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Toby_Chua

Toby_Chua

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11-15 12:04

Be greedy when others are fearful but must do so with money afford to be loss

Michael Burry Boosts China Stakes But With Cautious Hedges

11-15 11:59

Money is never enough nobody knows the future and it is always right to take profit

11-09

Monday HKG and Shanghai mkts will open big red traders all sell to bail out first and ask questions later

11-09

$Tesla Motors(TSLA)$

11-05

$SUPER MICRO COMPUTER INC(SMCI)$

10-19

Still in huge volatility mode up and down until after USA election and depending on who rule then Chinese government will play their cards accordingly to boost the consumption confidence

10-17

HKEX reentry point at 18K plenty of shorting opportunity available till then

10-17

another 5% plunge to wipe out bull chasing retail investors

@TF美股:$老虎證券(TIGR)$ 明天公佈三季度數據，會不會再砸一次盤[捂臉] [捂臉]

10-17

Once euphoria feel good flame is extinguished it will be crly wolf one more time and all investment and consumption could be further dented making downward spiral to deflection

Chinese ADRs and ETFs Fall as Stimulus Hopes Wane; YINN Falls 6%; Li Auto Drops 4.3%

10-15

Big funds shorting HKEX more to go

Chinese Stocks See Choppy Trade as Investors Debate Next Move

10-12

Lower my golf handicap to 12 and play consistent golf with score below 85

10-10

They must continue with more concrete detail of current plus introduce new stimulus to keep the stock market flame intact which is the fastest way to generate wealth effect to boost up internal consumption and prop up the GDP

10-10

They must continue with concrete detail plus new stimulus to keep the stock market flame intact which is the fastest way to boost up confidence and increase internal consumption to prop up the GDP

PBOC Launches $71 Billion Liquidity Tool for Stock Investors

10-06

Chinese SOE stocks are way under value with 8-10% dividend payout it is time for them to reverse to the mean and more upside to go after market opens on Oct 8th

10-04

Matching patterns are 1 and 8, 5 and 7.

10-03

The key catalyst this time is PRC government allows or rather encourages citizens to use collatorals to punt or boost up the equity market to restore the confidence level

09-27

Time to be bullish on Chinese mkt recovery

Goldman’s Rubner Sees "Buy China" Trade Playing After Election

09-27

Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]

