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Toby_Chua

Toby_Chua

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11-16

$Walt Disney(DIS)$ over priced hype being brain washed to go

11-15

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

Michael Burry Boosts China Stakes But With Cautious Hedges

11-15

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

11-09

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

11-09

$Tesla Motors(TSLA)$

11-05

$SUPER MICRO COMPUTER INC(SMCI)$

10-19

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

10-17

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

10-17

another 5% plunge to wipe out bull chasing retail investors

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

10-17

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

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

10-15

Big funds shorting HKEX more to go

Chinese Stocks See Choppy Trade as Investors Debate Next Move

10-12

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

10-10

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

10-10

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

PBOC Launches $71 Billion Liquidity Tool for Stock Investors

10-06

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

10-04

Matching patterns are 1 and 8, 5 and 7.

10-03

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

09-27

Time to be bullish on Chinese mkt recovery

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

09-27

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

08-21

$Straits Times Index(STI.SI)$

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href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a> over priced hype being brain washed to go","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a> over priced hype being brain washed to go","text":"$Walt Disney(DIS)$ over priced hype being brain washed to go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/371728546222280","isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371238000709696,"gmtCreate":1731643486832,"gmtModify":1731643491364,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Be greedy when others are fearful but must do so&nbsp;with money afford to be loss","listText":"Be greedy when others are fearful but must do so&nbsp;with money afford to be loss","text":"Be greedy when others are fearful but must do so with money afford to be loss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371238000709696","repostId":"2483356503","repostType":2,"repost":{"id":"2483356503","pubTimestamp":1731629033,"share":"https://ttm.financial/m/news/2483356503?lang=&edition=fundamental","pubTime":"2024-11-15 08:03","market":"hk","language":"en","title":"Michael Burry Boosts China Stakes But With Cautious Hedges","url":"https://stock-news.laohu8.com/highlight/detail?id=2483356503","media":"Bloomberg","summary":"Michael Burry, the hedge fund manager famous for his 2008 bet against the US housing market, further increased his exposures in China stocks including Alibaba Group Holdings Ltd. in the third quarter as Beijing rolled out a stimulus blitz, but also added new bearish options that would provide downside protection.","content":"<html><head></head><body><p>(Bloomberg) -- Michael Burry, the hedge fund manager famous for his 2008 bet against the US housing market, further increased his exposures in China stocks including Alibaba Group Holdings Ltd. in the third quarter as Beijing rolled out a stimulus blitz, but also added new bearish options that would provide downside protection.</p><p>Scion Asset Management, Burry’s investment firm, boosted its holdings of <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> by almost 30% to 200,000 shares during the quarter. At the same time, Scion bought put options with the notional value equivalent to 84% of its Alibaba holdings, according to a 13F regulatory filing on Thursday. The put options allow Scion to sell the stocks to lock in a profit or limit losses, should Alibaba tumble.</p><p>Burry’s firm used the same tactics for two other Chinese investments, <a href=\"https://laohu8.com/S/BIDU\">Baidu Inc.</a> and <a href=\"https://laohu8.com/S/JD\">JD.com Inc.</a>, in a sign of caution for his China holdings.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/313673826fc7c128a48e0abb4ce39e48\" tg-width=\"1281\" tg-height=\"409\"/></p><p>The reshuffles came as Beijing ramped up efforts to revive growth with pledges to support fiscal spending and the country’s troubled real estate market in September. The surprise stimulus plan unleashed a frantic rally in China equities but some market observers remain cautious about the long-term outlook for the sector.</p><p>For JD.com Inc., Scion doubled its stakes in the three months through September while adding bearish wagers against the stock positions, the filing shows. In Baidu. Inc., the firm increased its position by two-thirds but also hedged its exposure.</p><p>The three Chinese stocks including Alibaba were worth $54 million at the end of September, representing about 65% of Burry’s total equity holdings, data show.</p><p>Burry has been one of the few prominent China stock bulls among hedge fund investors, along with Appaloosa Management’s David Tepper, even before Beijing’s major policy shift in September. In the first quarter, he loaded up on Chinese stocks and more than doubled his stake in Alibaba, then further increased that position in the second quarter to make it the firm’s top holding as of June 30.</p><p>Since Beijing’s stimulus efforts in late September, the country’s equity benchmark CSI 300 Index surged 32% over two weeks, while Nasdaq Golden Dragon Index’s US-listed China stocks gained about 37%.</p><p>The rally has since peeled back. Alibaba, JD.com and Baidu all have lost more than 20% since peaking in early October, retreating to levels when Beijing announced stimulus in late September.</p><p>A cohort of Wall street strategists and fund managers remain cautious about China’s long-term outlook given its growth slowdown and sagging consumption trends. Donald Trump winning the White House again has also triggered concerns around higher US tariffs and thorny geopolitical issues. </p></body></html>","source":"bnn_bloomberg_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Michael Burry Boosts China Stakes But With Cautious Hedges</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMichael Burry Boosts China Stakes But With Cautious Hedges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-15 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bnnbloomberg.ca/business/company-news/2024/11/14/michael-burry-boosts-china-stakes-but-with-cautious-hedges/><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Michael Burry, the hedge fund manager famous for his 2008 bet against the US housing market, further increased his exposures in China stocks including Alibaba Group Holdings Ltd. in the...