'Red Sweep' Could Ramp Up Pressure on CNH
US stocks closed: Technology giants drive all three major indexes up, while Trump Media Group plunges at the end of the session.
①Nvidia becomes the "global stock king"; ②Apple warns: future products may not be as lucrative as the iPhone; ③Super Micro Computer's post-market trading in the US stock market fell by more than 10%; ④Zuckerberg's nuclear energy AI ambitions thwarted by bees.
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Express News | Ishares China Large Cap ETF up 2.8%, Kraneshares CSI China Internet ETF up 3.1%
Express News | Li Auto up 2.1%, JD.com up 2.4%, NIO up 3.9%, Xpeng up 4.9%
Express News | PDD Holdings up 2.3%, NetEase up 1.5%, Baidu up 2.5%
Express News | U.S.-Listed Shares of Chinese Firms Rise Premarket as Domestic Stocks Close at 4-Week High
China A-Share Earnings Could See Notable Recovery in 1H
Sealand Securities: It is recommended to pay attention to the layout opportunities for the overall improvement in the margins of the e-commerce industry in the future.
Sealand maintains a 'recommended' rating for overseas industries, bullish on the performance recovery of traditional e-commerce platforms and live e-commerce platforms, and recommends focusing on the layout opportunities following the overall improvement of the e-commerce industry in the future.
US stocks closed: Trump, Harris concept stocks rose together, Chinese concept stocks remained stable and rose.
1. The market is filled with a wait-and-see attitude, with all three major indexes collectively falling. 2. Trump's media technology group rebounded after hitting bottom. 3. Photovoltaic and clean energy concept stocks strengthened collectively. 4. Reports claim that Nvidia will distribute Super Micro Computer orders to other suppliers.
China Stimulus Likely to Be Incremental, Not 'Bazooka'
Taobao, jd.com, and pdd holdings are rushing into the Hong Kong market, with free shipping services as a breakthrough point.|Going Global Insights
①Some analysts pointed out that the e-commerce penetration rate in the Hong Kong and Macao region is lower than that in the mainland, so there is still room for incremental growth. ②The landing issues of logistics in the Hong Kong and Macao market mainly involve multiple aspects such as goods transit, local logistics distribution labor costs, and network layout costs.
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The biggest parasite in the e-commerce era.
Do not abuse the rules.
US stocks closed: 'Big Seven' all defeated, S&P and Nasdaq hit the largest decline in nearly two months.
1. PHLX Semiconductor Index fell more than 4%; 2. The China Concepts Stock Index dropped 1.3%; 3. Apple's Greater China revenue fell short of expectations; 4. Guo Mingchi: The possibility of super micro computer suspension or delisting is increasing.
Heard on the Street: Etsy's Crafty Niche Has Its Limits -- WSJ
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