08-21

$Straits Times Index(STI.SI)$

07-09

High gets higher as usual

Tesla Stock’s Win Streak Hits 9 Days. It Almost Didn’t Happen

Go to Tiger App to see more news

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At the same time, Scion bought put options with the notional value equivalent to 84% of its Alibaba holdings, according to a 13F regulatory filing on Thursday. The put options allow Scion to sell the stocks to lock in a profit or limit losses, should Alibaba tumble.</p><p>Burry’s firm used the same tactics for two other Chinese investments, <a href=\"https://laohu8.com/S/BIDU\">Baidu Inc.</a> and <a href=\"https://laohu8.com/S/JD\">JD.com Inc.</a>, in a sign of caution for his China holdings.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/313673826fc7c128a48e0abb4ce39e48\" tg-width=\"1281\" tg-height=\"409\"/></p><p>The reshuffles came as Beijing ramped up efforts to revive growth with pledges to support fiscal spending and the country’s troubled real estate market in September. The surprise stimulus plan unleashed a frantic rally in China equities but some market observers remain cautious about the long-term outlook for the sector.</p><p>For JD.com Inc., Scion doubled its stakes in the three months through September while adding bearish wagers against the stock positions, the filing shows. In Baidu. Inc., the firm increased its position by two-thirds but also hedged its exposure.</p><p>The three Chinese stocks including Alibaba were worth $54 million at the end of September, representing about 65% of Burry’s total equity holdings, data show.</p><p>Burry has been one of the few prominent China stock bulls among hedge fund investors, along with Appaloosa Management’s David Tepper, even before Beijing’s major policy shift in September. In the first quarter, he loaded up on Chinese stocks and more than doubled his stake in Alibaba, then further increased that position in the second quarter to make it the firm’s top holding as of June 30.</p><p>Since Beijing’s stimulus efforts in late September, the country’s equity benchmark CSI 300 Index surged 32% over two weeks, while Nasdaq Golden Dragon Index’s US-listed China stocks gained about 37%.</p><p>The rally has since peeled back. Alibaba, JD.com and Baidu all have lost more than 20% since peaking in early October, retreating to levels when Beijing announced stimulus in late September.</p><p>A cohort of Wall street strategists and fund managers remain cautious about China’s long-term outlook given its growth slowdown and sagging consumption trends. Donald Trump winning the White House again has also triggered concerns around higher US tariffs and thorny geopolitical issues. </p></body></html>","source":"bnn_bloomberg_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Michael Burry Boosts China Stakes But With Cautious Hedges</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMichael Burry Boosts China Stakes But With Cautious Hedges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-15 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bnnbloomberg.ca/business/company-news/2024/11/14/michael-burry-boosts-china-stakes-but-with-cautious-hedges/><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Michael Burry, the hedge fund manager famous for his 2008 bet against the US housing market, further increased his exposures in China stocks including Alibaba Group Holdings Ltd. in the...</p>\n\n<a href=\"https://www.bnnbloomberg.ca/business/company-news/2024/11/14/michael-burry-boosts-china-stakes-but-with-cautious-hedges/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","BK4581":"高盛持仓","JD":"京东","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","09988":"阿里巴巴-W","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","BIDU":"百度","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","09888":"百度集团-SW","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BABA":"阿里巴巴","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK1588":"回港中概股","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0051755006.USD":"摩根大通中国A (dist)","LU0370786039.SGD":"Fidelity Greater China A-SGD","BK4527":"明星科技股","BK4538":"云计算","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0823426480.USD":"法巴中国股票经典Dis","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC"},"source_url":"https://www.bnnbloomberg.ca/business/company-news/2024/11/14/michael-burry-boosts-china-stakes-but-with-cautious-hedges/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483356503","content_text":"(Bloomberg) -- Michael Burry, the hedge fund manager famous for his 2008 bet against the US housing market, further increased his exposures in China stocks including Alibaba Group Holdings Ltd. in the third quarter as Beijing rolled out a stimulus blitz, but also added new bearish options that would provide downside protection.Scion Asset Management, Burry’s investment firm, boosted its holdings of Alibaba by almost 30% to 200,000 shares during the quarter. At the same time, Scion bought put options with the notional value equivalent to 84% of its Alibaba holdings, according to a 13F regulatory filing on Thursday. The put options allow Scion to sell the stocks to lock in a profit or limit losses, should Alibaba tumble.Burry’s firm used the same tactics for two other Chinese investments, Baidu Inc. and JD.com Inc., in a sign of caution for his China holdings.The reshuffles came as Beijing ramped up efforts to revive growth with pledges to support fiscal spending and the country’s troubled real estate market in September. The surprise stimulus plan unleashed a frantic rally in China equities but some market observers remain cautious about the long-term outlook for the sector.For JD.com Inc., Scion doubled its stakes in the three months through September while adding bearish wagers against the stock positions, the filing shows. In Baidu. Inc., the firm increased its position by two-thirds but also hedged its exposure.The three Chinese stocks including Alibaba were worth $54 million at the end of September, representing about 65% of Burry’s total equity holdings, data show.Burry has been one of the few prominent China stock bulls among hedge fund investors, along with Appaloosa Management’s David Tepper, even before Beijing’s major policy shift in September. In the first quarter, he loaded up on Chinese stocks and more than doubled his stake in Alibaba, then further increased that position in the second quarter to make it the firm’s top holding as of June 30.Since Beijing’s stimulus efforts in late September, the country’s equity benchmark CSI 300 Index surged 32% over two weeks, while Nasdaq Golden Dragon Index’s US-listed China stocks gained about 37%.The rally has since peeled back. Alibaba, JD.com and Baidu all have lost more than 20% since peaking in early October, retreating to levels when Beijing announced stimulus in late September.A cohort of Wall street strategists and fund managers remain cautious about China’s long-term outlook given its growth slowdown and sagging consumption trends. Donald Trump winning the White House again has also triggered concerns around higher US tariffs and thorny geopolitical issues.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371236769816728,"gmtCreate":1731643171200,"gmtModify":1731643175667,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Money is never enough nobody knows the future and it is always right to take profit","listText":"Money is never enough nobody knows the future and it is always right to take profit","text":"Money is never enough nobody knows the future and it is always right to take profit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371236769816728","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368825862258792,"gmtCreate":1731083134109,"gmtModify":1731083137634,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Monday HKG and Shanghai mkts will open big red traders all sell to bail out first and ask questions later","listText":"Monday HKG and Shanghai mkts will open big red traders all sell to bail out first and ask questions later","text":"Monday HKG and Shanghai mkts will open big red traders all sell to bail out first and ask questions later","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368825862258792","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368825139896504,"gmtCreate":1731082789573,"gmtModify":1731082791139,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368825139896504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367507077230856,"gmtCreate":1730738408551,"gmtModify":1730738409742,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367507077230856","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361795878273048,"gmtCreate":1729349021951,"gmtModify":1729350530585,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Still in huge volatility mode up and down until after USA election and depending on who rule then Chinese government will play their cards accordingly to boost the consumption confidence&nbsp;","listText":"Still in huge volatility mode up and down until after USA election and depending on who rule then Chinese government will play their cards accordingly to boost the consumption confidence&nbsp;","text":"Still in huge volatility mode up and down until after USA election and depending on who rule then Chinese government will play their cards accordingly to boost the consumption confidence","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361795878273048","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361026616340480,"gmtCreate":1729176941792,"gmtModify":1729176945468,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"HKEX reentry point at 18K plenty of shorting opportunity available till then","listText":"HKEX reentry point at 18K plenty of shorting opportunity available till then","text":"HKEX reentry point at 18K plenty of shorting opportunity available till then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361026616340480","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361026193625200,"gmtCreate":1729176853623,"gmtModify":1729176857606,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"another 5% plunge to wipe out bull chasing retail investors","listText":"another 5% plunge to wipe out bull chasing retail investors","text":"another 5% plunge to wipe out bull chasing retail investors","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361026193625200","repostId":"361024261271624","repostType":1,"repost":{"id":361024261271624,"gmtCreate":1729176207638,"gmtModify":1729176209961,"author":{"id":"3570843245053787","authorId":"3570843245053787","name":"TF美股","avatar":"https://static.tigerbbs.com/7ace0ac1f32094ab197a3730bc27afce","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570843245053787","authorIdStr":"3570843245053787"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a> 明天公佈三季度數據，會不會再砸一次盤[捂臉]&nbsp; [捂臉]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a> 明天公佈三季度數據，會不會再砸一次盤[捂臉]&nbsp; [捂臉]&nbsp;&nbsp;","text":"$老虎證券(TIGR)$ 明天公佈三季度數據，會不會再砸一次盤[捂臉] [捂臉]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361024261271624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361007094075424,"gmtCreate":1729176590655,"gmtModify":1729176594742,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Once euphoria feel good flame is extinguished it will be crly wolf one more time and all investment and consumption could be further dented making downward spiral to deflection&nbsp;","listText":"Once euphoria feel good flame is extinguished it will be crly wolf one more time and all investment and consumption could be further dented making downward spiral to deflection&nbsp;","text":"Once euphoria feel good flame is extinguished it will be crly wolf one more time and all investment and consumption could be further dented making downward spiral to deflection","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361007094075424","repostId":"1197029909","repostType":2,"repost":{"id":"1197029909","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1729154176,"share":"https://ttm.financial/m/news/1197029909?lang=&edition=fundamental","pubTime":"2024-10-17 16:36","market":"us","language":"en","title":"Chinese ADRs and ETFs Fall as Stimulus Hopes Wane; YINN Falls 6%; Li Auto Drops 4.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1197029909","media":"Tiger Newspress","summary":"Chinese ADRs and ETFs fell in premarket trading after another much-anticipated policy briefing failed to deliver the kind of pro-growth stimulus that investors had been hoping for. KE Holdings fell 7%","content":"<html><head></head><body><p>Chinese ADRs and ETFs fell in premarket trading after another much-anticipated policy briefing failed to deliver the kind of pro-growth stimulus that investors had been hoping for. </p><p>KE Holdings fell 7%; YINN fell 6%; Li Auto fell 4.3%; XPeng fell 4%; Nio fell 3%; JD.com fell 2.5%; PDD Holdings fell 2%; Alibaba fell 1%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e8ec6d604a5a8cb69de23cf28f70939c\" tg-width=\"492\" tg-height=\"504\"/></p><p>China will nearly double the loan quota for unfinished residential projects to 4 trillion yuan ($562 billion), Housing Minister Ni Hong said at Thursday’s press briefing, where he largely reiterated previous steps taken by the government. That’s after a newspaper run by the housing ministry had hinted Beijing will “hit a heavy punch combo,” setting market expectations high.</p><p style=\"text-align: start;\">The market response suggests authorities face a high bar to satisfy traders and revive a faltering rally. Skepticism has been creeping back in as Beijing has refrained from unleashing fiscal firepower that matches the surprise offered by the central bank’s policy blitz in late September. The briefing came as another let-down after those by the Ministry of Finance and the state economic planner triggered wild market swings with scant spending details earlier this month.</p><p style=\"text-align: start;\">“Equity investors are looking for big headline numbers to drive stocks up further, while the government is more focused on bringing the economy and housing markets gradually back to health,” said Vey-Sern Ling, managing director at Union Bancaire Privee. “As long as there’s such a mismatch in expectations, all press briefings will inevitably be disappointing.”</p><p>Data due Friday is set to show the economy expanded 4.5% in the third quarter from a year ago, according to economists surveyed by Bloomberg. That would be the least since March 2023, intensifying a debate as to whether the stimulus measures announced so far will be enough to turn around the moribund economy.</p><p style=\"text-align: start;\">Some investors are waiting for the second leg of the rally to resume as momentum quickly loses steam. A delay in market revival would seem like a deja vu to traders who have been burnt by multiple false dawns over the past few years.