</p>\n\n<a href=\"https://www.bnnbloomberg.ca/business/company-news/2024/11/14/michael-burry-boosts-china-stakes-but-with-cautious-hedges/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BIDU":"百度","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","BABA":"阿里巴巴","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","09888":"百度集团-SW","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","JD":"京东","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","BK1588":"回港中概股","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","BK4527":"明星科技股","BK4538":"云计算","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU0051755006.USD":"摩根大通中国A (dist)","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK4581":"高盛持仓","09988":"阿里巴巴-W","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC"},"source_url":"https://www.bnnbloomberg.ca/business/company-news/2024/11/14/michael-burry-boosts-china-stakes-but-with-cautious-hedges/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483356503","content_text":"(Bloomberg) -- Michael Burry, the hedge fund manager famous for his 2008 bet against the US housing market, further increased his exposures in China stocks including Alibaba Group Holdings Ltd. in the third quarter as Beijing rolled out a stimulus blitz, but also added new bearish options that would provide downside protection.Scion Asset Management, Burry’s investment firm, boosted its holdings of Alibaba by almost 30% to 200,000 shares during the quarter. At the same time, Scion bought put options with the notional value equivalent to 84% of its Alibaba holdings, according to a 13F regulatory filing on Thursday. The put options allow Scion to sell the stocks to lock in a profit or limit losses, should Alibaba tumble.Burry’s firm used the same tactics for two other Chinese investments, Baidu Inc. and JD.com Inc., in a sign of caution for his China holdings.The reshuffles came as Beijing ramped up efforts to revive growth with pledges to support fiscal spending and the country’s troubled real estate market in September. The surprise stimulus plan unleashed a frantic rally in China equities but some market observers remain cautious about the long-term outlook for the sector.For JD.com Inc., Scion doubled its stakes in the three months through September while adding bearish wagers against the stock positions, the filing shows. In Baidu. Inc., the firm increased its position by two-thirds but also hedged its exposure.The three Chinese stocks including Alibaba were worth $54 million at the end of September, representing about 65% of Burry’s total equity holdings, data show.Burry has been one of the few prominent China stock bulls among hedge fund investors, along with Appaloosa Management’s David Tepper, even before Beijing’s major policy shift in September. In the first quarter, he loaded up on Chinese stocks and more than doubled his stake in Alibaba, then further increased that position in the second quarter to make it the firm’s top holding as of June 30.Since Beijing’s stimulus efforts in late September, the country’s equity benchmark CSI 300 Index surged 32% over two weeks, while Nasdaq Golden Dragon Index’s US-listed China stocks gained about 37%.The rally has since peeled back. Alibaba, JD.com and Baidu all have lost more than 20% since peaking in early October, retreating to levels when Beijing announced stimulus in late September.A cohort of Wall street strategists and fund managers remain cautious about China’s long-term outlook given its growth slowdown and sagging consumption trends. Donald Trump winning the White House again has also triggered concerns around higher US tariffs and thorny geopolitical issues.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371236769816728,"gmtCreate":1731643171200,"gmtModify":1731643175667,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Money is never enough nobody knows the future and it is always right to take profit","listText":"Money is never enough nobody knows the future and it is always right to take profit","text":"Money is never enough nobody knows the future and it is always right to take profit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371236769816728","isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368825862258792,"gmtCreate":1731083134109,"gmtModify":1731083137634,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Monday HKG and Shanghai mkts will open big red traders all sell to bail out first and ask questions later","listText":"Monday HKG and Shanghai mkts will open big red traders all sell to bail out first and ask questions later","text":"Monday HKG and Shanghai mkts will open big red traders all sell to bail out first and ask questions later","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368825862258792","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368825139896504,"gmtCreate":1731082789573,"gmtModify":1731082791139,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368825139896504","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367507077230856,"gmtCreate":1730738408551,"gmtModify":1730738409742,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367507077230856","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361795878273048,"gmtCreate":1729349021951,"gmtModify":1729350530585,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Still in huge volatility mode up and down until after USA election and depending on who rule then Chinese government will play their cards accordingly to boost the consumption confidence&nbsp;","listText":"Still in huge volatility mode up and down until after USA election and depending on who rule then Chinese government will play their cards accordingly to boost the consumption confidence&nbsp;","text":"Still in huge volatility mode up and down until after USA election and depending on who rule then Chinese government will play their cards accordingly to boost the consumption confidence","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361795878273048","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361026616340480,"gmtCreate":1729176941792,"gmtModify":1729176945468,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"HKEX reentry point at 18K plenty of shorting opportunity available till then","listText":"HKEX reentry point at 18K plenty of shorting opportunity available till then","text":"HKEX reentry point at 18K plenty of shorting opportunity available till then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361026616340480","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361026193625200,"gmtCreate":1729176853623,"gmtModify":1729176857606,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"another 5% plunge to wipe out bull chasing retail investors","listText":"another 5% plunge to wipe out bull chasing retail investors","text":"another 5% plunge to wipe out bull chasing retail investors","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361026193625200","repostId":"361024261271624","repostType":1,"repost":{"id":361024261271624,"gmtCreate":1729176207638,"gmtModify":1729176209961,"author":{"id":"3570843245053787","authorId":"3570843245053787","name":"TF美股","avatar":"https://static.tigerbbs.com/7ace0ac1f32094ab197a3730bc27afce","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570843245053787","authorIdStr":"3570843245053787"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a> 