No Data
No Data
Shanghai amarsoft information & technology (300380.SZ): No cooperation with alibaba in the credit reporting system currently.
Gelonghui, November 28, shanghai amarsoft information & technology (300380.SZ) stated on the investor interaction platform that there is currently no cooperation with alibaba in the credit reporting system.
[Brokerage Focus] Nomura Securities points out that the growth of internet users in China is steady, and e-commerce platforms are significantly affected by the november 11 shopping festival-related promotions.
Kingwusai | Nomura Securities' research report pointed out that in October 2024, China's smart phone monthly active users (MAS) increased by 2.2% year-on-year, reaching 1.25 billion, remaining flat compared to previous months. The total online time of users increased by 5.8% year-on-year, maintaining a growth trend. The user engagement of e-commerce applications increased sequentially during the november 11 shopping festival, with the monthly online time of alibaba's Taobao app and jd.com's app growing by 21% and 23% respectively, while pdd holdings' online time only increased by 5% due to its less reliance on major promotional activities. Xiaohongshu (XHS) performed outstandingly, with a 39% year-on-year increase in monthly online time.
Wang Xiao, partner at Qicheng Capital: In the era of consumer market stock, "competing on price" and "competing on value" are both important | Direct hit on the new consumption power conference.
1. Online retail has differentiated from shelf e-commerce to a type represented by pdd holdings, focusing on individual products and price mechanisms, as well as content e-commerce represented by Douyin. Both forms of e-commerce achieve precise matching of supply and demand through efficient algorithms and mechanisms. 2. In a market environment of stagnant or even declining volume, companies need to shift from opportunity-driven to capability-driven, from growth-first to efficiency-first, and from scale-oriented to value-oriented.
gtja: Cloud applications and terminal asia vets drive industrial upgrades; AI track companies are welcoming significant development opportunities.
Tai Jun An released a research report stating that with the acceleration of AI application processes and the continuous emergence of scenario implementation cases, coupled with the dual drive of cloud applications and asia vets for industrial upgrades, companies in the AI track are ushering in important development opportunities.
Alibaba Options Spot-On: On November 27th, 198.28K Contracts Were Traded, With 2.76 Million Open Interest
Alibaba Vs. PDD: A Grim Showdown In Chinese E-Commerce Stocks
No Data
No Data