Tencent Beats! Can Alibaba Deliver Surprise Earnings?

11-19

How Trip.com became a better choice in Chinese stocks?

$Trip.com Group Limited(TCOM)$ announced Q3 earnings before the market on Nov 18th and rose more than 3% in subsequent U.S. trading, and $TRIP.COM-S(09961)$ rose more than 5% on Nov 19th Hong Kong stock open.The market is relatively receptive to its results.The overall performance was good, but the actual outperformance was not significant compared to the company's previously given guidance.Since Ctrip was the Chinese stock with relatively strong overall performance over the past year, investors' expectations were also relatively high.Since domestic demand for alcohol travel is not particularly buoyant at the moment, it is also relatively difficult to expect significant growth on the revenue side, relyin

How Trip.com became a better choice in Chinese stocks?

yourcelesttyy

11-17

Can the U.S. Decouple from China Without Paying the Price?

As the U.S. accelerates efforts to decouple from China, the global economy stands at a crossroads. Can the U.S. truly reduce its reliance on Chinese manufacturing and supply chains without significantly raising costs for businesses and consumers? The Decoupling Dilemma Decoupling sounds straightforward—shift supply chains, invest in local manufacturing, and rely on allied nations. But the reality is more complex: Cost Pressures: Products sourced from alternative regions often come at a higher cost due to less-developed infrastructure and higher labor expenses. Time Lag: Building new supply chains takes years, during which businesses risk shortages and production delays. Consumer Impact: Higher costs often translate to pricier goods, fueling domestic inflation—a politically sensitive issue

Can the U.S. Decouple from China Without Paying the Price?

Shernice軒嬣 2000

11-16

Why do Trump-era tariffs pose a greater threat to China’s economy now?

China's Blue-Chip Stocks Offer Attractive Valuations: Buy Baba, JD, Tencent, Ping An, and BOC? China is already grappling with significant domestic challenges: a local debt crisis and a property market in turmoil. However, the looming impact of heightened tariffs presents an even graver concern. While many investors remain optimistic about Chinese stocks—betting on a "bazooka" stimulus from Beijing to revitalize the economy—it’s vital to consider the broader risks, particularly political ones. Stocks like Alibaba and JD have reported solid profits with low price-to-earnings ratios, and major Chinese banks such as Bank of China and Ping An Bank offer appealing dividends and seem fundamentally robust. However, this perspective often overlooks the risks posed by geopolitical tensions and

Why do Trump-era tariffs pose a greater threat to China’s economy now?

lgggg

11-15

Hmm, the next part of AI integration to the business is key to growth. Not sure what will the company strive from this

WealthSquad

11-15

JD:Profit Growth Outpace Revenue Acceleration; Maintain BUY and $45 PT

We are maintaining our BUY rating and $45 PT after JD reported in-line 3Q revenue with profits substantially above estimates. $JD.com(JD)$ total revenue grew 5% y/y in 3Q (accelerating 4pts from 2Q), with JDR revenue up 6% y/y (vs. +1% y/y in 2Q). Moreover, 3Q gross profit grew 16% y/y, accelerating 5pt from 2Q, and was 11pts faster than revenue growth, with gross margin up 165bps y/y (vs. +137bps in 2Q), due to supply chain efficiency improvement and revenue mix shift to higher margin business lines. 3P growth continued to outpace 1P, with order volume growth accelerating from 2Q, driving double-digit advertising revenue up.Electronics and home appliance revenues grew 3% y/y in 3Q, vs. -5% in 2Q, partially due to government’s trade-in incentives.

JD:Profit Growth Outpace Revenue Acceleration; Maintain BUY and $45 PT

Mickey082024

11-14

Alibaba Embrace The Storm with Surprise Earning?

$Alibaba(BABA)$ Earning Expectation Alibaba's upcoming fiscal Q3 2024 earnings have sparked anticipation, particularly as analysts forecast mixed results influenced by both strengths and challenges in its business segments. Despite headwinds in China's macroeconomic environment and slowing e-commerce growth, Alibaba’s strong foothold in the cloud computing market and its expansion into AI-driven solutions are seen as potential positives for revenue. Q3 2024 earnings release could bring positive surprises, particularly given recent favorable developments in its core business and external environment. Analysts expect Alibaba to report earnings of around $2.67 per share on revenue of $36.7 billion, representing a modest revenue increase year-over-yea

Alibaba Embrace The Storm with Surprise Earning?

Hopehope赋予希望

11-14

Now it doesnt matter at all. It's geopolitics driving the price now. It's weird that people don't look at fundamentals for Chinese stocks.. but it's happening now.

mpeyeoeh

11-14

Those who have the patience to wait will fly to the moon

TopdownCharts

11-14

Chinese stocks may have more upside than consensus thinks

Trumphoria is gripping markets — everyone expects a repeat of the 2016 bull run when Trump first got elected.All the obvious beneficiaries of a Trump presidency have been rallying, while some of the obvious losers have been punished.Conventional wisdom says one “obvious loser“ (i.e. China A-Shares) will suffer under the second coming of Trump, with the prospect of more tariffs, trade-wars, and tough negotiations hanging overhead.The logic is that trade war 2.0 risk and a generally hawkish geopolitical tone across the incoming Trump administration will present further challenges for an already ailing Chinese economy.And there’s probably some truth in that — it’s going to be: not-boring.As things stand right now, China is in the middle of its worst property downturn on record, local governme

Chinese stocks may have more upside than consensus thinks

Patmos

11-14

I favour BABA shares are under valued

SPOT_ON

11-14

Tencent price on the high side... i will buy big into alibaba since price had fallen quite a bit from recent $118 high @rL @melson @Mrzorro @Aqa

DavidSG

11-14

$TENCENT(00700)$ Currently only in volatility stage.

jislandfund

11-14

Alibaba should still be strong. The outlook is promising

MicroStrategist

11-14

All 3 cos also powerful and making tons of 🤑🤑🤑🤑

Happy Bear

11-13

None. All rubbish. I think China should just close its share market

ONLYoptionsFANS

11-13

shorts will get burnt

Kekemon

11-13

Alibaba. Good value buy now if you been monitoring it. Let's ride together for a good 2025.

MaverickWealthBuilder

11-13

What is the key profit in Tencent's Q3 earnings?

After the Hong Kong stock market closed on November 13, $TENCENT(00700)$ announced its 24Q3 earnings.Q2 release did give a lot of surprises, investors' expectations of Tencent began to pull up, so also counted on Q3 results continue to be good expectations.In addition to the overall rebound of Chinese assets at the end of Q3, Tencent is now also becoming. Q3 earnings report is not too much of a surprise, but it is also "expected", at this stage of the environment, Tencent's performance is still noteworthy.Key Takeaways:Overall margins continued to rise steadily, with strong cash flow, also supporting further shareholder returns;Games maintained the rebound trend, with domestic games surprising more, older games resuming growth again, and the indu

What is the key profit in Tencent's Q3 earnings?

Tiger_Contra

11-13

💰Direct Access to A-Share Connect Trading through Tiger Brokers

Now, with Tiger Brokers’ Cash Boost Account, you can access A-Share Connect directly and capitalize on opportunities in the Chinese market without needing to deposit large sums in advance. This allows you to invest in leading industries and cutting-edge companies within the world’s second-largest economy.*The number of A-shares and ETFs eligible for trading through the Cash Boost account continues to grow. Currently, it supports approximately 300 stocks.Click here to view the supported securities.🚀Hooray, 💰SGD 20,000 Cash Boost Account for Every SG Tigers 💰Join the TB Contra Telegram G

💰Direct Access to A-Share Connect Trading through Tiger Brokers

manlin_sun

11-13

$Alibaba(BABA)$ reports earnings on Friday. Last quarter, management projected double-digit growth in Alibaba Cloud’s external customer revenue for Q2, with momentum expected to keep building. This will be interesting.

