Likes, Loops, and Little RedNote: Here's the List of Chinese Companies Going Global
Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.
① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.
On Trump's "first day," Emerging Markets faced difficulties, setting several records.
The opening price of the MSCI Emerging Markets Index based on expected PE is 46% lower than the S&P 500 Index, marking the largest gap since Obama's first inauguration in 2009; the average yield of local currency bonds in Emerging Markets is also lower than the yield of USA Treasuries. Analysis indicates that due to USA policy actions, a strong dollar, and high USA interest rates, Emerging Markets stocks are underweighted by investors.
Meituan launches a strong attack on "New Year's Eve dinner".
Increase investment.
Are Banks under pressure from interest margins looking to Overseas for profits? The 2025 annual plan reveals that Overseas Business may become a new highlight.
① The Industrial And Commercial Bank Of China stated that efforts should be made to explore a second growth curve for Overseas Operation; ② For companies going global, it means that both upstream and downstream industries are venturing overseas together, which means more Chinese enterprises are setting up factories and operating locally.
Chinese Asset Sentiment Shows Signs of Recovery
7 Consumer Discretionary Stocks With Whale Alerts In Today's Session
Banks are "short of money," and the yield on interbank certificates of deposit has surpassed that of 10-year government bonds, with the scale of maturing certificates of deposit nearing 6 trillion in the first quarter.
① The recent abnormal situation of banks lacking liabilities is also related to the outflow of non-bank deposits caused by the new self-regulation rules at the end of November 2024. ② The funding situation this morning has improved significantly compared to the past two days, but it remains relatively tight.
The AUM of private banking has grown against the trend; high-end clients are the future of Banks.
In 2024, amid narrowing interest margins and weak income in the banking industry, one Indicator continues to "skyrocket." Data from the corporate early warning system shows that China's private banks...
WeChat has provided a super entrance for "gift giving".
In the latest iOS version of WeChat, a new 'Send Gift' feature has been added to the '+' action bar in the user chat window, alongside core functions such as sending pictures, video calls, and sending red packets, indicating that users can directly initiate gift sending during chats.
The US stock market fluctuated and then declined, Apple fell by 4%, Taiwan Semiconductor's ADR once rose over 7%, and Luxury Goods stocks along with European and American government bonds increased.
In December, USA's retail sales growth was weaker than expected, but the Philadelphia January manufacturing Index reached its highest level in nearly four years. Federal Reserve Board member Waller predicted that there might be up to four interest rate cuts this year, which lowered USA Treasury yields and the dollar. The S&P experienced its first decline in four days, previously boosted by Banks' Earnings Reports. Taiwan Semiconductor's quarterly report confirmed AI demand, leading to most chip stocks rising. Luxury Goods giant Richemont's earnings surpassed expectations, causing a collective increase among peers that pushed French stocks up over 2%. The China concept index rose against the trend, with DouYu increasing by about 28%. The yen approached 155, Bitcoin hovered around $0.1 million, oil prices fell from a six-month high, and Gold reached its highest in five weeks. As a cold wave hit, Henry Hub Natural Gas surged over 4%.
This Is What Whales Are Betting On PDD Holdings
After the market experienced a violent rebound, how will its sustainability be? The two core themes of AI and Siasun Robot&Automation are still key.
Track the entire lifecycle of the main sector.
Stocks Fail To Rise Despite Benign Producer Inflation, 30-Year Treasury Yields Hit 5%, Ely Lilly Tumbles: What's Driving Markets Tuesday?
Shares of Chinese Stocks Are Trading Higher. China's Central Bank Reportedly Indicated It Would Take Measures to Support Economic Growth.
Express News | Shares of US-Listed Chinese Stocks Surge Strongly in Pre-Market Trading. Fangdd Advances 9%, Xpeng Rises 8%, While Alibaba and PDD Gain Over 2%.
Pony Ma has had a prosperous year.
Multiple businesses are thriving.
After the divergence in the Concept of Siasun Robot&Automation and AI, stocks with expected performance growth may receive increasing attention from the market.
Track the entire lifecycle of the main sector.
Is the surge of digital force at the BSE a sign that the gaming industry will finally break the ice for listings?
The biggest customer is Tencent.
Banks' "Wealth Management Night Market" trend is rising again, and the incremental scale of bank wealth management may reach 2-3 trillion yuan by 2025.
① Wealth management companies and Banks are actively creating and establishing "wealth management night markets," breaking time limitations to meet more investors' needs; ② Against the backdrop of declining deposit interest rates, bank wealth management still has vast development space. In the next step, wealth management companies can continue to strengthen efforts in product innovation, channel innovation, and service model innovation.