</p><p style=\"text-align: start;\">“While it cannot be said that no new policy measures have been introduced at all, they can hardly make the market feel any real breakthrough has been made,” said Shen Meng, a director at Beijing-based boutique investment bank Chanson &amp; Co. “Investor confidence continues to shrink and the sentiment remains low, which will add pressure for Beijing to ramp up policy support in the future.”</p><p style=\"text-align: start;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese ADRs and ETFs Fall as Stimulus Hopes Wane; YINN Falls 6%; Li Auto Drops 4.3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese ADRs and ETFs Fall as Stimulus Hopes Wane; YINN Falls 6%; Li Auto Drops 4.3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-10-17 16:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese ADRs and ETFs fell in premarket trading after another much-anticipated policy briefing failed to deliver the kind of pro-growth stimulus that investors had been hoping for. </p><p>KE Holdings fell 7%; YINN fell 6%; Li Auto fell 4.3%; XPeng fell 4%; Nio fell 3%; JD.com fell 2.5%; PDD Holdings fell 2%; Alibaba fell 1%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e8ec6d604a5a8cb69de23cf28f70939c\" tg-width=\"492\" tg-height=\"504\"/></p><p>China will nearly double the loan quota for unfinished residential projects to 4 trillion yuan ($562 billion), Housing Minister Ni Hong said at Thursday’s press briefing, where he largely reiterated previous steps taken by the government. That’s after a newspaper run by the housing ministry had hinted Beijing will “hit a heavy punch combo,” setting market expectations high.</p><p style=\"text-align: start;\">The market response suggests authorities face a high bar to satisfy traders and revive a faltering rally. Skepticism has been creeping back in as Beijing has refrained from unleashing fiscal firepower that matches the surprise offered by the central bank’s policy blitz in late September. The briefing came as another let-down after those by the Ministry of Finance and the state economic planner triggered wild market swings with scant spending details earlier this month.</p><p style=\"text-align: start;\">“Equity investors are looking for big headline numbers to drive stocks up further, while the government is more focused on bringing the economy and housing markets gradually back to health,” said Vey-Sern Ling, managing director at Union Bancaire Privee. “As long as there’s such a mismatch in expectations, all press briefings will inevitably be disappointing.”</p><p>Data due Friday is set to show the economy expanded 4.5% in the third quarter from a year ago, according to economists surveyed by Bloomberg. That would be the least since March 2023, intensifying a debate as to whether the stimulus measures announced so far will be enough to turn around the moribund economy.</p><p style=\"text-align: start;\">Some investors are waiting for the second leg of the rally to resume as momentum quickly loses steam. A delay in market revival would seem like a deja vu to traders who have been burnt by multiple false dawns over the past few years.</p><p style=\"text-align: start;\">“While it cannot be said that no new policy measures have been introduced at all, they can hardly make the market feel any real breakthrough has been made,” said Shen Meng, a director at Beijing-based boutique investment bank Chanson &amp; Co. “Investor confidence continues to shrink and the sentiment remains low, which will add pressure for Beijing to ramp up policy support in the future.”</p><p style=\"text-align: start;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","TIGR":"老虎证券","NIO":"蔚来","DRAG":"中国龙ETF-Roundhill","PDD":"拼多多","BILI":"哔哩哔哩","TCOM":"携程网","XPEV":"小鹏汽车","BIDU":"百度","YINN":"三倍做多富时中国ETF-Direxion","NTES":"网易","JD":"京东","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197029909","content_text":"Chinese ADRs and ETFs fell in premarket trading after another much-anticipated policy briefing failed to deliver the kind of pro-growth stimulus that investors had been hoping for. KE Holdings fell 7%; YINN fell 6%; Li Auto fell 4.3%; XPeng fell 4%; Nio fell 3%; JD.com fell 2.5%; PDD Holdings fell 2%; Alibaba fell 1%.China will nearly double the loan quota for unfinished residential projects to 4 trillion yuan ($562 billion), Housing Minister Ni Hong said at Thursday’s press briefing, where he largely reiterated previous steps taken by the government. That’s after a newspaper run by the housing ministry had hinted Beijing will “hit a heavy punch combo,” setting market expectations high.The market response suggests authorities face a high bar to satisfy traders and revive a faltering rally. Skepticism has been creeping back in as Beijing has refrained from unleashing fiscal firepower that matches the surprise offered by the central bank’s policy blitz in late September. The briefing came as another let-down after those by the Ministry of Finance and the state economic planner triggered wild market swings with scant spending details earlier this month.“Equity investors are looking for big headline numbers to drive stocks up further, while the government is more focused on bringing the economy and housing markets gradually back to health,” said Vey-Sern Ling, managing director at Union Bancaire Privee. “As long as there’s such a mismatch in expectations, all press briefings will inevitably be disappointing.”Data due Friday is set to show the economy expanded 4.5% in the third quarter from a year ago, according to economists surveyed by Bloomberg. That would be the least since March 2023, intensifying a debate as to whether the stimulus measures announced so far will be enough to turn around the moribund economy.Some investors are waiting for the second leg of the rally to resume as momentum quickly loses steam. A delay in market revival would seem like a deja vu to traders who have been burnt by multiple false dawns over the past few years.“While it cannot be said that no new policy measures have been introduced at all, they can hardly make the market feel any real breakthrough has been made,” said Shen Meng, a director at Beijing-based boutique investment bank Chanson & Co. “Investor confidence continues to shrink and the sentiment remains low, which will add pressure for Beijing to ramp up policy support in the future.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360345965220000,"gmtCreate":1728994208370,"gmtModify":1728994212635,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Big funds shorting HKEX more to go&nbsp;","listText":"Big funds shorting HKEX more to go&nbsp;","text":"Big funds shorting HKEX more to go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360345965220000","repostId":"1160299597","repostType":2,"repost":{"id":"1160299597","pubTimestamp":1728963490,"share":"https://ttm.financial/m/news/1160299597?lang=&edition=fundamental","pubTime":"2024-10-15 11:38","market":"hk","language":"en","title":"Chinese Stocks See Choppy Trade as Investors Debate Next Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1160299597","media":"Bloomberg","summary":"CSI 300 fluctuates after rising the most in a week on MondayTraders await clarity on size of China’s fiscal stimulusChinese stocks fluctuated in early trading Tuesday amid growing debate over how far ","content":"<html><head></head><body><ul style=\"\"><li><p>CSI 300 fluctuates after rising the most in a week on Monday</p></li><li><p>Traders await clarity on size of China’s fiscal stimulus</p></li></ul><p>Chinese stocks fluctuated in early trading Tuesday amid growing debate over how far the rally can go.</p><p style=\"text-align: start;\">The CSI 300 Index was down 0.52% as of 11:30 a.m. local time, after falling as much as 1.4% earlier. It rose 1.9% on Monday. A gauge of Chinese shares listed in Hong Kong slipped 1.28%.</p><p style=\"text-align: start;\">Volatility has gripped the market in recent sessions as investors assess the sustainability of the stimulus-driven rally that began late last month. While the size of Beijing’s planned fiscal boost remains unclear, media outlet Caixin reported that China may raise 6 trillion yuan ($846 billion) from ultra-long special government bonds over three years as part of its efforts to boost the sputtering economy.</p><p>Following the central bank’s easing steps in late September, investors have been clamouring for the government to bolster fiscal spending. Officials promised new measures to support the property sector and hinted at greater government borrowing at a weekend briefing, without giving an amount.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9ad6fa560ba4d5217bada462fe3247d\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p>A divide is growing among global investors as the rally shows signs of cooling. Morgan Stanley Wealth Management warned that investors should steer clear of soaring Chinese equities as the stimulus measures won’t be enough to repair the struggling economy. Wells Fargo Investment Institute is also skeptical that the rebound will last given the depressed sentiment surrounding China’s consumers.</p><p>UBS Group AG still sees value, saying heightened retail investor interest should give stocks further upward momentum.</p><p>The latest economic reports show stimulus is much in need. Export growth slowed more than expected in September, curbing a trade rebound that has been a bright spot for a weakening economy. Loan expansion also disappointed in a sign of still weak domestic demand.</p><p>“China’s signal on policy stimulus prompted us to go modestly overweight, especially given depressed valuations,” strategists at BlackRock Investment Institute including Wei Li wrote in a note. “Details have been scant, so we could change our view if future announcements disappoint.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Stocks See Choppy Trade as Investors Debate Next Move</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Stocks See Choppy Trade as Investors Debate Next Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-15 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-15/chinese-stocks-see-choppy-trade-as-investors-debate-next-move?srnd=phx-latest><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CSI 300 fluctuates after rising the most in a week on MondayTraders await clarity on size of China’s fiscal stimulusChinese stocks fluctuated in early trading Tuesday amid growing debate over how far ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-15/chinese-stocks-see-choppy-trade-as-investors-debate-next-move?srnd=phx-latest\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000001.SH":"上证指数","HSTECH":"恒生科技指数","HSI":"恒生指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-15/chinese-stocks-see-choppy-trade-as-investors-debate-next-move?srnd=phx-latest","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160299597","content_text":"CSI 300 fluctuates after rising the most in a week on MondayTraders await clarity on size of China’s fiscal stimulusChinese stocks fluctuated in early trading Tuesday amid growing debate over how far the rally can go.The CSI 300 Index was down 0.52% as of 11:30 a.m. local time, after falling as much as 1.4% earlier. It rose 1.9% on Monday. A gauge of Chinese shares listed in Hong Kong slipped 1.28%.Volatility has gripped the market in recent sessions as investors assess the sustainability of the stimulus-driven rally that began late last month. While the size of Beijing’s planned fiscal boost remains unclear, media outlet Caixin reported that China may raise 6 trillion yuan ($846 billion) from ultra-long special government bonds over three years as part of its efforts to boost the sputtering economy.Following the central bank’s easing steps in late September, investors have been clamouring for the government to bolster fiscal spending. Officials promised new measures to support the property sector and hinted at greater government borrowing at a weekend briefing, without giving an amount.A divide is growing among global investors as the rally shows signs of cooling. Morgan Stanley Wealth Management warned that investors should steer clear of soaring Chinese equities as the stimulus measures won’t be enough to repair the struggling economy. Wells Fargo Investment Institute is also skeptical that the rebound will last given the depressed sentiment surrounding China’s consumers.UBS Group AG still sees value, saying heightened retail investor interest should give stocks further upward momentum.The latest economic reports show stimulus is much in need. Export growth slowed more than expected in September, curbing a trade rebound that has been a bright spot for a weakening economy. Loan expansion also disappointed in a sign of still weak domestic demand.“China’s signal on policy stimulus prompted us to go modestly overweight, especially given depressed valuations,” strategists at BlackRock Investment Institute including Wei Li wrote in a note. “Details have been scant, so we could change our view if future announcements disappoint.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359190535798960,"gmtCreate":1728701001198,"gmtModify":1728701005693,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Lower my golf handicap to 12 and play consistent golf with score below 85","listText":"Lower my golf handicap to 12 and play consistent golf with score below 85","text":"Lower my golf handicap to 12 and play consistent golf with score below 85","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359190535798960","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358419688227120,"gmtCreate":1728525128410,"gmtModify":1728525132309,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"They must continue with more concrete detail of current plus introduce new stimulus to keep the stock market flame intact which is the fastest way to generate wealth effect to boost up internal consumption and prop up the GDP&nbsp;","listText":"They must continue with more concrete detail of current plus introduce new stimulus to keep the stock market flame intact which is the fastest way to generate wealth effect to boost up internal consumption and prop up the GDP&nbsp;","text":"They must continue with more concrete detail of current plus introduce new stimulus to keep the stock market flame intact which is the fastest way to generate wealth effect to boost up internal consumption and prop up the GDP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358419688227120","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358351356063808,"gmtCreate":1728524906982,"gmtModify":1728524911330,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"They must continue with concrete detail plus new stimulus to keep the stock market flame intact which is the fastest way to boost up confidence and increase internal consumption to prop up the GDP&nbsp;","listText":"They must continue with concrete detail plus new stimulus to keep the stock market flame intact which is the fastest way to boost up confidence and increase internal consumption to prop up the GDP&nbsp;","text":"They must continue with concrete detail plus new stimulus to keep the stock market flame intact which is the fastest way to boost up confidence and increase internal consumption to prop up the GDP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358351356063808","repostId":"1147228091","repostType":4,"repost":{"id":"1147228091","pubTimestamp":1728524035,"share":"https://ttm.financial/m/news/1147228091?lang=&edition=fundamental","pubTime":"2024-10-10 09:33","market":"hk","language":"en","title":"PBOC Launches $71 Billion Liquidity Tool for Stock Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1147228091","media":"Bloomberg","summary":"Large investors can use proceeds from facility to buy sharesMeasure first announced last month as part of stimulus bonanzaChina’s central bank has set up a swap facility to provide liquidity to instit","content":"<html><head></head><body><ul style=\"\"><li><p>Large investors can use proceeds from facility to buy shares</p></li><li><p>Measure first announced last month as part of stimulus bonanza</p></li></ul><p>China’s central bank has set up a swap facility to provide liquidity to institutional investors to buy stocks, part of a broad stimulus package announced earlier that ignited a rally in stocks.