Bernstein Chinese internet is looking at tech shares such as DowToden Days of Kovid -19. “For all justification around geopolitics and business headwinds, Bernstein Chinese Internet analyst Robin Zhu and a team said in the April 14 report, we think the mantra of ‘faded spirit’ still applies.” He said, “Many other conditions marking the east bottles in China’s Internet sector now apply again,” he said, stating that the valuation multiplier is mostly returned to the climb seen in the period from 2021 to 2023. In 2022, the Chinese Internet businesses and the Shanghai lockdown tight government regulation had heavy weighs on the investor’s spirit. But as Beijing extended its stimulation declarations in recent months and indicated the support of the more private sector-especially with the arrival of the success of Deepsek’s artificial intelligence, the Hang Kong’s Hong Seng index broke the four-year necklace in 2024 and closed 2025 with a strong start. Bernstein’s analysts said, “In global markets, we cannot help, but the rate of regulatory changes realize that the statuside makes a light reminiscent of China in 2021,” said Bernstein’s analysts said, China’s current policy stance now seems to be more estimated. “Within us [China internet] Coverage, video gaming feels that the most untouched sector from business and macro headwind, while digital advertisements may also benefit from traders to sell domesticly, “Bernstein’s report said, saying, exposing two sweet spots for social media and gaming giant tenants. Hand Seng is around 2025. Excessive weight – About 40% of the expectation is expected. The approval of the new game in the interim was stopped, while the minors were tried to ban the game for a lot of hours each week. Analysts of the major Chinese companies said that the revenue of digital advertisements of major Chinese companies was increasing at least 10% years in recent quarters. Especially for tencent, they hope that the company can benefit from Chinese traders requiring more competition in the domestic market due to high American tariffs. “The investigation of our channel with advertisers has pointed to improving AI and Ad Tech driving. [return on investment] Across the TENCENT properties, “Bernstein analysts said, pointing to the Chinese company’s Miaosi Ad Creation Platform and the advertisements hosted on the short video hosted within the universal WECHAT social media and messaging app of the TENCENT have increased. To support the Chinese government’s efforts to support the local exporters to support local exporters. Beach economists have cut the target -with the forecast of just 3.4% for the year with the UBS, the pressure of about 5% of the official target of China was strong, pointing to the mid -20%. [gross transaction value] Development (higher than Q4 levels), and slightly low increase in revenue, “Bernstein analysts said about food -delivery Vishal, listed in Hong Kong. The firm has given the firm overweight. China Internet Stock Pick in which Hong Kong’s list is still there, that is Temu’s mother -father PDD. The Michael Bloom of CNBC contributed to this report to reduce the commercial impact of the US sanctions.
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