Netease Cloud Music Expands Galaxy Album Writing Camp's Reach With Global Talent
Hong Kong stock morning report on December 11: Citic Lyonn claims to be Bullish on the KUAJINGZIJIN flow and IPO recovery of the Hong Kong Stock Exchange, with SenseTime's share placement financing nearly 2.8 billion Hong Kong dollars directed towards cor
① CITIC Securities is Bullish on the flow of KUAJINGZIJIN and the recovery of IPOs at the Hong Kong Stock Exchange. ② SenseTime's share placement financing of nearly 2.8 billion yuan is used for the development of core Business. ③ HUA HONG SEMI's 12-inch production line at the Wuxi base has been completed and is in production. ④ The Shanghai Stock Exchange will review Guolian Securities' additional share issuance and acquisition matters next week.
U.S. stocks closed: The Dow Jones fell for four consecutive days, Chinese concept stocks plummeted over 4%, as the market focused on the CPI report.
① The Nasdaq China Golden Dragon Index fell 4.34%, as China Concept Stocks collectively declined; ② Apple is reportedly planning to equip its smartwatches with satellite communication capabilities; ③ Google A rose 5.62%, as the company launched its latest quantum chip "Willow," achieving significant technological breakthroughs; ④ Microsoft shareholders voted against the Bitcoin investment proposal.
Last night, china assets went "crazy."
Overnight, the nasdaq Golden Dragon china index rose over 8.5%, marking the best single-day performance since the end of September. Popular Chinese concept etfs surged collectively: the largest MCHI increased by 7.7%, the FXI, which tracks large Chinese companies in the Hong Kong stock market, rose over 8%, and the only major Chinese concept etf tracking the A-share market, ASHR, gained nearly 7%. The most insane increase came from the three times leveraged FTSE China, YINN, which soared 24% overnight and continued to rise over 2% after hours.
Top Gap Ups and Downs on Monday: NVDA, BABA, AMD and More
U.S. stocks closed lower: all three major indexes fell, Chinese concept stocks celebrated all night, and the Golden Dragon Index surged by 8.5%.
① The nasdaq china golden dragon index rose by 8.54%, while the ftse china 3x long etf (YINN) increased by 23.78%; ② OpenAI officially launched the AI video generation model Sora; ③ A man involved in the murder case of the insurance giant's CEO in New York was arrested in Pennsylvania; ④ mondelez international is reportedly exploring the acquisition of the usa chocolate producer hershey.
Marvel Rivals Stuns With 10 Million Players In First Weekend
Tonight, Chinese concepts soared! The nasdaq Golden Dragon index surged by 10%, while fangdd network doubled directly.
Some analysis indicates that the Political Bureau meeting first mentioned stabilizing the stock and real estate markets, and the US stock market quickly rallied on china assets. The 3x Long FTSE china etf surged over 26%, the 2x Long china internet plus-related stocks rose over 22%, the 2x Long FTSE china 50 ETF increased over 17%, and the 2x Long 300etf gained nearly 15%.
NetEase (NTES) Crossed Above the 200-Day Moving Average: What That Means for Investors
China Will Adopt a "Moderately Accommodative" Monetary Policy in the Next Year, The First Shift to Easing Since 2011
Bernstein Maintains NetEase(NTES.US) With Buy Rating, Maintains Target Price $105
Express News | China Signals Major Policy Shift: Hang Seng and Chinese Stocks Rally on Easing Measures
Hong Kong stocks unusual | Netease-S (09999) rose nearly 3%, "Yan Yun Sixteen Sounds" scheduled to be released on December 27th, "Marvel Frontline" player count exceeded tens of millions.
Netease-S (09999) rose nearly 3%, as of the time of publication, up 2.88%, trading at 146.4 Hong Kong dollars, with a turnover of 1.075 billion Hong Kong dollars.
Goldman Sachs: "The Sixteen Sounds of Yan Yun" will be one of netease-S (09999)'s most important game releases and contributions in 2025.
Goldman Sachs expects that Netease's global game sales will also significantly increase in 2025, as more games will begin to be exclusively released globally by Netease.
The gaming industry will welcome two major conferences! Representatives from dozens of gaming companies will share the stage to discuss topics such as 2D, AI, overseas expansion, and casual games.
As the year-end approaches, the Beijing Shougang International Exhibition Center will host two major annual events in the gaming industry: the 2024 China eSports Industry Annual Conference will be held on December 10-11; the 2024 China Game Industry Annual Conference will take place on December 12-13. Representatives from listed gaming companies including Tencent, netease, 37 interactive entertainment network technology group, special treat Huatuo, and kingnet network will attend and will share insights on topics such as eSports, game AI, and overseas expansion.
Fan Luyuan: Tencent and Netease's advantages will no longer exist within 5 years. Lingxi Interactive must become the second largest company in China.
According to Sina Technology, at an internal meeting of Lingxi Interactive Entertainment on December 6, Alibaba partner and chairman and CEO of Alibaba Entertainment Group, Fan Luyuan, made a keynote speech. Fan Luyuan stated that international business must be a priority for Lingxi Interactive Entertainment in the future. He determined that in the next five to ten years, 70% of the revenue in the global gaming industry may come from companies in China or products associated with partners of Chinese companies. Based on this future global strategy goal, Lingxi Interactive Entertainment must possess the ability for international productization. Additionally, AI must be integrated because the adaptation of games into films and films into games involves...
NetEase's Marvel Rivals Launches With 444,000 Players On Steam
Morgan Stanley: Netease-S (09999) "Marvel Contest of Champions" will launch tomorrow, expected to contribute up to 3 billion yuan in annual revenue.
Based on Overwatch, it is predicted that Marvel Rivals could contribute 2-3 billion yuan in revenue annually.
Hong Kong stocks morning report on December 5: Most china concept stocks fell, Meitu cleared its crypto profits of about 0.571 billion yuan.
The latest Beige Book survey from the Federal Reserve shows a slight increase in economic activity in November. Federal Reserve Chairman Powell stated that the Fed can remain cautious when looking for the neutral interest rate. President Trump selected digital assets advocate Paul Atkins to be the chairman of the U.S. Securities and Exchange Commission, causing a surge in cryptocurrencies and related stocks. The three major U.S. stock indexes hit record highs on Wednesday, while most popular China concept stocks fell.
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.