</p><p style=\"text-align: start;\">The People’s Bank of China will accept applications from eligible securities firms, funds and insurers starting Thursday to obtain highly liquid assets such as government bonds and central bank bills if they provide certain collaterals, according to the bank’s statement. The size of the tool is 500 billion yuan ($70.6 billion) and can be expanded in the future, the monetary authority said.</p><p>PBOC Governor Pan Gongsheng unveiled the tool as part of a stimulus bonanza last month that signaled the government’s intent to draw a line under the slowing economy. The moves fueled a world-beating rally that saw shares rise as much as 30%.</p><p style=\"text-align: start;\">The funds obtained through the facility can only be used to invest in the stock market, Pan said at the time. The collaterals could be bonds, stock ETFs, CSI 300 constituent shares and other assets, the PBOC said Thursday.</p><p style=\"text-align: start;\">The latest announcement comes as the stock rally cools on the lack of immediate fiscal stimulus following a weeklong national holiday. Investors are now awaiting a press briefing by Finance Minister Lan Fo’an on Saturday to watch for clues of any steps to boost government borrowing and spending to shore up growth.</p><p style=\"text-align: start;\">Serena Zhou, senior China economist at Mizuho Securities Asia Ltd., said the policy is expected to support the market, although she wouldn’t link the timing to the stock market’s performance.</p><p style=\"text-align: start;\">Authorities stepped up support for the stock market and the economy as growth momentum weakened in recent months, putting the target of around 5% economic expansion this year under threat.</p><p style=\"text-align: start;\">Consumer spending remains sluggish, with tourists shelling out less money during the long holiday in October than before the pandemic.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PBOC Launches $71 Billion Liquidity Tool for Stock Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPBOC Launches $71 Billion Liquidity Tool for Stock Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-10/pboc-launches-71-billion-liquidity-tool-for-stock-investors?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Large investors can use proceeds from facility to buy sharesMeasure first announced last month as part of stimulus bonanzaChina’s central bank has set up a swap facility to provide liquidity to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-10/pboc-launches-71-billion-liquidity-tool-for-stock-investors?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","000001.SH":"上证指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-10/pboc-launches-71-billion-liquidity-tool-for-stock-investors?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147228091","content_text":"Large investors can use proceeds from facility to buy sharesMeasure first announced last month as part of stimulus bonanzaChina’s central bank has set up a swap facility to provide liquidity to institutional investors to buy stocks, part of a broad stimulus package announced earlier that ignited a rally in stocks.The People’s Bank of China will accept applications from eligible securities firms, funds and insurers starting Thursday to obtain highly liquid assets such as government bonds and central bank bills if they provide certain collaterals, according to the bank’s statement. The size of the tool is 500 billion yuan ($70.6 billion) and can be expanded in the future, the monetary authority said.PBOC Governor Pan Gongsheng unveiled the tool as part of a stimulus bonanza last month that signaled the government’s intent to draw a line under the slowing economy. The moves fueled a world-beating rally that saw shares rise as much as 30%.The funds obtained through the facility can only be used to invest in the stock market, Pan said at the time. The collaterals could be bonds, stock ETFs, CSI 300 constituent shares and other assets, the PBOC said Thursday.The latest announcement comes as the stock rally cools on the lack of immediate fiscal stimulus following a weeklong national holiday. Investors are now awaiting a press briefing by Finance Minister Lan Fo’an on Saturday to watch for clues of any steps to boost government borrowing and spending to shore up growth.Serena Zhou, senior China economist at Mizuho Securities Asia Ltd., said the policy is expected to support the market, although she wouldn’t link the timing to the stock market’s performance.Authorities stepped up support for the stock market and the economy as growth momentum weakened in recent months, putting the target of around 5% economic expansion this year under threat.Consumer spending remains sluggish, with tourists shelling out less money during the long holiday in October than before the pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357135480357120,"gmtCreate":1728200754132,"gmtModify":1728201317286,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Chinese SOE&nbsp;stocks are way under value with 8-10% dividend payout it is time for them to reverse to the mean and more upside to go after market opens on Oct 8th","listText":"Chinese SOE&nbsp;stocks are way under value with 8-10% dividend payout it is time for them to reverse to the mean and more upside to go after market opens on Oct 8th","text":"Chinese SOE stocks are way under value with 8-10% dividend payout it is time for them to reverse to the mean and more upside to go after market opens on Oct 8th","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/357135480357120","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575100931902223","authorId":"3575100931902223","name":"KJ11","avatar":"https://community-static.tradeup.com/news/860d0753d4ea21bcc114b2110502e82f","crmLevel":6,"crmLevelSwitch":1,"idStr":"3575100931902223","authorIdStr":"3575100931902223"},"content":"what are the SOEs that are undervalued and pays 8-10% dividend yield?","text":"what are the SOEs that are undervalued and pays 8-10% dividend yield?","html":"what are the SOEs that are undervalued and pays 8-10% dividend yield?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356333754138808,"gmtCreate":1728005019822,"gmtModify":1728005022221,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Matching patterns are 1 and 8, 5 and 7.","listText":"Matching patterns are 1 and 8, 5 and 7.","text":"Matching patterns are 1 and 8, 5 and 7.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356333754138808","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356177566515264,"gmtCreate":1727966887043,"gmtModify":1727967096876,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"The key catalyst this time is PRC government allows or rather encourages&nbsp;citizens&nbsp;to use&nbsp; collatorals to punt or boost up&nbsp;the equity market to restore the confidence level","listText":"The key catalyst this time is PRC government allows or rather encourages&nbsp;citizens&nbsp;to use&nbsp; collatorals to punt or boost up&nbsp;the equity market to restore the confidence level","text":"The key catalyst this time is PRC government allows or rather encourages citizens to use collatorals to punt or boost up the equity market to restore the confidence level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356177566515264","isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353919065379112,"gmtCreate":1727414211120,"gmtModify":1727414968401,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Time to be bullish on Chinese mkt recovery&nbsp;","listText":"Time to be bullish on Chinese mkt recovery&nbsp;","text":"Time to be bullish on Chinese mkt recovery","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353919065379112","repostId":"2470950797","repostType":4,"repost":{"id":"2470950797","pubTimestamp":1727407153,"share":"https://ttm.financial/m/news/2470950797?lang=&edition=fundamental","pubTime":"2024-09-27 11:19","market":"nz","language":"en","title":"Goldman’s Rubner Sees \"Buy China\" Trade Playing After Election","url":"https://stock-news.laohu8.com/highlight/detail?id=2470950797","media":"Bloomberg","summary":"Chinese stocks have been on a tear, with the Nasdaq Golden Dragon Index soaring 19% in the last four days, and the shares should be a key part of investors’ plans once the US election is over, according to Scott Rubner, managing director for global markets and tactical specialist at Goldman Sachs Group Inc.","content":"<html><head></head><body><p>Chinese stocks have been on a tear, with the Nasdaq Golden Dragon Index soaring 19% in the last four days, and the shares should be a key part of investors’ plans once the US election is over, according to Scott Rubner, managing director for global markets and tactical specialist at Goldman Sachs Group Inc.</p><p>US-listed China stocks extended their rally on Thursday after the nation’s Politburo announced plans for fiscal spending to stimulate consumption and rein in local government debt, as well as measures to stabilize the country’s troubled real estate market. The moves are part of a coordinated economic plan unveiled this week that includes handouts and subsidies as well as a broad policy package aimed at arresting a growth slowdown that has battered consumer confidence.</p><p>The Golden Dragon index, which is made up of companies with shares traded in the US but that conduct the majority of their business in China, jumped as much as 13% Thursday, the most intraday since March 2022. The CSI 300 Index, a gauge of Chinese onshore stocks, is up 11% in the last four sessions and headed for its biggest weekly gain in almost a decade. </p><p>But despite the rally, Rubner thinks the long-awaited recovery in Chinese equities may finally have arrived and, if so, investors should want to get in on it.</p><p>“I really think this time is different for China,” Rubner wrote in a note to clients Thursday, noting that being underweight Chinese equities is the “largest consensus trade” in the global stock market. “Re-emerging markets have quickly become a favored post-US election trade for November and December,” he wrote, referring to demand for bullish call options expiring at the end of the year. </p><p>Hedge Fund Buying </p><p>Take hedge funds. Before the recent gains, they’d allocated less than 7% of their capital to Chinese equities, roughly a five-year low. Indeed, since the start of 2023, Chinese stocks remain meaningfully net sold by hedge funds in cumulative notional terms. </p><p>But they reversed course earlier this week and rushed into Chinese equities, posting the largest daily net buying since March 2021 and the second largest in the past 10 years on Tuesday, according to Goldman’s prime brokerage desk.  </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9c5d5e21e226db13f39d59b9e4d6cd8\" alt=\"Goldman Sachs Global Prime Services team\" title=\"Goldman Sachs Global Prime Services team\" tg-width=\"792\" tg-height=\"541\"/><span>Goldman Sachs Global Prime Services team</span></p><p>Mutual funds also have more room for buying. As of the end of August, they had a 5.1% allocation to Chinese equities globally, which is historically low, Rubner wrote. But the bigger boost could come from passive investors. Of the $695 billion of inflows for US-listed exchange-traded funds in 2024, only $4.9 billion has gone into Chinese ETFs. </p><p>Passive Appeal</p><p>“Chinese and emerging market assets do not benefit from passive inflows every day like the US market, but this is changing,” Rubner wrote. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5ef6c1904c2f95041a7aedcd00431bfb\" alt=\"Goldman Sachs\" title=\"Goldman Sachs\" tg-width=\"739\" tg-height=\"479\"/><span>Goldman Sachs</span></p><p>The  <a href=\"https://laohu8.com/S/ASHR\">X-trackers Harvest CSI 300 China A-Shares Fund</a>, which tracks China domestic A shares, saw over $173 million worth of inflows on Wednesday, the most since June 2022, according to data complied by Bloomberg. And Rubner expects more to be on the way.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35cd072ef26975e65806b12269b0a496\" alt=\"Goldman Sachs\" title=\"Goldman Sachs\" tg-width=\"566\" tg-height=\"340\"/><span>Goldman Sachs</span></p><p>In terms of specific trades, he recommends buying the  <a href=\"https://laohu8.com/S/FXI\">iShares China Large-Cap ETF</a>  November $34/$38 call spread or the  <a href=\"https://laohu8.com/S/EEM\">iShares MSCI Emerging Markets ETF</a>  November $48/$53 call spread. </p></body></html>","source":"bnn_bloomberg_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman’s Rubner Sees \"Buy China\" Trade Playing After Election</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman’s Rubner Sees \"Buy China\" Trade Playing After Election\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-27 11:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-09-26/goldman-s-rubner-sees-buy-china-trade-playing-after-election><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese stocks have been on a tear, with the Nasdaq Golden Dragon Index soaring 19% in the last four days, and the shares should be a key part of investors’ plans once the US election is over, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-26/goldman-s-rubner-sees-buy-china-trade-playing-after-election\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSTECH":"恒生科技指数","GS":"高盛","09618":"京东集团-SW","YINN":"三倍做多富时中国ETF-Direxion","KWEB":"中国海外互联网ETF-KraneShares","00700":"腾讯控股","HSI":"恒生指数","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4581":"高盛持仓","03690":"美团-W","09888":"百度集团-SW","BK4504":"桥水持仓","BK4588":"碎股"},"source_url":"https://www.bloomberg.com/news/articles/2024-09-26/goldman-s-rubner-sees-buy-china-trade-playing-after-election","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470950797","content_text":"Chinese stocks have been on a tear, with the Nasdaq Golden Dragon Index soaring 19% in the last four days, and the shares should be a key part of investors’ plans once the US election is over, according to Scott Rubner, managing director for global markets and tactical specialist at Goldman Sachs Group Inc.US-listed China stocks extended their rally on Thursday after the nation’s Politburo announced plans for fiscal spending to stimulate consumption and rein in local government debt, as well as measures to stabilize the country’s troubled real estate market. The moves are part of a coordinated economic plan unveiled this week that includes handouts and subsidies as well as a broad policy package aimed at arresting a growth slowdown that has battered consumer confidence.The Golden Dragon index, which is made up of companies with shares traded in the US but that conduct the majority of their business in China, jumped as much as 13% Thursday, the most intraday since March 2022. The CSI 300 Index, a gauge of Chinese onshore stocks, is up 11% in the last four sessions and headed for its biggest weekly gain in almost a decade. But despite the rally, Rubner thinks the long-awaited recovery in Chinese equities may finally have arrived and, if so, investors should want to get in on it.