The analyst rating is influenced by the anticipated positive impact of Google's adjustments to the commission rules for Google Play services. The reduced commission rate is expected to lead to increased profits for overseas gaming products in the short term. Additionally, the shift in pricing power from content channels to content creators in the medium to long term is seen as a significant change in the gaming industry. However, since the new commission rules have not yet officially taken effect, the analysts at CICC have chosen to maintain their current ratings, earnings forecasts, and target prices for various companies, while recommending specific stocks like NTES-S and XD INC.
