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BIDU240927P99000

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15min DelayClose Sep 27 14:40 ET

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Baidu Stock Discussion

Spinee

28 minutes ago

CHINA URGES LOCAL COMPANIES TO STAY AWAY FROM NVIDIA’S AI CHIPS

This could be merely posturing or could also be an indication of growing self-reliance in AI chipmaking capabilities. If Biden continues to ban even downgraded $NVIDIA (NVDA.US)$ chips from exports to China, telling local firms not to buy Nvidia is moot and academic. $Cambricon (688256.SH)$ , $Huawei Hongmong (LIST0795.SH)$ and $Baidu (BIDU.US)$ to benefit.
$BIDU-SW (09888.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$

Chinese concept stocks soaring, exchanges on the brink: How to invest?

Spinee

2 hours ago

I’m convinced that with this sustained move (another 5% gain) in the $Hang Seng TECH Index (800700.HK)$ , there’s a mountain of margin calls slamming those holding short positions. It’s buying and volume like I haven’t seen in years for this market. I wonder if we’ll hear of a few hedge funds imploding in the coming weeks.
$Hang Seng Index (800000.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $XIAOMI-W (01810.HK)$ $MEITUAN-W (03690.HK)$ $JD-SW (09618.HK)$ $BIDU-SW (09888.HK)$

Chinese concept stocks soaring, exchanges on the brink: How to invest?

151360992

16 hours ago

Share Your Profit/Loss

BoredApe333

Yesterday 08:58

What a week! 😃

This week was crazy! My portfolio only for this week increased from $8,455 to $8,909 (+5.3%). Cummulative PL YTD - $1,235. YTD return - 19.58%. Such growth was mainly to growth of Chinese shares, including my favorite Alibaba ( $Alibaba (BABA.US)$ ) and Tencent ( $TENCENT (00700.HK)$ )

2024 Q3 P/L Challenge: What shifts did you make in your portfolio?

swk789

Yesterday 07:52

Staying convicted

Biggest Q3 outcome was the changing of tide on Chinese stocks. Once unloved and avoided by most but the fundamentals were still there and the valuations just didn't make sense. Now the stimulus is out, we're seeing more focus on Chinese stocks and perhaps away from other overvalued markets. Money flows where it grows. More to come, might see short term fluctuations but long term, we should see healthy gains.

2024 Q3 P/L Challenge: What shifts did you make in your portfolio?

HENGJR

Sep 27 06:34

Emperor Xi delivered once again!

*CHINA CUTS KEY RATE, FREES UP CASH FOR BANKS TO SPUR GROWTH (x.com)
This makes me wanna hold on to my China names a little longer. Although we should be seeing a slight retracing due to the China markets being very oversold. Interested parties could use this opportunity to accumulate if you believe in ‘made in china’.
#KWEB #BABA #BIDU #PDD

Brianjh

Sep 27 05:42

KraneShares Breakdown

Many investors consider the KraneShares CSI China Internet ETF $KWEB as the best instrument to get exposed to China Here is the breakdown of this ETF.
$Vipshop (VIPS.US)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$ $NetEase (NTES.US)$ $Trip.com (TCOM.US)$ $TRIP.COM-S (09961.HK)$ $KE Holdings (BEKE.US)$ $PDD Holdings (PDD.US)$ $JD.com (JD.US)$ $JD-SW (09618.HK)$ $Meituan ADR (MPNGY.US)$ $MEITUAN-W (03690.HK)$ $Alibaba (BABA.US)$ $BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $Tencent (TCEHY.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$

Chinese concept stocks soaring, exchanges on the brink: How to invest?

FinanceGuru

Sep 27 05:08

they have just started.

QE begins in China. Buy Chinese assets from here. $Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $Invesco China Technology ETF (CQQQ.US)$They're talking 2+ trillion yuans in stimulus. 🚀🚀🚀
$Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ went nuts today with Chinese stocks!! unfortunately I only took individual stocks in $Alibaba (BABA.US)$ $JD.com (JD.US)$ and $Freeport-McMoRan (FCX.US)$ .
What I say about China!
Sto...

Chinese concept stocks soaring, exchanges on the brink: How to invest?

Spinee

Sep 27 01:10

David Tepper said his big bet after the Federal Reserve’s rate cut was to buy Chinese stocks.“We got a little bit longer, more Chinese stocks.”
The iShares China Large-Cap ETF $FXI rallied more than 6% following Tepper’s comments.
$Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $Hang Seng H-Share Index ETF (02828.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $BIDU-SW (09888.HK)$ $TENCENT (00700.HK)$ $MEITUAN-W (03690.HK)$

Chinese concept stocks soaring, exchanges on the brink: How to invest?

Spinee

Sep 26 23:39

For January-August:

China's state-holding enterprises' profit dropped by 1.3% y/y to 1.5 trillion yuan
Joint-equity's profit down by 1.3% to 3.4 trillion yuan
Foreign ventures+HK+MO+TW rise 6.9% to 1.2 trillion yuan
Private enterprises +2.6% to 1.2 trillion yuan
From January to Aug, the profit in China's mining sector fell by 9.2% y/y(narrowed) to 0.81 trillion yuan.
The manufacturing sector rose by 1.1%(narrowed) y/y 3.3 tln yuan.
The electricity, heating, gas, and water supply sector +14.7%(na...

Spinee: China's January to August industrial profit grew by 0.5% y/y to 4.653 trillion yuan.-NBS

Chinese concept stocks soaring, exchanges on the brink: How to invest?

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