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Alibaba Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Hillhouse HHLR Q3 hold positions: Chinese concept stocks hold an absolute dominant position, and the total market value of hold positions grew by more than 10%!
①HHLR Advisors, a subsidiary of Hillhouse Capital, saw its total market cap of US stocks holding positions grow by over 10% in the third quarter, with 9 of the top ten heavy positions being Chinese concept stocks; ②HHLR Advisors continued to hold heavy positions in Chinese concept stocks in the third quarter, with the market cap of Chinese concept stocks increasing from 85% in the second quarter to 93% in the third quarter.
"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.
Reports suggest that the Trump team plans to cancel the $7,500 tax credit for electric autos, leading to a sharp drop in electric car stocks.
The Trump team is considering canceling the $7,500 electric vehicle subsidy policy to fund its tax reduction plan. This policy is one of the measures adopted by the Biden administration to combat inflation. Trump supporters and the oil industry hope to cancel electric vehicle tax incentives, while the auto industry groups are calling for retention. Musk believes that canceling the subsidy policy will not have a significant impact on Tesla, but will rather cause more trouble for competitors. Electric vehicle stocks plummet, with Tesla down 5.77% and "Tesla rival" Rivian down 14.3%.
Support insurance companies to increase the maximum insurable age and enhance the mobile app's aging-friendly upgrade. The new financial aging-friendly regulations have arrived.
1. The current supply of the third pillar financial products for retirement in China is still limited, with issues such as some retirement savings unable to be locked for retirement purposes, limited supply of retirement financial products, and the need to strengthen the diversity and accessibility of retirement insurance. 2. The guidelines propose increasing the research and development efforts of elderly financial products, supporting insurance companies to raise the upper age limit for insurance, and emphasizing the insurance protection needs of individuals aged 70 and above.
Interbank current deposit rates are significantly higher than policy rates. Some large banks face high liability pressures. The market expects pricing levels to be regulated.
1. Some banks' interbank current deposit rates are significantly higher than the current policy rates, significantly impacting short-term interest rates and increasing banks' liability costs. 2. The market anticipates that in the future, the level of interbank current deposit rates will be reasonably determined, effectively reducing banks' liability costs.
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