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Express News | Fan Luyuan: Tencent and Netease's advantages will no longer exist within 5 years. Lingxi Interactive must become the second largest company in China.
Fan Luyuan talks about Lingxi Interactive Entertainment's executive Zhou Bingshu: netease came out to start a business but did not succeed, and in the end turned to a "Yuan Shao."
On the morning of December 7th, according to the news of Sina Technology, on December 6th, Fan Luyuan, a partner of Alibaba and Chairman and CEO of Alibaba's Great Entertainment Group, gave a thematic sharing at an internal meeting of Lingxi Interactive Entertainment. Fan Luyuan said, "The ups and downs I have experienced, in fact, none of you have experienced. Like Uncle Bing (Zhou Bingshu, producer of 'Three Kingdoms: Global Strategy'), what he has been through is just staying at Netease, doing some work, then coming out to start a business but failed, and finally took refuge with a 'Yuan Shao,' and ended up being completely taken over, that's the whole story. But you need to know that Yuan Shao was wealthy and ambitious, but was finally defeated by Cao Cao in a situation where the minority won over the majority. I believe most of us.
NetEase's Marvel Rivals Launches With 444,000 Players On Steam
Morgan Stanley: NetEase-S (09999) "Marvel Contest of Champions" launches tomorrow, expected to contribute up to 3 billion RMB in revenue annually.
Based on Overwatch, it is predicted that Marvel Rivals could contribute 2-3 billion RMB in revenue annually.
Citibank has listed a favorite stock list for Chinese internet companies in the report titled "Major Moves".
Citigroup's forecast report on Chinese internet stocks in the first quarter of next year indicates the preferred picks: Stock│Investment Rating│Target Price Tencent (00700.HK)│Buy│573 Hong Kong dollars Meituan-W (03690.HK)│Buy│203 Hong Kong dollars Trip.com (TCOM.US)│Buy│73 US dollars jd.com (JD.US)│Buy│51 US dollars alibaba (BABA.US)│Buy│133 US dollars pdd holdings (PDD.US)│Neutral│125 US dollars netease (NTES.US)│Buy
Citigroup: Future e-commerce preference rankings in the next two to three months will be jd.com (JD.US), Alibaba (BABA.US), pdd holdings (PDD.US).
Citigroup released a research report indicating a positive outlook on Tencent (00700.HK) for the fourth quarter of this year and moving towards the first quarter of next year. They have also added Trip.com-S (09961.HK) (TCOM.US) and Meituan-W (03690.HK) to their core holdings. In the next two to three months, the ranking of e-commerce preferences are JD-SW (09618.HK) (jd.com), followed by Alibaba-W (09988.HK) (BABA.US), and finally pdd holdings (PDD.US). The ranking takes into account higher visibility in revenue and profit growth trends.