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It's a great app","text":"yes, I've been using it. It's a great app","html":"yes, I've been using it. It's a great app"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":372020005056808,"gmtCreate":1731834315858,"gmtModify":1731896482055,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"yourcelesttyy","avatar":"https://community-static.tradeup.com/news/3caa9d5789492882d6046e8664eddcf1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Can the U.S. Decouple from China Without Paying the Price?","htmlText":"As the U.S. accelerates efforts to decouple from China, the global economy stands at a crossroads. Can the U.S. truly reduce its reliance on Chinese manufacturing and supply chains without significantly raising costs for businesses and consumers? 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China is already grappling with significant domestic challenges: a local debt crisis and a property market in turmoil. However, the looming impact of heightened tariffs presents an even graver concern. While many investors remain optimistic about Chinese stocks—betting on a \"bazooka\" stimulus from Beijing to revitalize the economy—it’s vital&nbsp;to consider the broader risks, particularly political ones. Stocks like Alibaba and JD have reported solid profits with low price-to-earnings ratios, and major Chinese banks such as Bank of China and Ping An Bank offer appealing dividends and seem fundamentally robust. However, this perspective often overlooks the risks posed by geopolitical tensions and","listText":"China's Blue-Chip Stocks Offer Attractive Valuations: Buy Baba, JD, Tencent, Ping An, and BOC? China is already grappling with significant domestic challenges: a local debt crisis and a property market in turmoil. However, the looming impact of heightened tariffs presents an even graver concern. While many investors remain optimistic about Chinese stocks—betting on a \"bazooka\" stimulus from Beijing to revitalize the economy—it’s vital&nbsp;to consider the broader risks, particularly political ones. Stocks like Alibaba and JD have reported solid profits with low price-to-earnings ratios, and major Chinese banks such as Bank of China and Ping An Bank offer appealing dividends and seem fundamentally robust. However, this perspective often overlooks the risks posed by geopolitical tensions and","text":"China's Blue-Chip Stocks Offer Attractive Valuations: Buy Baba, JD, Tencent, Ping An, and BOC? China is already grappling with significant domestic challenges: a local debt crisis and a property market in turmoil. However, the looming impact of heightened tariffs presents an even graver concern. While many investors remain optimistic about Chinese stocks—betting on a \"bazooka\" stimulus from Beijing to revitalize the economy—it’s vital to consider the broader risks, particularly political ones. Stocks like Alibaba and JD have reported solid profits with low price-to-earnings ratios, and major Chinese banks such as Bank of China and Ping An Bank offer appealing dividends and seem fundamentally robust. However, this perspective often overlooks the risks posed by geopolitical tensions and","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":805,"commentSize":6,"repostSize":34,"link":"https://ttm.financial/post/371607294783568","isVote":1,"tweetType":1,"viewCount":2927,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131703342800552","authorId":"4131703342800552","name":"neo26000","avatar":"https://community-static.tradeup.com/news/11d50ec0d6202770a8629aa7f06a5d4f","crmLevel":9,"crmLevelSwitch":1,"idStr":"4131703342800552","authorIdStr":"4131703342800552"},"content":"The tariffs on China are already at 25% on certain goods under Biden, so a 35% increase would significantly escalate tensions. While it could theoretically reduce Chinese imports to the U.S. by making them more expensive, the broader economic consequences would be severe. The depreciation of the yuan could lead to less Chinese demand for U.S. Treasuries, complicating U.S. debt management and increasing borrowing costs. The higher costs of Chinese goods would likely be passed on to American consumers, leading to inflationary pressures and potential supply chain disruptions.Such a confrontational approach is a lose-lose scenario—hurting businesses, and even government finances. A win-win strategy would focus on constructive dialogue and collaboration on issues like market access, and currency manipulation, while maintaining a fair and balanced trade policy. This would foster long-term stability, reduce tensions, and benefit both nations economically without self-inflicted damage.","text":"The tariffs on China are already at 25% on certain goods under Biden, so a 35% increase would significantly escalate tensions. While it could theoretically reduce Chinese imports to the U.S. by making them more expensive, the broader economic consequences would be severe. The depreciation of the yuan could lead to less Chinese demand for U.S. Treasuries, complicating U.S. debt management and increasing borrowing costs. The higher costs of Chinese goods would likely be passed on to American consumers, leading to inflationary pressures and potential supply chain disruptions.Such a confrontational approach is a lose-lose scenario—hurting businesses, and even government finances. A win-win strategy would focus on constructive dialogue and collaboration on issues like market access, and currency manipulation, while maintaining a fair and balanced trade policy. This would foster long-term stability, reduce tensions, and benefit both nations economically without self-inflicted damage.","html":"The tariffs on China are already at 25% on certain goods under Biden, so a 35% increase would significantly escalate tensions. While it could theoretically reduce Chinese imports to the U.S. by making them more expensive, the broader economic consequences would be severe. The depreciation of the yuan could lead to less Chinese demand for U.S. Treasuries, complicating U.S. debt management and increasing borrowing costs. The higher costs of Chinese goods would likely be passed on to American consumers, leading to inflationary pressures and potential supply chain disruptions.Such a confrontational approach is a lose-lose scenario—hurting businesses, and even government finances. A win-win strategy would focus on constructive dialogue and collaboration on issues like market access, and currency manipulation, while maintaining a fair and balanced trade policy. This would foster long-term stability, reduce tensions, and benefit both nations economically without self-inflicted damage."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371384995983648,"gmtCreate":1731679284319,"gmtModify":1731679288392,"author":{"id":"4106313815682280","authorId":"4106313815682280","name":"lgggg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106313815682280","authorIdStr":"4106313815682280"},"themes":[],"htmlText":"Hmm, the next part of AI integration to the business is key to growth. Not sure what will the company strive from this&nbsp;","listText":"Hmm, the next part of AI integration to the business is key to growth. Not sure what will the company strive from this&nbsp;","text":"Hmm, the next part of AI integration to the business is key to growth. Not sure what will the company strive from this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371384995983648","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371237503660120,"gmtCreate":1731653179802,"gmtModify":1731653315731,"author":{"id":"9000000000000708","authorId":"9000000000000708","name":"WealthSquad","avatar":"https://static.tigerbbs.com/e63ca89d7d2ea38be6107132f290085a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000708","authorIdStr":"9000000000000708"},"themes":[],"title":"JD:Profit Growth Outpace Revenue Acceleration; Maintain BUY and $45 PT","htmlText":"We are maintaining our BUY rating and $45 PT after JD reported in-line 3Q revenue with profits substantially above estimates. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> total revenue grew 5% y/y in 3Q (accelerating 4pts from 2Q), with JDR revenue up 6% y/y (vs. +1% y/y in 2Q). Moreover, 3Q gross profit grew 16% y/y, accelerating 5pt from 2Q, and was 11pts faster than revenue growth, with gross margin up 165bps y/y (vs. +137bps in 2Q), due to supply chain efficiency improvement and revenue mix shift to higher margin business lines. 3P growth continued to outpace 1P, with order volume growth accelerating from 2Q, driving double-digit advertising revenue up.Electronics and home appliance revenues grew 3% y/y in 3Q, vs. -5% in 2Q, partially due to government’s trade-in incentives.","listText":"We are maintaining our BUY rating and $45 PT after JD reported in-line 3Q revenue with profits substantially above estimates. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> total revenue grew 5% y/y in 3Q (accelerating 4pts from 2Q), with JDR revenue up 6% y/y (vs. +1% y/y in 2Q). Moreover, 3Q gross profit grew 16% y/y, accelerating 5pt from 2Q, and was 11pts faster than revenue growth, with gross margin up 165bps y/y (vs. +137bps in 2Q), due to supply chain efficiency improvement and revenue mix shift to higher margin business lines. 3P growth continued to outpace 1P, with order volume growth accelerating from 2Q, driving double-digit advertising revenue up.Electronics and home appliance revenues grew 3% y/y in 3Q, vs. -5% in 2Q, partially due to government’s trade-in incentives.","text":"We are maintaining our BUY rating and $45 PT after JD reported in-line 3Q revenue with profits substantially above estimates. $JD.com(JD)$ total revenue grew 5% y/y in 3Q (accelerating 4pts from 2Q), with JDR revenue up 6% y/y (vs. +1% y/y in 2Q). Moreover, 3Q gross profit grew 16% y/y, accelerating 5pt from 2Q, and was 11pts faster than revenue growth, with gross margin up 165bps y/y (vs. +137bps in 2Q), due to supply chain efficiency improvement and revenue mix shift to higher margin business lines. 3P growth continued to outpace 1P, with order volume growth accelerating from 2Q, driving double-digit advertising revenue up.Electronics and home appliance revenues grew 3% y/y in 3Q, vs. -5% in 2Q, partially due to government’s trade-in incentives.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":49,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/371237503660120","isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370849796899048,"gmtCreate":1731578627529,"gmtModify":1731578927690,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185413129326452","authorIdStr":"4185413129326452"},"themes":[],"title":"Alibaba Embrace The Storm with Surprise Earning?","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Earning Expectation Alibaba's upcoming fiscal Q3 2024 earnings have sparked anticipation, particularly as analysts forecast mixed results influenced by both strengths and challenges in its business segments. Despite headwinds in China's macroeconomic environment and slowing e-commerce growth, Alibaba’s strong foothold in the cloud computing market and its expansion into AI-driven solutions are seen as potential positives for revenue. Q3 2024 earnings release could bring positive surprises, particularly given recent favorable developments in its core business and external environment. Analysts expect Alibaba to report earnings of around $2.67 per share on revenue of $36.7 billion, representing a modest revenue increase year-over-yea","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Earning Expectation Alibaba's upcoming fiscal Q3 2024 earnings have sparked anticipation, particularly as analysts forecast mixed results influenced by both strengths and challenges in its business segments. Despite headwinds in China's macroeconomic environment and slowing e-commerce growth, Alibaba’s strong foothold in the cloud computing market and its expansion into AI-driven solutions are seen as potential positives for revenue. Q3 2024 earnings release could bring positive surprises, particularly given recent favorable developments in its core business and external environment. Analysts expect Alibaba to report earnings of around $2.67 per share on revenue of $36.7 billion, representing a modest revenue increase year-over-yea","text":"$Alibaba(BABA)$ Earning Expectation Alibaba's upcoming fiscal Q3 2024 earnings have sparked anticipation, particularly as analysts forecast mixed results influenced by both strengths and challenges in its business segments. Despite headwinds in China's macroeconomic environment and slowing e-commerce growth, Alibaba’s strong foothold in the cloud computing market and its expansion into AI-driven solutions are seen as potential positives for revenue. Q3 2024 earnings release could bring positive surprises, particularly given recent favorable developments in its core business and external environment. Analysts expect Alibaba to report earnings of around $2.67 per share on revenue of $36.7 billion, representing a modest revenue increase year-over-yea","images":[{"img":"https://community-static.tradeup.com/news/c521024b05280ad95369f060f0261e1c","width":"982","height":"388"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/370849796899048","isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370879227658360,"gmtCreate":1731564757888,"gmtModify":1731565722191,"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://community-static.tradeup.com/news/46495f44529967f5d3b4d03a47167f5b","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3563421686188310","authorIdStr":"3563421686188310"},"themes":[],"htmlText":"Now it doesnt matter at all. It's geopolitics driving the price now. It's weird that people don't look at fundamentals for Chinese stocks.. but it's happening now.&nbsp;","listText":"Now it doesnt matter at all. It's geopolitics driving the price now. It's weird that people don't look at fundamentals for Chinese stocks.. but it's happening now.