Market Overview - U.S. stock futures showed positive movement, with Nasdaq 100 futures increasing by over 150 points on Monday [1] Company-Specific Movements - mF International Limited (NASDAQ:MFI) experienced a significant decline, falling 4.6% to $17.61 in pre-market trading after filing for a mixed shelf [1] - SBC Medical Group Holdings Inc (NASDAQ:SBC) dropped 18.9% to $3.51 in pre-market trading [2] - Aimei Health Technology Co Ltd (NASDAQ:AFJK) decreased by 7.7% to $70.00 in pre-market trading [2] - Theravance Biopharma Inc (NASDAQ:TBPH) fell 6% to $17.07 in pre-market trading, following a 3% decline on Friday [2] - Comcast Corp (NASDAQ:CMCSA) tumbled 4.6% to $28.18 in pre-market trading [2] - Equinor ASA (NYSE:EQNR) decreased by 3.6% to $23.66 in pre-market trading after a 4% gain on Friday [2] - Canadian Natural Resources Ltd (NYSE:CNQ) fell 3.4% to $33.15 in pre-market trading [2] - Xpeng Inc – ADR (NYSE:XPEV) slipped 3.3% to $19.75 in pre-market trading [2] - Two Harbors Investment Corp (NYSE:TWO) declined 3.2% to $10.24 in pre-market trading [2] - NetEase Inc (NASDAQ:NTES) fell 2.9% to $143.29 in pre-market trading, following the announcement of Yingfeng Ding's retirement from his position as executive vice president and head of the Interactive Entertainment Group [2]

"In my enterprises, you need a calendar, not a stop-watch. They're geared to a ten-year cycle." ——Laurance Rockefeller. 在我的事业中，你需要的是日历，而不是一块秒表。它是以十年为周期运转的。——劳伦斯·洛克菲勒（美国企业家、慈善家，洛克菲勒家族成员） 十年前，中国游戏行业争论的焦点仍是，重度手游究竟能不能走通？此后十年，重度手游带领中国游戏产业开疆拓土，一度推动中国成为全球规模最大的 单一游戏市场。期间，也涌现了腾讯、网易、米哈游、世纪华通等优秀厂商，成为全球排名Top 10的游戏研发商。 十年后，随着硬件、用户、玩法红利逐渐消失，中国乃至全球游戏行业，正在步入一种更加结构性的困局：过去，我们相信一款爆款可以重塑游戏市场格 局，甚至引发行业级"军备竞赛"，比如MOBA、吃鸡、搜打撤。而现在，我们发现，游戏行业已经悄悄进入另一种秩序：大DAU赛道被大厂垄断；买量 被字节算死，厂商沦为打工人；讨论的重心从做手游转向跨端，要么搞单机，要么搞小游戏。 同时，中国游戏玩家也变得越来越难伺候。十年前，他 ...

隔夜美股走势分化，道指、标普500指数尾盘拉升，纳指下跌。多只中概股大涨超10%。 鼎锋优配作为一家专注于港股和A股交易的券商，鼎锋优配为投资者提供一站式的投资服务。其交易平台功能强大、操作便捷，能够满足不同投资者的需 求 明星中概股普涨，百度收涨15%，哔哩哔哩、网易涨超7%，阿里巴巴涨超6%，京东涨近3%。 1月2日，美股三大指数收盘涨跌不一，纳指高开低走，收跌0.03%，标普500指数微涨0.19%，道指涨0.66%。 特斯拉为连续七个交易日下跌，该公司宣布第四季度交付量同比下降16%且低于分析师预期。 纳斯达克中国金龙指数迎来"开门红"，收涨4.38%，本周累计上涨2.23%。 明星科技股走势分化，存储芯片概念股大涨，美光科技涨超10%，阿斯麦涨近9%，股价均创历史新高。AMD涨超4%，英伟达涨超1%，谷歌微涨；特斯 拉、微软跌超2%，亚马逊跌近2%，Meta跌超1%，苹果微跌。 | 名称 | 现价 | 涨跌 | 涨跌幅 * | | --- | --- | --- | --- | | MICROALGO | 5.120 | 0.700 | 15.84% | | 百度集团 | 150.300 | 19. ...

