$NTES-S(09999)$ The first half of the year felt pretty steady for China’s internet scene. Content consumption has been slowly picking up, while e-commerce and food delivery are battling harder than ever. People are cautious about AI for now, but the long-term potential is definitely there.
With the 618 shopping festival coming up, it’s going to be a big moment for food delivery fights. When investing, it’s smart to focus on areas that show clear profits and aren’t too shaken by the overall economy.
Honestly, content like gaming and entertainment held up better than just buying stuff or services in the first half of 2025. Making good content isn’t easy，it takes serious time and effort, which raises the bar to enter the market.
Big players like NTES have nailed this, giving them steady earnings and a good shield against market ups and downs. Pretty solid stuff.
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