核心观点 - 中国政府对游戏行业监管高层进行人事调整，以缓解此前拟议限制措施引发的股市震荡 [1] - 行业龙头公司股价在消息公布后出现反弹，市场预期政策可能放松 [2] - 监管部门近期释放缓和信号，包括批量审批新游戏 [3] 监管动态 - 中共中央宣传部出版局局长冯士新被免职，其分管的国家新闻出版署(NPPA)上月发布限制游戏消费和参与度的草案 [1] - 草案内容包括禁止每日登录奖励、强制玩家对战等激励机制，并要求对危害国家安全的内容进行审查 [4] - NPPA在圣诞节单日批准105款新游戏，创2022年7月以来单次审批数量新高 [3] 市场反应 - 腾讯股价周三上涨1.2%至38.42美元(300.20港元)，网易上涨1.5%至19美元(148.30港元) [2] - 行业股票近期缓慢回升，但腾讯股价仍较12月峰值下跌超5%，网易下跌超11% [3] - 草案发布曾导致游戏类股票市值蒸发800亿美元 [1] 政策内容 - 拟议规则包含消费限额设置、弹出"非理性消费"警告提示 [4] - 要求游戏公司实施年龄验证机制并限制未成年人访问 [4]

LeoPatrizi Thesis Summary Shopify Inc. (NYSE:SHOP) has seen a strong recovery in the last few months. Those who say that only the magnificent seven have rallied this year have clearly not been following Shopify. The stock has doubled in the last year while posting strong results in the last quarter. I can think of at least three catalysts that will propel Shopify in 2024. Increased Profitability Untapped growth Favourable macroeconomic conditions 2023 In Review Though a lot of the attention this past year h ...

F r in F I p H t H E H H i CreativaStudio In March, I wrote an article on Arhaus, Inc. (NASDAQ:ARHS), a lifestyle brand and omnichannel retailer of premium artisan-crafted home furnishings. I argued that Arhaus had a strong competitive advantage, a loyal customer base, and a solid growth strategy and was undervalued at its previous stock price. Since then, the stock has seen a serious upward momentum at 38.30%. The stock is now nearing its average price target of $12.94, which implies a smaller 7.3% upside ...

Jessie Casson/DigitalVision via Getty Images Construction company Orion Group Holdings (NYSE:ORN) grew its quarterly gross profit to a $19.1 million representing an increase of 42.5% (YoY) from $13.4 million realized in Q3 2022. The company's share price has surged 110.21% (YoY) indicating a positive turnaround into 2024 boosted by lower cost of revenues and operational expenses. Thesis Orion's focus on improving its profitability has seen it solidify its concrete business not just based on an adjusted EBIT ...

DoorDash is reportedly aiming to diversify beyond meal deliveries to diners in the U.S. "The two largest areas of investment are expansion and penetration outside of the U.S., as well as the same outside of restaurants," CEO Tony Xu said in an interview with the Financial Times (FT) published Monday (Jan. 1). The FT notes that DoorDash has the monetary heft to make this expansion happen, having produced $878 million of free cash flow in the 12 months to September 30 of last year. The company has since last ...

CUPERTINO, CALIFORNIA - SEPTEMBER 12: The new iPhone 15 Pro is displayed during an Apple event at the Steve Jobs Theater at Apple Park on September 12, 2023 in Cupertino, California.Shares of Apple suppliers fell in Asia on Wednesday after Barclays downgraded the iPhone maker on concerns that demand for its products would remain weak in 2024.Taiwan Semiconductor Manufacturing Company fell more than 2% in Wednesday morning trading. TSMC is a top producer of the world's most advanced processors for companies ...

Justin Paget Clean energy stocks have been underperforming this year, partly due to rising interest rates. This has created an attractive buying opportunity for investors to leg into AES (NYSE:AES). AES' recent quarter showed strength and exceeded market expectations in Q3 earnings. AES has upped its 2023 EPS forecast to the upper range and secured significant renewable contracts, aiming to reach at least 5 GW of new PPAs by year-end. To ensure financial stability, AES is expediting its asset sale program, ...

pastorscott/E+ via Getty Images Universal Health Realty Income Trust (NYSE:UHT), founded in 1986 and headquartered in King of Prussia, PA, is a healthcare REIT that invests in and leases healthcare and human service related facilities, such as medical/office buildings, acute care hospitals, behavioral healthcare hospitals, specialty facilities, free-standing emergency departments, and childcare centers. Its portfolio may be widely diversified, its growth decent, and its solvency profile healthy, but the div ...

A Japan Airlines plane burst into flames Tuesday in Tokyo after colliding with a Coast Guard plane. All 397 people on Japan Airlines Flight 516 survived, while five Coast Guard members died. The cause of the crash is still under investigation. Here's what we know. Insider Today NEW LOOK Sign up to get the inside scoop on today's biggest stories in markets, tech, and business — delivered daily. Read preview Bull Thanks for signing up! Access your favorite topics in a personalized feed while you're on the go. ...

Beginning the new year, the basic materials sector may be an area to scope out for opportunity in the stock market. Specifically, steel producers look attractive as they are critical to U.S. manufacturing with many steelconsuming industries having a resurgence upon easing inflation and higher demand. Image Source: Zacks Investment Research Notably, the Zacks Steel-Producers Industry is currently in the top 17% of over 250 Zacks industries and several companies in the space covet spots on the Zacks Rank #1 ( ...