Shares of NetEase, Inc. (NASDAQ:NTES – Get Free Report) gapped up prior to trading on Friday . The stock had previously closed at $137.62, but opened at $146.36. NetEase shares last traded at $147.5860, with a volume of 129,395 shares traded. Get NetEase alerts: Wall Street Analysts Forecast GrowthNTES has been the topic of a number of recent analyst reports. Barclays set a $135.00 target price on NetEase and gave the stock an “equal weight” rating in a research note on Friday, November 21st. JPMorgan Chas ...

Core Viewpoint - The Nasdaq Golden Dragon China Index experienced a significant increase of 4.38%, marking a strong start to the week with a cumulative rise of 2.23% [1] Group 1: Index Performance - The Nasdaq Golden Dragon China Index closed up by 4.38% [1] - The index recorded a cumulative increase of 2.23% for the week [1] Group 2: Individual Stock Performance - Baidu saw a notable increase of 15% [1] - Bilibili and NetEase both rose by over 7% [1] - Alibaba experienced a rise of over 6% [1] - JD.com increased by nearly 3% [1]

Market Overview - The market experienced a mixed performance with the S&P 500 rising by 0.66%, the Nasdaq declining by 0.03%, and the Dow Jones increasing by 0.19% [1] Banking Sector - The banking sector saw widespread gains, with Goldman Sachs surging by 4.02%, Morgan Stanley increasing by 2.46%, and other major banks like Bank of America, Citigroup, JPMorgan, Zions Bancorporation, and Alliance West Bank all rising by over 1% [3] Technology Sector - The technology sector displayed continued divergence, highlighted by Intel's significant increase of 6.72% and AMD's rise of 4.35%. However, notable declines were observed in Netflix, which fell by 3.95%, Tesla down by 2.59%, and Microsoft decreasing by 2.21%, with Amazon and META also experiencing declines of over 1% [3] Chinese Concept Stocks - Chinese concept stocks experienced a strong rally, with the China Golden Dragon index rising by 4.38%. Baidu saw a remarkable increase of 15.03%, while Bilibili rose by 7.24%, NetEase by 7.22%, Alibaba by 6.25%, and Tencent Holdings and iQIYI also saw gains exceeding 5% [3] Gold Market - The COMEX gold market experienced volatility, initially rising by 1.91% before closing slightly up by 0.02% at $4341.9 per ounce. The intraday trading range saw a low of $4340 and a high of $4414.8 [3]

Group 1 - The core viewpoint of the article highlights the mixed performance of major U.S. stock indices on the first trading day of 2026, with a notable surge in Chinese tech stocks and a significant increase in the Nasdaq Golden Dragon Index, which rose by 4.38%, marking its largest single-day gain since May 12 of the previous year [2][3][7] - Major technology stocks showed a mixed performance, with ASML and Micron Technology both achieving historical highs, rising over 9% and 10% respectively, while other tech giants like Tesla and Microsoft experienced declines of over 2% [3][5] - The semiconductor sector saw a strong rally, with the Philadelphia Semiconductor Index increasing by over 4.5%, driven by significant gains in companies like ASML and Micron Technology, which are benefiting from the growing demand for AI infrastructure [10][15] Group 2 - Tesla's Q4 delivery data fell short of expectations, resulting in a loss of its title as the world's top electric vehicle seller to BYD, which reported a 27.86% increase in annual electric vehicle sales [22][25][26] - Foreign investment institutions maintain a positive outlook on Chinese assets, with predictions of a 38% increase in the Chinese stock market by the end of 2027, emphasizing structured investment opportunities in technology innovation, green energy, and high-end manufacturing [28]

