The Wukong mania that swept the nation shows how far the domestic video gaming industry has come in the last 10 years: Sony could not legally sell the PlayStation in China a decade ago, when the country was in its final year of a 15-year console ban. China's first AAA video game - an unofficial designation that signifies high costs, long development times and the most demanding graphics - is proving to be a massive success. It sold 10 million copies in less than four days, according to developer Game Science, and its peak simultaneous players measured by the digital game store Steam surged past other hit AAA titles such as Cyberpunk 2077 and Elden Ring.
Investing.com - 周五(13日)開市前,美國股指期貨升互現,黃金創新高,美元指數失守101關口,降息50點子預期重燃。此前,前紐約聯儲主席杜德利(William Dudley)表示,聯儲局下周很可能降息50點子。他表示,美國勞動力市場的超預期放緩和就業市場風險大於通脹挑戰
招商證券國際發表報告表示,雖然最近股市整體走弱,但內地龍頭互聯網平台的股價仍展現出韌性,認為這得益於競爭環境的改善和盈利前景的提升,在本季度業績後,下跌幅度較大的公司仍值得關注,例如拼多多(PDD.US)、騰訊音樂(TME.US)和網易(NTES.US),這些公司在業務實力、市場地位和估值方面仍具備吸引力。該行指內地龍頭互聯網平台的整體市場地位和盈利能力仍然堅實,行業首選:騰訊(00700.HK)、阿里巴巴(BABA.US)和嗶哩嗶哩(BILI.US),均予「增持」評級,各予目標價474港元、126美元及21美元。 該行指,內地龍頭互聯網平台(例如阿里巴巴、騰訊和美團-W(03690.HK)於今年二季度業績保持了韌性,股價呈現區間震盪。然而,一些此前增長預期較高的公司由於指引未能達到市場預期,以及宏觀擔憂導致估值顯著下挫。該行覆蓋公司的估值中位數持續保持在歷史低位(2024/2025財年市盈率9.8倍及9.9倍)。雖然宏觀壓力尚未消減,但內地政府支持性政策的持續推出(例如家電以舊換新),個股方面的積極進展(例如阿里和雲音樂(09899.HK)在香港的雙重主要上市)仍是正面催化劑。 招商