明天公佈三季度數據，會不會再砸一次盤[捂臉]&nbsp; [捂臉]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a> 明天公佈三季度數據，會不會再砸一次盤[捂臉]&nbsp; [捂臉]&nbsp;&nbsp;","text":"$老虎證券(TIGR)$ 明天公佈三季度數據，會不會再砸一次盤[捂臉] [捂臉]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361024261271624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361007094075424,"gmtCreate":1729176590655,"gmtModify":1729176594742,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Once euphoria feel good flame is extinguished it will be crly wolf one more time and all investment and consumption could be further dented making downward spiral to deflection&nbsp;","listText":"Once euphoria feel good flame is extinguished it will be crly wolf one more time and all investment and consumption could be further dented making downward spiral to deflection&nbsp;","text":"Once euphoria feel good flame is extinguished it will be crly wolf one more time and all investment and consumption could be further dented making downward spiral to deflection","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361007094075424","repostId":"1197029909","repostType":2,"repost":{"id":"1197029909","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1729154176,"share":"https://ttm.financial/m/news/1197029909?lang=&edition=fundamental","pubTime":"2024-10-17 16:36","market":"us","language":"en","title":"Chinese ADRs and ETFs Fall as Stimulus Hopes Wane; YINN Falls 6%; Li Auto Drops 4.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1197029909","media":"Tiger Newspress","summary":"Chinese ADRs and ETFs fell in premarket trading after another much-anticipated policy briefing failed to deliver the kind of pro-growth stimulus that investors had been hoping for. KE Holdings fell 7%","content":"<html><head></head><body><p>Chinese ADRs and ETFs fell in premarket trading after another much-anticipated policy briefing failed to deliver the kind of pro-growth stimulus that investors had been hoping for. </p><p>KE Holdings fell 7%; YINN fell 6%; Li Auto fell 4.3%; XPeng fell 4%; Nio fell 3%; JD.com fell 2.5%; PDD Holdings fell 2%; Alibaba fell 1%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e8ec6d604a5a8cb69de23cf28f70939c\" tg-width=\"492\" tg-height=\"504\"/></p><p>China will nearly double the loan quota for unfinished residential projects to 4 trillion yuan ($562 billion), Housing Minister Ni Hong said at Thursday’s press briefing, where he largely reiterated previous steps taken by the government. That’s after a newspaper run by the housing ministry had hinted Beijing will “hit a heavy punch combo,” setting market expectations high.</p><p style=\"text-align: start;\">The market response suggests authorities face a high bar to satisfy traders and revive a faltering rally. Skepticism has been creeping back in as Beijing has refrained from unleashing fiscal firepower that matches the surprise offered by the central bank’s policy blitz in late September. The briefing came as another let-down after those by the Ministry of Finance and the state economic planner triggered wild market swings with scant spending details earlier this month.</p><p style=\"text-align: start;\">“Equity investors are looking for big headline numbers to drive stocks up further, while the government is more focused on bringing the economy and housing markets gradually back to health,” said Vey-Sern Ling, managing director at Union Bancaire Privee. “As long as there’s such a mismatch in expectations, all press briefings will inevitably be disappointing.”</p><p>Data due Friday is set to show the economy expanded 4.5% in the third quarter from a year ago, according to economists surveyed by Bloomberg. That would be the least since March 2023, intensifying a debate as to whether the stimulus measures announced so far will be enough to turn around the moribund economy.</p><p style=\"text-align: start;\">Some investors are waiting for the second leg of the rally to resume as momentum quickly loses steam. A delay in market revival would seem like a deja vu to traders who have been burnt by multiple false dawns over the past few years.</p><p style=\"text-align: start;\">“While it cannot be said that no new policy measures have been introduced at all, they can hardly make the market feel any real breakthrough has been made,” said Shen Meng, a director at Beijing-based boutique investment bank Chanson &amp; Co. “Investor confidence continues to shrink and the sentiment remains low, which will add pressure for Beijing to ramp up policy support in the future.”</p><p style=\"text-align: start;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese ADRs and ETFs Fall as Stimulus Hopes Wane; YINN Falls 6%; Li Auto Drops 4.3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese ADRs and ETFs Fall as Stimulus Hopes Wane; YINN Falls 6%; Li Auto Drops 4.3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-10-17 16:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese ADRs and ETFs fell in premarket trading after another much-anticipated policy briefing failed to deliver the kind of pro-growth stimulus that investors had been hoping for. </p><p>KE Holdings fell 7%; YINN fell 6%; Li Auto fell 4.3%; XPeng fell 4%; Nio fell 3%; JD.com fell 2.5%; PDD Holdings fell 2%; Alibaba fell 1%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e8ec6d604a5a8cb69de23cf28f70939c\" tg-width=\"492\" tg-height=\"504\"/></p><p>China will nearly double the loan quota for unfinished residential projects to 4 trillion yuan ($562 billion), Housing Minister Ni Hong said at Thursday’s press briefing, where he largely reiterated previous steps taken by the government. That’s after a newspaper run by the housing ministry had hinted Beijing will “hit a heavy punch combo,” setting market expectations high.</p><p style=\"text-align: start;\">The market response suggests authorities face a high bar to satisfy traders and revive a faltering rally. Skepticism has been creeping back in as Beijing has refrained from unleashing fiscal firepower that matches the surprise offered by the central bank’s policy blitz in late September. The briefing came as another let-down after those by the Ministry of Finance and the state economic planner triggered wild market swings with scant spending details earlier this month.</p><p style=\"text-align: start;\">“Equity investors are looking for big headline numbers to drive stocks up further, while the government is more focused on bringing the economy and housing markets gradually back to health,” said Vey-Sern Ling, managing director at Union Bancaire Privee. “As long as there’s such a mismatch in expectations, all press briefings will inevitably be disappointing.”</p><p>Data due Friday is set to show the economy expanded 4.5% in the third quarter from a year ago, according to economists surveyed by Bloomberg. That would be the least since March 2023, intensifying a debate as to whether the stimulus measures announced so far will be enough to turn around the moribund economy.