MS-NTES@EP2611A

NetEase Products Fully Integrate DeepSeek-V4 Model to Upgrade Services

NTES-S to Release FY2026 Q1 Earnings on May 21 After-Market (BJT), Forecast Revenue HKD 34.11 B, EPS HKD 3.1263

NetEase Youdao Launches Enterprise-Level Large Model Aggregation Platform ThinkFlow

NetEase Cloud Music Fully Integrates DeepSeek-V4

NetEase Smart Enterprise Launches Controllable AI Coding Platform CodeWave

NetEase Announces Record Date for Shareholder Vote on May 26, 2026

CLSA Sees NetEase's 'Rise of Kingdoms' as a Major Growth Driver

CICC Maintains Overweight Industry Rating and Target Price for NetEase-S

Nomura Analysts Expect NetEase's Q1 Earnings to Exceed Market Expectations

Century Huatong Announces Significant Revenue and Profit Growth in 2025

HSBC Global Research Downgrades NetEase's US-listed Stock Target Price

Goldman Sachs Sees Sluggish Q1 for NetEase But Positive Outlook for H2

NetEase Youdao Announces 2025 Annual Report and Shareholding Structure

NetEase Publishes 20-F Filing Revealing Equity Structure and Financial Data

NetEase Yanxuan Announces Focus on Pet Business and Launches Globalization Strategy

OpenClaw Founder Praises NetEase's LobsterAI Product

NetEase Cloud Music Fully Integrates OpenClaw and Opens Core Music Service Capabilities

NetEase Cloud Music Fully Integrates OpenClaw to Open Up Music Services

NetEase Interactive Entertainment Clarifies Rumors of Gradual Replacement of External Personnel

NetEase Smart Enterprise Launches Security Skill for Preemptive AI Application Protection

RADIANCE HLDGS

ANCHORSTONE

RIVERINE CHINA

REACH NEW HLDGS

FINELAND LIVING

NUR HOLDINGS

GOLDEN LEAF INT

UBOT HOLDING

MAN YUE TECH

09999

NTES

NetEase, Inc. has filed a Form 13F with the U.S. SEC, disclosing over US$100 million in U.S. equity holdings for the quarter ended March 31, 2026. This filing highlights NetEase's investment discretion over various U.S. securities, despite its primary business not being investment management. The announcement provides transparency into its capital allocation in public markets. The latest analyst rating for NetEase (HK:9999) is a Buy, with a price target of HK$246.00, and the company has a market cap of HK$580.4B.

- NetEase, Inc. announced that it filed a Form 13F with the U.S. Securities and Exchange Commission for the quarter ended March 31, 2026, reporting over US$100 million in equity securities.  
- The filing highlights that, while not primarily an investment management company, NetEase's U.S. equity holdings impose regulatory reporting obligations, providing transparency into its capital allocation.  
- Currently, the stock has a Buy rating with a target price of HK$246.00 and a market capitalization of HK$580.4 billion.

Tip Ranks

NTES-S

NetEase

NetEase Files Form 13F Disclosing Over US$100 Million in U.S. Equity Holdings

NetEase Inc has announced that May 26, 2026, will be the record date for shareholders eligible to vote at its annual general meeting in Hong Kong. Shareholders must submit share transfers by 4:30 p.m. on that date. Holders of American depositary shares can attend but cannot vote directly. The latest analyst rating for NetEase stock (HK:9999) is a Buy, with a price target of HK$246.00. NetEase operates in online gaming and internet services, with a market cap of HK$574.3B.

- NetEase Inc has set May 26, 2026, as the record date for shareholders to be eligible to attend and vote at its annual general meeting in Hong Kong.  
- Shareholders must ensure their share transfers are lodged by 4:30 p.m. on that date; American depositary share holders can attend but cannot vote directly.  
- The company's stock has a current analyst rating of Buy with a price target of HK$246.00, reflecting its strong position in the online gaming and internet services sector.

Bank of NY Mellon

BANK OF NEW YORK MELLON CORP DEP SHS REPG 1/4000TH INT SER K PFD

NetEase Sets May 26 Record Date for Annual General Meeting Voting Rights

MTLS

Materialise Reports First Quarter 2026 Results | MTLS Stock News

StockTitan

Materialise

Materialise Reports First Quarter 2026 Results | MTLS Stock News

GAMR

HERO

ESPO

NetEase (SEHK:9999) has seen a recent share price rebound, returning 3.7% over the past week and 3.8% over the past month, despite a year-to-date decline of 20.7%. The stock is currently trading at HK$181.50, approximately 39%-40% below its estimated fair value of HK$255.05. The company is expanding globally with successful games, which may support long-term growth. However, it faces risks from regulatory changes and rising R&D costs. Investors are encouraged to assess the valuation and consider broader investment opportunities.

- NetEase (SEHK:9999) has gained investor attention due to a recent share performance increase of 3.7% over the past week, though it has experienced a year-to-date decline of 20.7%.  
- The stock currently trades at HK$181.50, representing a 39%-40% discount to the estimated fair value of HK$255.05, with growth driven by global expansion in gaming and music.  
- While the company shows strong overseas performance, potential risks include regulatory changes and rising R&D costs that could challenge its growth trajectory.

