BOCOM INTL: For Hong Kong stocks this year, it is advisable to plan before taking action. Focus on Technology stocks such as Alibaba, Trip.com, NetEase, and Tencent.

The BOCOM INTL market outlook report for this year states that the Global economy is entering a phase of cyclical transition. Monetary policy is shifting from tightening to easing, leading to an improvement in liquidity in the financial system. However, structural challenges such as geopolitical tensions and rising trade protectionism are emerging, making the growth pattern in the post-tightening era a game between policy easing and structural challenges. Investors must plan carefully before acting in order to seize opportunities amid changes, rather than simply following traditional pro-cyclical investment logic. The report predicts that while the stock market will have support in 2025, it will also face disturbances, suggesting a balanced allocation. Regarding Insurance stocks: both asset and liability sides face high bases but possess defensive characteristics and flexibility.

AASTOCKSJan 2 14:55

Bullish news is here! The central bank and the securities regulatory commission jointly announced that the second swap convenience will be operated starting today, with an expected operation amount of no less than 50 billion yuan.

It is understood that 20 securities and Fund companies participated in the first operation, and the second operation will add more securities and Fund companies as well as five leading Insurance Institutions, with an expected second operation volume of no less than 50 billion yuan.

Securities TimesDec 31, 2024 13:25

NetEase (09999.HK) martial arts Gaming "The Sixteen Sounds of Yan Yun" will be launched on mobile next Thursday without data deletion.

NetEase (09999.HK) announced the martial arts Gaming "Yan Yun Sixteen Sounds," which will launch on mobile without data deletion next Thursday (January 9th of next year). The mobile team has completed the porting and optimization of gameplay content and is currently making final preparations for the launch.

AASTOCKSDec 31, 2024 11:33

[Brokerage Focus] Kaiyuan Securities maintains a "Buy" rating on NetEase (09999), as overseas PC games continue to break through and are expected to further open up its growth potential.

Jinwu Financial News | According to an analysis by KaYuan Securities, on December 24, NetEase (09999) received approval for its self-developed game "Infinite" across mobile, client, and console platforms. Other games that also received approval include "Top Pursuit" and "Legion War." "Infinite" is a high-freedom open-world RPG set in a two-dimensional urban theme, featuring a city that blends multiple regional characteristics, making the game world even more colorful and diverse. Currently, the global reservation numbers for "Infinite" exceed 8 million, and the firm believes that "Infinite" is likely to provide players with a more free and novel open-world gaming experience; its unique urban life gameplay will strengthen user social engagement, and the game is expected to continuously contribute substantial revenue growth for the company after its launch. Additionally, the company's self-developed martial arts open-world game "Yanyun Sixteen Sounds" will begin PC open beta testing on December 27.

Jinwu Financial NewsDec 31, 2024 10:22 · Ratings

[Brokerage Focus] Citibank: In 2024, the approval volume for games in China is expected to increase by over 30%, Bullish on the industry's development next year.

In 2024, the number of game approvals in China showed a positive trend, with a total of 1,417 games approved throughout the year, including 1,306 domestic games and 111 imported games, representing a 32% increase from the 1,076 games in 2023, exceeding Citigroup's previous expectation of a range of 1,200 to 1,400 games.

Jinwu Finance NewsDec 30, 2024 15:29

Citi: In December, 122 domestic game licenses were granted in mainland China, with the annual approval number exceeding expectations.

In mainland China, there were a total of 1,306 domestic game approvals and 111 imported games for the entire year, slightly exceeding the expected range of 1,200 to 1,400.

Zhitong FinanceDec 30, 2024 14:44