</p><p style=\"text-align: start;\">Some investors are waiting for the second leg of the rally to resume as momentum quickly loses steam. A delay in market revival would seem like a deja vu to traders who have been burnt by multiple false dawns over the past few years.</p><p style=\"text-align: start;\">“While it cannot be said that no new policy measures have been introduced at all, they can hardly make the market feel any real breakthrough has been made,” said Shen Meng, a director at Beijing-based boutique investment bank Chanson &amp; Co. “Investor confidence continues to shrink and the sentiment remains low, which will add pressure for Beijing to ramp up policy support in the future.”</p><p style=\"text-align: start;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","YINN":"三倍做多富时中国ETF-Direxion","TCOM":"携程网","XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来","BIDU":"百度","DRAG":"中国龙ETF-Roundhill","PDD":"拼多多","TIGR":"老虎证券","BILI":"哔哩哔哩","BABA":"阿里巴巴","NTES":"网易"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197029909","content_text":"Chinese ADRs and ETFs fell in premarket trading after another much-anticipated policy briefing failed to deliver the kind of pro-growth stimulus that investors had been hoping for. KE Holdings fell 7%; YINN fell 6%; Li Auto fell 4.3%; XPeng fell 4%; Nio fell 3%; JD.com fell 2.5%; PDD Holdings fell 2%; Alibaba fell 1%.China will nearly double the loan quota for unfinished residential projects to 4 trillion yuan ($562 billion), Housing Minister Ni Hong said at Thursday’s press briefing, where he largely reiterated previous steps taken by the government. That’s after a newspaper run by the housing ministry had hinted Beijing will “hit a heavy punch combo,” setting market expectations high.The market response suggests authorities face a high bar to satisfy traders and revive a faltering rally. Skepticism has been creeping back in as Beijing has refrained from unleashing fiscal firepower that matches the surprise offered by the central bank’s policy blitz in late September. The briefing came as another let-down after those by the Ministry of Finance and the state economic planner triggered wild market swings with scant spending details earlier this month.“Equity investors are looking for big headline numbers to drive stocks up further, while the government is more focused on bringing the economy and housing markets gradually back to health,” said Vey-Sern Ling, managing director at Union Bancaire Privee. “As long as there’s such a mismatch in expectations, all press briefings will inevitably be disappointing.”Data due Friday is set to show the economy expanded 4.5% in the third quarter from a year ago, according to economists surveyed by Bloomberg. That would be the least since March 2023, intensifying a debate as to whether the stimulus measures announced so far will be enough to turn around the moribund economy.Some investors are waiting for the second leg of the rally to resume as momentum quickly loses steam. A delay in market revival would seem like a deja vu to traders who have been burnt by multiple false dawns over the past few years.“While it cannot be said that no new policy measures have been introduced at all, they can hardly make the market feel any real breakthrough has been made,” said Shen Meng, a director at Beijing-based boutique investment bank Chanson & Co. “Investor confidence continues to shrink and the sentiment remains low, which will add pressure for Beijing to ramp up policy support in the future.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360345965220000,"gmtCreate":1728994208370,"gmtModify":1728994212635,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Big funds shorting HKEX more to go&nbsp;","listText":"Big funds shorting HKEX more to go&nbsp;","text":"Big funds shorting HKEX more to go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360345965220000","repostId":"1160299597","repostType":2,"repost":{"id":"1160299597","pubTimestamp":1728963490,"share":"https://ttm.financial/m/news/1160299597?lang=&edition=fundamental","pubTime":"2024-10-15 11:38","market":"hk","language":"en","title":"Chinese Stocks See Choppy Trade as Investors Debate Next Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1160299597","media":"Bloomberg","summary":"CSI 300 fluctuates after rising the most in a week on MondayTraders await clarity on size of China’s fiscal stimulusChinese stocks fluctuated in early trading Tuesday amid growing debate over how far ","content":"<html><head></head><body><ul style=\"\"><li><p>CSI 300 fluctuates after rising the most in a week on Monday</p></li><li><p>Traders await clarity on size of China’s fiscal stimulus</p></li></ul><p>Chinese stocks fluctuated in early trading Tuesday amid growing debate over how far the rally can go.</p><p style=\"text-align: start;\">The CSI 300 Index was down 0.52% as of 11:30 a.m. local time, after falling as much as 1.4% earlier. It rose 1.9% on Monday. A gauge of Chinese shares listed in Hong Kong slipped 1.28%.</p><p style=\"text-align: start;\">Volatility has gripped the market in recent sessions as investors assess the sustainability of the stimulus-driven rally that began late last month. While the size of Beijing’s planned fiscal boost remains unclear, media outlet Caixin reported that China may raise 6 trillion yuan ($846 billion) from ultra-long special government bonds over three years as part of its efforts to boost the sputtering economy.</p><p>Following the central bank’s easing steps in late September, investors have been clamouring for the government to bolster fiscal spending. Officials promised new measures to support the property sector and hinted at greater government borrowing at a weekend briefing, without giving an amount.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9ad6fa560ba4d5217bada462fe3247d\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p>A divide is growing among global investors as the rally shows signs of cooling. Morgan Stanley Wealth Management warned that investors should steer clear of soaring Chinese equities as the stimulus measures won’t be enough to repair the struggling economy. Wells Fargo Investment Institute is also skeptical that the rebound will last given the depressed sentiment surrounding China’s consumers.</p><p>UBS Group AG still sees value, saying heightened retail investor interest should give stocks further upward momentum.</p><p>The latest economic reports show stimulus is much in need. Export growth slowed more than expected in September, curbing a trade rebound that has been a bright spot for a weakening economy. Loan expansion also disappointed in a sign of still weak domestic demand.</p><p>“China’s signal on policy stimulus prompted us to go modestly overweight, especially given depressed valuations,” strategists at BlackRock Investment Institute including Wei Li wrote in a note. “Details have been scant, so we could change our view if future announcements disappoint.