来财_来财
OP151339861
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**Summary:** Ant Group is expanding its AI healthcare initiatives, which could positively impact Alibaba (BABA) due to their close collaboration. On March 21, Ant Group announced upgrades to its AI products for medical institutions, doctors, and users. Key developments include: - **Ant Medical Large Model All-in-One Machine**: A collaboration with Huawei and Alibaba Cloud for private deployment of medical AI models. - **AI Doctor Assistant Tools**: For 290,000 doctors on Haodf.com. - **AI Health Manager**: A health app with new features like intelligent thinking and self-assessment. This move aims to address challenges in healthcare AI deployment, balancing convenience, data security, and cost efficiency. Ant Group is working with nearly 100 partners, including Alibaba Cloud and Huawei, to advance AI in healthcare. **My Perspective:** This development is **positive for Alibaba** in the short to medium term. The collaboration between Ant Group and Alibaba Cloud highlights Alibaba's growing influence in the AI and healthcare sectors, which could attract investor interest and drive stock performance.
104254860
MT888888
:
The key figures from April 2 discuss the matter of influence, and it is currently difficult to see a return to the peak. Perhaps after April 2, it will return to 50.
Moriarty mcG
OP
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options analysis for Xiaomi (01810), with a focus on put options and implied volatility. Key Observations: 1. Stock Price Decline (-3.19%) Xiaomi's stock is currently trading at HKD 54.7, down 1.8 HKD for the day. This suggests some short-term selling pressure. 2. Put Option Implied Volatility (IV) Analysis: IV is highest for near-term expirations (March 28, 2025) and decreases as expiration extends to June 27, 2025, and March 30, 2026. This means the market expects higher short-term uncertainty but lower long-term volatility. 3. Volatility Smile: The Call option IV chart shows a strong skew, with deep OTM (Out of the Money) calls having extremely high IV (above 1300%). This suggests traders may be speculating on major upside movements or that liquidity is low, leading to exaggerated IV. Interpretation & Strategy: Short-term traders: The high near-term IV in puts suggests the market is pricing in risk—perhaps due to Xiaomi’s earnings report on March 18. If you believe the stock will rebound, selling high IV puts could be profitable. Long-term investors: The IV drop in 2026 expiration suggests confidence in Xiaomi’s long-term stability. If you're bullish, longer-dated call options might offer good value. Stock Movement: The current pullback (-3.19%) might be a buying opportunity if you expect positive earnings. However, the high IV in options suggests some uncertainty.
Heng333 OP : institutions just bought... nice