8 Consumer Discretionary Stocks Whale Activity In Today's Session
Nomura: Predicts J&T EXPRESS-W "Buy" rating with a Target Price of 7.3 Hong Kong dollars.
Nomura released a research report stating that J&T EXPRESS-W (01519) saw a 27% year-on-year increase in package volume in China in the fourth quarter to 5.915 billion pieces, with an overall year-on-year growth of 29% in China's package volume for 2024, exceeding the group's full-year growth guidance of 20-25%. The Target Price is set at 7.3 HKD, with a rating of "Buy". The bank indicated that J&T EXPRESS experienced strong package volume growth in China and Southeast Asia for the fourth quarter of 2024, while new markets showed weaker package volumes. The group's overall package volume in the fourth quarter increased by 33% year-on-year to 7.392 billion pieces. The overall package volume for 2024 is expected to grow by 31%. J&T EXPRESS will report fourth quarter package volumes.
Amazon Set To Benefit From Mexico's Import Tariffs Affecting Temu, Shein — Analysts See Window Of Opportunity For Established Players
Hong Kong stock morning report on January 8: The Ministry of Industry and Information Technology is conducting a trial for 10G optical networks; Mixue Ice City has obtained registration from the China Securities Regulatory Commission for its Hong Kong IPO
① The State Council: Venture Capital Funds should focus on developing new quality productive forces. ② Ministry of Industry and Information Technology: Launching pilot projects for 10-gigabit optical networks. ③ Apple's spring "budget version" iPhone new model will start mass production in mid-January 2025. ④ Mi Xue Bing Cheng's Hong Kong IPO has been filed with the China Securities Regulatory Commission.
U.S. stock market close: Inflation concerns lead to a decline in all indexes, NVIDIA fell 6% after reaching a new high.
① The Nasdaq China Golden Dragon Index fell by 0.2%, with China Concept Stocks showing mixed results; ② NVIDIA launched its personal computing product Project DIGITS; ③ XPENG Huaitian: Flying cars will be mass-produced and delivered in 2026; ④ Vaccine stocks soared, with Moderna rising nearly 12% and Novavax increasing by nearly 11%.
PDD Holdings Options Spot-On: On January 7th, 61,626 Contracts Were Traded, With 1.4 Million Open Interest
U.S. stock market closing: the three major Indexes had mixed results, with the Technology conference CES boosting chip stocks higher.
① Nasdaq China Golden Dragon Index closed down 1.16%, most China Concept Stocks fell, Tencent ADR dropped nearly 8%; ② MicroStrategy has purchased Bitcoin for nine consecutive weeks; ③ Trump denies plans to reduce the applicability of tariffs; ④ Qualcomm announces the launch of the new AI chip Snapdragon X.
PDD Holdings Options Spot-On: On January 6th, 99,748 Contracts Were Traded, With 1.39 Million Open Interest
US stock market trends | Chinese concept stocks rise, PDD Holdings (PDD.US) up over 4.6%
Chinese concept stocks rose, as of the time of writing, PDD Holdings is up more than 4.6%.
Express News | FTSE China A50 Index Futures Surge Over 1%; Pinduoduo Nearly 5% Premarket
PDD Holdings Unusual Options Activity For January 03
PDD's Temu Faces UK Inquiry Into Workers Rights
Who will be China's richest person in ten years? Kunlun Tech's Zhou Yahui: It will be among Zhang Yiming, Lei Jun, and Wang Xing.
Sina Technology reported on January 3rd that Zhou Yahui, founder of Kunlun Tech, released the first article in his series of personal investment notes for 2025, discussing the social structure of the robotic era. He pointed out that based on an understanding of the cycles of technological revolution, he has always believed that, "Only after 2030 will we gradually realize General AI (AGI)." What marks the era of AGI? It is when robots begin to truly enter human society and integrate into various aspects of people's work and lives, which will happen in 2030." Zhou Yahui stated that he has never changed this timeline, "The AGI era can also be...
U.S. stocks closed: the S&P and Nasdaq recorded five consecutive daily losses while Small Cap stocks saw a surge in speculative trading.
① The three major Index opened high but closed low, with the S&P and Nasdaq recording a decline for the fifth consecutive day; ② Tesla's annual delivery data has decreased for the first time in over a decade; ③ USA AI Nuclear Power Concept stocks secured a government L of 1 billion dollars; ④ "Roaring Kitty" leads the way, Small Cap thematic concept stocks gained hype.
Express News | Shein and Temu Face Jan 7 UK Lawmakers Committee Hearing as Part of Wider Inquiry Into Employment Rights
Hong Kong stock morning report on January 2: Alibaba cleared its holdings in SUNART RETAIL for over 13.1 billion Hong Kong dollars, and BYD's Electric Vehicles sales are expected to increase by more than 40% in 2024.
① In 2024, the fundraising amount of Hong Kong's IPO market returns to the top five globally. ② Alibaba clears out SUNART RETAIL with over 13.1 billion Hong Kong dollars. ③ BYD's sales of Electric Vehicles in 2024 increase by over 40% year-on-year. ④ New loan approvals in Hong Kong in November show a month-on-month growth of about 28%.
PDD Holdings Options Spot-On: On December 31st, 79,190 Contracts Were Traded, With 1.36 Million Open Interest
Equity Markets Fall Intraday as 2024 Draws to Close
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
PDD Holdings Options Trading: A Deep Dive Into Market Sentiment