“I really think this time is different for China,” Rubner wrote in a note to clients Thursday, noting that being underweight Chinese equities is the “largest consensus trade” in the global stock market. “Re-emerging markets have quickly become a favored post-US election trade for November and December,” he wrote, referring to demand for bullish call options expiring at the end of the year. Hedge Fund Buying Take hedge funds. Before the recent gains, they’d allocated less than 7% of their capital to Chinese equities, roughly a five-year low. Indeed, since the start of 2023, Chinese stocks remain meaningfully net sold by hedge funds in cumulative notional terms. But they reversed course earlier this week and rushed into Chinese equities, posting the largest daily net buying since March 2021 and the second largest in the past 10 years on Tuesday, according to Goldman’s prime brokerage desk.  Goldman Sachs Global Prime Services teamMutual funds also have more room for buying. As of the end of August, they had a 5.1% allocation to Chinese equities globally, which is historically low, Rubner wrote. But the bigger boost could come from passive investors. Of the $695 billion of inflows for US-listed exchange-traded funds in 2024, only $4.9 billion has gone into Chinese ETFs. Passive Appeal“Chinese and emerging market assets do not benefit from passive inflows every day like the US market, but this is changing,” Rubner wrote. Goldman SachsThe  X-trackers Harvest CSI 300 China A-Shares Fund, which tracks China domestic A shares, saw over $173 million worth of inflows on Wednesday, the most since June 2022, according to data complied by Bloomberg. And Rubner expects more to be on the way.Goldman SachsIn terms of specific trades, he recommends buying the  iShares China Large-Cap ETF  November $34/$38 call spread or the  iShares MSCI Emerging Markets ETF  November $48/$53 call spread.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353899771076800,"gmtCreate":1727409492443,"gmtModify":1727424087491,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","listText":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","text":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","images":[{"img":"https://community-static.tradeup.com/news/59b87941418d7c6b6d88f3d33b12c4b8"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":68,"commentSize":0,"repostSize":35,"link":"https://ttm.financial/post/353899771076800","isVote":1,"tweetType":1,"viewCount":3155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340638920675584,"gmtCreate":1724205965985,"gmtModify":1724406419507,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a>&nbsp;","text":"$Straits Times Index(STI.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340638920675584","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325512692203592,"gmtCreate":1720499939201,"gmtModify":1720499942771,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"High gets higher as usual&nbsp;","listText":"High gets higher as usual&nbsp;","text":"High gets higher as usual","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325512692203592","repostId":"1143059606","repostType":4,"repost":{"id":"1143059606","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1720488600,"share":"https://ttm.financial/m/news/1143059606?lang=&edition=fundamental","pubTime":"2024-07-09 09:30","market":"us","language":"en","title":"Tesla Stock’s Win Streak Hits 9 Days. It Almost Didn’t Happen","url":"https://stock-news.laohu8.com/highlight/detail?id=1143059606","media":"Dow Jones","summary":"Tesla stock is on an epic run, rising for a ninth consecutive session on Monday. It will take a little help from artificial intelligence to keep the streak alive.Tesla stock has lagged far behind the ","content":"<html><head></head><body><p>Tesla stock is on an epic run, rising for a ninth consecutive session on Monday. It will take a little help from artificial intelligence to keep the streak alive.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7821271ee3b285dbe05463a3269ffb46\" alt=\"Tesla stock has lagged far behind the other members of the Magnificent Seven so far this year.\" title=\"Tesla stock has lagged far behind the other members of the Magnificent Seven so far this year.\" tg-width=\"923\" tg-height=\"626\"/><span>Tesla stock has lagged far behind the other members of the Magnificent Seven so far this year.</span></p><p style=\"text-align: start;\">Shares opened lower, trading below $245, before rallying as high as $259.44. The stock closed up 0.6% at $252.94 while the S&amp;P 500 rose 0.1% and theDow Jones Industrial Average fell 0.1%.</p><p>A nine-day winning streak is impressive but Tesla shares are given to extremes. Look no further than Wall Street to understand why. The difference between the highest and lowest analyst price targets is roughly $200, or about 80% of the recent stock price. The ratio for Apple stock is about 40%.</p><p>Moves in the price show a similar pattern. Over the past five years, Tesla stock has spent almost half the time trading above Wall Street’s average price target. The number for Apple is closer to 20%.</p><p>Tesla’s Jekyll and Hyde nature has separated it from other large tech stocks for much of 2024. For most of the year, shares of the EV maker were left in the dust by the other Magnificent Seven stocks: Microsoft, Nvidia, Apple, Amazon.com, Alphabet, and Meta Platforms. Coming into Monday, those six stocks had risen by an average of about 53% this year.</p><p>Until Friday, Tesla was the only one of the seven with a loss in 2024. But after gaining 39% over the past nine trading sessions, shares are now up almost 2% this year.</p><p style=\"text-align: start;\">It has been a good time for all the Magnificent Seven stocks. Coming into Monday’s trading, the other six gained an average of 7% during Tesla’s recent run. The S&amp;P 500 gained about 2%.</p><p style=\"text-align: start;\">While the business opportunity from artificial intelligence is helping all of the Magnificent Seven except Tesla, the picture for the EV maker is less clear. According to Gary Black, co-founder of the Future Fund Active ETF co-founder and a Tesla shareholder, the car business is behind the gain. “Delivery relief,” said Black.</p><p style=\"text-align: start;\">On July 2, Tesla reported better-than-expected second-quarter vehicle deliveries. The company sold about 444,000 units, down 4.8% from a year earlier. A decline isn’t great, but the lowest Wall Street estimates had sales down more than 15%. The better result gave investors confidence that Tesla can grow again in 2025. It is expected to deliver about 1.8 million units in 2024, flat with 2023.</p><p style=\"text-align: start;\">Better deliveries have also stabilized forecasts for earnings. While Wall Street expected Tesla to earn about $3.80 a share at the start of the year, the estimate is now about $2.40.</p><p style=\"text-align: start;\">Investors don’t like to buy stocks with falling estimates, said BFR Research founder Brian Rauscher. Estimates haven’t started to move higher, but they are getting “less bad,” he said. Less bad is often good enough for investors.</p><p style=\"text-align: start;\">Earnings estimates and vehicle deliveries both relate to Tesla’s car business. “AI has been a non-factor so far,” said Black. The “core EV business has stabilized.”</p><p style=\"text-align: start;\">That offers some additional hope to Tesla shareholders. Wedbush analyst Dan Ives said Tesla’s AI business could be worth an additional $1 trillion, more than double Tesla’s current market value of about $800 billion.</p><p style=\"text-align: start;\">Tesla uses AI both to improve its driver-assistance features and to train labor-saving robots it plans to sell soon.</p><p style=\"text-align: start;\">“Tesla is the most undervalued AI play in the market in our view,” wrote Ives in a recent report. He is looking forward to Tesla’s Aug. 8 robotaxi event, where the EV maker will detail gains made in teaching its cars to drive themselves. An impressive event could drive the stock even higher, he believes.</p><p style=\"text-align: start;\">Investors looking at Tesla’s recent run might assume that hype around artificial intelligence is helping. That might not be the case, which means that the stock could go even higher if Tesla investors catch the AI bug.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock’s Win Streak Hits 9 Days. It Almost Didn’t Happen</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock’s Win Streak Hits 9 Days. It Almost Didn’t Happen\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-09 09:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla stock is on an epic run, rising for a ninth consecutive session on Monday. It will take a little help from artificial intelligence to keep the streak alive.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7821271ee3b285dbe05463a3269ffb46\" alt=\"Tesla stock has lagged far behind the other members of the Magnificent Seven so far this year.\" title=\"Tesla stock has lagged far behind the other members of the Magnificent Seven so far this year.\" tg-width=\"923\" tg-height=\"626\"/><span>Tesla stock has lagged far behind the other members of the Magnificent Seven so far this year.</span></p><p style=\"text-align: start;\">Shares opened lower, trading below $245, before rallying as high as $259.44. The stock closed up 0.6% at $252.94 while the S&amp;P 500 rose 0.1% and theDow Jones Industrial Average fell 0.1%.</p><p>A nine-day winning streak is impressive but Tesla shares are given to extremes. Look no further than Wall Street to understand why. The difference between the highest and lowest analyst price targets is roughly $200, or about 80% of the recent stock price. The ratio for Apple stock is about 40%.</p><p>Moves in the price show a similar pattern. Over the past five years, Tesla stock has spent almost half the time trading above Wall Street’s average price target. The number for Apple is closer to 20%.</p><p>Tesla’s Jekyll and Hyde nature has separated it from other large tech stocks for much of 2024. For most of the year, shares of the EV maker were left in the dust by the other Magnificent Seven stocks: Microsoft, Nvidia, Apple, Amazon.com, Alphabet, and Meta Platforms. Coming into Monday, those six stocks had risen by an average of about 53% this year.</p><p>Until Friday, Tesla was the only one of the seven with a loss in 2024. But after gaining 39% over the past nine trading sessions, shares are now up almost 2% this year.</p><p style=\"text-align: start;\">It has been a good time for all the Magnificent Seven stocks. Coming into Monday’s trading, the other six gained an average of 7% during Tesla’s recent run. The S&amp;P 500 gained about 2%.</p><p style=\"text-align: start;\">While the business opportunity from artificial intelligence is helping all of the Magnificent Seven except Tesla, the picture for the EV maker is less clear. According to Gary Black, co-founder of the Future Fund Active ETF co-founder and a Tesla shareholder, the car business is behind the gain. “Delivery relief,” said Black.</p><p style=\"text-align: start;\">On July 2, Tesla reported better-than-expected second-quarter vehicle deliveries. The company sold about 444,000 units, down 4.8% from a year earlier. A decline isn’t great, but the lowest Wall Street estimates had sales down more than 15%. The better result gave investors confidence that Tesla can grow again in 2025. It is expected to deliver about 1.8 million units in 2024, flat with 2023.</p><p style=\"text-align: start;\">Better deliveries have also stabilized forecasts for earnings. While Wall Street expected Tesla to earn about $3.80 a share at the start of the year, the estimate is now about $2.40.</p><p style=\"text-align: start;\">Investors don’t like to buy stocks with falling estimates, said BFR Research founder Brian Rauscher. Estimates haven’t started to move higher, but they are getting “less bad,” he said. Less bad is often good enough for investors.</p><p style=\"text-align: start;\">Earnings estimates and vehicle deliveries both relate to Tesla’s car business. “AI has been a non-factor so far,” said Black. The “core EV business has stabilized.”</p><p style=\"text-align: start;\">That offers some additional hope to Tesla shareholders. Wedbush analyst Dan Ives said Tesla’s AI business could be worth an additional $1 trillion, more than double Tesla’s current market value of about $800 billion.</p><p style=\"text-align: start;\">Tesla uses AI both to improve its driver-assistance features and to train labor-saving robots it plans to sell soon.</p><p style=\"text-align: start;\">“Tesla is the most undervalued AI play in the market in our view,” wrote Ives in a recent report. He is looking forward to Tesla’s Aug. 8 robotaxi event, where the EV maker will detail gains made in teaching its cars to drive themselves. An impressive event could drive the stock even higher, he believes.</p><p style=\"text-align: start;\">Investors looking at Tesla’s recent run might assume that hype around artificial intelligence is helping. That might not be the case, which means that the stock could go even higher if Tesla investors catch the AI bug.