Michael Burry's Scion Asset Boosts Stake in Alibaba, JD, Baidu, Buys Put Options
David Tepper's Appaloosa Exits Boeing & UPS, Cuts Meta & Microsoft Among Top Q3 Moves
Is It Worth Investing in Baidu Inc. (BIDU) Based on Wall Street's Bullish Views?
Baidu, Inc. (BIDU) Is a Trending Stock: Facts to Know Before Betting on It
How do foreign investors adjust their positions in Chinese stocks? Alibaba and jd.com frequently appear, while Buffett builds a position that boosts a Hong Kong stock.
① The 13F quarterly reports for US stocks have been released. How are Wall Street institutions adjusting their positions on Chinese stocks? ② Buffett's investment in domino's is boosting a Hong Kong stock. What are the highlights?
Wall Street is 'cautiously optimistic'! Prototype of 'The Big Short' increases bet in Q3 on three Chinese tech giants.
Aggressively increasing shareholding in Alibaba, jd.com, and baidu.
Baidu-backed Jiyue Unveils Robo X Electric Supercar, Production Set for 2027
The Age of AI Is Still in the Early Innings. -2-
China Data Point to Gradual Improvement, but Tariff Risk Looms
"Smart money" is betting on china becoming a trend: In Q3, the prototype of the "big short" increased shareholding in Alibaba and other Chinese concepts, while the rising fund Keystone established positions in three major etfs.
In the third quarter, the fund under Michael Burry increased its shareholding in Alibaba by 0.045 million shares to nearly 0.2 million shares, doubled its hold positions in jd.com to 0.5 million shares, and increased its shareholding in baidu by 0.05 million shares to 0.125 million shares. At the end of the quarter, it held three Chinese concept stocks valued at 54 million dollars, accounting for 65% of the total fund's stock holdings. Meanwhile, the fund bought corresponding put options for these three Chinese concept stocks to hedge risks.
Take Advantage of These Clean Energy Tax Credits Before Trump Takes Office
"Big Short" Michael Burry increases shareholding in alibaba and other Chinese stocks but allocates put options.
The fund manager Michael Burry, famous for the movie "The Big Short," continued to increase his shareholding in alibaba and baidu in the third quarter. He also added to his position in jd.com, where he had previously significantly reduced his holdings, but he allocated corresponding put options. An analysis of Burry's hedge fund Scion Asset Management LLC's form 13f submission found that the firm increased its holdings of jd.com ADR from 0.25 million to 0.5 million, while also holding corresponding put options for 0.5 million ADRs. Shareholding in alibaba rose from 0.045 million to 0.2 million, while also holding corresponding put options for 0.1689 million ADRs.
Express News | Scion Asset Management 13F Shows Added Put Position In JD.com With 500,000 Shares; Added Put Position In Alibaba Group With 168,900 Shares; Added Put Position In Baidu With 83,300 Shares
Nomura Maintains Baidu(BIDU.US) With Buy Rating, Cuts Target Price to $110
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Cathie Wood's Ark Invest Says Energy Bottlenecks Can't Stop AI Growth: Companies Could Go Partially Off-Grid
baidu told a sexy story
The key is the implementation of the application.
Citi Maintains Baidu(BIDU.US) With Buy Rating, Cuts Target Price to $143
Gulf countries have a massive demand for AI computing power. nvidia (NVDA.US) and cloud giants sense the 'gold rush' vibe.
The global strategy of the Gulf countries is not groundless.
Baidu Unveils Xiaodu AI Glasses, Its First AI Glasses Powered by a Large Language Model