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[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.
【Brokerage Focus】CMB International: The introduction of substantial new consumer policies may still be the key driving factor for the structural improvement of valuations in the Internet Plus-Related sector.
Jinwu Finance | Zhao Yin International released the 2025 outlook for the Internet Plus-Related Industry, stating that the introduction of substantial policies to promote Consumer growth may still be the key driving factor for structural valuation improvements in the Sector. Before that, the Sector may maintain volatility, with Shareholder return levels, profit growth rates, and certainty being key supports for valuation. The bank recommends focusing on three main lines: 1) The competitive moat of mature Business and new development space, which may drive both performance and valuation increases: such as the gaming Sector benefiting from the release of new games, local life with further online penetration space in core Business, improvements in advertising effectiveness empowered by AI technology, and new additions brought by GPU cloud services.
The Nasdaq fell to 0.02 million points, Adobe plummeted more than 13%, the China concept Index rose against the trend, and Bitcoin dropped below 0.1 million dollars.
In November, USA PPI inflation exceeded expectations, with the market betting on a pause in interest rate cuts in January next year. The Dow has fallen for six consecutive days, with NVIDIA experiencing the largest drop of 2.5%. Tesla, Meta, Google, and Amazon have moved away from their highs, uranium mining stocks have declined, but Apple reached a new high. Broadcom rose nearly 5% in after-hours trading, and Chinese stocks Baidu and PDD Holdings increased by over 1%. Bond yields in Europe and the USA have risen significantly, and after the European Central Bank cut interest rates, the euro fell to a one-week low, before rebounding. The dollar reached a two-week high, while the offshore yuan once rose over 200 points, breaking through 7.26 yuan. Commodities generally fell, with spot gold down over 2% and spot silver down over 4% during the session.
Alibaba (BABA) Increases Despite Market Slip: Here's What You Need to Know
Unusual Options Activity: BABA, CMA and Others Attract Market Bets, BABA V/OI Ratio Reaches 764.7
Alibaba Options Spot-On: On December 12th, 213.57K Contracts Were Traded, With 3.09 Million Open Interest
9 Consumer Discretionary Stocks With Whale Alerts In Today's Session
China to Lift Fiscal Spending to Boost Economy
On December 11, Alibaba-W (09988.HK) spent 9.9952 million USD to repurchase 0.904 million shares.
Gelonghui, December 12丨Alibaba-W (09988.HK) announced that on December 11, 2024, it spent 9.9952 million USD to repurchase 0.904 million shares.
Overnight U.S. stocks | The Nasdaq broke 0.02 million points, setting a historical high, and Musk became the first person in the world with a net worth exceeding 400 billion.
As of the close, the Dow Jones Industrial Average fell 99.27 points, a decrease of 0.22%, closing at 44,148.56 points; the Nasdaq rose 347.65 points, an increase of 1.77%, closing at 20,034.89 points; the S&P 500 Index rose 49.28 points, an increase of 0.82%, closing at 6,084.19 points.
Alibaba Options Spot-On: On December 11th, 162.43K Contracts Were Traded, With 3.04 Million Open Interest
Shares of US-listed Chinese Stocks Are Trading Lower, Possibly Continuing to Fall Following Weak Import Data.
China Central Economic Work Conference: A Key Indicator for Future Market Trends
Alibaba-W (09988.HK) spent 9.998 million USD to repurchase 0.891 million shares on December 10.
Gelonghui reported on December 11 that Alibaba-W (09988.HK) announced that on December 10, it spent 9.998 million USD to repurchase 0.891 million shares.
Alibaba Group Holding Limited (BABA) Reports Robust AI-Driven Growth in Cloud Services, Expands Industry Collaborations Across Asia
The "Great Debate on Algorithms": Criticizing good and evil is easy, but winning the competition is very difficult.
Introduction: Man, the tool-making animal. The ability of humans to create and use tools is one of the key differences between humans and other animals. From simple stone tools to complex machines and Electric Appliances, the evolution of tools reflects the progress of human society and the development of Technology. Entering the digital age, algorithms, with their intangible power, subtly reshape our ways of information acquisition, Consumer habits, and even social patterns. However, with the widespread application of algorithms across various fields of society, the controversies and doubts they provoke also follow closely. Discussing the good and evil of algorithms is meaningless; algorithms are merely tools, and one would discuss.
Alibaba Options Spot-On: On December 10th, 169.67K Contracts Were Traded, With 3.01 Million Open Interest
Looking At Alibaba Gr Hldgs's Recent Unusual Options Activity
Express News | Benzinga Market Summary: Chinese Stocks Fall On Weak Import Data, Oracle Misses Earnings And Revenue, Google Unveils Quantum Chip, Morgan Stanley Raises Tesla PT
China Stimulus Rally Is Already Fading. Why Alibaba, JD.com Stocks Are Falling.