In a strategic move to reinforce China's technological leadership, President Xi Jinping is set to convene a pivotal symposium on Monday in Beijing, bringing together the nation's foremost tech entrepreneurs. This assembly not only underscores China's unwavering dedication to innovation but also presents a compelling invitation for global investors to engage with the dynamic Chinese tech sector. 🌟A Convergence o...
Citi Research's latest analysis (February 12, 2025) suggests that despite recent rallies, Chinese tech stocks are not yet overvalued. The sector's "crowdedness" – a measure of investor concentration and sentiment – remains below historical peaks when adjusted for heavyweight constituents like Xiaomi. This creates opportunities for strategic investors to identify potential leaders akin to the U.S.'s "Mag7" tech gi...
$Alibaba (BABA.US)$has seen its shares surge for five consecutive weeks, with a cumulative gain of 48% since mid-January. On Wednesday, the stock briefly touched $119, surpassing the rapid rally witnessed in September 2024, driven by shifts in macroeconomic policy. By midday Thursday in Asia, Alibaba confirmed a partnership with Apple Inc. to develop AI features for iPhones in China, sending its stock up m...
$Li Auto (LI.US)$ Macquarie analyst Eugene Hsiao changed the firm's stance on Li Auto, upgrading the stock from Neutral to Outperform with a price target (PT) of USD29.00. The adjustment follows the company's recent quarterly performance, where vehicle volumes fell short of the anticipated guidance range, particularly due to a higher mix of the lower average selling price (ASP) models L6 and L7. According to InvestingPro data, Li Aut...
Tuesday saw a market climb after President Trump paused tariffs on Mexico and Canada, while China retaliated to the U.S. with tariffs of their own. President Xi and Trump spoke on the phone Tuesday, and the targeted nature of Chinese retaliation led equities to shrug off the fears that tariffs would cause issues. Just past 4 pm ET the$S&P 500 Index (.SPX.US)$traded +0.72%, the$Dow Jones Industrial Average (.DJI.US)$...
China and the U.S. are at it again, but why are stocks unaffected? Happy Tuesday, investors, it's February 4th. The market is climbing back after not just Mexico, but Canada agreed to border security measures to end President Trump's tariffs before they even started. China, with no border with the U.S. to send troops to, responded with retaliatory tariffs Tuesday after Trump's 10% tariffs began. But Tuesday morning, Hong Kong stoc...
$XPeng (XPEV.US)$ Xpeng's monthly deliveries have been increasing steadily and overtook Li Auto for the first time since Sep 2022. With its popular models and cost control, Xpeng may turn profitable this year. Xpeng may rise to resistances around 18.74 and 19.96. Xpeng maintained strong deliveries in Jan, albeit down from Dec. The electric vehicle (EV) maker delivered 30,350 units in Jan, its third straight month above the 30,000 mark, according to data it released. That's a 17.29% decrease from...
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bullrider_21
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Xpeng entered the European markets of Belgium, Luxembourg, Ireland and Finland in Jan.
$Alphabet-C (GOOG.US)$ Alphabet's self-driving unit Waymo announced on Wed it plans to expand testing of its autonomous driving technology in over 10 new cities in 2025. After testing the Waymo Driver in multiple cities, the company says the technology is adapting successfully to new environments, leading to the expansion. In addition to ongoing trips to Truckee, Michigan's Upper Peninsula, Upstate New York and Toky...
$Tesla (TSLA.US)$ It's a good thing for Tesla that its CEO has cozied up to Trump, because the company's latest numbers are awful. Tesla missed expectations with earnings of USD0.73 per share (non-GAAP) and it missed revenue expectations with USD25.707 billion during the last quarter. The Wall Street consensus for this quarter was USD27.224 billion in revenue and earnings of USD0.77 per share. Tesla's gross profits were down 6% year-over-year ...
bullrider_21
OP
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At the start of last year, I already predicted it would be a bad year for Tesla's deliveries. No new models, price cuts and high interest rate would affect its profit margins and results. But the market chose to focus on Musk's promises and his relationship with Trump and the stock rallied.
KoolBee : interesting that Baidu was not invited
72175489 : What is the proportion of state-owned enterprises among Technology companies?
102472268 :![heart_on_fire ❤️🔥](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/2764-fe0f-200d-1f525.png)
![cn 🇨🇳](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f1e8-1f1f3.png)
104998465 102472268 : xjp grinning ear to ear, must be vhappy
TMW1986 : Did nio ceo invited? Lol.
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