NTE MAR7 (NTE2703) News

Hong Kong Stocks: Hang Seng Index Rebounds by 137 Points; WuXi AppTec Soars, Zhipu AI Rises Over 14%, AIA Bounces Back

Overnight (6th), the three major U.S. equity indices declined, with the Dow Jones Industrial Average ending its five-day winning streak, falling 464 points, or 0.9%. The S&P 500 and Nasdaq Composite Index dropped 0.2% and 0.1%, respectively. This morning (7th), the Hang Seng Index opened down 3 points before reversing into positive territory, closing at 25,668 points, up 137 points or 0.54%, with total trading turnover reaching HK$259.686 billion. The Hang Seng China Enterprises Index closed at 8,531 points, up 32 points or 0.39%. The Hang Seng Tech Index closed at 4,858 points, up 37 points or 0.78%. Pharmaceutical and biotechnology stocks outperformed, led by the Wuxi group, with Wuxi Bio (02269

AASTOCKSAug 7 16:40

NTES: DATE OF BOARD MEETING AND DATE OF PUBLICATION OF RESULTS ANNOUNCEMENT FOR THE SECOND QUARTER AND FIRST HALF OF 2026

HKEXAug 6 19:43 · Announcements

NetEase to Report Second Quarter 2026 Financial Results on August 20

PR NewswireAug 6 18:30

Wanlian Securities: In H1 2026, the gaming market saw continued growth in revenue and user base, with notable performance in client-based games, overseas expansion, and mini-games segments.

It is recommended to focus on leading companies that possess enduring product operation capabilities, a robust pipeline of new products, cross-platform R&D and distribution capabilities, and a diversified content portfolio.

Zhitong FinanceAug 5 10:17

NetEase's Revenue From Newly Launched Game Could Rise in Long Term -- Market Talk

WSJAug 4 11:35

Zhitoong HK Stock Connect Holdings Analysis | August 4

Stock Connect Holdings Analysis | August 3, 2026

Zhitong FinanceAug 4 08:30

JD.com and NetEase Charts Point to More Upside in Chinese Tech -- Barrons.com

Barron'sAug 4 03:36

Hong Kong Stock Market Movement | AI Applications Rebound Amid Evolving 'Software Is Eating the World' Narrative, with Model Capability Iteration and Token Usage Providing Support

AI applications have regained momentum. As of the time of writing, Minolit (02718.HK) rose 17.47% to HK$53.85, and Kingdee International (00268.HK) gained 5.52% to HK$8.79.

Zhitong FinanceAug 3 10:58

AI applications are gaining momentum once again, the 'software is eating the world' narrative is gradually being revised, and iterative improvements in model capabilities along with token usage are providing support.

AI applications have regained momentum. As of the time of writing, Minolit (02718.HK) rose 17.47% to HK$53.85, and Kingdee International (00268.HK) gained 5.52% to HK$8.79.

Zhitong FinanceAug 3 10:24

CITIC Securities: Domestic AI Models Accelerate Iteration Amid Sustained Compute Demand

CITIC Securities reports that domestically developed models are undergoing accelerated iteration, and demand for computing power remains robust.

Zhitong FinanceAug 2 08:11

Can Generative AI Reshape the Entire Game Industry Chain? | ChinaJoy Observations

① Leading internet companies including Huawei, Baidu, JD.com, Tencent, NetEase, and ByteDance were all present, showcasing an industry landscape characterized by the deep integration of digital entertainment and cutting-edge technologies. ② Generative AI has already demonstrated tangible effectiveness in game development and backend operations; however, its current application remains largely confined to cost reduction and efficiency enhancement as a tool, and has yet to be fully translated into perceptible experiential innovations for players.

cls.cnAug 1 19:14

Live from Day 1 of ChinaJoy: Generate a game prototype with one sentence; measure how 'hooked' you are via brainwaves

① Today, the 23rd China Digital Entertainment Expo (ChinaJoy) opened at the Shanghai New International Expo Centre; ② Companies including Tencent, Century Huatong, and Migu Games launched dedicated AI zones, showcasing in-depth applications of AI in game development and creative processes; multiple game publishers such as NetEase, Giant Network, and Perfect World also presented their popular IPs.

cls.cnJul 31 22:38

Data Insight | Southbound capital rotated into defensive positions in July! Poured nearly HK$29 billion into Zhipu AI, while Alibaba attracted nearly HK$7.7 billion

From a capital flow perspective, the most prominent theme in July was southbound capital increasing positions in internet platforms and AI applications, while contrarianly absorbing some new economy stocks that had experienced significant pullbacks. Notably, despite Zhpu’s cumulative decline of 53.07% in July, it attracted nearly HK$29 billion in southbound capital, making it the stock with the most pronounced divergence between share price performance and capital inflows this month.

Futu NewsJul 31 19:29

Southbound Capital Tracker | Net Inflows Reach Approximately HK$62.9 Billion in July, with Strong Reinvestment in Information Technology and Heavy Selling of Hardware Sectors

① Southbound capital recorded net purchases of approximately HK$62.9 billion in July—into which specific stocks did the funds flow? ② Zhipu has seen cumulative fund inflows of nearly HK$30 billion over the past month; how has its share price performed during this period?

cls.cnJul 31 19:29

Industry Enthusiastically Discusses AI Transformation as Gaming Companies Actively Explore Implementation Pathways | Boundless Realities: On-the-Ground Coverage of China Joy 2026

① During this year's ChinaJoy, industry professionals engaged in vigorous discussions on how AI is reshaping the industrial ecosystem. Participants widely agreed that AI has firmly established itself as foundational infrastructure for the cultural and entertainment sector, with leading enterprises driving a shift from isolated tool-based applications toward full-ecosystem collaboration and co-evolution by opening up their proprietary capabilities; ② Multiple companies, including 37 Interactive Entertainment, NetEase, and Tencent, shared their practical approaches and achievements in implementing AI.

cls.cnJul 31 16:03

Express News | National Development and Reform Commission: AI-related sectors maintain high growth of over 30%

BreakingsJul 31 11:03

GTJA HK Stock Connect Holdings Analysis | July 31

Stock Connect Holdings Analysis | July 30, 2026

Zhitong FinanceJul 31 08:30

Hong Kong Market Close | Three Major Indices Show Mixed Performance; Zhongji Xuchuang Shares Fall Below IPO Price on Hong Kong Debut

① What is the primary reason for today's pullback in AI and optical communication stocks? ② What drove New Oriental's strong performance today?

cls.cnJul 30 16:33

Citi expects NetEase (NTES.US) to deliver in-line second-quarter results and maintains a 'Buy' rating.

Citi issued a research report stating that NetEase-S (09999.HK) will announce its second-quarter results in mid-to-late August. The bank expects the overall performance to be broadly in line with its own and market consensus estimates, leaving its forecasts unchanged. It estimates second-quarter total revenue will rise 6.1% year-over-year to RMB 29.6 billion, driven by the resilient performance of its existing game portfolio, with non-GAAP net profit expected to reach RMB 9.92 billion. The bank anticipates that management will maintain an optimistic outlook during the earnings call and provide further insights into the future growth potential of its gaming business. Citi keeps its earnings forecasts for NetEase (NTES.US) unchanged for 2026 through 2028.

AASTOCKSJul 30 16:17

Gamma Data: Domestic game market revenue reached RMB 188.45 billion in the first half of the year, up 12.17% year-on-year.

In the first six months of the year, actual sales revenue from the domestic gaming market amounted to RMB 188.45 billion, an increase of 12.17% year-on-year.

Zhitong FinanceJul 30 15:35