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<Research>CLSA Prefers Games/ Travel/ Local Services/ Trade-in Policy Beneficiaries in CN Internet Sector This Yr; Top Picks TENCENT/ XIAOMI-W/ TRIP.COM-S/ NTES-S/ MEITUAN-W/ JD-SW/ Didi
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CLSA has issued a research report expecting China's internet sector, as an early major beneficiary of consumer recovery policies, to continue rebounding this year. Games, e-commerce, and electric vehicles will become more attractive globally.

The broker favored games, travel, local services, and trade-in policy beneficiaries. Its top picks were TENCENT (00700.HK), XIAOMI-W (01810.HK), TRIP.COM-S (09961.HK), NTES-S (09999.HK), MEITUAN-W (03690.HK), JD-SW (09618.HK), and Didi.

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