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<Research>M Stanley Rates NetEase (NTES.US) as Overweight; Mgmt Emphasizes Group as Beneficiary of AI
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During the 4Q25 earnings call, the management of NTES-S (09999.HK) emphasized that the group is both a pioneer adopter and a beneficiary of AI technology in the gaming sector, rather than being challenged by AI world models, according to Morgan Stanley's research report. The NTES-S management estimated the main benefits to come from improved development efficiency, accelerated early exploration stages, AI animation technology (such as motion capture) for development cost cuts, and quality assurance. Morgan Stanley set its target price for NetEase (NTES.US) at USD168, with a rating of Overweight. AAStocks Financial News |
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