&nbsp;","text":"Now it doesnt matter at all. It's geopolitics driving the price now. It's weird that people don't look at fundamentals for Chinese stocks.. but it's happening now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370879227658360","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370874627846448,"gmtCreate":1731563723092,"gmtModify":1731563726746,"author":{"id":"3555103835794487","authorId":"3555103835794487","name":"mpeyeoeh","avatar":"https://community-static.tradeup.com/news/93a0c75fe85b2166d458fb72edf88cdf","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555103835794487","authorIdStr":"3555103835794487"},"themes":[],"htmlText":"Those who have the patience to wait will fly to the moon","listText":"Those who have the patience to wait will fly to the moon","text":"Those who have the patience to wait will fly to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370874627846448","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370734808924248,"gmtCreate":1731542446990,"gmtModify":1731550801601,"author":{"id":"4119585876197842","authorId":"4119585876197842","name":"TopdownCharts","avatar":"https://community-static.tradeup.com/news/c69065f7f9a5f0bb10b4a86f1e47f9fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119585876197842","authorIdStr":"4119585876197842"},"themes":[],"title":"Chinese stocks may have more upside than consensus thinks","htmlText":"Trumphoria is gripping markets — everyone expects a repeat of the 2016 bull run when Trump first got elected.All the obvious beneficiaries of a Trump presidency have been rallying, while some of the obvious losers have been punished.Conventional wisdom says one “obvious loser“ (i.e. China A-Shares) will suffer under the second coming of Trump, with the prospect of more tariffs, trade-wars, and tough negotiations hanging overhead.The logic is that trade war 2.0 risk and a generally hawkish geopolitical tone across the incoming Trump administration will present further challenges for an already ailing Chinese economy.And there’s probably some truth in that — it’s going to be: not-boring.As things stand right now, China is in the middle of its worst property downturn on record, local governme","listText":"Trumphoria is gripping markets — everyone expects a repeat of the 2016 bull run when Trump first got elected.All the obvious beneficiaries of a Trump presidency have been rallying, while some of the obvious losers have been punished.Conventional wisdom says one “obvious loser“ (i.e. China A-Shares) will suffer under the second coming of Trump, with the prospect of more tariffs, trade-wars, and tough negotiations hanging overhead.The logic is that trade war 2.0 risk and a generally hawkish geopolitical tone across the incoming Trump administration will present further challenges for an already ailing Chinese economy.And there’s probably some truth in that — it’s going to be: not-boring.As things stand right now, China is in the middle of its worst property downturn on record, local governme","text":"Trumphoria is gripping markets — everyone expects a repeat of the 2016 bull run when Trump first got elected.All the obvious beneficiaries of a Trump presidency have been rallying, while some of the obvious losers have been punished.Conventional wisdom says one “obvious loser“ (i.e. China A-Shares) will suffer under the second coming of Trump, with the prospect of more tariffs, trade-wars, and tough negotiations hanging overhead.The logic is that trade war 2.0 risk and a generally hawkish geopolitical tone across the incoming Trump administration will present further challenges for an already ailing Chinese economy.And there’s probably some truth in that — it’s going to be: not-boring.As things stand right now, China is in the middle of its worst property downturn on record, local governme","images":[{"img":"https://community-static.tradeup.com/news/b80c0adf16c73857c9517437275b577b","width":"1210","height":"917"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":10,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/370734808924248","isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370757893685368,"gmtCreate":1731535135336,"gmtModify":1731535139305,"author":{"id":"4107097862867960","authorId":"4107097862867960","name":"Patmos","avatar":"https://community-static.tradeup.com/news/d0b2e09fdb3dc618e98d3ac304599118","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107097862867960","authorIdStr":"4107097862867960"},"themes":[],"htmlText":"I favour BABA shares are under valued&nbsp;","listText":"I favour BABA shares are under valued&nbsp;","text":"I favour BABA shares are under valued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370757893685368","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370749997432952,"gmtCreate":1731533207540,"gmtModify":1731533212171,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582922989777578","authorIdStr":"3582922989777578"},"themes":[],"htmlText":"Tencent price on the high side... i will buy big into alibaba since price had fallen quite a bit from recent $118 high&nbsp; <a href=\"https://ttm.financial/U/4100927749199030\">@rL </a>&nbsp; <a href=\"https://ttm.financial/U/4123471905369072\">@melson </a>&nbsp; <a href=\"https://ttm.financial/U/4091108376154240\">@Mrzorro </a>&nbsp; <a href=\"https://ttm.financial/U/4091884160412060\">@Aqa </a>&nbsp;","listText":"Tencent price on the high side... i will buy big into alibaba since price had fallen quite a bit from recent $118 high&nbsp; <a href=\"https://ttm.financial/U/4100927749199030\">@rL </a>&nbsp; <a href=\"https://ttm.financial/U/4123471905369072\">@melson </a>&nbsp; <a href=\"https://ttm.financial/U/4091108376154240\">@Mrzorro </a>&nbsp; <a href=\"https://ttm.financial/U/4091884160412060\">@Aqa </a>&nbsp;","text":"Tencent price on the high side... i will buy big into alibaba since price had fallen quite a bit from recent $118 high @rL @melson @Mrzorro @Aqa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/370749997432952","isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370650736931048,"gmtCreate":1731530028903,"gmtModify":1731530033297,"author":{"id":"3584918958368537","authorId":"3584918958368537","name":"DavidSG","avatar":"https://community-static.tradeup.com/news/b62f8a2fbea5d1aa170a8eb61a14c78d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584918958368537","authorIdStr":"3584918958368537"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v> Currently only in volatility stage.","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v> Currently only in volatility stage.","text":"$TENCENT(00700)$ Currently only in volatility stage.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370650736931048","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370615658656112,"gmtCreate":1731521496024,"gmtModify":1731521500143,"author":{"id":"4186496110989302","authorId":"4186496110989302","name":"jislandfund","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186496110989302","authorIdStr":"4186496110989302"},"themes":[],"htmlText":"Alibaba should still be strong. The outlook is promising","listText":"Alibaba should still be strong. The outlook is promising","text":"Alibaba should still be strong. The outlook is promising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370615658656112","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370684059263280,"gmtCreate":1731517197559,"gmtModify":1731517654144,"author":{"id":"3561713422683896","authorId":"3561713422683896","name":"MicroStrategist","avatar":"https://community-static.tradeup.com/news/a1f9b1071e75ec59572f7ba9bbb0a4ed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3561713422683896","authorIdStr":"3561713422683896"},"themes":[],"htmlText":"All 3 cos also powerful and making tons of 🤑🤑🤑🤑","listText":"All 3 cos also powerful and making tons of 🤑🤑🤑🤑","text":"All 3 cos also powerful and making tons of 🤑🤑🤑🤑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370684059263280","isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370646986768680,"gmtCreate":1731508060592,"gmtModify":1731508603725,"author":{"id":"4096625678896380","authorId":"4096625678896380","name":"Happy Bear","avatar":"https://static.tigerbbs.com/1934f9404cf96151d01868d471b7bba3","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4096625678896380","authorIdStr":"4096625678896380"},"themes":[],"htmlText":"None. All rubbish. I think China should just close its share market","listText":"None. All rubbish. I think China should just close its share market","text":"None. All rubbish. I think China should just close its share market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370646986768680","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370556615164392,"gmtCreate":1731507085203,"gmtModify":1731507088950,"author":{"id":"3581998697787969","authorId":"3581998697787969","name":"ONLYoptionsFANS","avatar":"https://community-static.tradeup.com/news/7b4a81496499e9f26603567a0b480f3a","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581998697787969","authorIdStr":"3581998697787969"},"themes":[],"htmlText":"shorts will get burnt","listText":"shorts will get burnt","text":"shorts will get burnt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370556615164392","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370532574364000,"gmtCreate":1731501182443,"gmtModify":1731501187561,"author":{"id":"3575949343225606","authorId":"3575949343225606","name":"Kekemon","avatar":"https://community-static.tradeup.com/news/acc569fb2b4b8cb1641acae354a1df48","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575949343225606","authorIdStr":"3575949343225606"},"themes":[],"htmlText":"Alibaba. Good value buy now if you been monitoring it. Let's ride together for a good 2025.","listText":"Alibaba. Good value buy now if you been monitoring it. Let's ride together for a good 2025.","text":"Alibaba. Good value buy now if you been monitoring it. Let's ride together for a good 2025.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370532574364000","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370532376526944,"gmtCreate":1731492864886,"gmtModify":1731492895821,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"What is the key profit in Tencent's Q3 earnings?","htmlText":"After the Hong Kong stock market closed on November 13, <a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> announced its 24Q3 earnings.Q2 release did give a lot of surprises, investors' expectations of Tencent began to pull up, so also counted on Q3 results continue to be good expectations.In addition to the overall rebound of Chinese assets at the end of Q3, Tencent is now also becoming. Q3 earnings report is not too much of a surprise, but it is also \"expected\", at this stage of the environment, Tencent's performance is still noteworthy.Key Takeaways:Overall margins continued to rise steadily, with strong cash flow, also supporting further shareholder returns;Games maintained the rebound trend, with domestic games surprising more, older games resuming growth again, and the indu","listText":"After the Hong Kong stock market closed on November 13, <a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> announced its 24Q3 earnings.Q2 release did give a lot of surprises, investors' expectations of Tencent began to pull up, so also counted on Q3 results continue to be good expectations.In addition to the overall rebound of Chinese assets at the end of Q3, Tencent is now also becoming. Q3 earnings report is not too much of a surprise, but it is also \"expected\", at this stage of the environment, Tencent's performance is still noteworthy.Key Takeaways:Overall margins continued to rise steadily, with strong cash flow, also supporting further shareholder returns;Games maintained the rebound trend, with domestic games surprising more, older games resuming growth again, and the indu","text":"After the Hong Kong stock market closed on November 13, $TENCENT(00700)$ announced its 24Q3 earnings.Q2 release did give a lot of surprises, investors' expectations of Tencent began to pull up, so also counted on Q3 results continue to be good expectations.In addition to the overall rebound of Chinese assets at the end of Q3, Tencent is now also becoming. Q3 earnings report is not too much of a surprise, but it is also \"expected\", at this stage of the environment, Tencent's performance is still noteworthy.Key Takeaways:Overall margins continued to rise steadily, with strong cash flow, also supporting further shareholder returns;Games maintained the rebound trend, with domestic games surprising more, older games resuming growth again, and the indu","images":[{"img":"https://static.tigerbbs.com/451db2e51d1d7733f14349c06a9dd1a5"},{"img":"https://static.tigerbbs.com/585b343451f310c78532dbcb5f2e3a1e"},{"img":"https://static.tigerbbs.com/57fe603e1161850f6d73fcb0efa6e116"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":50,"commentSize":2,"repostSize":10,"link":"https://ttm.financial/post/370532376526944","isVote":1,"tweetType":1,"viewCount":1692,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000164","authorId":"9000000000000164","name":"HarryCox","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000164","authorIdStr":"9000000000000164"},"content":"Looks like Tencent's profitability is on a promising path","text":"Looks like Tencent's profitability is on a promising path","html":"Looks like Tencent's profitability is on a promising path"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":370503066746984,"gmtCreate":1731485791082,"gmtModify":1732885750252,"author":{"id":"10000000000010961","authorId":"10000000000010961","name":"Tiger_Contra","avatar":"https://static.tigerbbs.com/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010961","authorIdStr":"10000000000010961"},"themes":[],"title":"💰Direct Access to A-Share Connect Trading through Tiger Brokers","htmlText":"Now, with Tiger Brokers’ Cash Boost Account, you can access A-Share Connect directly and capitalize on opportunities in the Chinese market without needing to deposit large sums in advance. This allows you to invest in leading industries and cutting-edge companies within the world’s second-largest economy.*The number of A-shares and ETFs eligible for trading through the Cash Boost account continues to grow. Currently, it supports approximately 300 stocks.Click <a href=\"https://ttm.financial/TW/376227068227736\" target=\"_blank\">here</a> to view the supported securities.