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[Brokerage Focus] Nomura Securities points out that the growth of internet users in China is steady, and e-commerce platforms are significantly affected by the november 11 shopping festival-related promotions.
Kingwusai | Nomura Securities' research report pointed out that in October 2024, China's smart phone monthly active users (MAS) increased by 2.2% year-on-year, reaching 1.25 billion, remaining flat compared to previous months. The total online time of users increased by 5.8% year-on-year, maintaining a growth trend. The user engagement of e-commerce applications increased sequentially during the november 11 shopping festival, with the monthly online time of alibaba's Taobao app and jd.com's app growing by 21% and 23% respectively, while pdd holdings' online time only increased by 5% due to its less reliance on major promotional activities. Xiaohongshu (XHS) performed outstandingly, with a 39% year-on-year increase in monthly online time.
Wang Xiao, partner at Qicheng Capital: In the era of consumer market stock, "competing on price" and "competing on value" are both important | Direct hit on the new consumption power conference.
1. Online retail has differentiated from shelf e-commerce to a type represented by pdd holdings, focusing on individual products and price mechanisms, as well as content e-commerce represented by Douyin. Both forms of e-commerce achieve precise matching of supply and demand through efficient algorithms and mechanisms. 2. In a market environment of stagnant or even declining volume, companies need to shift from opportunity-driven to capability-driven, from growth-first to efficiency-first, and from scale-oriented to value-oriented.
Top Gap Ups and Downs on Wednesday: SONY, DELL, ADSK and More
JD.com Options Spot-On: On November 27th, 138.62K Contracts Were Traded, With 1.76 Million Open Interest
Express News | Shares of US-listed Chinese Stocks Are Trading Higher Following a Report Indicating Additional Chinese Fiscal Stimulus After a Key Economic Meeting in December
Why JD.com, Inc. (JD) Is One of the Cheapest Stocks to Buy on Robinhood?
Turkey Prices Have Dropped, But Americans Are Cutting Back on Thanksgiving Feasts
Hong Kong stocks are moving | The index of Hengke has expanded its increase to over 3%, with all network technology stocks rising. Meituan-W (03690) is up nearly 7%.
The Heng Science Index expanded by over 3%, with regards to the component stocks, network technology stocks rose across the board today, with Meituan-W (03690) up 6.7%, closing at 175.3 Hong Kong dollars; jd.com Group-SW (09618) increased by 4.42%, closing at 141.8 Hong Kong dollars.
Hong Kong stocks unusual movement | jd.com Group-SW (09618) opened more than 2% higher, amazon purchases from overseas settle in jd.com, cross-border shopping delivers in as fast as 2 days.
JD.com Group-SW (09618) opened more than 2% higher, and as of writing, it is up 2.28%, at 138.9 HKD, with a trading volume of 70.6241 million HKD.
JD.com Options Spot-On: On November 26th, 85,541 Contracts Were Traded, With 1.73 Million Open Interest
Inflation Expected to Move Away From Target If Tariffs Happen -- Market Talk
10 Consumer Discretionary Stocks Whale Activity In Today's Session
JD Sports Shares Surge on Deutsche Bank Upgrade
JD.com Options Spot-On: On November 25th, 116.14K Contracts Were Traded, With 1.78 Million Open Interest
Trump's tariffs are worrying! NRF: Could shrink usa consumers' spending power by $78 billion annually
① The National Retail Federation reports that the tariffs proposed by Trump could cost usa consumers between 46 billion and 78 billion dollars each year. ② Tariffs will lead to price increases on outfits, toys, furniture, and other products, which will ultimately be passed on to consumers by retailers; ③ Wall Street investment banks have pointed out that the imposition of high tariffs could severely impact economic growth, and retailers may collectively raise prices.
Behind the Scenes of JD.com's Latest Options Trends
Investors Eye New PMI, Consumer Sentiment Data: Catalysts
Hong Kong stock concept tracking | Promoting stable growth in foreign trade releases another "combination punch", the cross-border e-commerce industry welcomes bullish news (including concept stocks).
On November 21, the Ministry of Commerce issued a notice on several policy measures to promote stable growth of foreign trade. It pointed out the need to strengthen financing support for foreign trade enterprises.
JD.com Options Spot-On: On November 21st, 74,460 Contracts Were Traded, With 1.76 Million Open Interest
Goldman Sachs: US hedge funds significantly increased their shareholding of Chinese concept stocks in the third quarter.
A report by Goldman Sachs, a US investment bank, shows that US hedge funds increased their investments in Chinese companies listed in the US in the third quarter, with jd.com and GDS Holdings stocks being bought the most. According to a report sent to clients on Wednesday by Goldman Sachs, the exposure of US hedge funds to US-listed Chinese concept stocks has risen to the highest level since the end of 2021. The bank stated that as of early the fourth quarter, approximately 25% of US long-short stock funds hold at least one long position in Chinese concept stocks. E-commerce giant jd.com is the most popular, attracting 47 hedge funds, with 26 funds net buying in the third quarter.