in the Internet Plus-Related sector.
Jinwu Finance | Zhao Yin International released the 2025 outlook for the Internet Plus-Related Industry, stating that the introduction of substantial policies to promote Consumer growth may still be the key driving factor for structural valuation improvements in the Sector. Before that, the Sector may maintain volatility, with Shareholder return levels, profit growth rates, and certainty being key supports for valuation. The bank recommends focusing on three main lines: 1) The competitive moat of mature Business and new development space, which may drive both performance and valuation increases: such as the gaming Sector benefiting from the release of new games, local life with further online penetration space in core Business, improvements in advertising effectiveness empowered by AI technology, and new additions brought by GPU cloud services.
Hong Kong Stock Market Midday Review | All three major Indices fell, the Technology Index decreased by about 2%; the technology sector, domestic real estate, and China-Affiliated Brokerage stocks declined, SUNAC fell over 6%, CITIC SEC dropped over 4%, an
Network Technology stocks performed poorly, SenseTime-W fell by 3.21%, MEITUAN-W dropped by 2.84%; Golden Industrial Concept stocks generally declined, RA SILK ROAD increased by 7.46%, LINGBAO GOLD fell by 4.75%; Semiconductors stocks weakened, SHEEN TAI rose by 5.82%, Semiconductor Manufacturing International Corporation decreased by 3.87%;
Express News | This year, the actual sales revenue of the domestic game market exceeds 300 billion yuan.
Express News | The National Publishing Administration is formulating a plan for leading technology innovation in online publishing to enhance the role of the gaming industry in serving technology innovation.
Express News | The transformation and upgrading of Internet Plus-Related platforms has entered a critical period.
The Nasdaq fell to 0.02 million points, Adobe plummeted more than 13%, the China concept Index rose against the trend, and Bitcoin dropped below 0.1 million dollars.
In November, USA PPI inflation exceeded expectations, with the market betting on a pause in interest rate cuts in January next year. The Dow has fallen for six consecutive days, with NVIDIA experiencing the largest drop of 2.5%. Tesla, Meta, Google, and Amazon have moved away from their highs, uranium mining stocks have declined, but Apple reached a new high. Broadcom rose nearly 5% in after-hours trading, and Chinese stocks Baidu and PDD Holdings increased by over 1%. Bond yields in Europe and the USA have risen significantly, and after the European Central Bank cut interest rates, the euro fell to a one-week low, before rebounding. The dollar reached a two-week high, while the offshore yuan once rose over 200 points, breaking through 7.26 yuan. Commodities generally fell, with spot gold down over 2% and spot silver down over 4% during the session.
The Central Economic Work Conference was held in Peking, and **** delivered an important speech.
The Central Economic Work Conference was held in Peking, where **** delivered an important speech, Li Qiang gave a summary speech, and ****, ****, Cai Qi, ****, and Li Xi attended the meeting.
Express News | The Central Economic Work Conference states that a moderately loose MMF policy should be implemented, with timely reductions in reserve requirements and interest rates, to maintain ample liquidity.