<a href=\"https://ttm.financial/TW/349338360029464\" target=\"_blank\">🚀Hooray, 💰SGD 20,000 Cash Boost Account for Every SG Tigers</a><a href=\"https://ttm.financial/TW/367769452580952\" target=\"_blank\">💰Join the TB Contra Telegram G</a>","listText":"Now, with Tiger Brokers’ Cash Boost Account, you can access A-Share Connect directly and capitalize on opportunities in the Chinese market without needing to deposit large sums in advance. This allows you to invest in leading industries and cutting-edge companies within the world’s second-largest economy.*The number of A-shares and ETFs eligible for trading through the Cash Boost account continues to grow. Currently, it supports approximately 300 stocks.Click <a href=\"https://ttm.financial/TW/376227068227736\" target=\"_blank\">here</a> to view the supported securities.<a href=\"https://ttm.financial/TW/349338360029464\" target=\"_blank\">🚀Hooray, 💰SGD 20,000 Cash Boost Account for Every SG Tigers</a><a href=\"https://ttm.financial/TW/367769452580952\" target=\"_blank\">💰Join the TB Contra Telegram G</a>","text":"Now, with Tiger Brokers’ Cash Boost Account, you can access A-Share Connect directly and capitalize on opportunities in the Chinese market without needing to deposit large sums in advance. This allows you to invest in leading industries and cutting-edge companies within the world’s second-largest economy.*The number of A-shares and ETFs eligible for trading through the Cash Boost account continues to grow. Currently, it supports approximately 300 stocks.Click here to view the supported securities.🚀Hooray, 💰SGD 20,000 Cash Boost Account for Every SG Tigers💰Join the TB Contra Telegram G","images":[{"img":"https://community-static.tradeup.com/news/a40c9e67b81d40da53937ad41974b58d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":18,"commentSize":2,"repostSize":15,"link":"https://ttm.financial/post/370503066746984","isVote":1,"tweetType":1,"viewCount":22061,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000643","authorId":"9000000000000643","name":"CuritisCissie","avatar":"https://static.tigerbbs.com/853fb9adccc3a8c9bc7f56a31f6b1adb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000643","authorIdStr":"9000000000000643"},"content":"Wow, what an exciting opportunity! [Wow]","text":"Wow, what an exciting opportunity! [Wow]","html":"Wow, what an exciting opportunity! [Wow]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370499299401832,"gmtCreate":1731484871320,"gmtModify":1731485059041,"author":{"id":"10000000000011026","authorId":"10000000000011026","name":"manlin_sun","avatar":"https://static.tigerbbs.com/8ba918f1f958c1c1d7bc552dcd772a5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000011026","authorIdStr":"10000000000011026"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <v-v data-views=\"1\"></v-v> reports earnings on Friday. Last quarter, management projected double-digit growth in Alibaba Cloud’s external customer revenue for Q2, with momentum expected to keep building. This will be interesting.","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <v-v data-views=\"1\"></v-v> reports earnings on Friday. Last quarter, management projected double-digit growth in Alibaba Cloud’s external customer revenue for Q2, with momentum expected to keep building. This will be interesting.","text":"$Alibaba(BABA)$ reports earnings on Friday. Last quarter, management projected double-digit growth in Alibaba Cloud’s external customer revenue for Q2, with momentum expected to keep building. This will be interesting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/370499299401832","isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":371607294783568,"gmtCreate":1731733654658,"gmtModify":1731750422804,"author":{"id":"3560184106659134","authorId":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/52c846aac91c170aef15178161890135","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560184106659134","idStr":"3560184106659134"},"themes":[],"title":"Why do Trump-era tariffs pose a greater threat to China’s economy now?\n\n","htmlText":"China's Blue-Chip Stocks Offer Attractive Valuations: Buy Baba, JD, Tencent, Ping An, and BOC? China is already grappling with significant domestic challenges: a local debt crisis and a property market in turmoil. However, the looming impact of heightened tariffs presents an even graver concern. While many investors remain optimistic about Chinese stocks—betting on a \"bazooka\" stimulus from Beijing to revitalize the economy—it’s vital&nbsp;to consider the broader risks, particularly political ones. Stocks like Alibaba and JD have reported solid profits with low price-to-earnings ratios, and major Chinese banks such as Bank of China and Ping An Bank offer appealing dividends and seem fundamentally robust. However, this perspective often overlooks the risks posed by geopolitical tensions and","listText":"China's Blue-Chip Stocks Offer Attractive Valuations: Buy Baba, JD, Tencent, Ping An, and BOC? China is already grappling with significant domestic challenges: a local debt crisis and a property market in turmoil. However, the looming impact of heightened tariffs presents an even graver concern. While many investors remain optimistic about Chinese stocks—betting on a \"bazooka\" stimulus from Beijing to revitalize the economy—it’s vital&nbsp;to consider the broader risks, particularly political ones. Stocks like Alibaba and JD have reported solid profits with low price-to-earnings ratios, and major Chinese banks such as Bank of China and Ping An Bank offer appealing dividends and seem fundamentally robust. However, this perspective often overlooks the risks posed by geopolitical tensions and","text":"China's Blue-Chip Stocks Offer Attractive Valuations: Buy Baba, JD, Tencent, Ping An, and BOC? China is already grappling with significant domestic challenges: a local debt crisis and a property market in turmoil. However, the looming impact of heightened tariffs presents an even graver concern. While many investors remain optimistic about Chinese stocks—betting on a \"bazooka\" stimulus from Beijing to revitalize the economy—it’s vital to consider the broader risks, particularly political ones. Stocks like Alibaba and JD have reported solid profits with low price-to-earnings ratios, and major Chinese banks such as Bank of China and Ping An Bank offer appealing dividends and seem fundamentally robust. However, this perspective often overlooks the risks posed by geopolitical tensions and","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":805,"commentSize":6,"repostSize":34,"link":"https://ttm.financial/post/371607294783568","isVote":1,"tweetType":1,"viewCount":2927,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131703342800552","authorId":"4131703342800552","name":"neo26000","avatar":"https://community-static.tradeup.com/news/11d50ec0d6202770a8629aa7f06a5d4f","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"4131703342800552","idStr":"4131703342800552"},"content":"The tariffs on China are already at 25% on certain goods under Biden, so a 35% increase would significantly escalate tensions. While it could theoretically reduce Chinese imports to the U.S. by making them more expensive, the broader economic consequences would be severe. The depreciation of the yuan could lead to less Chinese demand for U.S. Treasuries, complicating U.S. debt management and increasing borrowing costs. The higher costs of Chinese goods would likely be passed on to American consumers, leading to inflationary pressures and potential supply chain disruptions.Such a confrontational approach is a lose-lose scenario—hurting businesses, and even government finances. A win-win strategy would focus on constructive dialogue and collaboration on issues like market access, and currency manipulation, while maintaining a fair and balanced trade policy. This would foster long-term stability, reduce tensions, and benefit both nations economically without self-inflicted damage.","text":"The tariffs on China are already at 25% on certain goods under Biden, so a 35% increase would significantly escalate tensions. While it could theoretically reduce Chinese imports to the U.S. by making them more expensive, the broader economic consequences would be severe. The depreciation of the yuan could lead to less Chinese demand for U.S. Treasuries, complicating U.S. debt management and increasing borrowing costs. The higher costs of Chinese goods would likely be passed on to American consumers, leading to inflationary pressures and potential supply chain disruptions.Such a confrontational approach is a lose-lose scenario—hurting businesses, and even government finances. A win-win strategy would focus on constructive dialogue and collaboration on issues like market access, and currency manipulation, while maintaining a fair and balanced trade policy. This would foster long-term stability, reduce tensions, and benefit both nations economically without self-inflicted damage.","html":"The tariffs on China are already at 25% on certain goods under Biden, so a 35% increase would significantly escalate tensions. While it could theoretically reduce Chinese imports to the U.S. by making them more expensive, the broader economic consequences would be severe. The depreciation of the yuan could lead to less Chinese demand for U.S. Treasuries, complicating U.S. debt management and increasing borrowing costs. The higher costs of Chinese goods would likely be passed on to American consumers, leading to inflationary pressures and potential supply chain disruptions.Such a confrontational approach is a lose-lose scenario—hurting businesses, and even government finances. A win-win strategy would focus on constructive dialogue and collaboration on issues like market access, and currency manipulation, while maintaining a fair and balanced trade policy. This would foster long-term stability, reduce tensions, and benefit both nations economically without self-inflicted damage."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368269264163056,"gmtCreate":1730927330945,"gmtModify":1731383253506,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"The New HK SDRs Are A Low Cost Way To Tap Into the 5 Great HK Stocks ","htmlText":"🌟🌟🌟I am super excited that the Singapore Exchange (SGX) has just launched 5 Hong Kong SDRs&nbsp; on October 30.&nbsp; &nbsp; SDR stands for Singapore Depository Receipt.&nbsp; A SDR is a financial instrument that allows investors to gain ownership in a foreign stock while trading on the&nbsp;SGX. The 5 Hong Kong SDRs are Tencent, Alibaba, BYD, HSBC and Bank of China.&nbsp; &nbsp;These 5 SDRs are mega cap companies and are market leaders in their respective industries. Tencent&nbsp;<a href=\"https://ttm.financial/S/HTCD.SI\">$Tencent HK SDR 10to1(HTCD.SI)$ </a> is one of China's largest technology companies that develops innovative products and services.&nbsp;These&nbsp;includes video games, social networks, music, Web portals, ECommerce, mobile games, Internet services, payment services, sma","listText":"🌟🌟🌟I am super excited that the Singapore Exchange (SGX) has just launched 5 Hong Kong SDRs&nbsp; on October 30.&nbsp; &nbsp; SDR stands for Singapore Depository Receipt.&nbsp; A SDR is a financial instrument that allows investors to gain ownership in a foreign stock while trading on the&nbsp;SGX. The 5 Hong Kong SDRs are Tencent, Alibaba, BYD, HSBC and Bank of China.&nbsp; &nbsp;These 5 SDRs are mega cap companies and are market leaders in their respective industries. Tencent&nbsp;<a href=\"https://ttm.financial/S/HTCD.SI\">$Tencent HK SDR 10to1(HTCD.SI)$ </a> is one of China's largest technology companies that develops innovative products and services.&nbsp;These&nbsp;includes video games, social networks, music, Web portals, ECommerce, mobile games, Internet services, payment services, sma","text":"🌟🌟🌟I am super excited that the Singapore Exchange (SGX) has just launched 5 Hong Kong SDRs on October 30. SDR stands for Singapore Depository Receipt. A SDR is a financial instrument that allows investors to gain ownership in a foreign stock while trading on the SGX. The 5 Hong Kong SDRs are Tencent, Alibaba, BYD, HSBC and Bank of China. These 5 SDRs are mega cap companies and are market leaders in their respective industries. Tencent $Tencent HK SDR 10to1(HTCD.SI)$ is one of China's largest technology companies that develops innovative products and services. These includes video games, social networks, music, Web portals, ECommerce, mobile games, Internet services, payment services, sma","images":[{"img":"https://community-static.tradeup.com/news/03488386908c1581e78ef6c6812f6bff","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/bbdb8314a6baf65ea073963007235a3e","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/49ce4e4b8f0dee9fb9b545f2adfefe92","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":833,"commentSize":52,"repostSize":315,"link":"https://ttm.financial/post/368269264163056","isVote":1,"tweetType":1,"viewCount":8696,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087945317850020","authorId":"4087945317850020","name":"hh488","avatar":"https://static.tigerbbs.com/7ef8dc41ed1e0c6e411a9a46b77edd66","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"4087945317850020","idStr":"4087945317850020"},"content":"Thanks bro. Nice explanation. But still confuse over the ratio. For eg, does it mean 1 SDR share for BYD is 1/10 of 1 HK BYD share? For BOC, 1 SDR share is the same as 1 BOC share in HK?","text":"Thanks bro. Nice explanation. But still confuse over the ratio. For eg, does it mean 1 SDR share for BYD is 1/10 of 1 HK BYD share? For BOC, 1 SDR share is the same as 1 BOC share in HK?","html":"Thanks bro. Nice explanation. But still confuse over the ratio. For eg, does it mean 1 SDR share for BYD is 1/10 of 1 HK BYD share? For BOC, 1 SDR share is the same as 1 BOC share in HK?"