Earnings Preview: NetEase to Report Financial Results Pre-market on May 15
Game Developers: Seeking Alpha Analysts Vs Wall Street
Earnings Preview: NTES-S to Report Financial Results on May 15
Hong Kong Stock Morning Report | The trade agreement between the US and the UK boosts US stocks, with most China Concept Stocks showing strength.
① The USA and United Kingdom reached a trade agreement, but the details are yet to be finalized. ② The three major stock indexes in the USA closed higher, with most China Concept Stocks also gaining strength. ③ The number of initial unemployment claims in the USA last week was lower than expected. ④ The Bank of England cut interest rates by 25 basis points. ⑤ The financial markets in India and Pakistan are turbulent, with ongoing escalation of conflicts. ⑥ International Crude Oil Product futures prices rose by about 3%, and Bitcoin broke through $0.1 million.
NetEase Could Unveil Details About Its Next Big Game Soon -- Market Talk
[Brokerage Focus] BOCOM INTL: Fundamentals remain an important factor supporting the valuations of the Internet and Education Industry, Bullish on service platform opportunities.
Jinwu Finance | BOCOM INTL stated that in April, the stock prices of the Internet and Education companies covered by the bank were as follows: Cloud Music +22% / Youdao +17% / New Oriental +5% / Reading Literature +5% / NetEase +4%, showing significant growth. Meanwhile, TAL Education -34% / JD.com -21% / iQIYI -19% / Meituan -16% / Huitongda -12% saw significant declines. The proportion of Hold Positions in covered companies on the Hong Kong stock connect has increased. In May, Chinese concept and Internet companies will successively release their Q1 reports: In e-commerce, benefiting from national subsidies expanding categories and gradually recovering demand for home appliances, the low base effect in the first half of 2025 may lead to an upward adjustment in expectations.
Hong Kong stock morning report | The Federal Reserve maintained interest rates, and the three major U.S. indexes closed higher. China Concept Stocks broadly declined.
① The Federal Reserve maintained the benchmark interest rate, which met market expectations. ② Federal Reserve Chairman Powell stated that the impact of tariffs is greater than expected and there is no rush to cut interest rates. ③ The three major indexes of the U.S. stock market closed higher, while China Concept Stocks generally fell. ④ The central bank stated that it will make every effort to promote the implementation of a package of financial policies. ⑤ International crude oil and Gold Futures prices fell more than 1%.
U.S. stocks closed with the three major Indexes fluctuating higher, with Google plummeting more than 7%. The Bullish support from the AI Chip helped NVIDIA.
① Apple is promoting a shift to AI search for Safari, causing Google's stock price to fall over 7%; ② Disney's stock price skyrocketed nearly 11%, with the company's second fiscal quarter profits exceeding expectations; ③ NVIDIA rose over 3%, with reports that the USA is considering lifting AI Chip export restrictions.
Sensor Tower: In April, a total of 33 Chinese manufacturers were included in the Global mobile game publisher revenue list TOP100, collectively earning 2 billion USD.
In April 2025, a total of 33 Chinese manufacturers made it to the Global mobile game publisher revenue ranking TOP 100, collectively earning 2 billion dollars, accounting for 38.4% of the revenue of the Global TOP 100 mobile game publishers this period.
China Lowers Rates and Makes Bank Lending Easier in Response to Tariffs
China Central Bank Cuts Rates to Boost Economy Amid Tariff Threat
Express News | China's Official: Will Lower Interest Rates on Structural Policy Tools by 25 Bps; Guide Commercial Banks to Lower Deposit Rates; To Help A-Share Listed Companies Affected by Tariffs to Cope With Difficulties
Express News | In Overnight Trading, U.S.-Listed Chinese Stocks and ETFs Surge After China's Official Announces Series of Policies; DUO Surges 17%, BEKE Rises 4%; Alibaba, JD and Bilibili Rise 2%, YINN Up 4%, CWEB Rises 3%
U.S. Treasury Secretary and USTR to Meet With Chinese Counterparts Amid Possible Break in Trade War
U.S. stocks closed: Trade uncertainty rises, and the three major Indexes collectively declined.
① The CEO of NVIDIA stated that the AI market in China is expected to reach 50 billion dollars; ② AMD's revenue in the first quarter was 7.44 billion dollars, a year-on-year growth of 36%; ③ Super Micro Computer's net sales in the third quarter were 4.6 billion dollars, falling short of expectations.
After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.
Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.
U.S. stocks closed: The three major Indexes all fell, with Berkshire dropping over 5%.
① Apple issued bonds for the first time in two years; ② The Board of Directors of Berkshire Hathaway voted to appoint Abel as CEO, while Buffett continues as Chairman; ③ The reorganization plan of OpenAI had to change and will continue to be controlled by a nonprofit entity.
NetEase Cloud Music X Soundcharts: Bringing China's Streaming Trends to the Global Industry
Express News | U.S.-listed Chinese stocks surge at the opening, with Alibaba up over 4%.
Express News | U.S.-listed Chinese stocks surge in overnight trading, with Alibaba up over 4%.