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Stocks See Choppy Trade as Investors Debate Next Move</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Stocks See Choppy Trade as Investors Debate Next Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-15 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-15/chinese-stocks-see-choppy-trade-as-investors-debate-next-move?srnd=phx-latest><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CSI 300 fluctuates after rising the most in a week on MondayTraders await clarity on size of China’s fiscal stimulusChinese stocks fluctuated in early trading Tuesday amid growing debate over how far ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-15/chinese-stocks-see-choppy-trade-as-investors-debate-next-move?srnd=phx-latest\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-15/chinese-stocks-see-choppy-trade-as-investors-debate-next-move?srnd=phx-latest","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160299597","content_text":"CSI 300 fluctuates after rising the most in a week on MondayTraders await clarity on size of China’s fiscal stimulusChinese stocks fluctuated in early trading Tuesday amid growing debate over how far the rally can go.The CSI 300 Index was down 0.52% as of 11:30 a.m. local time, after falling as much as 1.4% earlier. It rose 1.9% on Monday. A gauge of Chinese shares listed in Hong Kong slipped 1.28%.Volatility has gripped the market in recent sessions as investors assess the sustainability of the stimulus-driven rally that began late last month. While the size of Beijing’s planned fiscal boost remains unclear, media outlet Caixin reported that China may raise 6 trillion yuan ($846 billion) from ultra-long special government bonds over three years as part of its efforts to boost the sputtering economy.Following the central bank’s easing steps in late September, investors have been clamouring for the government to bolster fiscal spending. Officials promised new measures to support the property sector and hinted at greater government borrowing at a weekend briefing, without giving an amount.A divide is growing among global investors as the rally shows signs of cooling. Morgan Stanley Wealth Management warned that investors should steer clear of soaring Chinese equities as the stimulus measures won’t be enough to repair the struggling economy. Wells Fargo Investment Institute is also skeptical that the rebound will last given the depressed sentiment surrounding China’s consumers.UBS Group AG still sees value, saying heightened retail investor interest should give stocks further upward momentum.The latest economic reports show stimulus is much in need. Export growth slowed more than expected in September, curbing a trade rebound that has been a bright spot for a weakening economy. Loan expansion also disappointed in a sign of still weak domestic demand.“China’s signal on policy stimulus prompted us to go modestly overweight, especially given depressed valuations,” strategists at BlackRock Investment Institute including Wei Li wrote in a note. “Details have been scant, so we could change our view if future announcements disappoint.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359190535798960,"gmtCreate":1728701001198,"gmtModify":1728701005693,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Lower my golf handicap to 12 and play consistent golf with score below 85","listText":"Lower my golf handicap to 12 and play consistent golf with score below 85","text":"Lower my golf handicap to 12 and play consistent golf with score below 85","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359190535798960","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358419688227120,"gmtCreate":1728525128410,"gmtModify":1728525132309,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"They must continue with more concrete detail of current plus introduce new stimulus to keep the stock market flame intact which is the fastest way to generate wealth effect to boost up internal consumption and prop up the GDP&nbsp;","listText":"They must continue with more concrete detail of current plus introduce new stimulus to keep the stock market flame intact which is the fastest way to generate wealth effect to boost up internal consumption and prop up the GDP&nbsp;","text":"They must continue with more concrete detail of current plus introduce new stimulus to keep the stock market flame intact which is the fastest way to generate wealth effect to boost up internal consumption and prop up the GDP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358419688227120","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358351356063808,"gmtCreate":1728524906982,"gmtModify":1728524911330,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"They must continue with concrete detail plus new stimulus to keep the stock market flame intact which is the fastest way to boost up confidence and increase internal consumption to prop up the GDP&nbsp;","listText":"They must continue with concrete detail plus new stimulus to keep the stock market flame intact which is the fastest way to boost up confidence and increase internal consumption to prop up the GDP&nbsp;","text":"They must continue with concrete detail plus new stimulus to keep the stock market flame intact which is the fastest way to boost up confidence and increase internal consumption to prop up the GDP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358351356063808","repostId":"1147228091","repostType":4,"repost":{"id":"1147228091","pubTimestamp":1728524035,"share":"https://ttm.financial/m/news/1147228091?lang=&edition=fundamental","pubTime":"2024-10-10 09:33","market":"us","language":"en","title":"PBOC Launches $71 Billion Liquidity Tool for Stock Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1147228091","media":"Bloomberg","summary":"Large investors can use proceeds from facility to buy sharesMeasure first announced last month as part of stimulus bonanzaChina’s central bank has set up a swap facility to provide liquidity to instit","content":"<html><head></head><body><ul style=\"\"><li><p>Large investors can use proceeds from facility to buy shares</p></li><li><p>Measure first announced last month as part of stimulus bonanza</p></li></ul><p>China’s central bank has set up a swap facility to provide liquidity to institutional investors to buy stocks, part of a broad stimulus package announced earlier that ignited a rally in stocks.</p><p style=\"text-align: start;\">The People’s Bank of China will accept applications from eligible securities firms, funds and insurers starting Thursday to obtain highly liquid assets such as government bonds and central bank bills if they provide certain collaterals, according to the bank’s statement. The size of the tool is 500 billion yuan ($70.6 billion) and can be expanded in the future, the monetary authority said.</p><p>PBOC Governor Pan Gongsheng unveiled the tool as part of a stimulus bonanza last month that signaled the government’s intent to draw a line under the slowing economy. The moves fueled a world-beating rally that saw shares rise as much as 30%.