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On March 21, 2025, Lim Seong Hai Capital Berhad (LSH) $LSH (0351.MY)$ will make its debut on the ACE Market of Bursa Malaysia, transitioning from its prior listing on the LEAP Market.
Priced initially at RM 0.88 for its IPO, the stock has faced a pre-debut setback, with market chatter and early sentiment pushing its expected opening price to RM 0.80, a 9% discount. While weak investor sentiment has cast a shadow over its launc...
Priced initially at RM 0.88 for its IPO, the stock has faced a pre-debut setback, with market chatter and early sentiment pushing its expected opening price to RM 0.80, a 9% discount. While weak investor sentiment has cast a shadow over its launc...
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The other day, Tornado Alley went and emptied everybody's closets and dressers upside down, shaking them out and mixing them up.
The thing about clothing items in a tornado, is that the clothes can survive a tornado just fine. The physics of what clothes go thru in a washing machine is pretty much comparable to what happens in a tornado. Probably, somebody out there found a perfectly usable pair of $Abercrombie & Fitch (ANF.US)$ denim jea...
The thing about clothing items in a tornado, is that the clothes can survive a tornado just fine. The physics of what clothes go thru in a washing machine is pretty much comparable to what happens in a tornado. Probably, somebody out there found a perfectly usable pair of $Abercrombie & Fitch (ANF.US)$ denim jea...



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Hello everyone, I am Youdu. $Alibaba (BABA.US)$ $BABA-W (09988.HK)$
The following content is compiled based on the in-depth report on Alibaba Cloud released by Goldman Sachs on March 17, 2025. - YouTube
The core points from the original text have been distilled, along with original images, to help everyone better understand the analysis logic and data support.
I hope this interpretative article is helpful for everyone!
Release Date: March 17, 2025Key Point: Goldman Sachs analyzed Alibaba Group (BABA)'s capital expenditure targets, the growth prospects of Alibaba Cloud, and the latest developments in AI models in their most recent report.
The report assessed the potential returns of Alibaba Cloud against the backdrop of constrained AI Hardware supply, predicting its revenue and profit margins for the coming years, while exploring the landscape of China's public cloud market and Alibaba Cloud's leadership position.
Additionally, the report focused on breakthroughs in China's AI models and the trend of investors shifting their attention from infrastructure to AI applications and agents. Finally, Goldman Sachs updated its valuation of Alibaba Cloud and maintained a 'Buy' rating on Alibaba.
Key debates and analysis
1. How to understand Alibaba's capital expenditure targets for AI Server/compute power and the risks associated with chip supply?
Goldman Sachs estimates that about 80% of Alibaba's three-year capital expenditure target (120-130 billion yuan per year) will be used for AI servers, while the remainder will be allocated to general servers, land, buildings, and other infrastructure. The report mentions...
The following content is compiled based on the in-depth report on Alibaba Cloud released by Goldman Sachs on March 17, 2025. - YouTube
The core points from the original text have been distilled, along with original images, to help everyone better understand the analysis logic and data support.
I hope this interpretative article is helpful for everyone!
Release Date: March 17, 2025Key Point: Goldman Sachs analyzed Alibaba Group (BABA)'s capital expenditure targets, the growth prospects of Alibaba Cloud, and the latest developments in AI models in their most recent report.
The report assessed the potential returns of Alibaba Cloud against the backdrop of constrained AI Hardware supply, predicting its revenue and profit margins for the coming years, while exploring the landscape of China's public cloud market and Alibaba Cloud's leadership position.
Additionally, the report focused on breakthroughs in China's AI models and the trend of investors shifting their attention from infrastructure to AI applications and agents. Finally, Goldman Sachs updated its valuation of Alibaba Cloud and maintained a 'Buy' rating on Alibaba.
Key debates and analysis
1. How to understand Alibaba's capital expenditure targets for AI Server/compute power and the risks associated with chip supply?
Goldman Sachs estimates that about 80% of Alibaba's three-year capital expenditure target (120-130 billion yuan per year) will be used for AI servers, while the remainder will be allocated to general servers, land, buildings, and other infrastructure. The report mentions...
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$NVIDIA (NVDA.US)$
Like I said a few days back, we were due for a little drop and boom, here it is. We all want those sweet green days, but let’s keep it real red days happen. No need to freak out, though there’s still cash to be made if you play it smart. Jump on this dip while it’s hot! If the price slides some more, a quick short could line your pockets on the way down.
