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China Market

All articles tagged with #china market

Roblox-led surge and outsourcing reshape a $196B games market in 2025
business7 days ago

Roblox-led surge and outsourcing reshape a $196B games market in 2025

Global video game content sales rose 5.3% to $195.6B in 2025, even as private funding fell about 55% and layoffs persisted. Outsourcing climbed to 35.5% of content investment, with notable titles like Hollow Knight: Silksong and Palworld relying heavily on external work. Console spending grew modestly while platform services dominated growth; PC spending rose 30% since 2020, and China accounted for roughly 20% of global player spend. Roblox emerged as the key growth driver, and analysts foresee 2026 growth in non-core markets, advertising, direct-to-consumer and alternative payments, external development, and Roblox.

Nvidia chief's Shanghai visit signals China-friendly outreach amid H200 push
technology1 month ago

Nvidia chief's Shanghai visit signals China-friendly outreach amid H200 push

Nvidia CEO Jensen Huang visited Shanghai, including a local wet market and the company’s annual event, in what experts describe as a China-friendly outreach aimed at engaging Chinese authorities and key customers to secure large buyers able to make prompt payments for H200 chips, while addressing regulatory and security concerns amid tense US-China tech dynamics; the trip, part of a pattern around New Year, aims to boost morale, gather market feedback, and guide Nvidia’s China strategy as Huang plans further stops in Beijing, Shenzhen and Taiwan.

Nvidia's Stock and Earnings: Key Insights Ahead of Quarterly Report
business6 months ago

Nvidia's Stock and Earnings: Key Insights Ahead of Quarterly Report

Wall Street analysts are optimistic about Nvidia's upcoming quarterly report, raising price targets due to strong demand for AI chips and data center investments, despite concerns over a potential AI stock bubble and geopolitical challenges in China. Nvidia's stock has recently risen, supported by positive forecasts and strategic developments, with analysts emphasizing the company's significant role in the AI revolution.

Nvidia Develops Lower-Cost Blackwell AI Chip for China Amid US Export Curbs
technology9 months ago

Nvidia Develops Lower-Cost Blackwell AI Chip for China Amid US Export Curbs

Nvidia is set to launch a more affordable Blackwell-architecture AI chip for China, priced between $6,500 and $8,000, using conventional memory and simpler manufacturing, as a response to US export restrictions that limit its market share and product capabilities in China. The new chip aims to maintain Nvidia's competitiveness despite weaker specifications and is expected to begin mass production as early as June.

Analysts Warn of Nvidia's Potential Earnings Miss Amid Rising AI Sentiment
business9 months ago

Analysts Warn of Nvidia's Potential Earnings Miss Amid Rising AI Sentiment

Nvidia is preparing to report its Q1 earnings, with revenue expected to slow significantly compared to last year, amid ongoing export restrictions and market challenges in China. Despite strong growth in AI hardware, analysts warn of potential guidance disappointments, though the stock remains a top pick due to its leverage in the AI deployment cycle.

Lululemon Stock Soars on Strong Holiday Demand and Global Growth
business1 year ago

Lululemon Stock Soars on Strong Holiday Demand and Global Growth

Lululemon Athletica's shares surged by about 17% following an optimistic annual forecast and strong quarterly results, driven by refreshed clothing lines and targeted marketing in China. The company's performance has led to increased price targets from at least 17 brokerages, with Stifel setting the highest target at $438. Lululemon's positive outlook for the holiday season aligns with other retailers like Victoria's Secret and Ulta Beauty, which also reported strong results. Despite a challenging year, Lululemon's loyal customer base and strategic initiatives have bolstered investor confidence.

Luxury Brands Face Decline as Consumer Trust Erodes and Market Shrinks
business1 year ago

Luxury Brands Face Decline as Consumer Trust Erodes and Market Shrinks

The luxury goods market is experiencing a slowdown, with 50 million consumers ceasing to buy high-end brands like Dior and Burberry due to broken promises and high prices without corresponding value. Only a third of luxury brands are expected to see growth this year, prompting calls for reinvention to meet Gen Z expectations. The decline is partly attributed to economic factors, including inflation and reduced spending in China, a key market. However, sectors like travel and fine dining are seeing modest growth, with a potential recovery anticipated by late 2025.

Nissan Slashes 9,000 Jobs Amid Financial Struggles and CEO Pay Cut
business1 year ago

Nissan Slashes 9,000 Jobs Amid Financial Struggles and CEO Pay Cut

Nissan shares fell 6% after the company announced plans to cut 9,000 jobs and reduce manufacturing capacity by 20% due to declining sales in China and the US. The automaker also slashed its full-year operating profit forecast by 70% and aims to cut costs by $2.61 billion. Nissan faces challenges from domestic competitors in China and a lack of hybrid models in the US. The restructuring is part of ongoing efforts to revitalize the company following past leadership issues and a weakened partnership with Renault.

Burberry Replaces CEO Amid Sales Slump and Profit Warning
business1 year ago

Burberry Replaces CEO Amid Sales Slump and Profit Warning

Burberry has replaced its CEO Jonathan Akeroyd with Joshua Schulman, former boss of Michael Kors, amid a significant drop in sales, particularly in China. The company is considering job cuts and has suspended dividend payments to save cash. Burberry's sales fell 21% in the last quarter, and the luxury market remains challenging. The new leadership aims to return to the brand's core image and improve performance in the second half of the year.

"Geopolitical Tensions Reshape Semiconductor Supply Chains: Implications for US and China"
technology1 year ago

"Geopolitical Tensions Reshape Semiconductor Supply Chains: Implications for US and China"

Despite escalating tensions between the US and China, American chipmakers continue to rely on the Chinese market for significant revenue, with companies like Intel, Broadcom, Qualcomm, and Marvell Technology generating more income from China than the US. The US has imposed export controls to limit China's access to advanced chip technology, particularly in AI applications, but American chipmakers have navigated these restrictions by modifying products for the Chinese market. Meanwhile, China is investing heavily in its domestic semiconductor industry and encouraging its firms to buy locally made chips, posing potential market share concerns for foreign companies.

"Tesla Raises Model Y Prices Amidst Rivals' Cuts in US and China"
business-automotive1 year ago

"Tesla Raises Model Y Prices Amidst Rivals' Cuts in US and China"

Tesla has increased prices for its Model Y SUV in the US and China, following incentives offered in the first quarter. This move comes as rivals like NIO and XPeng are cutting prices and offering incentives to boost demand. Analysts are concerned about Tesla's Q1 delivery figures, with expectations of a 6% drop in deliveries compared to the previous quarter. The Chinese market is particularly challenging for Tesla due to rising competition and a price war, leading to sluggish growth and margin compression.