After President Donald Trump announced his America First Investment Policy on weekend, fears of strained trade relations grew, sending U.S.-listed Chinese stocks tumbling. The$NASDAQ Golden Dragon China (.HXC.US)$Index dropped over 5% on Monday, halting six weeks of gains fueled by optimism over China’s economy and the DeepSeek-R1 launch. Since January, the MSCI China Index has risen 26%, and the Nasdaq Golden Dragon ...
Chinese assets are on a rapid rebound following the January 20 release of DeepSeek's R1 model. Since February, the$Hang Seng TECH Index (800700.HK)$has jumped more than 19%, while the$NASDAQ Golden Dragon China (.HXC.US)$has climbed over 11%. Wall Street banks have issued optimistic reports on Chinese tech stocks, signaling potential revaluation. Goldman Sachs analyst Kinger Lau published a report titled “AI Changes the Ga...
The$Hang Seng TECH Index (800700.HK)$soared to its highest level since February 2022 last Friday. Despite ongoing volatility in U.S. tech stocks, the index has surged by 23.08% since the start of the year. Leading the charge are the 'Terrific Ten,' a group of major Chinese tech firms including$Tencent (TCEHY.US)$,$Alibaba (BABA.US)$, and$SMIC (00981.HK)$, which have outpaced the Magnificent 7 in gains since early 2024. F...
xiaolong财
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Policy-based economics is unreliable. It is all about harvesting profits in waves. There is a problem with that mindset. Immediately eliminate it.
70948794
101731590
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that may be true but you cannot trust China's one day its there and the next it could be delisted. Make sure to get your stoploss in there. Yes I made this mistake but now have 700 shares of SMCI and it is coming back around. Making profit but it has taken long enough.
Mike Ricci
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sounds great but we have some Hurd of caddle running the Tesla bull run plus other lined up for the bull run I'm glad your happy starting out on a good note makes me feel good to but my year started out horrible all those assets you gave me got stolen my phone got hacked and viruses lost all my assets. my account says mikeRicci 122 it's like someone swapped out my account because my account was just Mike Ricci account. my be it can be saved and reset back to the way it was if it's even possible to get my assets back again it would be very amazing. anyways it's a new year let's make it a good 1. I call u moomoo boss you never told me your name so I gotta call you something your an amazing guy and very understanding person thanks for everything you do for me.
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...
Stocks to Watch Walt Disney Co (DIS US)$Disney (DIS.US)$ Daily Chart -[BEARISH ↘ **] DIS US shaped a bearish breakdown. As long as price is holding below 108.64 resistance, a further drop towards the 101.35 support is expected. Technical indicators are advocating for a bearish scenario with the MACD showing a build up in bearish momentum. Alternatively: A daily candlestick closing above 108.64 resistance will invalidate bearish view and open a push higher toward...
$NTES-S (09999.HK)$ Game release - Marvel Rivals hit 10mil players shortly after release and 20mil players within 2wks later. Steam stats displays constant active players in the meantime. Meanwhile Overwatch hit lowers active player count upon Marvels Rival release. Its game on time for Netease to be consistent as they always do (marketing, events, battle passes), and a healthy line up of new games to be released in the next few days and months ahead.
WayneTheBoon
:
I’ve been saying this for years that Nio is not primary listed in HK so it’s doesn’t get investments from the mainland, but no one listens
Cut RRR by 100bps to 9.5% Cut LPR by 35bps to 3.1% Cut interbank rates 8bps to 1.744% Approved $1.4T in additional debt Approved $1.4T in local govt debt swap Approved $838B in additional local govt debt issuance Cut rates on $5.3T of outstanding mortgages Reduced the downpayment on new and 2nd hand home purchases from 25% to 15% Approved tens of billions in loans to financial institutions and listed firms for share buybacks Yes, they have been working to stimulate ...
NetEase Stock Forum
Wall Street banks have issued optimistic reports on Chinese tech stocks, signaling potential revaluation.
Goldman Sachs analyst Kinger Lau published a report titled “AI Changes the Ga...
F...
🌟A Convergence o...
Walt Disney Co (DIS US) $Disney (DIS.US)$
Daily Chart -[BEARISH ↘ **] DIS US shaped a bearish breakdown. As long as price is holding below 108.64 resistance, a further drop towards the 101.35 support is expected. Technical indicators are advocating for a bearish scenario with the MACD showing a build up in bearish momentum.
Alternatively: A daily candlestick closing above 108.64 resistance will invalidate bearish view and open a push higher toward...
Game release - Marvel Rivals hit 10mil players shortly after release and 20mil players within 2wks later.
Steam stats displays constant active players in the meantime.
Meanwhile Overwatch hit lowers active player count upon Marvels Rival release. Its game on time for Netease to be consistent as they always do (marketing, events, battle passes), and a healthy line up of new games to be released in the next few days and months ahead.
I'm talking about you $JD.com (JD.US)$ $JD-SW (09618.HK)$ $NIO Inc (NIO.US)$ $NIO Inc. USD OV (NIO.SG)$ $NIO-SW (09866.HK)$ $NTES-S (09999.HK)$ $NetEase (NTES.US)$ $Trip.com (TCOM.US)$ $Baidu (BIDU.US)$ $BIDU-SW (09888.HK)$
Private pension funds in China will be able to invest in Index Funds - many of which hold Stock Connect eligible companies.
$BABA-W (09988.HK)$ $TENCENT (00700.HK)$ $XIAOMI-W (01810.HK)$ $MEITUAN-W (03690.HK)$ $BILIBILI-W (09626.HK)$ $NTES-S (09999.HK)$
Cut LPR by 35bps to 3.1%
Cut interbank rates 8bps to 1.744%
Approved $1.4T in additional debt
Approved $1.4T in local govt debt swap
Approved $838B in additional local govt debt issuance
Cut rates on $5.3T of outstanding mortgages
Reduced the downpayment on new and 2nd hand home purchases from 25% to 15%
Approved tens of billions in loans to financial institutions and listed firms for share buybacks
Yes, they have been working to stimulate ...
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