Core Viewpoint - The recent enthusiasm observed at the 2025 China International Digital Interactive Entertainment Expo suggests a continued recovery in the Chinese gaming industry, with positive implications for companies like NetEase (NTES.US) [1] Company Summary - NetEase's stock rose by 3% to $131.305 following the expo, indicating investor confidence [1] - The company showcased new games, including "Forgotten Sea" and "Destiny: Rise," which may accelerate its release schedule in the second half of the year [1] Industry Summary - Analysts noted an increase in foot traffic and player enthusiasm at the expo compared to last year, signaling a normalization of the regulatory environment and a stabilization of the competitive landscape [1] - The improvement in game content quality is contributing to the positive outlook for the industry [1]

周一，网易(NTES.US)涨3%，报131.305美元。消息上，花旗分析师在参加了于上海举办的2025年中国 国际数码互动娱乐展览会后表示，最新游戏展的热情高涨暗示中国游戏产业将持续复苏。这些分析师表 示，随着监管环境常态化、竞争格局稳定以及游戏内容质量提升，今年的展会比去年人流量更大，玩家 热情也更高。花旗称，网易重点展示了包括《遗忘之海》和《天命：崛起》在内的新游戏，可能表明其 下半年的发布日程将会加快。 ...

Core Viewpoint - The recent surge in enthusiasm at the 2025 China International Digital Interactive Entertainment Expo indicates a continued recovery in the Chinese gaming industry, with positive implications for companies like NetEase (NTES.US) [1] Company Summary - NetEase's stock rose by 3% to $131.305 following the expo, reflecting investor optimism [1] - The company showcased new games, including "Sea of Remembrance" and "Destiny: Rise," suggesting an accelerated release schedule for the second half of the year [1] Industry Summary - Analysts noted that the gaming expo attracted more visitors than last year, indicating heightened player enthusiasm and a more normalized regulatory environment [1] - The competitive landscape in the gaming industry appears to be stabilizing, contributing to the overall positive outlook for the sector [1]