02835 Phillip HK Newly Listed Equities Index ETF
- 9.180
- 0.0000.00%
Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.
As soon as the news of Japan easing tourist visas for people from China was released, local retail travel stocks surged immediately.
① The Japanese Foreign Minister, Toshimitsu Motegi, announced the relaxation of visa requirements for Chinese tourists to Japan, expected to be implemented in spring 2025. ② After the announcement, retail and tourism-related stocks in Japan rose, with J. Front Retailing Co. soaring by 8.38%, while Isetan Mitsukoshi Holdings and Takashimaya increased by 6.98% and 3.69%, respectively.
Research and development investments are close to the combined sum of BAT! Does ByteDance want to become China's OpenAI?
Zheshang stated that ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024, approaching the total of Baidu, Alibaba, and Tencent (about 100 billion yuan). Research and development investments significantly lead their peers; analogously, just as Microsoft is strongly investing in OpenAI, ByteDance in China may be comparable to OpenAI in the USA.
Short trips for the New Year and "combined leave" travel are on the rise, and tourism during the Spring Festival still appears to be booming.
① This year's New Year's holiday is relatively short, and it is said in the industry that most tourists will prefer short trips and "combine vacation" travels. Influenced by the "combine vacation," data from third-party platforms show that from December 28 to January 5, flight bookings increased year-on-year; ② Registration for long-haul outbound travel products for the Spring Festival has gradually closed, and it is expected that about 80% of the products for this winter vacation (including the Spring Festival) will see price decreases of 10% to 40%.
As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.
Billion-dollar government Fund, trillion-dollar Consumer market! The ice and snow industry is "fully powered up".
① As December arrives, ski resorts and ice rinks across the country enter a peak operation period, with A-share ice and snow Concept stocks performing actively, and several individual stocks reaching new price highs. ② Recently, Jilin Province proposed to increase financial support and establish an investment Fund for the ice and snow industry with 1 billion yuan, coordinating various types of financial specialized support for the ice and snow economy amounting to 0.5 billion yuan.
Is the winter cultural tourism gradually improving? The "ice and snow +" consumer spending and industrial business are thriving.
① The "Ice and Snow +" cultural tourism activities in the northeast are abundant, with Harbin Ice and Snow World expanding to 1 million square meters. It is expected that this year's ice and snow tourism will surpass last year's popularity. ③ The cultural tourism industry in the southern winter is also bustling, with Shennongjia Ski Resort, sichuan ice and snow tourism projects, and others attracting tourists, while guangdong's "Conghua Hot Springs" ranks first in popularity increase.
US stocks closed: The Dow Jones rose nearly 1% to a new high, while nvidia and Tesla fell sharply against the trend.
① The nasdaq china golden dragon index rose by 0.44%; ② bitcoin fell back, microstrategy dropped more than 4%; ③ international oil prices plummeted, conocophillips fell by 5%; ④ California plans to introduce electric autos purchase subsidies, with Tesla being excluded.
Individual stock midday review: Included in the Hang Seng Index rose more than 3%, Kuaishou's performance resulted in a total repurchase of nearly 0.3 billion Hong Kong dollars.
Latest speech by Jensen Huang: the era of siasun robot&automation is about to arrive, and the conditions of the south china greater bay area concept are "exceptionally favorable."
①In the future, three types of siasun robot&automation are expected to achieve large-scale production: autos, drones, and humanoid robots, with the largest output being humanoid robots; ②The south china greater bay area concept is the only region that possesses both electromechanical technology and ai technology, providing unique conditions for the development of the robotics industry.
Behind the Scenes of Baidu's Latest Options Trends
Hang Seng Index's "big change" in December: Pop Mart, Kuaishou expected to be included, will the constituent stocks return to 100?
Currently, the Hang Seng Index in Hong Kong includes 82 stocks, with the ultimate goal of expanding the number of constituent stocks to 100. Analysis suggests that the medical care industry is still the least represented industry in the Hang Seng Index, while consumer staples, discretionary items, real estate, and construction may receive higher weights in the review in the fourth quarter of this year.
What to Expect From Baidu's Earnings
"Smart money" is betting on china becoming a trend: In Q3, the prototype of the "big short" increased shareholding in Alibaba and other Chinese concepts, while the rising fund Keystone established positions in three major etfs.
In the third quarter, the fund under Michael Burry increased its shareholding in Alibaba by 0.045 million shares to nearly 0.2 million shares, doubled its hold positions in jd.com to 0.5 million shares, and increased its shareholding in baidu by 0.05 million shares to 0.125 million shares. At the end of the quarter, it held three Chinese concept stocks valued at 54 million dollars, accounting for 65% of the total fund's stock holdings. Meanwhile, the fund bought corresponding put options for these three Chinese concept stocks to hedge risks.
What's Going On With US Listed Chinese Stocks Alibaba, JD, Nio, Li XPeng On Wednesday?
Express News | China has approved an a 6 trillion yuan ($839 billion) program to refinance local government debt, aiming to support its slowing economy. Offshore RMB exchange rate falls to 7.180.
European and American stocks and bonds both fell, tesla rose more than 9% after hours, silver fell by 4%, the dollar reached its highest level in nearly three months
European and American central bank officials called for caution in cutting interest rates, with US Treasury yields rising to pressure low-risk assets. The Dow and S&P indices fell by about 1% for the third consecutive day, NVIDIA initially dropped over 4%, cloud-based company Kujiale warned of profit slump nearly 3% in US stock, China concept index turned down, but Li Auto Inc. rose by nearly 4%. The 10-year US Treasury yield once rose above 4.26% to a three-month high, and the yen fell below 153 for the first time in three months. Oil prices fell by more than 1%, spot gold approached $2760 to hit a new high before falling by over 1%, and silver initially dropped by 4%.
Longest Singles' Day Approaches: A Catalyst for China's E-Commerce Giants?
Musk bets big on Robotaxi
Since the launch of Model3, tesla has not had such a high-profile press conference in a long time.
The Musk Cybercab is about to be released! Many domestic giants are eagerly exploring the Robotaxi China model.
1. Tesla will launch a new Robotaxi (self-driving taxi) product named "Cybercab"; 2. Companies under Baidu such as Luobo Kuaipao, Didi, Xiaoma Zhihang, AutoX, Wenyuan, as well as Ruqi Chuxing under GAC and Xiangdao Chuxing under SAIC are all involved in the layout of Robotaxi business; meanwhile, Wanma Technology and other listed companies are also exploring the China model of Robotaxi.