To The Moon

$Direxion Daily FTSE China Bull 3X Shares(YINN)$ rose to almost 4% on Tuesday, while $NetEase(NTES)$ printed a fresh all-time high price at $139.69.We also see many tigers for like @期权小鳄鱼，@Joe998 did great job on Chinese ADRS calls. $KUAISHOU-W(01024)$ $TENCENT(00700)$

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💰Check China Market Heatmap:Top HK Stocks, ADRs & ETSs

Soure: Tiger trade, as of July 22nd 2025

Top 10 China ADR Stocks on NYSE, NASDAQ

Review Tuesday‘s top10 Chinese ADRS by market cap as of July 23, 2025, we can see 8 out 10 gain double digtal gains in 2025: $Taiwan Semiconductor Manufacturing(TSM)$ , $Alibaba(BABA)$ , $PDD Holdings Inc(PDD)$ , $NetEase(NTES)$ , $Chunghwa Telecom(CHT)$ , $Tencent Music(TME)$ , $Baidu(BIDU)$ , $Li Auto(LI)$ ;

And the TOP 3 winners are TME(+88.19% in 2025), NETES(+56.36% in 2025)，BABA(+42% in 2025);

And the 2 “lossers” are $JD.com(JD)$ and $Trip.com Group Limited(TCOM)$ 。

Data source: Tiger trade, as of July 22nd 2025

The ten Chinese ADRs show a wide YTD spread driven by three themes: AI-accelerated demand, e-commerce rebalancing, and easing policy/regulation.

1. AI silicon supply chain: $Taiwan Semiconductor Manufacturing(TSM)$ +18.8%
   TSMC’s 3 nm/2 nm capacity is fully booked by NVIDIA, AMD and Apple; AI-GPU and advanced-packaging shortages keep gross margin above 50%, while a weaker USD further boosts TWD-denominated earnings.

2. E-commerce recovery: $Alibaba(BABA)$ +42%, $PDD Holdings Inc(PDD)$ +18.6%, $JD.com(JD)$ ‑2.3%
   • Alibaba’s “user-first” strategy restored Taobao-Tmall GMV to double-digit growth, plus a US$25 bn buyback.
   • PDD’s Temu is still No. 1 in U.S. downloads, but growth is decelerating.
   • JD’s 1P retail lags amid price wars.

3. Content & social: $Tencent Music(TME)$ +88%, $NetEase(NTES)$ +56%
   Tencent Music’s paying ratio crossed 20% and struck AI-revenue-share deals with labels; NetEase’s Eggy Party and Naraka Mobile beat overseas revenue estimates.

4. Mobility & travel: $Li Auto(LI)$ +28.6%, $Trip.com Group Limited(TCOM)$ ‑7.8%
   Li Auto’s L6 ramp and margin rebound; Trip.com faces a tough comp and slower outbound flight recovery.

5. Defensive telecom: $Chunghwa Telecom(CHT)$ +17.1%
   5G and enterprise-private-network ARPU lift; 4% dividend yield draws defensive flows.

6. Search & cloud: $Baidu(BIDU)$ +9.6%
   ERNIE 4.5 is commercializing, but cloud growth at only 12% tempers the AI story.

One-liner ranking: AI silicon (TSM) > content/music (TME/NTES) > e-commerce leaders (BABA) > EV OEM (LI) > defensive telco (CHT) > search-cloud (BIDU) > e-commerce divergence (PDD/JD) > travel (TCOM).

Some other observations:Beijing’s state banks now rival Wall Street titans?

Here are China’s top 10 web powerhouses by market value by July 14th 2025, 4 of the world’s 5 largest banks by assets are Chinese $ICBC(01398)$ ($7.19T), $ABC(01288)$ ($6.25T), $CCB(00939)$ ($5.85T), $BOC HONG KONG(02388)$ ($5.02T). even $JPMorgan Chase(JPM)$ in at #5 with $4.36T.

Are you adding more Chinese Assets exposure here, or waiting for a pullback?

Let us know your next move in the comments!

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