My long-term crew? They’re not sweating it one bit they know this is just a speed bump, not a roadblock. It’s only messing...
Like I said a few days back, we were due for a little drop and boom, here it is. We all want those sweet green days, but let’s keep it real red days happen. No need to freak out, though there’s still cash to be made if you play it smart. Jump on this dip while it’s hot! If the price slides some more, a quick short could line your pockets on the way down.
My long-term crew? They’re not sweating it one bit they know this is just a speed bump, not a roadblock. It’s only messing...
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Recently, the US stock market leveraged ETF products added new members, KraneShares launched two single-stock leveraged ETFs— $KraneShares 2X Long PDD Daily ETF (KPDD.US)$ (KPDD) and $KraneShares 2X Long BABA Daily ETF (KBAB.US)$ (KBAB), providing investorswith double leveraged exposure to PDD Holdings and Alibaba. This undoubtedly presents an opportunity for investors focused on Chinese Technology stocks to increase returns, but the high-risk characteristics of leveraged ETFs also require investors to exercise caution.
The trading method of this type of ETF is completely different from traditional ETFs. The holding period, cost, leverage effect, and stock price volatility can all affect the final returns. Before investing, it is essential to understand its operating model and market trends. This article will analyze whether KPDD and KBAB are worth investing in from the perspectives of investment strategy, leverage ETF characteristics, and market influence, while incorporating the foundational knowledge of 'US Stocks 101' to help investors make more informed decisions.
The operating principles of leverage ETFs: How KPDD and KBAB amplify returns and risks...
The trading method of this type of ETF is completely different from traditional ETFs. The holding period, cost, leverage effect, and stock price volatility can all affect the final returns. Before investing, it is essential to understand its operating model and market trends. This article will analyze whether KPDD and KBAB are worth investing in from the perspectives of investment strategy, leverage ETF characteristics, and market influence, while incorporating the foundational knowledge of 'US Stocks 101' to help investors make more informed decisions.
The operating principles of leverage ETFs: How KPDD and KBAB amplify returns and risks...
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Moomoo is way more than any other investment platforms, it has abundant features which are truly beneficial, eg. Moomoo tutorials which provides self-paced learning on everything you need to know about investment – fundamental/technical analysis, PEG ratio, intrinsic value, etc. That has really shaped me into a better investor and coupled with its community features which promotes interaction among members in exchanging thoughts on trading strategies/market analysis, it really...

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Recently, the US stock market has encountered a potential legal storm involving the infant formula giantsAbbott Laboratories ( $Abbott Laboratories (ABT.US)$) and Reckitt Benckiser (RKT.L) due to a lawsuit related to necrotizing enterocolitis (NEC), once again becoming the focus of market attention. The judge has ruled to allow the retrial of product liability cases against these two companies, raising investor concerns about potential financial risks. Following the news, Abbott Laboratories' stock price fell nearly 4% in one day, while Reckitt Benckiser's price declined by about 2.5%. Does this mean more selling pressure is on the way? For investors concerned about US Stocks 101, this incident involves not only fluctuations in individual stocks but could also impact the entire infant nutrition market and even affect related Industry Chain companies.
Financial risks and market impacts: Are Abbott Laboratories and Reckitt Benckiser facing losses in the billions of dollars?
The core issue of this lawsuit is whether Abbott Laboratories and Reckitt Benckiser's infant formula increases the risk of NEC.NEC is a severe and potentially fatal gastrointestinal disease primarily affecting premature infants.The plaintiffs argue that these companies failed to provide appropriate warnings, resulting in harm to infants' health.Similar product liability cases in the past have cost companies dearly, such as Johnson & Johnson (JNJ) paying billions in settlements over talcum powder lawsuits.。
According to US court documents...
Financial risks and market impacts: Are Abbott Laboratories and Reckitt Benckiser facing losses in the billions of dollars?
The core issue of this lawsuit is whether Abbott Laboratories and Reckitt Benckiser's infant formula increases the risk of NEC.NEC is a severe and potentially fatal gastrointestinal disease primarily affecting premature infants.The plaintiffs argue that these companies failed to provide appropriate warnings, resulting in harm to infants' health.Similar product liability cases in the past have cost companies dearly, such as Johnson & Johnson (JNJ) paying billions in settlements over talcum powder lawsuits.。
According to US court documents...
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