Reports indicate$Apple (AAPL.US)$is in talks with$TENCENT (00700.HK)$and$ByteDance (FT0001)$for AI model partnerships. Tencent declined to comment, and ByteDance has yet to respond. Apple is also reportedly discussing integrating Zhipu’s AI models into iPhones sold in China.
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Apple performance not so good after all. Trying to please the Chinese emperor XI.
$KUAISHOU-W (01024.HK)$ensure you have stop loss. Think it's affected by tencent's WeChat shopping platform gifting launch and collaboration with apple. Not sure if there will be recovery in the near term.
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Mind to elaborate? How would that affect kuaishou?
102385756
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Tencent is growing it's "social ecommerce". Kuaishou is basically social (short video) and ecommerce also rit hence negative sentiment. Not just KS, Alibaba also dropped. Whether it will actually eat away KS's market - not sure.
102385756
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Huajin Securities: Weixin Shop New Function Promotes Internal & External Traffic Cycle, Formation of Complete/ Closed-loop Ecosystem of WeChat E-commerce
$KraneShares CSI China Internet ETF (KWEB.US)$ $NASDAQ Golden Dragon China (.HXC.US)$ $BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $XIAOMI-W (01810.HK)$
Following the Fed’s hawkish rate cut, the 2-year/10-year Treasury yield spread widened to a 2.5-year high, with th...
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