bullish

[Gaming Sector Update]: AIGC: Short-Term Catalyst, Long-Term Challenge

453 Views14 Apr 2023 08:34

We suggest that AIGC will be a short-term driver for the major companies in the online gaming industry. We expect that Tencent and NetEase’s EPS may improve by 13%/24% because of AIGC.

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Rising

Blue Lotus Research Institute

China growth and global non-US Internet equities

Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)

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