NetEase rose slightly, SenseTime fell slightly 🙄. There hasn't been much movement in these two major internet directions in the Hong Kong stock market — NetEase is waiting for the approval pace of new games, SenseTime is waiting for AI commercialization data. The narrative is there but there's no intraday catalyst. Holding during this "quiet before earnings" is neither anxious nor exciting; we'll only get a direction after the H1 earnings window comes out.
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