</p><p style=\"text-align: start;\">The funds obtained through the facility can only be used to invest in the stock market, Pan said at the time. The collaterals could be bonds, stock ETFs, CSI 300 constituent shares and other assets, the PBOC said Thursday.</p><p style=\"text-align: start;\">The latest announcement comes as the stock rally cools on the lack of immediate fiscal stimulus following a weeklong national holiday. Investors are now awaiting a press briefing by Finance Minister Lan Fo’an on Saturday to watch for clues of any steps to boost government borrowing and spending to shore up growth.</p><p style=\"text-align: start;\">Serena Zhou, senior China economist at Mizuho Securities Asia Ltd., said the policy is expected to support the market, although she wouldn’t link the timing to the stock market’s performance.</p><p style=\"text-align: start;\">Authorities stepped up support for the stock market and the economy as growth momentum weakened in recent months, putting the target of around 5% economic expansion this year under threat.</p><p style=\"text-align: start;\">Consumer spending remains sluggish, with tourists shelling out less money during the long holiday in October than before the pandemic.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PBOC Launches $71 Billion Liquidity Tool for Stock Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPBOC Launches $71 Billion Liquidity Tool for Stock Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-10/pboc-launches-71-billion-liquidity-tool-for-stock-investors?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Large investors can use proceeds from facility to buy sharesMeasure first announced last month as part of stimulus bonanzaChina’s central bank has set up a swap facility to provide liquidity to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-10/pboc-launches-71-billion-liquidity-tool-for-stock-investors?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","000001.SH":"上证指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-10/pboc-launches-71-billion-liquidity-tool-for-stock-investors?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147228091","content_text":"Large investors can use proceeds from facility to buy sharesMeasure first announced last month as part of stimulus bonanzaChina’s central bank has set up a swap facility to provide liquidity to institutional investors to buy stocks, part of a broad stimulus package announced earlier that ignited a rally in stocks.The People’s Bank of China will accept applications from eligible securities firms, funds and insurers starting Thursday to obtain highly liquid assets such as government bonds and central bank bills if they provide certain collaterals, according to the bank’s statement. The size of the tool is 500 billion yuan ($70.6 billion) and can be expanded in the future, the monetary authority said.PBOC Governor Pan Gongsheng unveiled the tool as part of a stimulus bonanza last month that signaled the government’s intent to draw a line under the slowing economy. The moves fueled a world-beating rally that saw shares rise as much as 30%.The funds obtained through the facility can only be used to invest in the stock market, Pan said at the time. The collaterals could be bonds, stock ETFs, CSI 300 constituent shares and other assets, the PBOC said Thursday.The latest announcement comes as the stock rally cools on the lack of immediate fiscal stimulus following a weeklong national holiday. Investors are now awaiting a press briefing by Finance Minister Lan Fo’an on Saturday to watch for clues of any steps to boost government borrowing and spending to shore up growth.Serena Zhou, senior China economist at Mizuho Securities Asia Ltd., said the policy is expected to support the market, although she wouldn’t link the timing to the stock market’s performance.Authorities stepped up support for the stock market and the economy as growth momentum weakened in recent months, putting the target of around 5% economic expansion this year under threat.Consumer spending remains sluggish, with tourists shelling out less money during the long holiday in October than before the pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357135480357120,"gmtCreate":1728200754132,"gmtModify":1728201317286,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Chinese SOE&nbsp;stocks are way under value with 8-10% dividend payout it is time for them to reverse to the mean and more upside to go after market opens on Oct 8th","listText":"Chinese SOE&nbsp;stocks are way under value with 8-10% dividend payout it is time for them to reverse to the mean and more upside to go after market opens on Oct 8th","text":"Chinese SOE stocks are way under value with 8-10% dividend payout it is time for them to reverse to the mean and more upside to go after market opens on Oct 8th","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/357135480357120","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575100931902223","authorId":"3575100931902223","name":"KJ11","avatar":"https://community-static.tradeup.com/news/860d0753d4ea21bcc114b2110502e82f","crmLevel":6,"crmLevelSwitch":1,"idStr":"3575100931902223","authorIdStr":"3575100931902223"},"content":"what are the SOEs that are undervalued and pays 8-10% dividend yield?","text":"what are the SOEs that are undervalued and pays 8-10% dividend yield?","html":"what are the SOEs that are undervalued and pays 8-10% dividend yield?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356333754138808,"gmtCreate":1728005019822,"gmtModify":1728005022221,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Matching patterns are 1 and 8, 5 and 7.","listText":"Matching patterns are 1 and 8, 5 and 7.","text":"Matching patterns are 1 and 8, 5 and 7.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356333754138808","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356177566515264,"gmtCreate":1727966887043,"gmtModify":1727967096876,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"The key catalyst this time is PRC government allows or rather encourages&nbsp;citizens&nbsp;to use&nbsp; collatorals to punt or boost up&nbsp;the equity market to restore the confidence level","listText":"The key catalyst this time is PRC government allows or rather encourages&nbsp;citizens&nbsp;to use&nbsp; collatorals to punt or boost up&nbsp;the equity market to restore the confidence level","text":"The key catalyst this time is PRC government allows or rather encourages citizens to use collatorals to punt or boost up the equity market to restore the confidence level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356177566515264","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353919065379112,"gmtCreate":1727414211120,"gmtModify":1727414968401,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Time to be bullish on Chinese mkt recovery&nbsp;","listText":"Time to be bullish on Chinese mkt recovery&nbsp;","text":"Time to be bullish on Chinese mkt recovery","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353919065379112","repostId":"2470950797","repostType":4,"repost":{"id":"2470950797","pubTimestamp":1727407153,"share":"https://ttm.financial/m/news/2470950797?lang=&edition=fundamental","pubTime":"2024-09-27 11:19","market":"sg","language":"en","title":"Goldman’s Rubner Sees \"Buy China\" Trade Playing After Election","url":"https://stock-news.laohu8.com/highlight/detail?id=2470950797","media":"Bloomberg","summary":"Chinese stocks have been on a tear, with the Nasdaq Golden Dragon Index soaring 19% in the last four days, and the shares should be a key part of investors’ plans once the US election is over, according to Scott Rubner, managing director for global markets and tactical specialist at Goldman Sachs Group Inc.","content":"<html><head></head><body><p>Chinese stocks have been on a tear, with the Nasdaq Golden Dragon Index soaring 19% in the last four days, and the shares should be a key part of investors’ plans once the US election is over, according to Scott Rubner, managing director for global markets and tactical specialist at Goldman Sachs Group Inc.