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Apple's 5% iOS Fee Cut in China: These Companies Are Most Affected
East Money Securities: Deep integration of AI into the gaming industry chain expected to drive a dual improvement in sector fundamentals and valuation by 2026.
Expect investment opportunities in the gaming industry chain driven by AI catalysts.
Global Equities Roundup: Market Talk
Gaming stocks collectively surged as both Apple and Google reduced their app store commission rates, potentially leading to a gradual increase in the profitability of gaming products.
Shares of gaming companies collectively surged. As of press time, Boyaa Interactive (00434) rose 6.3%, trading at HKD 2.87; Friend Times (06820) climbed 6.25%, to HKD 0.51; XD Inc. (02400) increased by 3.3%, to HKD 73.65; NetEase-W (09999) gained 2.1%, to HKD 185.3; Tencent (00700) advanced 1.46%, to HKD 554.5.
NetEase To Go Ex-Dividend On March 16th, 2026 With 1.16 USD Dividend Per Share
From 'devouring' to 'benefiting,' Chinese software is poised to enjoy the 'lobster feast'!
HSBC Qianhai pointed out that the viral popularity of OpenClaw has driven a surge in Token consumption, with upward demand elasticity for AI infrastructure and IDC businesses. Chinese models are continuously increasing their global Token share by offering higher cost-effectiveness.
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