Taobao launches "Gift Giving" feature; NetEase's "Yanyun Sixteen Sounds" mobile version goes live tomorrow | Today's important news recap

0108 Dolphin's Key Focus:

🐬 Macroeconomics/Industry

1. Today, the State Council Information Office held a regular policy briefing, where the National Development and Reform Commission and the Ministry of Finance stated that by 2025, they will expand support for the replacement of old consumer goods with new ones, providing subsidies for individual consumers purchasing digital products such as mobile phones. The National Development and Reform Commission indicated that the total scale of ultra-long-term special government bonds used to support "two new" initiatives will significantly increase compared to last year, with specific amounts to be announced during this year's National People's Congress.

🐬 Individual Stocks

1. $Alibaba(BABA.US)

Following the trend of WeChat Mini Programs launching the "Gift Giving" feature, major companies quickly followed suit, with the Taobao app launching the "Gift Giving" function for users. Currently, some orders under this function support WeChat Pay, but gifts must be claimed within 24 hours; otherwise, they will automatically expire. As the year-end approaches, major leading companies are expected to create a new wave in the "social shopping" sector.

2. $NTES-S(09999.HK)

NetEase's self-developed martial arts open-world game "Yanyun Shiliusheng" will enter public testing on PC on December 27, with the mobile version set to launch tomorrow (January 9, 2025). "Yanyun Shiliusheng" is a major game developed by NetEase over nearly five years. Although the process has been bumpy, it has finally launched, receiving good reviews on PC, and the delayed mobile launch is expected to stabilize the situation. NetEase's stock rose 2.98% today against the trend.

🐬 Leading Sectors

Shanghai and Shenzhen: Data processing and outsourcing services, water and soft drinks, footwear;

Hong Kong Stocks: Oil and gas storage and transportation, home appliances, construction machinery and heavy transport equipment;

U.S. Stocks: Medical institutions, precious metals and minerals, tires and rubber.

🐬 Attention for Tomorrow

1. U.S. ADP employment numbers, U.S. wholesale sales month-on-month.

2. January 9 (Thursday) is a national day of mourning in the U.S., and the U.S. stock market will be closed for one day, with no night trading from 9:00 to 17:00 (Beijing time).

This article's risk disclosure and statement: Dolphin Investment Research Disclaimer and General Disclosure