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$BIDU-SW (09888.HK)$ buying for future business 1) robotaxi 2) AI generator businesses while it's current advertising revenue is a cash cow.
current valuation only on its current cash cow.
current valuation only on its current cash cow.
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$Hang Seng Index (800000.HK)$ Fiercely cut through the leeks, pull the chicken market.
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Nomura released a report, projecting TENCENT's 3Q24 total revenue to rise 8% YoY, in line with street consensus. The 3Q24 non-IFRS net profit was expected to hike 23% YoY, 3% above street consensus, given ongoing margin expansion. The company’s gross margin is likely to improve by 4 ppts YoY to 53.6% in 3Q24, higher than the market expectation of 53.4%, thanks to the shift in the revenue mix towards high-margin businesses.
Tencent...
Tencent...
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Columns Operation plan after the general election and during the Chinese concept financial reporting season.
$NASDAQ 100 Index (.NDX.US)$Under the dual stimulus of the settled election and a 25 basis point rate cut, the market rose by 5% this week to reach 21117 points, which is currently a bit high. Last week's rise was mainly driven by bank stocks, small cap stocks, semiconductors, and technology stocks, reaching the upper band of the Bollinger Bands. An expected short-term pullback is anticipated. Next week, the USA's CPI and PPI data will be released, with a high probability of meeting expectations and a low possibility of a market crash. The current prediction is that the current upward trend should continue until the Christmas market, but with Donald Trump's return to the White House in January next year, there may be a significant pullback in January. Therefore, during this period of policy vacuum, the US stocks are likely to experience an oscillating upward trend. In the short term, due to the crazy rise of US stocks last week, a brief pullback is expected this week, presenting a buying opportunity during the dip.
Regarding Chinese concept stocks, due to the potential policy risks since Trump took office, as well as the lackluster effect of the debt-for-equity policy announced on Friday in stimulating the stock market, leading to a 6% decline, many stocks have directly shifted trends to a downward trajectory this week. $TENCENT (00700.HK)$ $JD.com (JD.US)$ $Alibaba (BABA.US)$ $Bilibili (BILI.US)$ $Cisco (CSCO.US)$ $Occidental Petroleum (OXY.US)$ $Sea (SE.US)$As for Chinese concept stocks, due to the potential policy risks since Trump took office, and the issuance of debt conversion policy on Friday did not have the expected stimulating effect on the stock market, resulting in a sharp 6% drop on Friday, many stocks have directly changed trends to a downward trend next week
Regarding Chinese concept stocks, due to the potential policy risks since Trump took office, as well as the lackluster effect of the debt-for-equity policy announced on Friday in stimulating the stock market, leading to a 6% decline, many stocks have directly shifted trends to a downward trajectory this week. $TENCENT (00700.HK)$ $JD.com (JD.US)$ $Alibaba (BABA.US)$ $Bilibili (BILI.US)$ $Cisco (CSCO.US)$ $Occidental Petroleum (OXY.US)$ $Sea (SE.US)$As for Chinese concept stocks, due to the potential policy risks since Trump took office, and the issuance of debt conversion policy on Friday did not have the expected stimulating effect on the stock market, resulting in a sharp 6% drop on Friday, many stocks have directly changed trends to a downward trend next week
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$HSI Futures(NOV4) (HSImain.HK)$ tomorrow, Tencent will release earnings and market will have a huge crash to destroy investors confidence in more upcoming earnings reports. Tencent will crash around 10-20% at least. News be like ‘Tencent earnings under expectations, poor guidance’ This will further cause market to sell down. There is still too much greed and ‘dip buyers’, no way the market will go up.
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$HSI Futures(NOV4) (HSImain.HK)$ added more short here.. tmr open below 19500, trending to 19200. this week closing below 18k.
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$HSI Futures(NOV4) (HSImain.HK)$ I already warned there will be no bounce at 20,000, this shit will just crash straight through. Bulls will shit on pants. More crashes to come.
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$BIDU-SW (09888.HK)$ Gaosheng is suppressing, selling a large amount.
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103485432 : Wait 20.