Simplywall

Wedbush ETFMG Video Game Tech ETF

Global X Video Games & Esports ETF

VanEck Video Gaming and eSport ETF

Assessing NetEase (SEHK:9999) Valuation After Recent Share Price Rebound And Longer Term Returns

Nomura anticipates that NetEase, Inc. (NTES) will report a 4% year-over-year increase in 1Q revenue to RMB30 billion, slightly exceeding market expectations. The non-GAAP EPADS is expected to decline by 7% YoY to RMB16.27, but still surpassing forecasts. Gross margin is projected to rise to 65%. NetEase plans to convert its Hong Kong listing from secondary to primary, potentially enhancing its stock's appeal. Nomura maintains a Buy rating with a target price of USD155.

- Nomura forecasts NTES-S's 1Q revenue to rise 4% YoY to RMB30 billion, exceeding market consensus by 1%.  
- The non-GAAP EPADS is expected to decline 7% YoY to RMB16.27, while the gross margin is projected to increase 0.9 percentage points to 65%.  
- NetEase is transitioning its Hong Kong listing to primary status, which Nomura believes may enhance share price and facilitate inclusion in Stock Connect, maintaining a Buy rating with a target price of USD 155.

AASTOCKS News

Nomura Holdings, Inc.

Nomura

Nomura Expects NetEase, Inc.  1Q Results to Slightly Beat; Rating Buy

002558

516190

516010

517770

The National Press and Publication Administration has approved 154 online games in April, including 147 domestic and 7 imported titles. Notable domestic games include "Sea of Oblivion" by NTES-S and "Cage of Ice and Snow" by GIANT NETWORK. The imported game "ARC Raiders" won the TGA Best Multiplayer Game award. Short selling data for NTES-S shows $233.24M with a ratio of 22.760%.

- The National Press and Publication Administration approved 147 domestic and 7 imported online games in April.  
- Notable domestic games include "Sea of Oblivion" and "Cage of Ice and Snow," while the imported game "ARC Raiders" won the TGA Best Multiplayer Game award.  
- The information provided includes detailed financial data on short selling for specific stocks, with disclaimers regarding translation accuracy.

Giant Network

ChinaAMC CSI Cultural Entertainment Media ETF

Guotai CSI Animation Game ETF

AXA SPDB CSI Hugangshen Game and Culture Media ETF

Mainland Approves 154 Domestic and Imported Online Games in Apr

HSBC Global Research has reduced its target price for NetEasefrom $289 to $265, maintaining a Buy rating. The downgrade follows an 18% year-to-date decline in the stock, attributed to lower sector valuations and a lack of new game launches. The firm cut its 2026-2028 non-GAAP net profit forecasts by 6-7%, citing reduced expectations for several mobile games. Despite anticipated weak performance in the first half of 2026, growth is expected in the second half and 2027 with new game releases.

- NetEase's U.S. stock has decreased by 18% year-to-date, attributed to lower sector valuations and no new game launches.  
- HSBC Global Research has reduced its 2026-2028 non-GAAP net profit forecasts by 6-7% due to lowered projections for certain mobile games, predicting weak performance in the first half of 2026.  
- The broker has adjusted its target price for NetEase's H-shares from $289 to $265 while maintaining a Buy rating, anticipating growth from game launches in the second half of 2026 and 2027.

HSBC

HSBC HOLDINGS

HSBC 5xShortSG241213

HSBC Holdings Plc

HSBC Research Trims NTES-S  TP to $265, Cuts 2026-2028 Earnings Forecasts by 6-7%

BABA

BIDU

09988

09888

The Hang Seng TECH Index intraday gain widened to 3%, with Baidu rising over 7% and Alibaba and NetEase gaining more than 4%

Wallstreetcn

Alibaba

Baidu

BABA-W

BIDU-SW

Hang Seng TECH Index

Direxion FTSE China Bull 3X

Krne Csi China Internet

Dacheng Hang Seng Technology ETF(QDII)

E Fund CSI HK Connect Internet ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

BABA 2x Long Daily ETF - GraniteShares

Hang Seng TECH ETF I

HSTECH ETF

Tianhong Hang Seng TECH ETF(QDII)

ChinaAMC Hang Seng Technology ETF(QDII)

KraneShares 2x Long BABA Daily ETF

Hwabao CSI HK Equities Internet ETF

CSOP HS TECH

BIDU-SWR

BABA-WR

Alibaba HK SDR 5to1

09899

The Hang Seng Index opened 0.68% higher, while the Hang Seng Tech Index rose 1.31%. Baidu and NetEase gained over 3%, and Alibaba and JD rose more than 2%

MS-NTES@EP2611A(29128.HK)

NetEase Files Form 13F Disclosing Over US$100 Million in U.S. Equity Holdings

NetEase Sets May 26 Record Date for Annual General Meeting Voting Rights

Materialise Reports First Quarter 2026 Results | MTLS Stock News

Assessing NetEase (SEHK:9999) Valuation After Recent Share Price Rebound And Longer Term Returns

Nomura Expects NetEase, Inc. 1Q Results to Slightly Beat; Rating Buy

Mainland Approves 154 Domestic and Imported Online Games in Apr

HSBC Research Trims NTES-S TP to $265, Cuts 2026-2028 Earnings Forecasts by 6-7%

The Hang Seng TECH Index intraday gain widened to 3%, with Baidu rising over 7% and Alibaba and NetEase gaining more than 4%

The Hang Seng Index opened 0.68% higher, while the Hang Seng Tech Index rose 1.31%. Baidu and NetEase gained over 3%, and Alibaba and JD rose more than 2%