</p><p>US-listed China stocks extended their rally on Thursday after the nation’s Politburo announced plans for fiscal spending to stimulate consumption and rein in local government debt, as well as measures to stabilize the country’s troubled real estate market. The moves are part of a coordinated economic plan unveiled this week that includes handouts and subsidies as well as a broad policy package aimed at arresting a growth slowdown that has battered consumer confidence.</p><p>The Golden Dragon index, which is made up of companies with shares traded in the US but that conduct the majority of their business in China, jumped as much as 13% Thursday, the most intraday since March 2022. The CSI 300 Index, a gauge of Chinese onshore stocks, is up 11% in the last four sessions and headed for its biggest weekly gain in almost a decade. </p><p>But despite the rally, Rubner thinks the long-awaited recovery in Chinese equities may finally have arrived and, if so, investors should want to get in on it.</p><p>“I really think this time is different for China,” Rubner wrote in a note to clients Thursday, noting that being underweight Chinese equities is the “largest consensus trade” in the global stock market. “Re-emerging markets have quickly become a favored post-US election trade for November and December,” he wrote, referring to demand for bullish call options expiring at the end of the year. </p><p>Hedge Fund Buying </p><p>Take hedge funds. Before the recent gains, they’d allocated less than 7% of their capital to Chinese equities, roughly a five-year low. Indeed, since the start of 2023, Chinese stocks remain meaningfully net sold by hedge funds in cumulative notional terms. </p><p>But they reversed course earlier this week and rushed into Chinese equities, posting the largest daily net buying since March 2021 and the second largest in the past 10 years on Tuesday, according to Goldman’s prime brokerage desk.  </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f9c5d5e21e226db13f39d59b9e4d6cd8\" alt=\"Goldman Sachs Global Prime Services team\" title=\"Goldman Sachs Global Prime Services team\" tg-width=\"792\" tg-height=\"541\"/><span>Goldman Sachs Global Prime Services team</span></p><p>Mutual funds also have more room for buying. As of the end of August, they had a 5.1% allocation to Chinese equities globally, which is historically low, Rubner wrote. But the bigger boost could come from passive investors. Of the $695 billion of inflows for US-listed exchange-traded funds in 2024, only $4.9 billion has gone into Chinese ETFs. </p><p>Passive Appeal</p><p>“Chinese and emerging market assets do not benefit from passive inflows every day like the US market, but this is changing,” Rubner wrote. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5ef6c1904c2f95041a7aedcd00431bfb\" alt=\"Goldman Sachs\" title=\"Goldman Sachs\" tg-width=\"739\" tg-height=\"479\"/><span>Goldman Sachs</span></p><p>The  <a href=\"https://laohu8.com/S/ASHR\">X-trackers Harvest CSI 300 China A-Shares Fund</a>, which tracks China domestic A shares, saw over $173 million worth of inflows on Wednesday, the most since June 2022, according to data complied by Bloomberg. And Rubner expects more to be on the way.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35cd072ef26975e65806b12269b0a496\" alt=\"Goldman Sachs\" title=\"Goldman Sachs\" tg-width=\"566\" tg-height=\"340\"/><span>Goldman Sachs</span></p><p>In terms of specific trades, he recommends buying the  <a href=\"https://laohu8.com/S/FXI\">iShares China Large-Cap ETF</a>  November $34/$38 call spread or the  <a href=\"https://laohu8.com/S/EEM\">iShares MSCI Emerging Markets ETF</a>  November $48/$53 call spread. </p></body></html>","source":"bnn_bloomberg_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman’s Rubner Sees \"Buy China\" Trade Playing After Election</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman’s Rubner Sees \"Buy China\" Trade Playing After Election\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-27 11:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-09-26/goldman-s-rubner-sees-buy-china-trade-playing-after-election><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese stocks have been on a tear, with the Nasdaq Golden Dragon Index soaring 19% in the last four days, and the shares should be a key part of investors’ plans once the US election is over, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-26/goldman-s-rubner-sees-buy-china-trade-playing-after-election\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4588":"碎股","00700":"腾讯控股","BK4504":"桥水持仓","HSI":"恒生指数","09618":"京东集团-SW","HSTECH":"恒生科技指数","KWEB":"中国海外互联网ETF-KraneShares","BK4585":"ETF&股票定投概念","YINN":"三倍做多富时中国ETF-Direxion","03690":"美团-W","BK4534":"瑞士信贷持仓","GS":"高盛","09888":"百度集团-SW"},"source_url":"https://www.bloomberg.com/news/articles/2024-09-26/goldman-s-rubner-sees-buy-china-trade-playing-after-election","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470950797","content_text":"Chinese stocks have been on a tear, with the Nasdaq Golden Dragon Index soaring 19% in the last four days, and the shares should be a key part of investors’ plans once the US election is over, according to Scott Rubner, managing director for global markets and tactical specialist at Goldman Sachs Group Inc.US-listed China stocks extended their rally on Thursday after the nation’s Politburo announced plans for fiscal spending to stimulate consumption and rein in local government debt, as well as measures to stabilize the country’s troubled real estate market. The moves are part of a coordinated economic plan unveiled this week that includes handouts and subsidies as well as a broad policy package aimed at arresting a growth slowdown that has battered consumer confidence.The Golden Dragon index, which is made up of companies with shares traded in the US but that conduct the majority of their business in China, jumped as much as 13% Thursday, the most intraday since March 2022. The CSI 300 Index, a gauge of Chinese onshore stocks, is up 11% in the last four sessions and headed for its biggest weekly gain in almost a decade. But despite the rally, Rubner thinks the long-awaited recovery in Chinese equities may finally have arrived and, if so, investors should want to get in on it.