Full Truck Alliance Stock Discussion

$Full Truck Alliance (YMM.US)$
The risk assessment for YMM stands at a moderate level(6/10) primarily due to the mixed signals from its financial and operational parameters. The company's liquidity and recent performance indicators offer a buffer against immediate vulnerabilities. However, the significant float size, lack of profitability, and low proximity to the 52-week high increase uncertainty in expected performance. While the positive news sentiment on earnings provides some stability, the ...

Chinese Stocks Surge Remarkably
Chinese equities rallied last week on strong policy signals. The CSI 300 Index surged more than 15%, marking its largest weekly gain since 2008. On Monday, the last trading session before the holiday, the index soared 8.5%, with a historic trading volume, and only eight stocks declined.
The $NASDAQ Golden Dragon China (.HXC.US)$ Index jumped over 23% over five trading da...

Goldman Sachs, referencing QuestMobile data, highlights several trends in the Chinese mobile app market for August 2024:
Overall Mobile App Engagement: Up 6% YoY, accelerating from 4% in July.
E-Commerce Apps: Growth slowed to 8%, down from 15% in July.
Games: User engagement slightly declined by 1% YoY.
Key Insights:
E-Commerce Engagement:
$JD-SW (09618.HK)$ and $PDD Holdings (PDD.US)$ saw significant increases in user time ...

As of mid-2024, Jinglin Asset's holdings in $PDD Holdings (PDD.US)$ have reached nearly 20% of Jinglin's U.S. stock portfolio, with a 43% increase in Q2 alone.
The top six stocks by market value in Jinglin's portfolio make up 60% of the total portfolio, with the holdings as follows: Pinduoduo (18.24%), Facebook (15.44%), $Taiwan Semiconductor (TSM.US)$ (12.45%), $Microsoft (MSFT.US)$ (10....

$Full Truck Alliance (YMM.US)$ what a joke

$Full Truck Alliance (YMM.US)$ couldn't pass added some to my portfilio