Reports indicate $Apple (AAPL.US)$ is in talks with $TENCENT (00700.HK)$ and $ByteDance (FT0001)$ for AI model partnerships. Tencent declined to comment, and ByteDance has yet to respond. Apple is also reportedly discussing integrating Zhipu’s AI models into iPhones sold in China.
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Morgan Stanley’s China Chief Economist Xing Ziqiang emphasized that while monetary easing can stabilize expectations, robust fiscal policies, such as strengthening social security reforms, are essential to address structural issues like low consumption rates.
$KraneShares CSI China Internet ETF (KWEB.US)$ $NASDAQ Golden Dragon China (.HXC.US)$ $BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $XIAOMI-W (01810.HK)$
$KraneShares CSI China Internet ETF (KWEB.US)$ $NASDAQ Golden Dragon China (.HXC.US)$ $BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $XIAOMI-W (01810.HK)$
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PBoC is not cutting LPR which is probably linked to mortgage rates rising a bit all over China this month.
Banks are likely experiencing intense margin pressure.
If RE demand recovery doesn’t sustain this month and going into the Lunar New Year, confidence is going away without a big fiscal stimulus.
$Kraneshares Tr Bosera Msci China A Sh Etf (KBA.US)$ $iShares MSCI China ETF (MCHI.US)$ $iShares China Large-Cap ETF (FXI.US)$ $CHINA O/SEAS LAND (CAOVY.US)$
Banks are likely experiencing intense margin pressure.
If RE demand recovery doesn’t sustain this month and going into the Lunar New Year, confidence is going away without a big fiscal stimulus.
$Kraneshares Tr Bosera Msci China A Sh Etf (KBA.US)$ $iShares MSCI China ETF (MCHI.US)$ $iShares China Large-Cap ETF (FXI.US)$ $CHINA O/SEAS LAND (CAOVY.US)$
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China's central bank leaves the Loan Prime Rate LPR unchanged in December.
1-year LPR at 3.10% unchanged;
5-year LPR at 3.60% unchanged.
$BANK OF CHINA (03988.HK)$ $Bank Of China (601988.SH)$ $CNH/CNY (CNHCNY.FX)$ $SH->HK Connect (GangGuTong.HK)$ $CSI 300 Index (800122.HK)$ $Hang Seng Index (800000.HK)$
1-year LPR at 3.10% unchanged;
5-year LPR at 3.60% unchanged.
$BANK OF CHINA (03988.HK)$ $Bank Of China (601988.SH)$ $CNH/CNY (CNHCNY.FX)$ $SH->HK Connect (GangGuTong.HK)$ $CSI 300 Index (800122.HK)$ $Hang Seng Index (800000.HK)$
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China’s State-Owned Assets Supervision and Administration Commission (SASAC) issued guidelines aimed at improving and strengthening the market value management of central SOE-controlled listed companies. The document emphasized making market value management a long-term strategic priority. It outlined six areas for improvement: mergers and acquisitions, market-oriented reforms, information disclosure, investor relat...
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Notably, ChatGPT, which didn’t make the top 10 last year, surged to fourth place this year. The Tetris-like game Block Blast emerged as the most downloaded free game in the U.S. this year.
$PDD Holdings (PDD.US)$ $Pinduoduo Concept (LIST0724.SH)$ $Microsoft (MSFT.US)$ $ByteDance (FT0001)$
$PDD Holdings (PDD.US)$ $Pinduoduo Concept (LIST0724.SH)$ $Microsoft (MSFT.US)$ $ByteDance (FT0001)$
CATL'S CHAIRMAN ROBIN ZENG SAYS ITS CHOCO-SWAP BATTERY SWAPPING STATIONS WILL USE AS MUCH GREEN ENERGY AS POSSIBLE, PLAY A ROLE IN STABILISING POWER GRID.
CATL WILL BUILD OVER 1000 BATTERY SWAPPING STATIONS IN 2025.
$Contemporary Amperex Technology (300750.SZ)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $Tesla (TSLA.US)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$
CATL WILL BUILD OVER 1000 BATTERY SWAPPING STATIONS IN 2025.
$Contemporary Amperex Technology (300750.SZ)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $Tesla (TSLA.US)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$
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This is BIG news for $HKEX (00388.HK)$ and will be another feather on its cap. The undisputed leader in EV batteries will hopefully get an IPO in the city.
$Contemporary Amperex Technology (300750.SZ)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $Tesla (TSLA.US)$
$Contemporary Amperex Technology (300750.SZ)$ $BYD COMPANY (01211.HK)$ $BYD Company Limited (002594.SZ)$ $XPeng (XPEV.US)$ $XPENG-W (09868.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $Tesla (TSLA.US)$
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The two sides held professional, pragmatic, and constructive discussions on topics including the economic and financial situation in China and the U.S., monetary policies, financial stability and regulation, international financial governance, securities and capital markets, anti-money laundering and counter-terrorist financing, and other mutual financial policy concerns.
$iShares China Large-Cap ETF (FXI.US)$ $CSI 300 Index (000300.SH)$ $Hang Seng TECH Index (800700.HK)$ $Hang Seng Index (800000.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$
$iShares China Large-Cap ETF (FXI.US)$ $CSI 300 Index (000300.SH)$ $Hang Seng TECH Index (800700.HK)$ $Hang Seng Index (800000.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$
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CSI 300 gained 2% in November as local investors/funds poured into the market. Just look at that volume!
If Beijing is able to make the right moves to start 2025, this is going to be one pretty amazing chart.
$Kraneshares Tr Bosera Msci China A Sh Etf (KBA.US)$ $iShares MSCI China ETF (MCHI.US)$ $iShares China Large-Cap ETF (FXI.US)$ $CSI 300 Index (000300.SH)$
If Beijing is able to make the right moves to start 2025, this is going to be one pretty amazing chart.
$Kraneshares Tr Bosera Msci China A Sh Etf (KBA.US)$ $iShares MSCI China ETF (MCHI.US)$ $iShares China Large-Cap ETF (FXI.US)$ $CSI 300 Index (000300.SH)$
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