Guotai CSI Movies Theme ETF

09898

KWEB

159855

516190

516620

517770

159805

Nomura cut Weibo Corporation's target price to USD8.1 from USD9.7, maintaining a Neutral rating. The broker lowered FY2026 and FY2027 EPS forecasts by 16% and 11%, respectively, citing a weaker retail environment and higher AI-related operating expenses. Despite Q1 revenue beating expectations due to reduced administrative costs, Nomura prefers Alibaba Group for its stronger fundamentals and competitive position in China's AI sector.

AASTOCKS News

Weibo

WB-SW

Invesco Golden Dragon China

BABA 2x Long Daily ETF - GraniteShares

Direxion FTSE China Bull 3X

Krne Csi China Internet

Yinhua CSI Movies Theme ETF

ChinaAMC CSI Cultural Entertainment Media ETF

E Fund CSI HK Connect Internet ETF

Hwabao CSI HK Equities Internet ETF

AXA SPDB CSI Hugangshen Game and Culture Media ETF

KraneShares 2x Long BABA Daily ETF

Penghua CSI Media ETF

Nomura Holdings, Inc.

Nomura

Alibaba

BABA-W

Macquarie Energy Transition ETF

BABA-WR

Alibaba HK SDR 5to1

Nomura Cuts Weibo Corporation  TP to USD8.1, Maintains Neutral

09626

BILI

512980

Against the backdrop of a weak overall market, Bilibili's advertising revenue grew by 30% in the first quarter, reaching 2.59 billion yuan, becoming the main growth driver. Although daily active users increased by 8% to 115.2 million, other business performances were lackluster, with value-added service revenue growing only by 4% and mobile game revenue declining by 12%. The company needs to demonstrate the sustainability of its profit growth, especially in the context of intensified competition in the advertising market

- Bilibili has achieved a notable 30% growth in advertising revenue amid a generally weak market, surpassing its overall income increase of 7%.  
- This rise is attributed to improved monetization from loyal users, the application of AI advertising tools, and a more mature user base.  
- However, the platform faces challenges in maintaining its community culture while adopting aggressive commercialization strategies, indicating a need for balance as competition intensifies.

BambooWorks

BILIBILI-W

Bilibili

GF Fund CSI Media ETF

VanEck Video Gaming and eSport ETF

Comm Servcies Select Sector SPDR

Global X Video Games & Esports ETF

Baidu

BIDU-SW

iQIYI

BIDU-SWR

Bilibili's advertising revenue surges as the video platform enters a new monetization cycle

601628

TCTZF

02628

512720

MCHI

159869

159998

Vast, a Beijing-based 3D-modeling startup founded by Simon Song, has raised nearly $200 million in funding led by Ince Capital and a China Life-backed fund. This investment values the company at over $1 billion, making it China's latest AI unicorn. Backed by Alibaba and Baidu, Vast develops Tripo Studio for generating 3D models from text and images, serving 20 million users primarily in the US. The company aims to turn a profit within two years and competes with Tencent and Meshy in the generative AI space.

Business Standard

China Life

Tencent Holdings Limited

CHINA LIFE

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Proshares Big Data Refiners ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CSI Computer Theme ETF

iShares MSCI China

Guotai CSI Animation Game ETF

ChinaAMC CSI Animation Game ETF

iShares China Large Cap

Guotai CES Semiconductor Chip Industry ETF

China Southern CSI Semiconductor Industry Custom ETF

CSOP HS TECH

GTJA Allianz SSE STAR Chip Design Thematic ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Tianhong CSI Computer Theme ETF

Emerging Markets Internet ETF

TENCENT

NetEase

NTES-S

SENSETIME-W

Tencent

TENCENT-R

Tencent HK SDR 10to1

SENSETIME-WR

Gen-Z gamer's 3D-model startup raises $200 mn, becomes China's AI unicorn

BABA

OpenAI

Alibaba's Tongyi Lab developed the Fun-Realtime-TTS-Preview AI voice model, which ranked fifth globally on the Artificial Analysis Speech Arena leaderboard, outperforming Western rivals like OpenAI and xAI. It is the only Chinese-engineered system in the top five, excelling in capturing complex Chinese dialects and accents. Additionally, Alibaba's ASR model ranked first with a 1.8% word error rate. This breakthrough addresses accuracy bottlenecks for regional Chinese speech, supporting over 30 languages and multiple dialects, while offering enterprise customization for sectors like finance and healthcare.

