Wall Street Climbs As Inflation Cools, Nasdaq 100 Hits 10-Week Highs
NetEase's First-Quarter Profit Likely Rose 8.5% -- Earnings Preview
The competition in the Hong Kong stock market is intensifying, with technology giants becoming the main battleground: the Short Sell volume of Alibaba and Xiaomi has surged over 100%.
① Tencent, Alibaba and other heavyweight stocks have been precisely targeted; will this weaken the market's expectations for a "recovery in the platform economy"? ② The surge in Short Sell may suggest that Institutions have doubts about the profitability of Hong Kong's Technology companies?
Deutsche Bank Initiates NetEase(NTES.US) With Buy Rating, Announces Target Price $130
Express News | Shares of Companies Within the Broader Communication Services Sector Are Trading Higher Amid Overall Market Strength After the US and China Agreed to a Temporary Reduction in Most Tariffs on Each Other's Goods
NetEase (NTES) Stock Rallies As Easing Trade Tensions Lift Chinese Tech
Trump Says He May Talk to China's Xi at the End of the Week
Express News | Alibaba up 6.8%, PDD Holdings up 7%, Baidu up 4.5%
Express News | Ishares MSCI China ETF up 3.7%, Ishares China Large Cap ETF up 3.2%, Kraneshares CSI China Internet ETF up 5%
Express News | JD.com up 6.1%, Li Auto up 7.1%, NIO up 6.1%, Xpeng up 8.2%
Express News | U.S.-Listed Shares of Chinese Firms Jump Premarker After US, China Agree to Cut Tariffs, 90-Day Pause
U.S. Suspends Bulk of Tariffs on Chinese Goods
Joint Statement on U.S.-China Economic and Trade Meeting in Geneva
Sensor Tower: "Kingshot" has made its debut on the revenue and download charts for overseas mobile games from China in April, while "Honkai: Star Rail" has regained the top spot on the growth chart.
Sensor Tower released the ranking of revenue and download volume for Chinese mobile games in overseas markets as of April 2025.
Hong Kong stock morning report | China and the United States reach an important consensus. In April, the retail sales of New energy Fund Passenger Vehicle in the market increased by more than 20% year-on-year.
① The United States and China reached an important consensus, and the talks made substantial progress. ② The Passenger Vehicle Association: In April, the retail market for New energy Fund Passenger Vehicles was 0.905 million units, a year-on-year increase of 33.9%. ③ The National Bureau of Statistics: In April 2025, the industrial producer price index fell by 2.7% year-on-year. ④ The iPhone product line is reportedly set for major expansion: two new models will be launched each year, with a maximum of six new products.
Earnings Week Ahead: PLUG, CSCO, WMT, BABA, AMT, JD, TCEHY, and More
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.