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":372602682834976,"gmtCreate":1731986313081,"gmtModify":1731987158992,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"How Trip.com became a better choice in Chinese stocks?","htmlText":"<a href=\"https://ttm.financial/S/TCOM\">$Trip.com Group Limited(TCOM)$</a> announced Q3 earnings before the market on Nov 18th and rose more than 3% in subsequent U.S. trading, and <a href=\"https://ttm.financial/S/09961\">$TRIP.COM-S(09961)$</a> rose more than 5% on Nov 19th Hong Kong stock open.The market is relatively receptive to its results.The overall performance was good, but the actual outperformance was not significant compared to the company's previously given guidance.Since Ctrip was the Chinese stock with relatively strong overall performance over the past year, investors' expectations were also relatively high.Since domestic demand for alcohol travel is not particularly buoyant at the moment, it is also relatively difficult to expect significant growth on the revenue side, relyin","listText":"<a href=\"https://ttm.financial/S/TCOM\">$Trip.com Group Limited(TCOM)$</a> announced Q3 earnings before the market on Nov 18th and rose more than 3% in subsequent U.S. trading, and <a href=\"https://ttm.financial/S/09961\">$TRIP.COM-S(09961)$</a> rose more than 5% on Nov 19th Hong Kong stock open.The market is relatively receptive to its results.The overall performance was good, but the actual outperformance was not significant compared to the company's previously given guidance.Since Ctrip was the Chinese stock with relatively strong overall performance over the past year, investors' expectations were also relatively high.Since domestic demand for alcohol travel is not particularly buoyant at the moment, it is also relatively difficult to expect significant growth on the revenue side, relyin","text":"$Trip.com Group Limited(TCOM)$ announced Q3 earnings before the market on Nov 18th and rose more than 3% in subsequent U.S. trading, and $TRIP.COM-S(09961)$ rose more than 5% on Nov 19th Hong Kong stock open.The market is relatively receptive to its results.The overall performance was good, but the actual outperformance was not significant compared to the company's previously given guidance.Since Ctrip was the Chinese stock with relatively strong overall performance over the past year, investors' expectations were also relatively high.Since domestic demand for alcohol travel is not particularly buoyant at the moment, it is also relatively difficult to expect significant growth on the revenue side, relyin","images":[{"img":"https://static.tigerbbs.com/471ca58945b9a74fc99cd27b2ab8b263"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":23,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/372602682834976","isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010977","authorId":"10000000000010977","name":"SiliconTracker","avatar":"https://static.tigerbbs.com/488cfd11df10dfce68c02b0509308e33","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010977","idStr":"10000000000010977"},"content":"yes, I've been using it. It's a great app","text":"yes, I've been using it. It's a great app","html":"yes, I've been using it. It's a great app"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":370532376526944,"gmtCreate":1731492864886,"gmtModify":1731492895821,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"What is the key profit in Tencent's Q3 earnings?","htmlText":"After the Hong Kong stock market closed on November 13, <a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> announced its 24Q3 earnings.Q2 release did give a lot of surprises, investors' expectations of Tencent began to pull up, so also counted on Q3 results continue to be good expectations.In addition to the overall rebound of Chinese assets at the end of Q3, Tencent is now also becoming. Q3 earnings report is not too much of a surprise, but it is also \"expected\", at this stage of the environment, Tencent's performance is still noteworthy.Key Takeaways:Overall margins continued to rise steadily, with strong cash flow, also supporting further shareholder returns;Games maintained the rebound trend, with domestic games surprising more, older games resuming growth again, and the indu","listText":"After the Hong Kong stock market closed on November 13, <a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> announced its 24Q3 earnings.Q2 release did give a lot of surprises, investors' expectations of Tencent began to pull up, so also counted on Q3 results continue to be good expectations.In addition to the overall rebound of Chinese assets at the end of Q3, Tencent is now also becoming. Q3 earnings report is not too much of a surprise, but it is also \"expected\", at this stage of the environment, Tencent's performance is still noteworthy.Key Takeaways:Overall margins continued to rise steadily, with strong cash flow, also supporting further shareholder returns;Games maintained the rebound trend, with domestic games surprising more, older games resuming growth again, and the indu","text":"After the Hong Kong stock market closed on November 13, $TENCENT(00700)$ announced its 24Q3 earnings.Q2 release did give a lot of surprises, investors' expectations of Tencent began to pull up, so also counted on Q3 results continue to be good expectations.In addition to the overall rebound of Chinese assets at the end of Q3, Tencent is now also becoming. Q3 earnings report is not too much of a surprise, but it is also \"expected\", at this stage of the environment, Tencent's performance is still noteworthy.Key Takeaways:Overall margins continued to rise steadily, with strong cash flow, also supporting further shareholder returns;Games maintained the rebound trend, with domestic games surprising more, older games resuming growth again, and the indu","images":[{"img":"https://static.tigerbbs.com/451db2e51d1d7733f14349c06a9dd1a5"},{"img":"https://static.tigerbbs.com/585b343451f310c78532dbcb5f2e3a1e"},{"img":"https://static.tigerbbs.com/57fe603e1161850f6d73fcb0efa6e116"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":50,"commentSize":2,"repostSize":10,"link":"https://ttm.financial/post/370532376526944","isVote":1,"tweetType":1,"viewCount":1692,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000164","authorId":"9000000000000164","name":"HarryCox","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000164","idStr":"9000000000000164"},"content":"Looks like Tencent's profitability is on a promising path","text":"Looks like Tencent's profitability is on a promising path","html":"Looks like Tencent's profitability is on a promising path"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":370503066746984,"gmtCreate":1731485791082,"gmtModify":1732885750252,"author":{"id":"10000000000010961","authorId":"10000000000010961","name":"Tiger_Contra","avatar":"https://static.tigerbbs.com/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010961","idStr":"10000000000010961"},"themes":[],"title":"💰Direct Access to A-Share Connect Trading through Tiger Brokers","htmlText":"Now, with Tiger Brokers’ Cash Boost Account, you can access A-Share Connect directly and capitalize on opportunities in the Chinese market without needing to deposit large sums in advance. This allows you to invest in leading industries and cutting-edge companies within the world’s second-largest economy.*The number of A-shares and ETFs eligible for trading through the Cash Boost account continues to grow. Currently, it supports approximately 300 stocks.Click <a href=\"https://ttm.financial/TW/376227068227736\" target=\"_blank\">here</a> to view the supported securities.<a href=\"https://ttm.financial/TW/349338360029464\" target=\"_blank\">🚀Hooray, 💰SGD 20,000 Cash Boost Account for Every SG Tigers</a><a href=\"https://ttm.financial/TW/367769452580952\" target=\"_blank\">💰Join the TB Contra Telegram G</a>","listText":"Now, with Tiger Brokers’ Cash Boost Account, you can access A-Share Connect directly and capitalize on opportunities in the Chinese market without needing to deposit large sums in advance. This allows you to invest in leading industries and cutting-edge companies within the world’s second-largest economy.*The number of A-shares and ETFs eligible for trading through the Cash Boost account continues to grow. Currently, it supports approximately 300 stocks.Click <a href=\"https://ttm.financial/TW/376227068227736\" target=\"_blank\">here</a> to view the supported securities.<a href=\"https://ttm.financial/TW/349338360029464\" target=\"_blank\">🚀Hooray, 💰SGD 20,000 Cash Boost Account for Every SG Tigers</a><a href=\"https://ttm.financial/TW/367769452580952\" target=\"_blank\">💰Join the TB Contra Telegram G</a>","text":"Now, with Tiger Brokers’ Cash Boost Account, you can access A-Share Connect directly and capitalize on opportunities in the Chinese market without needing to deposit large sums in advance. This allows you to invest in leading industries and cutting-edge companies within the world’s second-largest economy.*The number of A-shares and ETFs eligible for trading through the Cash Boost account continues to grow. Currently, it supports approximately 300 stocks.Click here to view the supported securities.🚀Hooray, 💰SGD 20,000 Cash Boost Account for Every SG Tigers💰Join the TB Contra Telegram G","images":[{"img":"https://community-static.tradeup.com/news/a40c9e67b81d40da53937ad41974b58d","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":18,"commentSize":2,"repostSize":15,"link":"https://ttm.financial/post/370503066746984","isVote":1,"tweetType":1,"viewCount":22061,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000643","authorId":"9000000000000643","name":"CuritisCissie","avatar":"https://static.tigerbbs.com/853fb9adccc3a8c9bc7f56a31f6b1adb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000643","idStr":"9000000000000643"},"content":"Wow, what an exciting opportunity! [Wow]","text":"Wow, what an exciting opportunity! [Wow]","html":"Wow, what an exciting opportunity! [Wow]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370849796899048,"gmtCreate":1731578627529,"gmtModify":1731578927690,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"Alibaba Embrace The Storm with Surprise Earning?","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Earning Expectation Alibaba's upcoming fiscal Q3 2024 earnings have sparked anticipation, particularly as analysts forecast mixed results influenced by both strengths and challenges in its business segments. Despite headwinds in China's macroeconomic environment and slowing e-commerce growth, Alibaba’s strong foothold in the cloud computing market and its expansion into AI-driven solutions are seen as potential positives for revenue. Q3 2024 earnings release could bring positive surprises, particularly given recent favorable developments in its core business and external environment. Analysts expect Alibaba to report earnings of around $2.67 per share on revenue of $36.7 billion, representing a modest revenue increase year-over-yea","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Earning Expectation Alibaba's upcoming fiscal Q3 2024 earnings have sparked anticipation, particularly as analysts forecast mixed results influenced by both strengths and challenges in its business segments. Despite headwinds in China's macroeconomic environment and slowing e-commerce growth, Alibaba’s strong foothold in the cloud computing market and its expansion into AI-driven solutions are seen as potential positives for revenue. Q3 2024 earnings release could bring positive surprises, particularly given recent favorable developments in its core business and external environment. Analysts expect Alibaba to report earnings of around $2.67 per share on revenue of $36.7 billion, representing a modest revenue increase year-over-yea","text":"$Alibaba(BABA)$ Earning Expectation Alibaba's upcoming fiscal Q3 2024 earnings have sparked anticipation, particularly as analysts forecast mixed results influenced by both strengths and challenges in its business segments. Despite headwinds in China's macroeconomic environment and slowing e-commerce growth, Alibaba’s strong foothold in the cloud computing market and its expansion into AI-driven solutions are seen as potential positives for revenue. Q3 2024 earnings release could bring positive surprises, particularly given recent favorable developments in its core business and external environment. Analysts expect Alibaba to report earnings of around $2.67 per share on revenue of $36.7 billion, representing a modest revenue increase year-over-yea","images":[{"img":"https://community-static.tradeup.com/news/c521024b05280ad95369f060f0261e1c","width":"982","height":"388"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/370849796899048","isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":372020005056808,"gmtCreate":1731834315858,"gmtModify":1731896482055,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"yourcelesttyy","avatar":"https://community-static.tradeup.com/news/3caa9d5789492882d6046e8664eddcf1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"Can the U.S. Decouple from China Without Paying the Price?","htmlText":"As the U.S. accelerates efforts to decouple from China, the global economy stands at a crossroads. Can the U.S. truly reduce its reliance on Chinese manufacturing and supply chains without significantly raising costs for businesses and consumers? The Decoupling Dilemma Decoupling sounds straightforward—shift supply chains, invest in local manufacturing, and rely on allied nations. But the reality is more complex: Cost Pressures: Products sourced from alternative regions often come at a higher cost due to less-developed infrastructure and higher labor expenses. Time Lag: Building new supply chains takes years, during which businesses risk shortages and production delays. Consumer Impact: Higher costs often translate to pricier goods, fueling domestic inflation—a politically sensitive issue","listText":"As the U.S. accelerates efforts to decouple from China, the global economy stands at a crossroads. Can the U.S. truly reduce its reliance on Chinese manufacturing and supply chains without significantly raising costs for businesses and consumers? The Decoupling Dilemma Decoupling sounds straightforward—shift supply chains, invest in local manufacturing, and rely on allied nations. But the reality is more complex: Cost Pressures: Products sourced from alternative regions often come at a higher cost due to less-developed infrastructure and higher labor expenses. Time Lag: Building new supply chains takes years, during which businesses risk shortages and production delays. Consumer Impact: Higher costs often translate to pricier goods, fueling domestic inflation—a politically sensitive issue","text":"As the U.S. accelerates efforts to decouple from China, the global economy stands at a crossroads. Can the U.S. truly reduce its reliance on Chinese manufacturing and supply chains without significantly raising costs for businesses and consumers? The Decoupling Dilemma Decoupling sounds straightforward—shift supply chains, invest in local manufacturing, and rely on allied nations. But the reality is more complex: Cost Pressures: Products sourced from alternative regions often come at a higher cost due to less-developed infrastructure and higher labor expenses. Time Lag: Building new supply chains takes years, during which businesses risk shortages and production delays. Consumer Impact: Higher costs often translate to pricier goods, fueling domestic inflation—a politically sensitive issue","images":[{"img":"https://community-static.tradeup.com/news/081696d9e497a0e217eae555defb8b01","width":"866","height":"543"},{"img":"https://community-static.tradeup.com/news/24e832eaab3f72365c1eb3bb184071e2","width":"1280","height":"790"},{"img":"https://community-static.tradeup.com/news/3778f432db5ae15ae3ea7d8e0c8fa54f","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/372020005056808","isVote":1,"tweetType":1,"viewCount":1679,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"content":"Thank you so much for your analysis of U.S.