To The Moon

$NetEase(NTES)$ recently faced a significant setback, with its shares plummeting more than 20% on the heels of new regulations in China aimed at curbing player spending on online gaming. Despite the regulatory headwinds, analysts at Morgan Stanley remain confident in the stock's short-term prospects, issuing a tactical call and expressing optimism about a potential rebound in the next 60 days. According to Morgan Stanley, the recent dip in NetEase's stock price has created a more compelling short-term valuation, making the shares an attractive opportunity. The analysts believe that the new online games consultation paper in China will likely have minimal revenue impact on NetEase. They cite a robust game pipeline, including titles like Where

🌟🌟🌟Finally there is some great news for $Sea Ltd(SE)$ as CEO Forrest Li said that SEA is set to record a profit for 2023. This was through an internal memo to staff reported by The Business Times on Friday. However Forrest Li did not give further details on Sea's Q4 earnings. Investors cheered and SEA's share price jumped 1.6% on Friday and is up 7.6% for the week. However SEA is still down 27% year todate. After recording a profit in 3 consecutive previous quarters, SEA however reported its losses for the 3rd quarter 2023 at - USD 144 million as it chases a high growth strategy particularly in the intensely competitive ECommerce sector. Shopee which is SEA 's ECommerce arm, remained

The "Online game management Measures" suddenly introduced today suppressed the rising sentiment of Chinese stocks, Tencent Hong Kong shares dived 12%, NetEase Hong Kong shares dived 24%.There are two reasons for the flight of funds: first, the daily activities of mobile games and gambling payment mechanisms have been comprehensively suppressed, and the second is that the fear of force majeure has affected the investment confidence of other industries.These two aspects have brought investment opportunities, the former is to avoid which companies at this stage, the latter is to take the opportunity to buy bottom, such as China concept stock e-commerce. There is a good opportunity to sell the put option on BABA PDD JD at the open.sell