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KWEB240816C24000

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3.02
+0.54+21.77%

15min DelayClose Aug 16 16:00 ET

3.08High2.73Low

KraneShares CSI China Internet ETF Stock Discussion

Detachment-Delta

Aug 16 02:40

David Tepper Sticks to China Bet While Trimming Nvidia Holdings

While Tepper's Appaloosa Management cut its stake in Alibaba by about 7% in the second quarter, the Chinese e-commerce giant remains the fund’s biggest position, accounting for 12% of its $6.2 billion equity portfolio, according to a 13F regulatory filing Wednesday. The Chinese shares and ETFs made up 26% of the fund’s equity portfolio.
$PDD Holdings (PDD.US)$ $KraneShares CSI China Internet ETF (KWEB.US)$ $NVIDIA (NVDA.US)$

Big moves in top institutional holdings: Whose strategy will you mirror?

Spinee

Aug 13 20:47

Overseas Turbulence May Trigger a Shift in A-Share Market Trends

Soochow Securities believes that if the Japanese stock market declines and China’s nominal GDP increases quarter-on-quarter, overseas funds may flow into Chinese assets temporarily. In terms of sector selection, the preference will likely remain with "old favorites" since 2020: 1) Globally competitive sectors such as new energy and automotive; 2) Irreplaceable general consumption sectors like liquor within the food and beverage indu...

Spinee

Aug 9 01:11

CHINA PPI BREAKDOWN:

PPI y/y and m/m remained steady.
PPI -0.2% m/m, with a -0.1% input prices and producer prices for consumption goods remained at +0.1%.
Month-on-Month Analysis:
Prices in the domestic oil and natural gas extraction industry rose by 3.0% due to international influences, while the prices for non-ferrous metal smelting and rolling industries dropped by 0.4%. Copper smelting prices decreased by 1.6%, and aluminum smelting prices fell by 0.2%.
Coal prices remained stable, with th...

Spinee: 刚进去：

Spinee

Aug 5 03:48

Caixin China Services PMI breakdown

The services sector extended the period of expansion that commenced in January 2023, albeit at a pace that remained below the year-to-date average.
Incoming new business increased at a solid pace in July, supported by sustained improvements in underlying demand conditions and an expansion of service offerings.
Export business also expanded, attributed to rising interest from overseas clients and growth of tourism activity, the rate of export business expan...

Caixin July. Services PMI 52.1 [Est.51.5 Prev.51.2]
Caixin July. Composite PMI 51.2 [Prev. 52.8]
*The services sector beat expectations but could not offset the negative impact from the manufacturing sector, the composite PMI was the weakest in 9 months.
$Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $BABA-SW (09988.HK)$ $TENCENT (00700.HK)$ $MEITUAN-W (03690.HK)$ $BIDU-SW (09888.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$

Spinee: 财新中国制造业采购经理人指数明细：

kkwong13

Jul 31 11:52

$KraneShares CSI China Internet ETF (KWEB.US)$ China economy market by 2H24 might change to massive, higher consumption growth vs before. China government policy is setting up to provide better incentive, discounts vouchers for goods to boost citizen purchase, similar to print money to citizen vs increase funding on infrastructure. This might be a new turning point to China economy in 2H24, like US print $trillions dollar to save economic from covid crisis.
Higher opportunity to grow higher by 2H...

Spinee

Jul 25 04:00

NVIDIA's New Chip for China

$NVIDIA (NVDA.US)$ introduced a new chip specifically for the Chinese market. However, industry experts doubt its ability to match the performance of domestic chips and meet the growing demand for computing power.
$SMIC (00981.HK)$ $SENSETIME-W (00020.HK)$ $BABA-SW (09988.HK)$ $KraneShares CSI China Internet ETF (KWEB.US)$

Serve Robotics soars and dips: Is it a smart buy?

Spinee

Jul 22 22:45

China's "Interest Rate Cut," LPR Lowered by 10 Basis Points for 1-Year and 5-Year Terms

China's 1-year Loan Prime Rate (LPR) was set at 3.35% in July, with the 5-year LPR set at 3.85%, both lowered by 10 basis points from previous levels.
The LPR adjustment, synchronized with reverse repurchase operations, reflects the gradual unveiling of the central bank's new monetary policy framework. This adjustment indicates the LPR's shift towards referencing short-term policy rates more heavily, diminish...

Spinee

Jul 22 01:13

China unveils details of the Third Plenum decisions on deepening reform on Sunday.

Will let the market play a decisive role in resource allocation.
Will work on policies to build a positive environment and offer more opportunities for the non-public economy sector.
Will formulate private economy improvement law.
Strengthening antitrust operations.
Will improve the convenience for foreign capital to invest equity and venture capital in China.
Will optimize the layout of the state-owned econ...

Spinee

Jul 19 02:37

Goldman Sachs cuts China 2024 GDP forecast to 4.9% from 5.0% and raises 2025 forecast to 4.3% from 4.2%.
$KraneShares CSI China Internet ETF (KWEB.US)$ $Global X MSCI China Consumer Discretionary ETF (CHIQ.US)$ $BABA-SW (09988.HK)$ $TENCENT (00700.HK)$ $XIAOMI-W (01810.HK)$ $BIDU-SW (09888.HK)$

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