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Unusual Options Activity: AMZN, TEVA and Others Attract Market Bets, AMZN V/OI Ratio Reaches 859.4
DBS Maintains 'Buy' on Alibaba Group Holding Limited (BABA), Citing Strong Q2 Results and AI-Powered Growth in Cloud and E-Commerce
Alibaba's DingTalk Taps Baijiayun for AI Video Solutions Partnership
FISCAL YEAR 2025 INTERIM REPORT
Reported Thursday, Baijiayun Joins Forces With Alibaba's DingTalk, Secures Industry Service Provider Certification
[Special Contributor] Option Jack: Hong Kong stocks have fireworks every year.
Golden Wood Financial News | The Hang Seng Index has been on a frenzy since reaching 17,300 points on September 11th. Rather than calling it a bull market, it's more like fireworks, with beautiful colorful smoke blooming, but ending within a month. On October 8, the Hang Seng Index fell from a high of 23,355 points, signaling that this is not a bull market. Anticipation grew for the formal announcement of 10 trillion yuan, with the Hang Seng Index holding above the psychological support line of 0.02 million points. After the legendary 10 trillion announcement on November 8, two days later, the Hang Seng Index fell below 0.02 million points, as if the market was once again officially declaring the end of the uptrend. There is no bull market in the Hong Kong stock market. The past three years of continuous rises have all been deceptive fireworks, and taking it seriously means losing. Today
[Brokerage Focus] Bocom Intl: Bullish on OTA/local life competition easing and sustained robust performance by 2025.
Jinwu Financial News | Bocom Intl released its 2025 outlook for the internet plus-related industry, as new policies are progressively implemented, the effects on online and offline consumer spending may become evident the fastest. There is bullish sentiment towards consumer categories on internet trading platforms that are relatively inelastic and can be quickly stimulated, as well as the software industry benefiting from AI empowerment and innovation recovery. It is suggested to focus on stable growth in core business, improvement in profitability, and valuation recovery opportunities driven by high shareholder returns. The bank is optimistic about the easing competition in OTA/local life and the sustained steady performance, with ecommerce > education > gaming > software having significant valuation recovery opportunities. OTA: Mainland hotel ADR pressure is easing, outbound business.
Express News | Baijiayun Has Reached an Ecological Cooperation With Dingtalk, the Collaboration Platform Under Alibaba, and Has Obtained the Honorary Certification of "Dingtalk Industry Service Provider"
Zhou Hongyi: In the era of AI, internet plus-related companies are no longer the main characters; traditional enterprises are.
Sina Technology reported on the evening of November 28 that during the 2024 World Zhejiang Businessmen Conference "Shanxi Night" event, Zhou Hongyi, founder, chairman, and CEO of 360 Group, was invited to promote Linfen in Shanxi. Zhou Hongyi pointed out that in the AI era, entering the second half of digitalization or the second half of the internet, internet companies are no longer the main characters; the true protagonists are traditional enterprises. Therefore, for cities like Linfen in Shanxi, the biggest temptation for digital enterprises is the presence of many traditional enterprises, such as coke and steel companies, which have significant potential for digital transformation. Zhou Hongyi emphasized that in order for China's large models to perform well,
AI guru started to shuffle madly.
Integration is on the rise.
Alibaba-W(09988) completed the issuance of unsecured senior notes.
Alibaba-W (09988) announced that it completed the issuance of a total principal amount of 26 billion on November 26, 2024...
Alibaba Completes US$2.65 Billion And RMB17 Billion Debt Offerings
Funds movement | Beishui net buy of 7.81 billion Hong Kong dollars in Hong Kong stocks, continuously increasing positions in china mobile for 4 consecutive days
Track the latest trends of southbound funds.
Alibaba Group Announces Completion of US$2.65 Billion Offering of U.S. Dollar-denominated Senior Unsecured Notes and RMB17 Billion Offering of RMB-denominated Senior Unsecured Notes
Express News | Alibaba Group Announces Completion of US$2.65 Billion Offering of U.S. Dollar-Denominated Senior Unsecured Notes and RMB17 Billion Offering of RMB-Denominated Senior Unsecured Notes
Alibaba-W (09988) spent 39.9911 million USD to repurchase 3.6796 million shares on November 27.
Alibaba-W (09988) announced that on November 27, 2024, the company will invest 3999...
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.