-China relations and recommendations for Chinese stocks! 🌏📈 Looking forward to more of your insightful shares in the future! ✨💡","text":"Thank you so much for your analysis of U.S.-China relations and recommendations for Chinese stocks! 🌏📈 Looking forward to more of your insightful shares in the future! ✨💡","html":"Thank you so much for your analysis of U.S.-China relations and recommendations for Chinese stocks! 🌏📈 Looking forward to more of your insightful shares in the future! ✨💡"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":370537941086456,"gmtCreate":1731481436500,"gmtModify":1731482366639,"author":{"id":"3560184106659134","authorId":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/52c846aac91c170aef15178161890135","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560184106659134","idStr":"3560184106659134"},"themes":[],"title":"US-China Relations: Trump's Hardline Stance to Fuel Market Instability in China","htmlText":"China's October Financing Data Disappoints; Government Bonds Drive Growth Amid Lackluster Credit Demand This article is written by Shernice, if you like my article please hit the like button.&nbsp; Trump’s policies typically strengthen the dollar, which tends to weaken the yuan, stabilize global markets, and put downward pressure on gold prices. Currently, the smartest investment might be in U.S. assets—buying U.S. stocks and holding dollars. If China announces a major stimulus, shorting Chinese markets could offer quick gains since such boosts tend to have fleeting effects, with market gains evaporating quickly. Despite this, many still hold the belief that Chinese stocks are due for a bull run, seeing them as undervalued compared to U.S. stocks, which they view as already overpriced. Let","listText":"China's October Financing Data Disappoints; Government Bonds Drive Growth Amid Lackluster Credit Demand This article is written by Shernice, if you like my article please hit the like button.&nbsp; Trump’s policies typically strengthen the dollar, which tends to weaken the yuan, stabilize global markets, and put downward pressure on gold prices. Currently, the smartest investment might be in U.S. assets—buying U.S. stocks and holding dollars. If China announces a major stimulus, shorting Chinese markets could offer quick gains since such boosts tend to have fleeting effects, with market gains evaporating quickly. Despite this, many still hold the belief that Chinese stocks are due for a bull run, seeing them as undervalued compared to U.S. stocks, which they view as already overpriced. Let","text":"China's October Financing Data Disappoints; Government Bonds Drive Growth Amid Lackluster Credit Demand This article is written by Shernice, if you like my article please hit the like button. Trump’s policies typically strengthen the dollar, which tends to weaken the yuan, stabilize global markets, and put downward pressure on gold prices. Currently, the smartest investment might be in U.S. assets—buying U.S. stocks and holding dollars. If China announces a major stimulus, shorting Chinese markets could offer quick gains since such boosts tend to have fleeting effects, with market gains evaporating quickly. Despite this, many still hold the belief that Chinese stocks are due for a bull run, seeing them as undervalued compared to U.S. stocks, which they view as already overpriced. Let","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":14,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/370537941086456","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369719008030968,"gmtCreate":1731304973297,"gmtModify":1731383304521,"author":{"id":"3560184106659134","authorId":"3560184106659134","name":"Shernice軒嬣 2000","avatar":"https://community-static.tradeup.com/news/52c846aac91c170aef15178161890135","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560184106659134","idStr":"3560184106659134"},"themes":[],"title":"High Hopes, Hollow Results: No Economic Boost As China Shifts Focus Amid Financial Pressure on Local Governments","htmlText":"Is China's ¥6 Trillions Debt Relief Sufficient? ¥150&nbsp;Trillion Says No Last Friday in China, a ¥10 trillion debt restructuring plan was approved, shedding light on the government’s approach to fiscal strategy. This decision was reached during the 12th session of the National People’s Congress Standing Committee, which wrapped up on November 8. In addition to this plan, several laws were passed, including the Preschool Education Law and amendments to the Cultural Relics Protection Law, Property Law, Energy Resources Law, and the Anti-Money Laundering Law. This article is written by Shernice, please hit the like button if you like my article. The most widely discussed aspect of the session was the raised debt limit for local governments aimed at addressing “hidden” debts. Three key measu","listText":"Is China's ¥6 Trillions Debt Relief Sufficient? ¥150&nbsp;Trillion Says No Last Friday in China, a ¥10 trillion debt restructuring plan was approved, shedding light on the government’s approach to fiscal strategy. This decision was reached during the 12th session of the National People’s Congress Standing Committee, which wrapped up on November 8. In addition to this plan, several laws were passed, including the Preschool Education Law and amendments to the Cultural Relics Protection Law, Property Law, Energy Resources Law, and the Anti-Money Laundering Law. This article is written by Shernice, please hit the like button if you like my article. The most widely discussed aspect of the session was the raised debt limit for local governments aimed at addressing “hidden” debts. Three key measu","text":"Is China's ¥6 Trillions Debt Relief Sufficient? ¥150 Trillion Says No Last Friday in China, a ¥10 trillion debt restructuring plan was approved, shedding light on the government’s approach to fiscal strategy. This decision was reached during the 12th session of the National People’s Congress Standing Committee, which wrapped up on November 8. In addition to this plan, several laws were passed, including the Preschool Education Law and amendments to the Cultural Relics Protection Law, Property Law, Energy Resources Law, and the Anti-Money Laundering Law. This article is written by Shernice, please hit the like button if you like my article. The most widely discussed aspect of the session was the raised debt limit for local governments aimed at addressing “hidden” debts. Three key measu","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":12,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/369719008030968","isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000622","authorId":"9000000000000622","name":"DrewStrong","avatar":"https://static.tigerbbs.com/e5ecc38edf311c72028e0bc22d2ca37a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000622","idStr":"9000000000000622"},"content":"This plan sounds like a Band-Aid on a bigger wound. Will it really fix the underlying issues?","text":"This plan sounds like a Band-Aid on a bigger wound. Will it really fix the underlying issues?","html":"This plan sounds like a Band-Aid on a bigger wound. Will it really fix the underlying issues?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369906135146704,"gmtCreate":1731331615058,"gmtModify":1731383304358,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"htmlText":"US-Listed Chinese Stocks Earnings Are Coming; Options Market Sentiment Turns Bullish Implied volatility often spikes before a company releases its earnings, as market uncertainty drives up demand for options from speculators and hedgers. This heightened demand inflates both the implied volatility and the price of the options. Following the earnings announcement, implied volatility generally returns to normal levels. Here are the top earnings and volatility for the week: <a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Earnings Release Date: MARA is set to report earnings on November 12, 2024 after market close The option open interest in MARA climbed 2.0% to 1.6 million contracts. The current open interest is above its 5","listText":"US-Listed Chinese Stocks Earnings Are Coming; Options Market Sentiment Turns Bullish Implied volatility often spikes before a company releases its earnings, as market uncertainty drives up demand for options from speculators and hedgers. This heightened demand inflates both the implied volatility and the price of the options. Following the earnings announcement, implied volatility generally returns to normal levels. Here are the top earnings and volatility for the week: <a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Earnings Release Date: MARA is set to report earnings on November 12, 2024 after market close The option open interest in MARA climbed 2.0% to 1.6 million contracts. The current open interest is above its 5","text":"US-Listed Chinese Stocks Earnings Are Coming; Options Market Sentiment Turns Bullish Implied volatility often spikes before a company releases its earnings, as market uncertainty drives up demand for options from speculators and hedgers. This heightened demand inflates both the implied volatility and the price of the options. Following the earnings announcement, implied volatility generally returns to normal levels. Here are the top earnings and volatility for the week: $Marathon Digital Holdings Inc(MARA)$ Earnings Release Date: MARA is set to report earnings on November 12, 2024 after market close The option open interest in MARA climbed 2.0% to 1.6 million contracts. The current open interest is above its 5","images":[{"img":"https://community-static.tradeup.com/news/c0a18d27016a886623167de9b9d2823e","width":"968","height":"1040"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/369906135146704","isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":369823692857448,"gmtCreate":1731319928316,"gmtModify":1731383253280,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"🎁Weekly Higher EPS Estimates: BABA, AZN, DIS, AMAT, MUFG & More","htmlText":"😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q3 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from November 11 to November 15.1.Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2.Weekly List of Stocks with","listText":"😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q3 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from November 11 to November 15.1.Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2.Weekly List of Stocks with","text":"😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q3 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from November 11 to November 15.1.Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2.Weekly List of Stocks with","images":[{"img":"https://community-static.tradeup.com/news/abfbbddc2581dfd157d1e23288010a44","width":"1080","height":"1500"},{"img":"https://community-static.tradeup.com/news/0f6e05786b5dcf98413603af7c2871cd","width":"1080","height":"1500"},{"img":"https://community-static.tradeup.com/news/a40c9e67b81d40da53937ad41974b58d","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":175,"commentSize":20,"repostSize":14,"link":"https://ttm.financial/post/369823692857448","isVote":1,"tweetType":1,"viewCount":15953,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"My top picks will be $Rocket Companies(RKT)$! As the largest online mortgage lender in the U.S., Rocket Mortgage holds a dominant market position. Its digital-first approach drives efficiency, helping the company maintain profitability even in tough conditions. Rocket’s diversified business model, which includes real estate, personal loans, and auto loans, reduces reliance on the mortgage sector. The company’s strong technological innovation and user-friendly platform position it for long-term growth, appealing to tech-savvy consumers. Rocket's well-established brand and leadership also contribute to its stability. Additionally, its expansion into services like insurance offers new revenue opportunities. Rocket has a solid financial track record, with strong cash flows and a conservative risk approach, presenting potential for capital appreciation. For income-seeking investors, Rocket also offers dividends. @Tiger_comments @TigerGPT @Tiger_Earnings @TigerStars","text":"My top picks will be $Rocket Companies(RKT)$! As the largest online mortgage lender in the U.S., Rocket Mortgage holds a dominant market position. Its digital-first approach drives efficiency, helping the company maintain profitability even in tough conditions. Rocket’s diversified business model, which includes real estate, personal loans, and auto loans, reduces reliance on the mortgage sector. The company’s strong technological innovation and user-friendly platform position it for long-term growth, appealing to tech-savvy consumers. Rocket's well-established brand and leadership also contribute to its stability. Additionally, its expansion into services like insurance offers new revenue opportunities. Rocket has a solid financial track record, with strong cash flows and a conservative risk approach, presenting potential for capital appreciation. For income-seeking investors, Rocket also offers dividends. @Tiger_comments @TigerGPT @Tiger_Earnings @TigerStars","html":"My top picks will be $Rocket Companies(RKT)$! As the largest online mortgage lender in the U.S., Rocket Mortgage holds a dominant market position. Its digital-first approach drives efficiency, helping the company maintain profitability even in tough conditions. Rocket’s diversified business model, which includes real estate, personal loans, and auto loans, reduces reliance on the mortgage sector. The company’s strong technological innovation and user-friendly platform position it for long-term growth, appealing to tech-savvy consumers. Rocket's well-established brand and leadership also contribute to its stability. Additionally, its expansion into services like insurance offers new revenue opportunities. Rocket has a solid financial track record, with strong cash flows and a conservative risk approach, presenting potential for capital appreciation. For income-seeking investors, Rocket also offers dividends. @Tiger_comments @TigerGPT @Tiger_Earnings @TigerStars"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":371237503660120,"gmtCreate":1731653179802,"gmtModify":1731653315731,"author":{"id":"9000000000000708","authorId":"9000000000000708","name":"WealthSquad","avatar":"https://static.tigerbbs.com/e63ca89d7d2ea38be6107132f290085a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000708","idStr":"9000000000000708"},"themes":[],"title":"JD:Profit Growth Outpace Revenue Acceleration; Maintain BUY and $45 PT","htmlText":"We are maintaining our BUY rating and $45 PT after JD reported in-line 3Q revenue with profits substantially above estimates. