Tencent and NetEase are poised to lead AAA gaming as Western studios decline.
0700.HK — LONG The author claims Tencent will be a future leader in AAA games because Western companies are producing lower-quality content, and Chinese games are expanding globally. The release of World of Jade Dynasty in the West at the end of the year is a concrete catalyst for this trend.
tencent/netease gonna be the future of triple AAA games now that western companies mostly produce slop.
NTES — LONG The author claims NetEase will be a future leader in AAA games because Western companies are producing lower-quality content, and Chinese games are expanding globally. The release of World of Jade Dynasty in the West at the end of the year is a concrete catalyst for this trend.
tencent/netease gonna be the future of triple AAA games now that western companies mostly produce slop.
This Reddit post, published January 03, 2026, features u/Ash-2449 discussing 0700.HK, NTES. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Ash-2449 · Tickers: 0700.HK, NTES