Asia Markets Trade Mixed on Hawkish RBA Minutes, Japanese Yen Strengthens on Intervention Fears
Morgan Stanley Cuts European Stocks View to Neutral With Tariffs, China as Headwinds
S&P Sees Some Signs of a US Credit Bubble as Spreads Tighten
Express News | Senate Judiciary Panel To Hold Hearing Tuesday On Threat Of Chinese Hacking
Xiaomi conference call: autos Q4 revenue growth rate is expected to continue to rise, planning to open 120 500-square-meter large stores this year.
Xiaomi stated that the growth in total revenue for the Xiaomi Group this quarter is largely due to the stable growth of the auto business, and if necessary, it will further invest in expansion, planning to open 120 oversized Xiaomi Home stores by the end of the year, each covering an area of 400-500 square meters.
Express News | Stellantis CEO Tavares Says The Discussions Between Europe And China On Tariffs And Possible Compensatory Measures Are Not Over
Global Companies With at Least 50% U.S. Revenue Exposure as Trump Eyes Tariffs: BofA
Express News | 'Novo Nordisk Launches Wegovy in China With Prices Well Below US' - Bloomberg News
Asia Markets Mixed, BOJ's Ueda Offers Few Rate Hints; Eyes on LPR Decision and Nvidia Results
Lithium battery elimination match exam question: Will solid state batteries be cheaper than liquid ones? Will sodium batteries account for half of the market? | Direct hit at the "Battery Davos".
①After the expansion of power batteries, the industry elimination has also entered a deep water area; ②Although the industry generally expects full solid state batteries to become the "next generation battery", experts point out that the bottleneck of conductivity, production equipment and cost still needs to be addressed; ③Affected by the sharp drop in lithium prices, the industrialization speed of sodium batteries has slowed down, and sodium batteries will still need time to reduce costs and increase efficiency in order to win market share in the new round of energy storage competition.
Electric cars are popular, looking forward to SUV! Daiwa exclaims Xiaomi "Don't get off too early"!
Da Ma believes that the market performance of Xiaomi SU7 has exceeded expectations and the strong momentum is expected to continue. The SU7 Ultra has significantly improved the brand image, and the upcoming SUV model will be a major catalyst for performance. At the same time, the price increase of the new smart phone is expected to improve the mid-term profit margin, and the gross margin of the AIoT business is expected to continue to significantly improve. The report has raised the target price of Xiaomi by 35% to 35 Hong Kong dollars, stating that any pullback is a good buying opportunity.
The Most Overbought and Oversold Equities Around the World
Reported Earlier, 'China To Cut Or Cancel Export Tax Rebates For Products Including Aluminum' - Reuters News
Goldman Sachs Sees More China Tariffs in Early 2025 With Trump Set to Return
Chinese Retail Sales Pickup In October: Here's What's Happening With Alibaba, JD And Pinduoduo Shares
China's Retail Turnover Rise to Eight-month High in Oct; Jobless Rate Fell to Four-month Low
Express News | Reported Earlier, China Fixed Asset Investment (YoY) For October 3.4% Vs. 3.5% Est.; 3.4% Prior
Alibaba Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Hillhouse HHLR Q3 hold positions: Chinese concept stocks hold an absolute dominant position, and the total market value of hold positions grew by more than 10%!
①HHLR Advisors, a subsidiary of Hillhouse Capital, saw its total market cap of US stocks holding positions grow by over 10% in the third quarter, with 9 of the top ten heavy positions being Chinese concept stocks; ②HHLR Advisors continued to hold heavy positions in Chinese concept stocks in the third quarter, with the market cap of Chinese concept stocks increasing from 85% in the second quarter to 93% in the third quarter.
"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.