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143059606","content_text":"Tesla stock is on an epic run, rising for a ninth consecutive session on Monday. It will take a little help from artificial intelligence to keep the streak alive.Tesla stock has lagged far behind the other members of the Magnificent Seven so far this year.Shares opened lower, trading below $245, before rallying as high as $259.44. The stock closed up 0.6% at $252.94 while the S&P 500 rose 0.1% and theDow Jones Industrial Average fell 0.1%.A nine-day winning streak is impressive but Tesla shares are given to extremes. Look no further than Wall Street to understand why. The difference between the highest and lowest analyst price targets is roughly $200, or about 80% of the recent stock price. The ratio for Apple stock is about 40%.Moves in the price show a similar pattern. Over the past five years, Tesla stock has spent almost half the time trading above Wall Street’s average price target. The number for Apple is closer to 20%.Tesla’s Jekyll and Hyde nature has separated it from other large tech stocks for much of 2024. For most of the year, shares of the EV maker were left in the dust by the other Magnificent Seven stocks: Microsoft, Nvidia, Apple, Amazon.com, Alphabet, and Meta Platforms. Coming into Monday, those six stocks had risen by an average of about 53% this year.Until Friday, Tesla was the only one of the seven with a loss in 2024. But after gaining 39% over the past nine trading sessions, shares are now up almost 2% this year.It has been a good time for all the Magnificent Seven stocks. Coming into Monday’s trading, the other six gained an average of 7% during Tesla’s recent run. The S&P 500 gained about 2%.While the business opportunity from artificial intelligence is helping all of the Magnificent Seven except Tesla, the picture for the EV maker is less clear. According to Gary Black, co-founder of the Future Fund Active ETF co-founder and a Tesla shareholder, the car business is behind the gain. “Delivery relief,” said Black.On July 2, Tesla reported better-than-expected second-quarter vehicle deliveries. The company sold about 444,000 units, down 4.8% from a year earlier. A decline isn’t great, but the lowest Wall Street estimates had sales down more than 15%. The better result gave investors confidence that Tesla can grow again in 2025. It is expected to deliver about 1.8 million units in 2024, flat with 2023.Better deliveries have also stabilized forecasts for earnings. While Wall Street expected Tesla to earn about $3.80 a share at the start of the year, the estimate is now about $2.40.Investors don’t like to buy stocks with falling estimates, said BFR Research founder Brian Rauscher. Estimates haven’t started to move higher, but they are getting “less bad,” he said. Less bad is often good enough for investors.Earnings estimates and vehicle deliveries both relate to Tesla’s car business. “AI has been a non-factor so far,” said Black. The “core EV business has stabilized.”That offers some additional hope to Tesla shareholders. Wedbush analyst Dan Ives said Tesla’s AI business could be worth an additional $1 trillion, more than double Tesla’s current market value of about $800 billion.Tesla uses AI both to improve its driver-assistance features and to train labor-saving robots it plans to sell soon.“Tesla is the most undervalued AI play in the market in our view,” wrote Ives in a recent report. He is looking forward to Tesla’s Aug. 8 robotaxi event, where the EV maker will detail gains made in teaching its cars to drive themselves. An impressive event could drive the stock even higher, he believes.Investors looking at Tesla’s recent run might assume that hype around artificial intelligence is helping. That might not be the case, which means that the stock could go even higher if Tesla investors catch the AI bug.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9072322682,"gmtCreate":1657961600946,"gmtModify":1676536088726,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03988\">$BANK OF CHINA(03988)$</a>Good price to enter...state support if collapse China will collapse n whole world to follow&nbsp;","listText":"<a href=\"https://ttm.financial/S/03988\">$BANK OF CHINA(03988)$</a>Good price to enter...state support if collapse China will collapse n whole world to follow&nbsp;","text":"$BANK OF CHINA(03988)$Good price to enter...state support if collapse China will collapse n whole world to follow","images":[{"img":"https://community-static.tradeup.com/news/45eb9f650d034eb2a82843124220e9d1","width":"1080","height":"2397"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":85,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9072322682","isVote":1,"tweetType":1,"viewCount":3011,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577147550207659","authorId":"3577147550207659","name":"金錢弟","avatar":"https://community-static.tradeup.com/news/f3b7f4f61fb8c80cae1f168a1a712413","crmLevel":1,"crmLevelSwitch":0,"idStr":"3577147550207659","authorIdStr":"3577147550207659"},"content":"This stock is only 10% below its yearly high of $2.9, no need to panic.","text":"This stock is only 10% below its yearly high of $2.9, no need to panic.","html":"This stock is only 10% below its yearly high of $2.9, no need to panic."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":353899771076800,"gmtCreate":1727409492443,"gmtModify":1727424087491,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","listText":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","text":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","images":[{"img":"https://community-static.tradeup.com/news/59b87941418d7c6b6d88f3d33b12c4b8"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":68,"commentSize":0,"repostSize":35,"link":"https://ttm.financial/post/353899771076800","isVote":1,"tweetType":1,"viewCount":3155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9049613724,"gmtCreate":1655782440668,"gmtModify":1676535704683,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>beaten down growth stock require heart of steel to keep adding n believe its long term potential&nbsp;","listText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>beaten down growth stock require heart of steel to keep adding n believe its long term potential&nbsp;","text":"$Teladoc Health Inc.(TDOC)$beaten down growth stock require heart of steel to keep adding n believe its long term potential","images":[{"img":"https://community-static.tradeup.com/news/301ee567d26fcb38a4d16c7dd1bf7e3b","width":"1080","height":"3438"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":54,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049613724","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9084652075,"gmtCreate":1650859758661,"gmtModify":1676534805261,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SPO.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD - Spinoff(BS6.SPO.SI)$</a>iinterezti g how Tiger knows the listing price?","listText":"<a href=\"https://ttm.financial/S/BS6.SPO.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD - Spinoff(BS6.SPO.SI)$</a>iinterezti g how Tiger knows the listing price?","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD - Spinoff(BS6.SPO.SI)$iinterezti g how Tiger knows the listing price?","images":[{"img":"https://community-static.tradeup.com/news/ab47c267cbe9da3d6ec2a3e829047b27","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":50,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084652075","isVote":1,"tweetType":1,"viewCount":1609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9070014811,"gmtCreate":1656983669833,"gmtModify":1676535926746,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Current price near to 52 weeks low buy slowly in tranches for dividend play&nbsp;","listText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Current price near to 52 weeks low buy slowly in tranches for dividend play&nbsp;","text":"$Daiwa Hse Log Tr(DHLU.SI)$Current price near to 52 weeks low buy slowly in tranches for dividend play","images":[{"img":"https://community-static.tradeup.com/news/8daba661609f505f57615c56f829e48b","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":45,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070014811","isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9048328864,"gmtCreate":1656144211458,"gmtModify":1676535776276,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>52 weeks low due to Yen depreciation...slowly loading up for dividend income&nbsp;","listText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>52 weeks low due to Yen depreciation...slowly loading up for dividend income&nbsp;","text":"$Daiwa Hse Log Tr(DHLU.SI)$52 weeks low due to Yen depreciation...slowly loading up for dividend income","images":[{"img":"https://community-static.tradeup.com/news/1e5ac6dbd846ea341726373960ead2ee","width":"1080","height":"3347"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":45,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9048328864","isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9029638723,"gmtCreate":1652764657762,"gmtModify":1676535157683,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>still waiting for summer travel demand bounce...may have to avg lower to reach tgt exit price&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>still waiting for summer travel demand bounce...may have to avg lower to reach tgt exit price&nbsp;","text":"$American Airlines(AAL)$still waiting for summer travel demand bounce...may have to avg lower to reach tgt exit price","images":[{"img":"https://community-static.tradeup.com/news/005bdc84599a44a4f9e2cfb09609468d","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":24,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9029638723","isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905417701,"gmtCreate":1659924372806,"gmtModify":1703476036043,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>Execellent H1 result but share price no movement What the F....is going on with this stock?","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>Execellent H1 result but share price no movement What the F....is going on with this stock?","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$Execellent H1 result but share price no movement What the F....is going on with this stock?","images":[{"img":"https://community-static.tradeup.com/news/049cfd460596f991aae2948b70062859","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905417701","isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9047812327,"gmtCreate":1656896587969,"gmtModify":1676535911393,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/G92.SI\">$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$</a>laggard till China zero COVID campaign is over so long way for growth n recovery&nbsp;","listText":"<a href=\"https://ttm.financial/S/G92.SI\">$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$</a>laggard till China zero COVID campaign is over so long way for growth n recovery&nbsp;","text":"$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$laggard till China zero COVID campaign is over so long way for growth n recovery","images":[{"img":"https://community-static.tradeup.com/news/6184b3702576f4b14b55b417a02847e7","width":"1080","height":"3347"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":26,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047812327","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9044778523,"gmtCreate":1656821247162,"gmtModify":1676535900190,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Accumulate on 52 weeks low....need time for Yen to rebound n price will follow","listText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Accumulate on 52 weeks low....need time for Yen to rebound n price will follow","text":"$Daiwa Hse Log Tr(DHLU.SI)$Accumulate on 52 weeks low....need time for Yen to rebound n price will follow","images":[{"img":"https://community-static.tradeup.com/news/300d75811a3f1eac95f9a065eb9b4269","width":"1080","height":"3347"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044778523","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9062975695,"gmtCreate":1651995568717,"gmtModify":1676535011288,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>&nbsp;so far historical price pattern has been upward nobody knows the future&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>&nbsp;so far historical price pattern has been upward nobody knows the future&nbsp;","text":"$SPDR S&P 500 ETF Trust(SPY)$ so far historical price pattern has been upward nobody knows the future","images":[{"img":"https://community-static.tradeup.com/news/2602d19466ab9ca11f56dadd3ddc0f73","width":"1080","height":"3438"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062975695","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":252448458383656,"gmtCreate":1702643625409,"gmtModify":1702643627152,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Entry at support level&nbsp;","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Entry at support level&nbsp;","text":"$PING AN(02318)$ Entry at support level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252448458383656","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997492994,"gmtCreate":1661829823323,"gmtModify":1676536587625,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>airlines stocks bearish in high rate environment as capital intensive n high borrowing&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>airlines stocks bearish in high rate environment as capital intensive n high borrowing&nbsp;","text":"$American Airlines(AAL)$airlines stocks bearish in high rate environment as capital intensive n high borrowing","images":[{"img":"https://community-static.tradeup.com/news/98ac7fa0f3d77743473583180b0ba64d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9997492994","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":371236769816728,"gmtCreate":1731643171200,"gmtModify":1731643175667,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Money is never enough nobody knows the future and it is always right to take profit","listText":"Money is never enough nobody knows the future and it is always right to take profit","text":"Money is never enough nobody knows the future and it is always right to take profit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371236769816728","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":246620306128904,"gmtCreate":1701231444263,"gmtModify":1701231449714,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Be greedy when others are fearful&nbsp;","listText":"Be greedy when others are fearful&nbsp;","text":"Be greedy when others are fearful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246620306128904","repostId":"2387427251","repostType":4,"repost":{"id":"2387427251","pubTimestamp":1701225352,"share":"https://ttm.financial/m/news/2387427251?lang=&edition=fundamental","pubTime":"2023-11-29 10:35","market":"us","language":"en","title":"Alibaba: The Pain Could Just Be Starting For Chinese Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2387427251","media":"Seekingalpha","summary":"Alibaba's stock may look suitable for investment due to strong fundamentals.However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba's revenue growth given its stro","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba&#39;s stock may look suitable for investment due to strong fundamentals.