|
Feb 16
|
|
$120.61
$119.69
-0.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - NTES
NetEase Inc-ADR (NASDAQ:NTES) Emerges as a Pe...
|
|
Feb 12
|
|
$118.17
$119.69
+1.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - NTES
Barclays Maintains Equal-Weight on NetEase, L...
|
|
Feb 12
|
|
$118.17
$119.69
+1.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - NTES
NetEase: Q4 Underperformance Is A One-Off
|
|
Feb 12
|
|
$118.17
$119.69
+1.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - NTES
NetEase Q4: Revenue Miss Aside, I See Upside ...
|
|
Feb 12
|
|
$118.17
$119.69
+1.3%
|
SHORT
|
Min Min Low
China Correspondent, Bloomberg
|
NetEase Q4 gaming revenue missed estimates (down 4%). Net income declined nearly 30%. The company is missing on fundamental metrics despite "AI integration" narratives. The core business (gaming revenue) is shrinking, and the "AI Scare Trade" is negatively impacting sentiment around Chinese tech/gaming names. SHORT NetEase on fundamental deterioration. A hit new game release revitalizes revenue or aggressive share buybacks. |
Bloomberg Markets
China's Zhipu Jolts AI Race as 'Scare Trade' ...
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|
Feb 10
|
|
$123.52
$119.69
-3.1%
|
LONG
|
Deirdre Bosa
Anchor/Reporter, CNBC Tech Check
|
"In China, breakthroughs are being priced exactly the opposite as an opportunity." A new video model from ByteDance fueled a rally in media and gaming stocks, whereas similar news from Google caused a sell-off in the US. Investors in China view AI as a supply-side enabler that lowers content creation costs (CAPEX reduction) for gaming and media giants, rather than a competitive threat that replaces the companies themselves. Contrarian Long. The market is rewarding Chinese tech for AI integration, creating a divergence trade against US counterparts. Regulatory crackdowns by the CCP or US sanctions on chip hardware slowing down model development. |
CNBC
U.S. vs. China AI spending gap widens
|