[Brokerage Focus] Bocom Intl: Bullish on OTA/local life competition easing and sustained robust performance by 2025.

Jinwu Financial News | Bocom Intl released its 2025 outlook for the internet plus-related industry, as new policies are progressively implemented, the effects on online and offline consumer spending may become evident the fastest. There is bullish sentiment towards consumer categories on internet trading platforms that are relatively inelastic and can be quickly stimulated, as well as the software industry benefiting from AI empowerment and innovation recovery. It is suggested to focus on stable growth in core business, improvement in profitability, and valuation recovery opportunities driven by high shareholder returns. The bank is optimistic about the easing competition in OTA/local life and the sustained steady performance, with ecommerce > education > gaming > software having significant valuation recovery opportunities. OTA: Mainland hotel ADR pressure is easing, outbound business.

Jinwu Financial News19:47 ET

U.S. stocks closed: The Dow and S&P reached all-time highs, while general motors plunged nearly 9%.

① Most technology giants rose, only Tesla fell; ② Eli Lilly and Co rose by 4.5%, as Biden proposed health insurance coverage for weight loss drugs; ③ The Chinese concept stock Jinlong Index fell by 0.8%, Nio fell by 7.7%; ④ Apple proposed to increase investment by 0.1 billion US dollars to seek to lift the sales ban, but was rejected by the Indonesian government.

cls.cnNov 26 17:42 ET

New Oriental Rug Store Opening in Lancaster County

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US stocks closed: The Dow Jones rose nearly 1% to a new high, while nvidia and Tesla fell sharply against the trend.

① The nasdaq china golden dragon index rose by 0.44%; ② bitcoin fell back, microstrategy dropped more than 4%; ③ international oil prices plummeted, conocophillips fell by 5%; ④ California plans to introduce electric autos purchase subsidies, with Tesla being excluded.

cls.cnNov 25 17:48 ET

New World Development Ejected From Hang Seng Index; Kuaishou, New Oriental Admitted to Index

MT NewswiresNov 25 05:23 ET

Zhong Shandan said that he looks down on entrepreneurs who do live-streaming sales, Zhou Hongyi responded remotely: Entrepreneurs cannot be complacent, otherwise they will fall behind.

Sina Technology News, noon on November 22, recently, nongfu spring founder, director, and general manager Zhong Shanshan said in communication with Sina Technology, "I will never do live streaming sales, I believe those companies are flat, my company is vertical, I have roots." Zhong Shanshan opposes entrepreneurs doing live streaming sales, he believes that the product appearance seen in live streaming sales cannot determine the quality of the product, when you can determine the quality of the product, you must go deep into it. "I despise entrepreneurs who do live streaming sales, you can do more valuable things." Zhong Shanshan. In response, Zhou Hongyi, founder of 360 Group,

Sina TechnologyNov 21 23:53 ET