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> total revenue grew 5% y/y in 3Q (accelerating 4pts from 2Q), with JDR revenue up 6% y/y (vs. +1% y/y in 2Q). Moreover, 3Q gross profit grew 16% y/y, accelerating 5pt from 2Q, and was 11pts faster than revenue growth, with gross margin up 165bps y/y (vs. +137bps in 2Q), due to supply chain efficiency improvement and revenue mix shift to higher margin business lines. 3P growth continued to outpace 1P, with order volume growth accelerating from 2Q, driving double-digit advertising revenue up.Electronics and home appliance revenues grew 3% y/y in 3Q, vs. -5% in 2Q, partially due to government’s trade-in incentives.","listText":"We are maintaining our BUY rating and $45 PT after JD reported in-line 3Q revenue with profits substantially above estimates. <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> total revenue grew 5% y/y in 3Q (accelerating 4pts from 2Q), with JDR revenue up 6% y/y (vs. +1% y/y in 2Q). Moreover, 3Q gross profit grew 16% y/y, accelerating 5pt from 2Q, and was 11pts faster than revenue growth, with gross margin up 165bps y/y (vs. +137bps in 2Q), due to supply chain efficiency improvement and revenue mix shift to higher margin business lines. 3P growth continued to outpace 1P, with order volume growth accelerating from 2Q, driving double-digit advertising revenue up.Electronics and home appliance revenues grew 3% y/y in 3Q, vs. -5% in 2Q, partially due to government’s trade-in incentives.","text":"We are maintaining our BUY rating and $45 PT after JD reported in-line 3Q revenue with profits substantially above estimates. $JD.com(JD)$ total revenue grew 5% y/y in 3Q (accelerating 4pts from 2Q), with JDR revenue up 6% y/y (vs. +1% y/y in 2Q). Moreover, 3Q gross profit grew 16% y/y, accelerating 5pt from 2Q, and was 11pts faster than revenue growth, with gross margin up 165bps y/y (vs. +137bps in 2Q), due to supply chain efficiency improvement and revenue mix shift to higher margin business lines. 3P growth continued to outpace 1P, with order volume growth accelerating from 2Q, driving double-digit advertising revenue up.Electronics and home appliance revenues grew 3% y/y in 3Q, vs. -5% in 2Q, partially due to government’s trade-in incentives.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":49,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/371237503660120","isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370734808924248,"gmtCreate":1731542446990,"gmtModify":1731550801601,"author":{"id":"4119585876197842","authorId":"4119585876197842","name":"TopdownCharts","avatar":"https://community-static.tradeup.com/news/c69065f7f9a5f0bb10b4a86f1e47f9fd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4119585876197842","idStr":"4119585876197842"},"themes":[],"title":"Chinese stocks may have more upside than consensus thinks","htmlText":"Trumphoria is gripping markets — everyone expects a repeat of the 2016 bull run when Trump first got elected.All the obvious beneficiaries of a Trump presidency have been rallying, while some of the obvious losers have been punished.Conventional wisdom says one “obvious loser“ (i.e. China A-Shares) will suffer under the second coming of Trump, with the prospect of more tariffs, trade-wars, and tough negotiations hanging overhead.The logic is that trade war 2.0 risk and a generally hawkish geopolitical tone across the incoming Trump administration will present further challenges for an already ailing Chinese economy.And there’s probably some truth in that — it’s going to be: not-boring.As things stand right now, China is in the middle of its worst property downturn on record, local governme","listText":"Trumphoria is gripping markets — everyone expects a repeat of the 2016 bull run when Trump first got elected.All the obvious beneficiaries of a Trump presidency have been rallying, while some of the obvious losers have been punished.Conventional wisdom says one “obvious loser“ (i.e. China A-Shares) will suffer under the second coming of Trump, with the prospect of more tariffs, trade-wars, and tough negotiations hanging overhead.The logic is that trade war 2.0 risk and a generally hawkish geopolitical tone across the incoming Trump administration will present further challenges for an already ailing Chinese economy.And there’s probably some truth in that — it’s going to be: not-boring.As things stand right now, China is in the middle of its worst property downturn on record, local governme","text":"Trumphoria is gripping markets — everyone expects a repeat of the 2016 bull run when Trump first got elected.All the obvious beneficiaries of a Trump presidency have been rallying, while some of the obvious losers have been punished.Conventional wisdom says one “obvious loser“ (i.e. China A-Shares) will suffer under the second coming of Trump, with the prospect of more tariffs, trade-wars, and tough negotiations hanging overhead.The logic is that trade war 2.0 risk and a generally hawkish geopolitical tone across the incoming Trump administration will present further challenges for an already ailing Chinese economy.And there’s probably some truth in that — it’s going to be: not-boring.As things stand right now, China is in the middle of its worst property downturn on record, local governme","images":[{"img":"https://community-static.tradeup.com/news/b80c0adf16c73857c9517437275b577b","width":"1210","height":"917"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":10,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/370734808924248","isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370043430215784,"gmtCreate":1731373575133,"gmtModify":1731383304103,"author":{"id":"10000000000010842","authorId":"10000000000010842","name":"BrianTycangco鄭彥渊","avatar":"https://community-static.tradeup.com/news/bf142322bfb8579c415305a3d268e56f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010842","idStr":"10000000000010842"},"themes":[],"title":"The Chinese consumer didn’t go away","htmlText":"1.Alibaba Group Holding says this year’s Singles’ Day campaign has seen strong demand in four product categories – home appliances, consumer electronics, beauty and apparel – in a sign of consumer-spending recovery on the mainland, as the world’s largest online shopping festival drew to a close on Monday.”Still light on details but i think we’re getting the picture. The Chinese consumer didn’t go away. <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> <a href=\"https://ttm.financial/S/09618\">$JD-SW(09618)$</a> <a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> <a href=\"https://ttm.financial/S/MPNGF\">$MEITUAN(MPNGF)$</a>","listText":"1.Alibaba Group Holding says this year’s Singles’ Day campaign has seen strong demand in four product categories – home appliances, consumer electronics, beauty and apparel – in a sign of consumer-spending recovery on the mainland, as the world’s largest online shopping festival drew to a close on Monday.”Still light on details but i think we’re getting the picture. The Chinese consumer didn’t go away. <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> <a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> <a href=\"https://ttm.financial/S/09618\">$JD-SW(09618)$</a> <a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> <a href=\"https://ttm.financial/S/MPNGF\">$MEITUAN(MPNGF)$</a>","text":"1.Alibaba Group Holding says this year’s Singles’ Day campaign has seen strong demand in four product categories – home appliances, consumer electronics, beauty and apparel – in a sign of consumer-spending recovery on the mainland, as the world’s largest online shopping festival drew to a close on Monday.”Still light on details but i think we’re getting the picture. The Chinese consumer didn’t go away. $Alibaba(BABA)$ $BABA-W(09988)$ $JD.com(JD)$ $JD-SW(09618)$ $MEITUAN-W(03690)$ $MEITUAN(MPNGF)$","images":[{"img":"https://community-static.tradeup.com/news/dfbee87e88dd950db72007a21f0fccc3","width":"680","height":"300"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":64,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/370043430215784","isVote":1,"tweetType":1,"viewCount":2621,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569189138119123","authorId":"3569189138119123","name":"Brrnie","avatar":"https://static.tigerbbs.com/535df402960cd7d1f41b24d9f5d687b7","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3569189138119123","idStr":"3569189138119123"},"content":"another sign that stock will plunge. Chinese stocks are just joke","text":"another sign that stock will plunge. Chinese stocks are just joke","html":"another sign that stock will plunge. Chinese stocks are just joke"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368673945673816,"gmtCreate":1731030216891,"gmtModify":1731383253391,"author":{"id":"10000000000010842","authorId":"10000000000010842","name":"BrianTycangco鄭彥渊","avatar":"https://community-static.tradeup.com/news/bf142322bfb8579c415305a3d268e56f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010842","idStr":"10000000000010842"},"themes":[],"title":"Hong Kong markets recover from post Trump 2024 victory selloff","htmlText":"As expected, yesterday’s China dump was short-lived. Many of these names have recovered all of Wednesday’s losses and are already up even more. Investors are looking at stimulus instead of worrying what Trump will do when he takes office next year. That’s because a good domestic economy - and a strong real estate market - solves a lot of China’s problems.ImageHong Kong markets recover from post Trump 2024 victory selloff. <a href=\"https://ttm.financial/S/HSTECH\">$HSTECH(HSTECH)$</a> +2.25% led by <a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> <a href=\"https://ttm.financial/S/01024\">$KUAISHOU-W(01024)$</a> <a href=\"https://ttm.financial/S/01698\">$TME-SW(01698)$</a>. Like I said yesterday, makes little sense for the selloff in CN tech sector as most are consumer related domes","listText":"As expected, yesterday’s China dump was short-lived. Many of these names have recovered all of Wednesday’s losses and are already up even more. Investors are looking at stimulus instead of worrying what Trump will do when he takes office next year. That’s because a good domestic economy - and a strong real estate market - solves a lot of China’s problems.ImageHong Kong markets recover from post Trump 2024 victory selloff. <a href=\"https://ttm.financial/S/HSTECH\">$HSTECH(HSTECH)$</a> +2.25% led by <a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> <a href=\"https://ttm.financial/S/01024\">$KUAISHOU-W(01024)$</a> <a href=\"https://ttm.financial/S/01698\">$TME-SW(01698)$</a>. Like I said yesterday, makes little sense for the selloff in CN tech sector as most are consumer related domes","text":"As expected, yesterday’s China dump was short-lived. Many of these names have recovered all of Wednesday’s losses and are already up even more. Investors are looking at stimulus instead of worrying what Trump will do when he takes office next year. That’s because a good domestic economy - and a strong real estate market - solves a lot of China’s problems.ImageHong Kong markets recover from post Trump 2024 victory selloff. $HSTECH(HSTECH)$ +2.25% led by $MEITUAN-W(03690)$ $KUAISHOU-W(01024)$ $TME-SW(01698)$. Like I said yesterday, makes little sense for the selloff in CN tech sector as most are consumer related domes","images":[{"img":"https://community-static.tradeup.com/news/6fbf26f790b96275ff085a32aa9fe783","width":"751","height":"1200"},{"img":"https://community-static.tradeup.com/news/53707b4d55293a140d154eded6e644d5","width":"1284","height":"1582"},{"img":"https://community-static.tradeup.com/news/1228f9ca5e363b76d05628c269c3640b","width":"1284","height":"1732"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":72,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/368673945673816","isVote":1,"tweetType":1,"viewCount":4041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":369789458329904,"gmtCreate":1731302648764,"gmtModify":1731383304597,"author":{"id":"10000000000011004","authorId":"10000000000011004","name":"Wanda Needham","avatar":"https://static.tigerbbs.com/423b080d1d1b220cea6e68b5a9678098","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011004","idStr":"10000000000011004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <v-v data-views=\"1\"></v-v>People are selling it because of a disappointment on stimulus spending however it is a company that has multiple segments that are growing quickly and other segments that are extremely profitable. They have reeled in their capital expenditure and their discipline has improved. They are no longer diluting shareholders, buying back shares and paying a dividend. If you look at the bond market you'll see how low the yield is on their bonds which indicates a lot as Bond markets