Goldman Sachs named NetEase a top-three pick in China’s internet sector for the second half of 2026. The company joins Alibaba and JD.com as the bank's preferred selections for the period.
Analysts upgraded the games and entertainment sector to second place in their preference ranking. NetEase was added as a new investment idea within the bank's gaming coverage.
The positive outlook stems from stabilizing consumption trends and an anticipated earnings recovery. Goldman Sachs identifies NetEase and Tencent as the primary vehicles for exposure to rebounding entertainment spending.