NTES240920P110000
- 34.50
- 0.000.00%
NetEase Newsroom
Is NetEase (NASDAQ:NTES) A Risky Investment?
[Brokerage Focus] Huachuang Securities maintains a "recommended" rating on Netease (09999), pointing out that its existing game inventory maintains overall resilience.
Huachuang Securities issued a research report, stating that netease (09999) achieved revenue of 25.486 billion yuan in Q2 24 (yoy +6.14%, qoq -5.08%), of which gaming and related value-added service revenue reached 20.056 billion yuan (yoy +6.69%, qoq -6.54%).
Technology stocks led the S&P to four consecutive gains, Oracle reached a new high after hours, the US dollar and US bonds fell, gold hit a new high, and commodities rose.
In August, the PPI in the United States showed a cooling down of inflation, and the market slightly raised its bets on the Fed's aggressive interest rate cuts. US stocks rose together, with Nvidia up nearly 2%, while NIO Inc and XPeng fell more than 5%. The European Central Bank cut interest rates for the second time this year, but maintained a restrictive policy. European bonds fell, and the euro rebounded from its four-week low. Commodities rose across the board, with US oil briefly rising by 3.7%, gold reaching a new high with a nearly 2% increase, palladium rising by over 4%, and copper experiencing its largest two-month increase.
US stocks closed: Technology breaks through to lift the index, Nasdaq and S&P jointly achieve four consecutive gains.
① After four consecutive days of gains, the S&P 500 index is still 1.3% away from its historical high. ② Warren Buffett's deputy sold more than half of Berkshire Hathaway's positions, causing the stock price to fall for the seventh consecutive day. ③ AirPods Pro transforms into an OTC hearing aid, with FDA approval for Apple's hearing assistance software. ④ Gilead's HIV prevention drug delivers positive results once again.
China Merchants Securities International: The stock prices of leading domestic internet platforms show resilience. Preferred choices are Tencent, Alibaba, and Bilibili.
China Merchants Securities International published a report stating that although the stock market has recently weakened overall, the stock prices of mainland leading internet platforms have still shown resilience. It is believed that this is due to the improvement of the competitive environment and the enhancement of profit prospects. After this quarter's performance, companies with large declines are still worth attention, such as PDD Holdings, Tencent Music, and Netease. These companies still have attractiveness in terms of business strength, market position, and valuation. The bank pointed out that the overall market position and profit capability of mainland leading internet platforms are still solid. Industry first choices: Tencent, Alibaba, and Bilibili, all given a "shareholding" rating, with target prices of HKD 474 and USD 126 respectively.
US stock market closing: Bullish layers are stacked, Nasdaq staged a "deep V takeoff", Donald Trump concept stocks injured alone.
①Harris' favorable election situation led the pv concept stocks, with First Solar leading the S&P 500 index; ②Production cut rumors stimulated a sharp rise in the lithium sector; ③Russia considers restricting exports of certain strategic raw materials, leading to a collective increase in uranium producers; ④Trump's media technology fell more than 10%, hitting a new low after landing in the US stock market.
US stocks closed: Wall Street giants lined up to initiate 'market cap downsizing', dragging down the Dow Jones alone.
①S&P and NASDAQ continue to rise for the second consecutive day, while the Dow is dragged down by financial giants and closes lower; ②It will be even more eventful after today's closing: Trump-Harris debate, followed by CPI data; ③After releasing its financial report, Oracle's stock price surged 11% to a new all-time high; ④Sony launched the new PS5 Pro console, with 90% of players expressing dissatisfaction with the high price.
Unusual Options Activity: CVS, GOOGL and Others Attract Market Bets, CVS V/OI Ratio Reaches 524.1
Could The Market Be Wrong About NetEase, Inc. (NASDAQ:NTES) Given Its Attractive Financial Prospects?
NetEase Releases Gaming Limits for Children for Upcoming Holidays
Express News | NetEase Games Releases Dates, Time Slots During Which Chinese Minors Can Play Video Games During Mid-Autumn Festival and National Day Holiday - Statement
NTES-S: CHANGE OF RECORD DATE IN HONG KONGFOR THE DIVIDEND FOR THE SECOND QUARTER ENDED 30 JUNE 2024
US stocks closed with mixed performance for the three major indexes. Tesla rose more than 9% over the past two days, while NIO soared 14% after its performance announcement.
Before the non-farm data, there is new evidence of the cooling of the US job market, and economic concerns support a substantial rate cut bet. The yield curve of the 2-year/10-year US Treasury bonds, which briefly inverted for the third time in two years. The S&P 500 fell for the third consecutive day, with Broadcom falling more than 4% after hours, Tesla rising nearly 5%, and Nvidia and Chinese concept stocks rising nearly 1%. The yen reached a one-month high, and the offshore renminbi rose by 300 points to break 7.09 yuan. Gold rose briefly by 1%, and oil prices rose more than 2% before falling. US oil fell below $70 for the first time in 15 months over two days.
Everbright Securities: Alibaba-SW Taobao and Tmall plan to add WeChat Pay, maintaining a "buy" rating.
Everbright Securities released a research report stating that it maintains a "buy" rating on Alibaba-SW (09988). The addition of WeChat Pay to Taobao and Tmall is beneficial for further improving the platform ecosystem and enhancing the shopping experience for consumers. The forecast for the company's net income attributable to common shareholders in FY2025/FY2026/FY2027 is temporarily maintained at 85.449/90.702/94.562 billion yuan. The company's organizational structure and development strategy are gradually becoming clearer. After the Hang Seng Index added the Hang Seng Stock Connect Index on September 4, Alibaba-W is expected to accelerate its inclusion in the Hang Seng Stock Connect Hong Kong Index. Everbright Securities' main observation.
NetEase To Go Ex-Dividend On September 6th, 2024 With 0.435 USD Dividend Per Share
The internet giants have broken down the walls! The three giants have deepened their interconnection on the same day.
Since 2021, the trend of "internet plus-related" has become a trend in the internet industry, and with the peak of traffic dividends, big companies continue to seek incremental growth, so following the trend of "internet plus-related" is an inevitable choice. Taobao introducing WeChat Pay, Meituan Takeout and hotels opening Alipay mini-programs can be seen as important milestone events in payment integration.
US stocks closed: nvidia's market cap decreased by 2 trillion overnight, leading the Nasdaq to plunge 3% and becoming the weakest of the three major indices.
1. Nvidia's market cap evaporated by about 1.99 trillion yuan; 2. The PHLX Semiconductor Index fell by 7.7%, with all components going under; 3. Large technology stocks collectively declined, with Apple dropping by 2.72%; 4. Berkshire Hathaway's stock price continued to hit new historical highs.
A Look Into NetEase's (NASDAQ:NTES) Impressive Returns On Capital
Analysts Stay Bullish on NetEase After Q2 Results
NetEase Inc (NTES): A Good 52-Week Low Stock to Buy Now According to Short Sellers