are much more rational and subject to sentiment versus the equity Market. The only reason you would have negative feelings for Alibaba is if you think they were going to be nationalized which is just silly. Alibaba and most big Chinese t","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <v-v data-views=\"1\"></v-v>People are selling it because of a disappointment on stimulus spending however it is a company that has multiple segments that are growing quickly and other segments that are extremely profitable. They have reeled in their capital expenditure and their discipline has improved. They are no longer diluting shareholders, buying back shares and paying a dividend. If you look at the bond market you'll see how low the yield is on their bonds which indicates a lot as Bond markets are much more rational and subject to sentiment versus the equity Market. The only reason you would have negative feelings for Alibaba is if you think they were going to be nationalized which is just silly. Alibaba and most big Chinese t","text":"$Alibaba(BABA)$ People are selling it because of a disappointment on stimulus spending however it is a company that has multiple segments that are growing quickly and other segments that are extremely profitable. They have reeled in their capital expenditure and their discipline has improved. They are no longer diluting shareholders, buying back shares and paying a dividend. If you look at the bond market you'll see how low the yield is on their bonds which indicates a lot as Bond markets are much more rational and subject to sentiment versus the equity Market. The only reason you would have negative feelings for Alibaba is if you think they were going to be nationalized which is just silly. Alibaba and most big Chinese t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369789458329904","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368434612547592,"gmtCreate":1730957279705,"gmtModify":1731383253452,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"htmlText":"🌟🌟🌟I have invested in&nbsp;<a href=\"https://ttm.financial/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$&nbsp;</a><v-v data-views=\"1\"></v-v> which represents the best and strongest Chinese Internet sector companies in just 1 powerful ETF.&nbsp; &nbsp; This includes&nbsp;<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/09618\">$JD-SW(09618)$&nbsp;</a><v-v data-views=\"1\"></v-v>,&nbsp;PDD Holdings and many more.&nbsp; Even though KWEB is down 2% on Wednesday's trading, KWEB is still up 25% year todate. In 2023, KWEB is up","listText":"🌟🌟🌟I have invested in&nbsp;<a href=\"https://ttm.financial/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$&nbsp;</a><v-v data-views=\"1\"></v-v> which represents the best and strongest Chinese Internet sector companies in just 1 powerful ETF.&nbsp; &nbsp; This includes&nbsp;<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/09618\">$JD-SW(09618)$&nbsp;</a><v-v data-views=\"1\"></v-v>,&nbsp;PDD Holdings and many more.&nbsp; Even though KWEB is down 2% on Wednesday's trading, KWEB is still up 25% year todate. In 2023, KWEB is up","text":"🌟🌟🌟I have invested in $KraneShares CSI China Internet ETF(KWEB)$ which represents the best and strongest Chinese Internet sector companies in just 1 powerful ETF. This includes $MEITUAN-W(03690)$ $TENCENT(00700)$ $BABA-W(09988)$ $JD-SW(09618)$ , PDD Holdings and many more. Even though KWEB is down 2% on Wednesday's trading, KWEB is still up 25% year todate. In 2023, KWEB is up","images":[{"img":"https://community-static.tradeup.com/news/6584c167396c4294e0e4462f1aa4d453"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":43,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/368434612547592","repostId":"367994958188632","repostType":1,"repost":{"id":367994958188632,"gmtCreate":1730864448462,"gmtModify":1730882402259,"author":{"id":"4134821074118532","authorId":"4134821074118532","name":"虎港通","avatar":"https://community-static.tradeup.com/news/6ace760ebb226aa228910fadd6516856","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4134821074118532","idStr":"4134821074118532"},"themes":[],"title":"【🎁有獎話題】中國10月PMI指數彰顯經濟復甦信號，最近嘅中概行情你會上車咩？","htmlText":"小虎們，隨著美國大選火熱進行，最近中國股市表現也較為亮眼！從上週至今中國資產都有小波上漲！[Cool]昨天美股盤前， <a href=\"https://ttm.financial/S/YINN\">$三倍做多富時中國ETF-Direxion(YINN)$</a> 漲超8%，二倍做多滬深300ETF漲超6%，顯示出投資者對中國市場整體走勢的樂觀預期！[Call]此外， 港股市場表現同樣強勁，恆指曾一度重返兩萬一關口，港股科技股悉數上漲， <a href=\"https://ttm.financial/S/01024\">$快手-W(01024)$</a> ， <a href=\"https://ttm.financial/S/03690\">$美團-W(03690)$</a> ， <a href=\"https://ttm.financial/S/09988\">$阿里巴巴-W(09988)$</a> 皆有較大漲幅！[666]事實上，10月服務業PMI也是近期中國股市一系列樂觀跡象中的最新一個，表明中國政府的刺激措施正重振經濟！[Applaud]那麼，小虎們，你們會上車這一波的中概行情嗎？[YoYo]YINN續漲10月PMI指數逆季節性回升，政策效果明顯，透露中國經濟復甦信號？10月份，製造業採購經理指數（PMI）為50.1%，比上月上升0.3個百分點，製造業景氣水平回升。從企業規模看，大、中型企業PMI分別為51.5%和49.4%，比上月上升0.9和0.2個百分點；小型企業PMI為47.5%，比上月下降1.0個百分點。從分類指數看，在構成製造業PMI的5個分類指數中，生產指數高於臨界點，新訂單指數位於臨界點，原材料庫存指數、從業人員指數和供應商配送時間指數均低於臨界點。生產指數為52.0%，比上月上升0.8個百分點，表明製造業企業生產活動繼續加快。新訂單指數為50.0%，比上月上升0.1","listText":"小虎們，隨著美國大選火熱進行，最近中國股市表現也較為亮眼！從上週至今中國資產都有小波上漲！[Cool]昨天美股盤前， <a href=\"https://ttm.financial/S/YINN\">$三倍做多富時中國ETF-Direxion(YINN)$</a> 漲超8%，二倍做多滬深300ETF漲超6%，顯示出投資者對中國市場整體走勢的樂觀預期！[Call]此外， 港股市場表現同樣強勁，恆指曾一度重返兩萬一關口，港股科技股悉數上漲， <a href=\"https://ttm.financial/S/01024\">$快手-W(01024)$</a> ， <a href=\"https://ttm.financial/S/03690\">$美團-W(03690)$</a> ， <a href=\"https://ttm.financial/S/09988\">$阿里巴巴-W(09988)$</a> 皆有較大漲幅！[666]事實上，10月服務業PMI也是近期中國股市一系列樂觀跡象中的最新一個，表明中國政府的刺激措施正重振經濟！[Applaud]那麼，小虎們，你們會上車這一波的中概行情嗎？[YoYo]YINN續漲10月PMI指數逆季節性回升，政策效果明顯，透露中國經濟復甦信號？10月份，製造業採購經理指數（PMI）為50.1%，比上月上升0.3個百分點，製造業景氣水平回升。從企業規模看，大、中型企業PMI分別為51.5%和49.4%，比上月上升0.9和0.2個百分點；小型企業PMI為47.5%，比上月下降1.0個百分點。從分類指數看，在構成製造業PMI的5個分類指數中，生產指數高於臨界點，新訂單指數位於臨界點，原材料庫存指數、從業人員指數和供應商配送時間指數均低於臨界點。生產指數為52.0%，比上月上升0.8個百分點，表明製造業企業生產活動繼續加快。新訂單指數為50.0%，比上月上升0.1","text":"小虎們，隨著美國大選火熱進行，最近中國股市表現也較為亮眼！從上週至今中國資產都有小波上漲！[Cool]昨天美股盤前， $三倍做多富時中國ETF-Direxion(YINN)$ 漲超8%，二倍做多滬深300ETF漲超6%，顯示出投資者對中國市場整體走勢的樂觀預期！[Call]此外， 港股市場表現同樣強勁，恆指曾一度重返兩萬一關口，港股科技股悉數上漲， $快手-W(01024)$ ， $美團-W(03690)$ ， $阿里巴巴-W(09988)$ 皆有較大漲幅！[666]事實上，10月服務業PMI也是近期中國股市一系列樂觀跡象中的最新一個，表明中國政府的刺激措施正重振經濟！[Applaud]那麼，小虎們，你們會上車這一波的中概行情嗎？[YoYo]YINN續漲10月PMI指數逆季節性回升，政策效果明顯，透露中國經濟復甦信號？10月份，製造業採購經理指數（PMI）為50.1%，比上月上升0.3個百分點，製造業景氣水平回升。從企業規模看，大、中型企業PMI分別為51.5%和49.4%，比上月上升0.9和0.2個百分點；小型企業PMI為47.5%，比上月下降1.0個百分點。從分類指數看，在構成製造業PMI的5個分類指數中，生產指數高於臨界點，新訂單指數位於臨界點，原材料庫存指數、從業人員指數和供應商配送時間指數均低於臨界點。生產指數為52.0%，比上月上升0.8個百分點，表明製造業企業生產活動繼續加快。新訂單指數為50.0%，比上月上升0.1","images":[{"img":"https://community-static.tradeup.com/news/3cee98a7483f19f18f6e32dc1017c25d","width":"1716","height":"987"},{"img":"https://community-static.tradeup.com/news/3e239f24298b3dcd74e447b7109e0cf7","width":"1662","height":"1047"},{"img":"https://community-static.tradeup.com/news/fee962e9df3a8b0dc6ebd3a2e519bd85","width":"1718","height":"970"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367994958188632","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1732,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000196","authorId":"9000000000000196","name":"RalphWood","avatar":"https://static.tigerbbs.com/b9375ece8939095541554d14ce83b2fa","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000196","idStr":"9000000000000196"},"content":"Love your strategy and insights! Keep it up! [Heart]","text":"Love your strategy and insights! Keep it up! [Heart]","html":"Love your strategy and insights! Keep it up! [Heart]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":369722949849304,"gmtCreate":1731302080446,"gmtModify":1731383304674,"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://community-static.tradeup.com/news/46495f44529967f5d3b4d03a47167f5b","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563421686188310","idStr":"3563421686188310"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> i invest in Xiaomi. As I have said, it's not easy to find a great company led by a capable, humble and smart entrepreneur. Xiaomi's mission, values and ecosystem plus it's range of products in the Human x home x car concept is well-liked. As long as the price I pay is fair, I continue to stay invested in Xiaomi for the long term. Time in the market for a great company is more important than timing the market. I have seen people trying to time an exit and entry in Xiaomi but to me, it just doesn't make sense as I'm investing in Xiaomi&nbsp;<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;<a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> i invest in Xiaomi. As I have said, it's not easy to find a great company led by a capable, humble and smart entrepreneur. Xiaomi's mission, values and ecosystem plus it's range of products in the Human x home x car concept is well-liked. As long as the price I pay is fair, I continue to stay invested in Xiaomi for the long term. Time in the market for a great company is more important than timing the market. I have seen people trying to time an exit and entry in Xiaomi but to me, it just doesn't make sense as I'm investing in Xiaomi&nbsp;<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp;<a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$&nbsp;</a>&nbsp;","text":"$XIAOMI-W(01810)$ i invest in Xiaomi. As I have said, it's not easy to find a great company led by a capable, humble and smart entrepreneur. Xiaomi's mission, values and ecosystem plus it's range of products in the Human x home x car concept is well-liked. As long as the price I pay is fair, I continue to stay invested in Xiaomi for the long term. Time in the market for a great company is more important than timing the market. I have seen people trying to time an exit and entry in Xiaomi but to me, it just doesn't make sense as I'm investing in Xiaomi $Tiger Brokers(TIGR)$ $JD.com(JD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/369722949849304","isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000460","authorId":"9000000000000460","name":"NatalieTommy","avatar":"https://static.tigerbbs.com/af002b44e35ebf40cafbbaf194de9c06","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000460","idStr":"9000000000000460"},"content":"It's refreshing to see such confidence in a company's leadership and vision.","text":"It's refreshing to see such confidence in a company's leadership and vision.","html":"It's refreshing to see such confidence in a company's leadership and vision."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370076363370600,"gmtCreate":1731381615453,"gmtModify":1731383303926,"author":{"id":"10000000000011016","authorId":"10000000000011016","name":"King IV.","avatar":"https://static.tigerbbs.com/ddba642e244f337b146bf16d5c260c4a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011016","idStr":"10000000000011016"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <v-v data-views=\"1\"></v-v>Kuaishou and Alibaba are among the few value spots on the internet, both with valuations around 10 PE and still experiencing double-digit growth. They both have decent but not aggressive buyback programs and are facing competitive pressures from TikTok and Pinduoduo, leading to a bearish market outlook.It could be said that instead of acquiring a bunch of new retail ecosystem companies, Alibaba would have been better off acquiring Kuaishou.","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <v-v data-views=\"1\"></v-v>Kuaishou and Alibaba are among the few value spots on the internet, both with valuations around 10 PE and still experiencing double-digit growth. They both have decent but not aggressive buyback programs and are facing competitive pressures from TikTok and Pinduoduo, leading to a bearish market outlook.It could be said that instead of acquiring a bunch of new retail ecosystem companies, Alibaba would have been better off acquiring Kuaishou.","text":"$Alibaba(BABA)$ Kuaishou and Alibaba are among the few value spots on the internet, both with valuations around 10 PE and still experiencing double-digit growth. They both have decent but not aggressive buyback programs and are facing competitive pressures from TikTok and Pinduoduo, leading to a bearish market outlook.It could be said that instead of acquiring a bunch of new retail ecosystem companies, Alibaba would have been better off acquiring Kuaishou.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370076363370600","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369792438591576,"gmtCreate":1731303286451,"gmtModify":1731383323788,"author":{"id":"10000000000011004","authorId":"10000000000011004","name":"Wanda Needham","avatar":"https://static.tigerbbs.com/423b080d1d1b220cea6e68b5a9678098","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011004","idStr":"10000000000011004"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> <v-v data-views=\"1\"></v-v>JD is often compared to Amazon <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> in China, and with the Chinese economy rebounding, JD is positioned for success. the stock is likely to rise steadily. The idea that JD will fail or go to zero is simply mistaken. Tariffs are unlikely to be universally set at 60 percent, and while there was a lot of strong rhetoric, not all promises will need to be fulfilled in the same way.","listText":"<a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$</a> <v-v data-views=\"1\"></v-v>JD is often compared to Amazon <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> in China, and with the Chinese economy rebounding, JD is positioned for success. the stock is likely to rise steadily. The idea that JD will fail or go to zero is simply mistaken. Tariffs are unlikely to be universally set at 60 percent, and while there was a lot of strong rhetoric, not all promises will need to be fulfilled in the same way.","text":"$JD.com(JD)$ JD is often compared to Amazon $Amazon.com(AMZN)$ in China, and with the Chinese economy rebounding, JD is positioned for success. the stock is likely to rise steadily. The idea that JD will fail or go to zero is simply mistaken. Tariffs are unlikely to be universally set at 60 percent, and while there was a lot of strong rhetoric, not all promises will need to be fulfilled in the same way.","images":[{"img":"https://community-static.tradeup.com/news/5fd1ceb280f69672bebe8f8df8ca6e81","width":"700","height":"366"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369792438591576","isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}]}