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Alibaba as a Value Play? Trump, Macro Fears Are Called Overblown for the E-commerce Giant
Alibaba Options Spot-On: On December 13th, 205.24K Contracts Were Traded, With 3.13 Million Open Interest
Shares of US-listed Chinese Stocks Are Trading Lower Due to Stimulus Concerns and Disappointing Economic Data. The Biden Administration Plans to Raise Tariffs on Solar Wafers, Polysilicon and Some Tungsten Products.
Express News | Shares of US-listed Chinese Stocks Are Trading Lower Due to Stimulus Concerns and Disappointing Economic Data. The Biden Administration Plans to Raise Tariffs on Solar Wafers, Polysilicon and Some Tungsten Products
Northbound trading direction | Northbound net purchases of 14.306 billion, domestic funds are re-adding positions in Hong Kong stock ETFs, aggressively buying Alibaba (09988) exceeding 1.7 billion.
On December 13th in the Hong Kong stock market, the northbound capital had a net purchase of 14.306 billion HKD, of which the SH->HK Connect had a net purchase of 9.36 billion HKD, and the SZ->HK Connect had a net purchase of 4.946 billion HKD.
[Brokerage Focus] CMB International points out the trend of revenue growth from AI application starting in 2025.
Jinwu Financial News | CEB International released the 2025 outlook for the Software & IT Services Industry. Against the backdrop of economic cycle dislocation, the stock price performance of the Software Sector in China and the United States is expected to show a divergent trend in 2024. However, the investment volume related to AI, its short-term impact on profits, and the potential outlook for monetization are common points of concern for both markets. Looking ahead to 2025, the bank believes that the investment theme related to AI will continue its benefit transmission path from chips to public cloud to infrastructure software and then to Application software from a fundamental perspective. The Infrastructure Cloud Sector is focusing on the trend of increasing cloud business growth as supply constraints gradually ease and AI-related investment.