- Alibaba Group's new AI voice model, Fun-Realtime-TTS-Preview, has outperformed Western competitors in a global benchmark, achieving a score of 1,190 and ranking fifth on the Speech Arena leaderboard.  
- This model excels in capturing complex Chinese dialects and supports over 30 languages and various regional accents, addressing challenges faced by traditional speech systems.  
- As voice AI systems become essential for broader commercial applications, Alibaba's advancements reflect a shift in focus within the Chinese tech industry towards specialized real-world use cases.

SCMP

Alphabet

Alphabet - C

Alibaba AI voice model beats OpenAI, xAI to bridge Chinese dialect gap

BNGE

Minno has launched a new screen-free audio experience within its app, providing families with over 100 hours of Christian content for kids. This feature includes classics like Adventures in Odyssey and Minno originals, designed for road trips, bedtime, and daily routines. The audio can be accessed via Apple CarPlay and Android Auto, and is downloadable for offline use. Minno aims to support families in raising the next generation of Christians through engaging storytelling without screens.

prnewswire

First Trust S-Network Streaming and Gaming ETF

Invesco Leisure & ENT ETF

11:07 ETMinno Launches Screen-Free Audio Experience Just in Time for Summer

Matthews Asia CIO Sean Taylor anticipates further gains for South Korean stocks. He is less interested in Baidu and other Chinese tech giants.

Why this Asia fund investor favors South Korean stocks over China’s internet giants

The Creative Media Authority (CMA) of Abu Dhabi has partnered with Antoinette Media for a three-year strategic collaboration aimed at enhancing the emirate's creative media landscape. This partnership will involve at least six major productions, prioritizing local talent and job creation. Antoinette Media will also conduct talent development workshops and internships, reinforcing Abu Dhabi's position as a global hub for content production and nurturing local creatives.

Zawya

ISHRS S&P Glb Telco

VGtelecomm

Paramount Global

ZAWYA: Creative Media Authority and Antoinette partner

China Merchants Securities reported that BILIBILI-Wmet revenue expectations for 1Q26 with RMB7.47 billion, a 7% YoY increase, while net profit of RMB593 million exceeded forecasts by 11%. Advertising revenue grew 30% YoY, marking 13 consecutive quarters of double-digit growth. Daily active users rose to 115.2 million, and management anticipates continued growth in advertising and gaming. The broker maintains an Overweight rating with a USD25 target price, highlighting optimism for earnings growth driven by advertising and AI investments.

- China Merchants Securities reported that BILIBILI-W (09626.HK) posted Q1 2026 revenue of RMB 7.47 billion, up 7% YoY, and net profit beating forecasts at RMB 593 million, up 63% YoY.  
- Advertising revenue grew by 30%, while gaming revenue declined 12% due to previous high performance, but showed a strong pipeline for upcoming titles.  
- Management expects high growth in advertising and positive long-term profit, supported by significant AI investments in content distribution and creation.

China Merchants Securities: BILIBILI-W  1Q26 Revenue In Line; Net Profit Beats

Guy Fieri is set to host a new YouTube talk show series titled 'Guy’s Feast Club,' debuting on June 11 at 7 p.m. ET on Food Network's YouTube channel. The show will feature Fieri engaging with guests over food, with episodes including various culinary themes and conversations. Food Network president Betsy Ayala highlighted the show's potential to showcase a new side of Fieri and connect with fans through humor and great food.

Variety

Warner Bros. Discovery

Guy Fieri to Host ‘Guy’s Feast Club’ YouTube Talk Show Series From Food Network (EXCLUSIVE)

159695

159507

563010

TENCENTlaunched Hy-Memory, a memory plug-in for collaborative Agents, outperforming existing frameworks. It reduces memory fragmentation, cuts stored memories by over 70%, and increases information density by 45%. Hy-Memory also lowers token consumption by 35% and improves memory update speed by 20%. TENCENT's stock rose by 2.635%, with short selling at $621.07M.

Harvest CNI Communication ETF

GF Fund CNI Communication ETF

E Fund CSI Telecom Thematic ETF

TENCENT Unveils Hy-Memory to Build Agent Second Brain

Guotai CSI Movies Theme ETF(516620.SH)

Nomura Cuts Weibo Corporation TP to USD8.1, Maintains Neutral