Core Viewpoint - The U.S. stock market experienced mixed results on the first trading day of 2026, with the Dow Jones Industrial Average rising by 0.66% and the S&P 500 increasing by 0.19%, while the Nasdaq Composite saw a slight decline of 0.03% [1] Group 1: U.S. Stock Market Performance - The Dow Jones Industrial Average increased by 0.66% [1] - The S&P 500 index rose by 0.19% [1] - The Nasdaq Composite index decreased by 0.03% [1] Group 2: Chinese Stocks Performance - The Nasdaq China Golden Dragon Index surged by 4.38% [1] - Notable individual stock performances included Baidu Group rising over 15%, Pony.ai increasing over 10%, and Global Data rising nearly 10% [1] - Other significant gains were seen in Tiger Brokers (over 9%), JinkoSolar (over 8%), Bilibili and NetEase (over 7%), and Alibaba and Canadian Solar (over 6%) [1] Group 3: Cryptocurrency Market - Major cryptocurrencies experienced a collective increase, with Bitcoin surpassing the $90,000 mark [1] - Over the past 24 hours, more than 110,000 individuals faced liquidation in the cryptocurrency market [1]

Market Performance - On January 2, 2026, U.S. stock markets showed mixed results with the Dow Jones Industrial Average rising by 0.66% to 48,382.39 points, and the S&P 500 increasing by 0.19% to 6,858.47 points, while the Nasdaq Composite fell by 0.03% to 23,235.63 points [1] - The Nasdaq Composite index was affected by declines in several major tech stocks, including Tesla down 2.59%, Microsoft down 2.21%, Amazon down 1.88%, Meta down 1.41%, and Netflix down 2.97% [2] Semiconductor Sector - The semiconductor sector experienced a significant rally, with the Philadelphia Semiconductor Index rising by 4%, driven by strong performances from AI chip stocks [5] - Notable individual stock performances included Micron Technology up over 10%, TSMC up 5.19%, Intel up 6.72%, and AMD up 4.35% [5][6] - TSMC received a U.S. government annual license to export chip manufacturing equipment to its Nanjing plant, which has garnered market attention [7] Chinese Stocks - Chinese stocks saw a strong performance on the first trading day of 2026, with the Nasdaq Golden Dragon China Index rising by 4.38% [8] - Key individual stock movements included Alibaba up 6.24%, NetEase up 7.22%, Baidu up 14.97%, and JD.com up 2.89% [10][11] Electric Vehicle Market - BYD topped the global electric vehicle sales chart, with approximately 2.26 million pure electric vehicles sold in 2025, marking a nearly 28% increase from 2024 [11] - Tesla's total vehicle deliveries for 2025 were approximately 1.64 million, slightly above market expectations of 1.6 million [12] Economic Indicators - The final value of the U.S. Manufacturing PMI for December 2025 was reported at 51.8, unchanged from expectations and the previous value, but down from 52.2 in November [13] - Despite manufacturers increasing production in December, the economic outlook for early 2026 appears less optimistic, with rising costs for U.S. businesses continuing to outpace those of competitors in other major economies [13]

Market Performance - On January 2, 2026, the US stock market opened higher but closed mixed, with the Dow Jones Industrial Average rising by 0.66% to 48,382.39 points, the S&P 500 increasing by 0.19% to 6,858.47 points, while the Nasdaq Composite fell by 0.03% to 23,235.63 points [1][2]. Technology Sector - The Nasdaq Composite index was dragged down by some major tech stocks, with Tesla dropping by 2.59%, Microsoft by 2.21%, Amazon by 1.88%, Meta by 1.41%, and Netflix by 2.97% [2]. - The semiconductor sector saw a significant increase, with the Philadelphia Semiconductor Index rising by 4%. Notable individual stock performances included Micron Technology up over 10%, TSMC up 5.19%, Intel up 6.72%, and AMD up 4.35% [6]. Chinese Stocks - Chinese stocks experienced a strong performance on the first trading day of 2026, with the Nasdaq Golden Dragon China Index rising by 4.38%. Key individual stock movements included Alibaba up 6.24%, NetEase up 7.22%, Baidu up 14.97%, and JD.com up 2.89% [11][13]. Semiconductor News - TSMC received an annual license from the US government to export chip manufacturing equipment to its Nanjing plant in 2026. Additionally, Nvidia and AMD plan to significantly raise GPU prices starting from the beginning of the year due to soaring memory prices [9]. Economic Indicators - The final value of the US Manufacturing PMI for December 2025 was reported at 51.8, unchanged from expectations and the previous value, but down from 52.2 in November. This indicates that while manufacturers continued to increase production, the outlook for early 2026 appears less optimistic [16].