SG#NTES RC2607B(54038.HK)

Last Updated 08:00:00
longbridge loading
Company Encyclopedia
View More
name
SG#NTES RC2607B
54038.HK
News
View More

"Major Institutions" China Merchants Securities: AI productivity is driving the differentiation in the technology industry, urging to increase holdings in Meta, Pinduoduo, and NetEase, etc

China Merchants Securities released a research report indicating that there will be significant sub-industry differentiation in the technology and internet sectors between the second half of 2025 and 2026. The long-term demand for AI infrastructure and robust capital expenditures will drive strong performance from the "Seven Giants" and technology hardware, while global consumer SaaS will face weakness. The report recommends increasing holdings in companies such as Meta, Pinduoduo, and NetEase, and looking for selective layout opportunities in the consumer SaaS sector

AASTOCKS·
US
NTES
-0.68%
US
KPDD
+0.07%
HK
09999
+2.03%
AASTOCKS·
US
NTES
-0.68%
US
KPDD
+0.07%
HK
09999
+2.03%

Nomura expects NetEase's total revenue for the last quarter to increase by 4% year-on-year, but fall short of market expectations, maintaining a "Buy" rating

Nomura expects NetEase's total revenue for the last quarter to grow 4% year-on-year to RMB 27.7 billion, below market expectations. Online gaming revenue is expected to be RMB 21.7 billion, up 5.8% year-on-year but down 5% quarter-on-quarter. Gross margin is expected to increase to 64.2%, with the gross margin for online gaming business rising to 69.6%. GAAP operating profit margin is expected to increase to 29.4%, while non-GAAP net profit is expected to decline 16% to RMB 8.1 billion. The "Buy" rating for NetEase's U.S. stock is maintained, with a target price of $160

AASTOCKS·
US
NTES
-0.68%
HK
09899
+0.38%
HK
09999
+2.03%
AASTOCKS·
US
NTES
-0.68%
HK
09899
+0.38%
HK
09999
+2.03%

"Hong Kong Stocks" Hang Seng Index opened high at 198 points, HSBC rose over 2%, gold and silver stocks surged

The Hong Kong stock market opened higher in the morning, with the Hang Seng Index rising 198 points to 27,325 points, and the National Index and Hang Seng Tech Index also increasing by 58 points and 31 points, respectively. HSBC opened 2.2% higher, and gold and silver stocks generally rose, with China Gold International opening 3.8% higher. In the technology sector, Tencent and NetEase opened 1% higher, while Alibaba and JD also saw slight increases. CANSINOBIO is expected to turn a profit last year, with its stock price opening 3.3% higher. CHINA OVS PPT opened 10.5% lower. BUSYMING debuted at 445 yuan, 88 yuan higher than the listing price

AASTOCKS·
HK
06185
-3.10%
HK
02669
-11.32%
HK
09999
+2.03%
AASTOCKS·
HK
06185
-3.10%
HK
02669
-11.32%
HK
09999
+2.03%

China's gaming regulator: approved games include one title from NetEase

China's gaming regulator: approved games include one title from NetEase

marketscreener·
HK
09999
+2.03%
US
NTES
-0.68%
marketscreener·
HK
09999
+2.03%
US
NTES
-0.68%

Popular Chinese concept stocks show mixed performance in pre-market trading, with Alibaba down over 1%

36Kr learned that popular Chinese concept stocks showed mixed performance in pre-market trading in the US. As of the time of writing, Alibaba and JD.com fell over 1%, XPeng fell nearly 1%, NetEase fell 0.48%, and Nio fell 0.21%; Baidu rose over 1%, PDD rose 0.75%, Li Auto rose 0.42%, and Bilibili rose 0.09%

36Kr·
US
PDD
+0.05%
US
NTES
-0.68%
HK
09899
+0.38%
36Kr·
US
PDD
+0.05%
US
NTES
-0.68%
HK
09899
+0.38%
Posts
View More

NetEase 3Q25 Quick Interpretation: Overall, the third-quarter performance fell short of Bloomberg consensus expectations, with the main expectation gaps in gaming revenue and sales expenses.

However, ...

  • 0
© 2026 Longbridge｜Disclaimer