</p></li><li><p>However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba&#39;s revenue growth given its strong reliance on artificial intelligence.</p></li><li><p>Alibaba also faces competition from American and Chinese cloud providers, hindering its market share growth in the IaaS industry.</p></li><li><p>While the management has mentioned that it intends to boost domestic production using open-source technology, it has not substantiated its statements with figures in my view.</p></li><li><p>In view of its strong balance sheet, reorganization, and dividend payments, the stock is a hold.</p></li></ul><p>If you have wondered whether chip restrictions preventing exports of advanced GPU-based AI computing to China had any effect, look no further than Alibaba (NYSE:BABA), the eCommerce and cloud computing giant. Its stock benefits from superior fundamentals including growth and profitability showing up in green as pictured below. However, I believe factors like geopolitical tensions can impact its ability to grow revenues in the future.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9269811d5d58a9543d0e751301795efb\" tg-width=\"371\" tg-height=\"278\"/></p><p>Quant Ratings (seekingalpha.com)</p><p>Also, it is important to check whether the high profitability being enjoyed now does not come at the expense of investing money to ensure future growth. Thus, by highlighting the areas of the business likely to be impacted by U.S. chip restrictions and showing that the capital allocation strategy does not seem geared towards addressing the risks, this thesis aims to show that it is not the right time to invest or add to your position.</p><p>Amid encouraging news about indigenous innovations in advanced chip technology, I start by highlighting how the very ingredients used for building the tech giant&#39;s intelligent cloud infrastructure are facing supply uncertainty.</p><h2 id=\"id_4130189344\">AI Chip Restrictions Starting to Bite</h2><p>Some will remember that barely three weeks back or on November 3, the company unveiled its Zhenyue 510 chip. Developed by its chip design subsidiary, T-Head, the controller IC is destined to be deployed in Alibaba&#39;s data centers to provide support for applications such as AI training, online transactions, and big data analysis. The subsidiary had previously designed both an AI (artificial intelligence) and a CPU chip.</p><p>These chips are based on RISC-V-based technology, which is open-source or can be used by anyone without requiring a license from Arm Holdings (ARM) whose chip designs are widely used throughout the world, but many are not exported to China. Now, these developments were acclaimed as important milestones in pursuit of Chinese technological independence and it came as no surprise that Alibaba’s shares gained over 2 dollars as depicted by the green arrow below when the news hit the market.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10f305000142ae58729cfb3ccd8679a7\" tg-width=\"640\" tg-height=\"258\"/></p><p>www.seekingalpha.com</p><p>This independence means not relying on U.S. components, especially those produced by Nvidia (NVDA) and Advanced Micro Devices (AMD), who are barred from exporting their AI-enabling GPU chips to China following the October 2022 restrictions.</p><p>However, this idea of being independent now appears in doubt as the shares dropped by more than $7 on November 15 (red arrow above) following the scrapping of IPO plans for Alibaba&#39;s Cloud Intelligence Group due to further U.S. chip restrictions. The latest ones enforced in October cover additional chips like the A800, which Nvidia designed specifically for its Chinese customers, given that it could not export its advanced A100 and H100 chips to that country. The same applies to Intel (INTC) and AMD.</p><p>According to Alibaba&#39;s press release (with the pain points underlined in red below), this will adversely impact its cloud business&#39; ability to offer products and services.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c4797638e3cb6326521a07e5c822bcd\" tg-width=\"640\" tg-height=\"312\"/></p><p>seekingalpha.com</p><p>This news update by Alibaba confirms the risks I had already evoked in an earlier thesis last year and the next step is to quantify the impact.</p><h2 id=\"id_3182475377\">The Risks to Revenue Growth for Intelligent Cloud</h2><p>Having generated $51.4 billion for the second quarter of fiscal 2024 (Q2-2024), Cloud Intelligence Group is second only to Taobao/Tmall as shown below. Furthermore, it has grown by only 3% YoY or far below the double-digit figures of 2020-2022. One of the reasons for this gloomy performance is that the business has not fully recovered after ByteDance (TikTok owner) stopped using it for outside-of-China hosting purposes in 2021 and instead chose Amazon (AMZN) and Oracle (ORCL), following intense pressure from authorities in the U.S. on data privacy grounds.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b326572405c726af612c55aa739be572\" tg-width=\"640\" tg-height=\"170\"/></p><p>seekingalpha.com</p><p>Now, in addition to these two American public cloud providers, the Chinese company also faces competition from Microsoft (MSFT), with Azure Cloud, and Alphabet (GOOG) (GOOGL) with Google Cloud Platform, without forgetting Huawei Technologies and Tencent Holdings (OTCPK:TCEHY), in its home market.</p><p>Looking at market share for the 2021-2022 period, a report by Gartner on the worldwide Infrastructure-as-a-service (IaaS) industry dated July this year shows that Alibaba has trailed all others with only 2.4% growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71d9426a41e14743d91f4781e164d9b7\" tg-width=\"640\" tg-height=\"402\"/></p><p>Chart built using data from (www.gartner.com)</p><p>Noteworthily, in addition to computing power for normal IT (transactional) workloads, Gartner adds that customers now require more advanced analytics among other features.</p><h2 id=\"id_3346180889\">Possible Risks to Alibaba International Business too</h2><p>Now, since the company did earlier announce an upgrade of its AI infrastructure including deployment of its Tongyi Qianwen 2.0 LLM (large language model) during the Apsara Conference, it may be holding a stock of Nvidia’s previous-generation A100 GPU chips, already deployed for AI workloads. However, new restrictions ban their export to China. In these circumstances, I find it hard to identify who will buy cloud-based AI servers from the Chinese company even if it provides discounts since ChatGPT-style applications demand high-performance GPUs to work optimally.</p><p>There is worse given that the company synergizes the capabilities of its intelligent cloud infrastructure across its eCommerce platforms for example to make the shopping experience more consumer-centric by using AI applications. Chip restrictions would mean that it will have to rely on older chip models like Nvidia&#39;s V100 launched in 2017 to train its LLMs whereas competitor Amazon and others have access to the latest and faster H100 chips developed in 2022.</p><p>Therefore, restrictions may pose a competitive threat to the Chinese eCommerce and cloud computing giant&#39;s integrated business model, especially for Alibaba International Digital Commerce Group which grew by 53% YoY during the latest reported quarter. When combined with the cloud business, the international eCommerce Group represented around $99.3 billion (according to the above table) or 20% of the company&#39;s sales in Q2-2024, which is substantial. Thus, I believe that in case these two groups were to be materially impacted, the company could miss its fiscal 2025 revenue estimate of $146.4 billion as pictured below.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903db5ffe7a60f776b5e5365f339d3bd\" tg-width=\"640\" tg-height=\"192\"/></p><p>seekingalpha.com</p><p>Therefore, based on the identification of areas likely to be impacted by chip restrictions, revenue growth is at risk. In the same breath, the stock is not necessarily undervalued based on its forward price-to-sales of 1.49x, which is above the median for the Consumer Discretionary sector by more than 75%.</p><h2 id=\"id_2416155604\">Analyzing the Capital Allocation Strategy in View of Supply Risks</h2><p>Moreover, for a company that is facing risks as to the very building blocks of its AI infrastructure, you would have expected it to attract equity funding through the cloud IPO given the enormous amounts of money involved in chip production. However, with the public offering canceled, funding will be sought for the company&#39;s international eCommerce business. Now, while the objective to build a &#34;world-leading digitalized supply chain network&#34; seems appropriate in view of Alibaba&#39;s experience in the Chinese market, the intention of also making intensive use of AI for innovations across the platform may not be well digested by potential investors, in view of U.S. restrictions.</p><p>Furthermore, since Alibaba is already sitting on a giant cash pile of $51.5 billion (net of debt) there is less need to seek outside funding which may also imply a dilution of share ownership if equity funding is sought after.</p><p>Coming back to the AI realm, the management mentioned that it is exploring native (or domestic) solutions and that the Cloud Intelligence Group will &#34;scale up its technology investments in AI-related software and hardware&#34; through the use of open-source technologies like RISC-V as mentioned earlier. These points are clearly aimed at addressing the issues posed by chip restrictions, but they fall short of an investment plan including the amount being (or to be) spent, and clear milestones as to when the processors will enter production for equipping its data centers given that Alibaba cloud operates in 30 regions across the world.</p><p>On the contrary, a look at the capital expenditure during the last five quarters shows that it is on a net downtrend. Now, when subtracting this lower Capex from the cash from operations, the result is higher free cash flow. Interestingly, its FCF margin of 14.17% which is above Consumer Discretionary peers by over 170% is one of the reasons the company enjoys a profitability grade of A+, but this may be coming at a cost: not investing for future growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6538c30481f5a412382be12828bef7fc\" tg-width=\"640\" tg-height=\"266\"/></p><p>Chart built using cash flow statement data from (seekingalpha.com)</p><p>This is especially true in the current global computing scenario when there is a fundamental paradigm change whereby the demand for IT workloads on the cloud is shifting from conventional computing to AI. This is the reason why cloud service providers like Amazon and Microsoft have been purchasing Nvidia H100 GPUs.</p><p>Now, in the absence of such a supplier from its supply chain, it is important for a cloud computing giant like Alibaba to elaborate on the amount of money it is investing in advanced chips as part of a contingency plan to continue providing an intelligent cloud infrastructure that can compete internationally.</p><h2 id=\"id_4202991450\">Strong Balance Sheet and Reorganization but Plan Needed in View of Restrictions</h2><p>In conclusion, this thesis has shown that given the risks that can affect Alibaba&#39;s results of operations and financial condition, there has been no mention of a capital allocation strategy to specifically address the issue of chip restrictions in the second quarter&#39;s earnings call, possibly because it already possesses some unused stock of advanced chips in its inventory in my view.</p><p>Moreover, given the strength of its balance sheet, and the internal reorganization that has identified cost optimization and growth opportunities, Alibaba has the financial capacity to boost indigenous production to meet its AI chip requirements, somewhat similar to what Huawei has done with its Mate 50. Furthermore, earning dividends as a way to enhance shareholder return is a positive for those who have been holding on to the stock. For this matter, in addition to the $2.5 billion of distributions to be made to shareholders, the company effected $1.7 billion of share buybacks in Q2-2024.</p><p>These are the reasons why I have a Hold rating as Alibaba also remains a strong player on its home turf with Taobao and Tmall and a market where it faces much smaller competitors in the form of JD.com (JD) and Pinduoduo. Finally, it is important to obtain an update as to how the company is tackling chip restrictions in a sustainable manner during next quarter&#39;s earnings call in February.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Pain Could Just Be Starting For Chinese Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Pain Could Just Be Starting For Chinese Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-29 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4654600-alibaba-the-pain-could-just-be-starting-for-chinese-tech><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba's stock may look suitable for investment due to strong fundamentals.However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba's revenue growth given its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4654600-alibaba-the-pain-could-just-be-starting-for-chinese-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","BK4588":"碎股","BK4503":"景林资产持仓","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","BK4502":"阿里概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","09988":"阿里巴巴-W","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4592":"伊斯兰概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4509":"腾讯概念","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4587":"ChatGPT概念","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BABA":"阿里巴巴","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H"},"source_url":"https://seekingalpha.com/article/4654600-alibaba-the-pain-could-just-be-starting-for-chinese-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2387427251","content_text":"Alibaba's stock may look suitable for investment due to strong fundamentals.However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba's revenue growth given its strong reliance on artificial intelligence.Alibaba also faces competition from American and Chinese cloud providers, hindering its market share growth in the IaaS industry.While the management has mentioned that it intends to boost domestic production using open-source technology, it has not substantiated its statements with figures in my view.In view of its strong balance sheet, reorganization, and dividend payments, the stock is a hold.If you have wondered whether chip restrictions preventing exports of advanced GPU-based AI computing to China had any effect, look no further than Alibaba (NYSE:BABA), the eCommerce and cloud computing giant. Its stock benefits from superior fundamentals including growth and profitability showing up in green as pictured below. However, I believe factors like geopolitical tensions can impact its ability to grow revenues in the future.Quant Ratings (seekingalpha.com)Also, it is important to check whether the high profitability being enjoyed now does not come at the expense of investing money to ensure future growth. Thus, by highlighting the areas of the business likely to be impacted by U.S. chip restrictions and showing that the capital allocation strategy does not seem geared towards addressing the risks, this thesis aims to show that it is not the right time to invest or add to your position.Amid encouraging news about indigenous innovations in advanced chip technology, I start by highlighting how the very ingredients used for building the tech giant's intelligent cloud infrastructure are facing supply uncertainty.AI Chip Restrictions Starting to BiteSome will remember that barely three weeks back or on November 3, the company unveiled its Zhenyue 510 chip. Developed by its chip design subsidiary, T-Head, the controller IC is destined to be deployed in Alibaba's data centers to provide support for applications such as AI training, online transactions, and big data analysis. The subsidiary had previously designed both an AI (artificial intelligence) and a CPU chip.These chips are based on RISC-V-based technology, which is open-source or can be used by anyone without requiring a license from Arm Holdings (ARM) whose chip designs are widely used throughout the world, but many are not exported to China. Now, these developments were acclaimed as important milestones in pursuit of Chinese technological independence and it came as no surprise that Alibaba’s shares gained over 2 dollars as depicted by the green arrow below when the news hit the market.www.seekingalpha.comThis independence means not relying on U.S. components, especially those produced by Nvidia (NVDA) and Advanced Micro Devices (AMD), who are barred from exporting their AI-enabling GPU chips to China following the October 2022 restrictions.However, this idea of being independent now appears in doubt as the shares dropped by more than $7 on November 15 (red arrow above) following the scrapping of IPO plans for Alibaba's Cloud Intelligence Group due to further U.S. chip restrictions. The latest ones enforced in October cover additional chips like the A800, which Nvidia designed specifically for its Chinese customers, given that it could not export its advanced A100 and H100 chips to that country. The same applies to Intel (INTC) and AMD.According to Alibaba's press release (with the pain points underlined in red below), this will adversely impact its cloud business' ability to offer products and services.seekingalpha.comThis news update by Alibaba confirms the risks I had already evoked in an earlier thesis last year and the next step is to quantify the impact.The Risks to Revenue Growth for Intelligent CloudHaving generated $51.4 billion for the second quarter of fiscal 2024 (Q2-2024), Cloud Intelligence Group is second only to Taobao/Tmall as shown below. Furthermore, it has grown by only 3% YoY or far below the double-digit figures of 2020-2022. One of the reasons for this gloomy performance is that the business has not fully recovered after ByteDance (TikTok owner) stopped using it for outside-of-China hosting purposes in 2021 and instead chose Amazon (AMZN) and Oracle (ORCL), following intense pressure from authorities in the U.S. on data privacy grounds.seekingalpha.comNow, in addition to these two American public cloud providers, the Chinese company also faces competition from Microsoft (MSFT), with Azure Cloud, and Alphabet (GOOG) (GOOGL) with Google Cloud Platform, without forgetting Huawei Technologies and Tencent Holdings (OTCPK:TCEHY), in its home market.Looking at market share for the 2021-2022 period, a report by Gartner on the worldwide Infrastructure-as-a-service (IaaS) industry dated July this year shows that Alibaba has trailed all others with only 2.4% growth.Chart built using data from (www.gartner.com)Noteworthily, in addition to computing power for normal IT (transactional) workloads, Gartner adds that customers now require more advanced analytics among other features.Possible Risks to Alibaba International Business tooNow, since the company did earlier announce an upgrade of its AI infrastructure including deployment of its Tongyi Qianwen 2.0 LLM (large language model) during the Apsara Conference, it may be holding a stock of Nvidia’s previous-generation A100 GPU chips, already deployed for AI workloads. However, new restrictions ban their export to China. In these circumstances, I find it hard to identify who will buy cloud-based AI servers from the Chinese company even if it provides discounts since ChatGPT-style applications demand high-performance GPUs to work optimally.There is worse given that the company synergizes the capabilities of its intelligent cloud infrastructure across its eCommerce platforms for example to make the shopping experience more consumer-centric by using AI applications. Chip restrictions would mean that it will have to rely on older chip models like Nvidia's V100 launched in 2017 to train its LLMs whereas competitor Amazon and others have access to the latest and faster H100 chips developed in 2022.Therefore, restrictions may pose a competitive threat to the Chinese eCommerce and cloud computing giant's integrated business model, especially for Alibaba International Digital Commerce Group which grew by 53% YoY during the latest reported quarter. When combined with the cloud business, the international eCommerce Group represented around $99.3 billion (according to the above table) or 20% of the company's sales in Q2-2024, which is substantial. Thus, I believe that in case these two groups were to be materially impacted, the company could miss its fiscal 2025 revenue estimate of $146.4 billion as pictured below.seekingalpha.comTherefore, based on the identification of areas likely to be impacted by chip restrictions, revenue growth is at risk. In the same breath, the stock is not necessarily undervalued based on its forward price-to-sales of 1.49x, which is above the median for the Consumer Discretionary sector by more than 75%.Analyzing the Capital Allocation Strategy in View of Supply RisksMoreover, for a company that is facing risks as to the very building blocks of its AI infrastructure, you would have expected it to attract equity funding through the cloud IPO given the enormous amounts of money involved in chip production. However, with the public offering canceled, funding will be sought for the company's international eCommerce business. Now, while the objective to build a \"world-leading digitalized supply chain network\" seems appropriate in view of Alibaba's experience in the Chinese market, the intention of also making intensive use of AI for innovations across the platform may not be well digested by potential investors, in view of U.S. restrictions.Furthermore, since Alibaba is already sitting on a giant cash pile of $51.5 billion (net of debt) there is less need to seek outside funding which may also imply a dilution of share ownership if equity funding is sought after.Coming back to the AI realm, the management mentioned that it is exploring native (or domestic) solutions and that the Cloud Intelligence Group will \"scale up its technology investments in AI-related software and hardware\" through the use of open-source technologies like RISC-V as mentioned earlier. These points are clearly aimed at addressing the issues posed by chip restrictions, but they fall short of an investment plan including the amount being (or to be) spent, and clear milestones as to when the processors will enter production for equipping its data centers given that Alibaba cloud operates in 30 regions across the world.On the contrary, a look at the capital expenditure during the last five quarters shows that it is on a net downtrend. Now, when subtracting this lower Capex from the cash from operations, the result is higher free cash flow. Interestingly, its FCF margin of 14.17% which is above Consumer Discretionary peers by over 170% is one of the reasons the company enjoys a profitability grade of A+, but this may be coming at a cost: not investing for future growth.Chart built using cash flow statement data from (seekingalpha.com)This is especially true in the current global computing scenario when there is a fundamental paradigm change whereby the demand for IT workloads on the cloud is shifting from conventional computing to AI. This is the reason why cloud service providers like Amazon and Microsoft have been purchasing Nvidia H100 GPUs.Now, in the absence of such a supplier from its supply chain, it is important for a cloud computing giant like Alibaba to elaborate on the amount of money it is investing in advanced chips as part of a contingency plan to continue providing an intelligent cloud infrastructure that can compete internationally.Strong Balance Sheet and Reorganization but Plan Needed in View of RestrictionsIn conclusion, this thesis has shown that given the risks that can affect Alibaba's results of operations and financial condition, there has been no mention of a capital allocation strategy to specifically address the issue of chip restrictions in the second quarter's earnings call, possibly because it already possesses some unused stock of advanced chips in its inventory in my view.Moreover, given the strength of its balance sheet, and the internal reorganization that has identified cost optimization and growth opportunities, Alibaba has the financial capacity to boost indigenous production to meet its AI chip requirements, somewhat similar to what Huawei has done with its Mate 50. Furthermore, earning dividends as a way to enhance shareholder return is a positive for those who have been holding on to the stock. For this matter, in addition to the $2.5 billion of distributions to be made to shareholders, the company effected $1.7 billion of share buybacks in Q2-2024.These are the reasons why I have a Hold rating as Alibaba also remains a strong player on its home turf with Taobao and Tmall and a market where it faces much smaller competitors in the form of JD.com (JD) and Pinduoduo. Finally, it is important to obtain an update as to how the company is tackling chip restrictions in a sustainable manner during next quarter's earnings call in February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240621277184120,"gmtCreate":1699764528040,"gmtModify":1699764531214,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WJP.SI\">$VICOM Ltd(WJP.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/WJP.SI\">$VICOM Ltd(WJP.SI)$ &nbsp;</a>","text":"$VICOM Ltd(WJP.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240621277184120","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067707671,"gmtCreate":1652504639793,"gmtModify":1676535113943,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Buy on dividend income play&nbsp;","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Buy on dividend income play&nbsp;","text":"$CapLand China T(AU8U.SI)$Buy on dividend income play","images":[{"img":"https://community-static.tradeup.com/news/fbd50480b75bbeb992b709f36fe20c1b","width":"1080","height":"3347"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067707671","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":230261177118968,"gmtCreate":1697257898014,"gmtModify":1697257902150,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Fed will pause the rate hike as USA small n mid size banks most can't withstand and more bankruptcy may follow to destabilize democrats election campaign&nbsp;","listText":"Fed will pause the rate hike as USA small n mid size banks most can't withstand and more bankruptcy may follow to destabilize democrats election campaign&nbsp;","text":"Fed will pause the rate hike as USA small n mid size banks most can't withstand and more bankruptcy may follow to destabilize democrats election campaign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/230261177118968","isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4156453737757772","authorId":"4156453737757772","name":"Julian1380","avatar":"https://community-static.tradeup.com/news/7d73a99be7c870e968b708b29575b7c9","crmLevel":1,"crmLevelSwitch":0,"idStr":"4156453737757772","authorIdStr":"4156453737757772"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087992078,"gmtCreate":1650937278581,"gmtModify":1676534819496,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>SStuck low for a while no gas with China lock down + trade war + delisting fear","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>SStuck low for a while no gas with China lock down + trade war + delisting fear","text":"$Tiger Brokers(TIGR)$SStuck low for a while no gas with China lock down + trade war + delisting fear","images":[{"img":"https://community-static.tradeup.com/news/6c31de5e046a9e9019fe5283986b5e27","width":"1080","height":"3563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087992078","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4105924344545030","authorId":"4105924344545030","name":"Cyberguru","avatar":"https://community-static.tradeup.com/news/f9b4948364f7d9903751717980915d58","crmLevel":2,"crmLevelSwitch":1,"idStr":"4105924344545030","authorIdStr":"4105924344545030"},"content":"China stock is losing its momentum for now.","text":"China stock is losing its momentum for now.","html":"China stock is losing its momentum for now."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9062285036,"gmtCreate":1652064361225,"gmtModify":1676535022967,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>First entry for dividend play...52 weeks low was $1.11","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>First entry for dividend play...52 weeks low was $1.11","text":"$CapLand China T(AU8U.SI)$First entry for dividend play...52 weeks low was $1.11","images":[{"img":"https://community-static.tradeup.com/news/c6302a9249abca03aded7098e635eaeb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062285036","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583377018896117","authorId":"3583377018896117","name":"bernardtayet","avatar":"https://static.tigerbbs.com/43e8c1fc37a4bff2a94af98953cff267","crmLevel":5,"crmLevelSwitch":1,"idStr":"3583377018896117","authorIdStr":"3583377018896117"},"content":"It is a good stock to have. Good dividends. Prospect of further growth expected. My personal view only.","text":"It is a good stock to have. Good dividends. Prospect of further growth expected. My personal view only.","html":"It is a good stock to have. Good dividends. Prospect of further growth expected. My personal view only."}],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}