“I really think this time is different for China,” Rubner wrote in a note to clients Thursday, noting that being underweight Chinese equities is the “largest consensus trade” in the global stock market. “Re-emerging markets have quickly become a favored post-US election trade for November and December,” he wrote, referring to demand for bullish call options expiring at the end of the year. Hedge Fund Buying Take hedge funds. Before the recent gains, they’d allocated less than 7% of their capital to Chinese equities, roughly a five-year low. Indeed, since the start of 2023, Chinese stocks remain meaningfully net sold by hedge funds in cumulative notional terms. But they reversed course earlier this week and rushed into Chinese equities, posting the largest daily net buying since March 2021 and the second largest in the past 10 years on Tuesday, according to Goldman’s prime brokerage desk.  Goldman Sachs Global Prime Services teamMutual funds also have more room for buying. As of the end of August, they had a 5.1% allocation to Chinese equities globally, which is historically low, Rubner wrote. But the bigger boost could come from passive investors. Of the $695 billion of inflows for US-listed exchange-traded funds in 2024, only $4.9 billion has gone into Chinese ETFs. Passive Appeal“Chinese and emerging market assets do not benefit from passive inflows every day like the US market, but this is changing,” Rubner wrote. Goldman SachsThe  X-trackers Harvest CSI 300 China A-Shares Fund, which tracks China domestic A shares, saw over $173 million worth of inflows on Wednesday, the most since June 2022, according to data complied by Bloomberg. And Rubner expects more to be on the way.Goldman SachsIn terms of specific trades, he recommends buying the  iShares China Large-Cap ETF  November $34/$38 call spread or the  iShares MSCI Emerging Markets ETF  November $48/$53 call spread.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353899771076800,"gmtCreate":1727409492443,"gmtModify":1727424087491,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","listText":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","text":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","images":[{"img":"https://community-static.tradeup.com/news/59b87941418d7c6b6d88f3d33b12c4b8"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":68,"commentSize":0,"repostSize":35,"link":"https://ttm.financial/post/353899771076800","isVote":1,"tweetType":1,"viewCount":3164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340638920675584,"gmtCreate":1724205965985,"gmtModify":1724406419507,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$&nbsp;</a>&nbsp;","text":"$Straits Times Index(STI.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340638920675584","isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9072322682,"gmtCreate":1657961600946,"gmtModify":1676536088726,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03988\">$BANK OF CHINA(03988)$</a>Good price to enter...state support if collapse China will collapse n whole world to follow&nbsp;","listText":"<a href=\"https://ttm.financial/S/03988\">$BANK OF CHINA(03988)$</a>Good price to enter...state support if collapse China will collapse n whole world to follow&nbsp;","text":"$BANK OF CHINA(03988)$Good price to enter...state support if collapse China will collapse n whole world to follow","images":[{"img":"https://community-static.tradeup.com/news/45eb9f650d034eb2a82843124220e9d1","width":"1080","height":"2397"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":85,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9072322682","isVote":1,"tweetType":1,"viewCount":3014,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577147550207659","authorId":"3577147550207659","name":"金錢弟","avatar":"https://community-static.tradeup.com/news/f3b7f4f61fb8c80cae1f168a1a712413","crmLevel":1,"crmLevelSwitch":0,"idStr":"3577147550207659","authorIdStr":"3577147550207659"},"content":"This stock is only 10% below its yearly high of $2.9, no need to panic.","text":"This stock is only 10% below its yearly high of $2.9, no need to panic.","html":"This stock is only 10% below its yearly high of $2.9, no need to panic."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":353899771076800,"gmtCreate":1727409492443,"gmtModify":1727424087491,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","listText":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","text":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","images":[{"img":"https://community-static.tradeup.com/news/59b87941418d7c6b6d88f3d33b12c4b8"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":68,"commentSize":0,"repostSize":35,"link":"https://ttm.financial/post/353899771076800","isVote":1,"tweetType":1,"viewCount":3164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9049613724,"gmtCreate":1655782440668,"gmtModify":1676535704683,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>beaten down growth stock require heart of steel to keep adding n believe its long term potential&nbsp;","listText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>beaten down growth stock require heart of steel to keep adding n believe its long term potential&nbsp;","text":"$Teladoc Health Inc.(TDOC)$beaten down growth stock require heart of steel to keep adding n believe its long term potential","images":[{"img":"https://community-static.tradeup.com/news/301ee567d26fcb38a4d16c7dd1bf7e3b","width":"1080","height":"3438"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":54,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049613724","isVote":1,"tweetType":1,"viewCount":1107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9084652075,"gmtCreate":1650859758661,"gmtModify":1676534805261,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SPO.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD - Spinoff(BS6.SPO.SI)$</a>iinterezti g how Tiger knows the listing price?","listText":"<a href=\"https://ttm.financial/S/BS6.SPO.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD - Spinoff(BS6.SPO.SI)$</a>iinterezti g how Tiger knows the listing price?","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD - Spinoff(BS6.SPO.SI)$iinterezti g how Tiger knows the listing price?","images":[{"img":"https://community-static.tradeup.com/news/ab47c267cbe9da3d6ec2a3e829047b27","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":50,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084652075","isVote":1,"tweetType":1,"viewCount":1610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9070014811,"gmtCreate":1656983669833,"gmtModify":1676535926746,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Current price near to 52 weeks low buy slowly in tranches for dividend play&nbsp;","listText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Current price near to 52 weeks low buy slowly in tranches for dividend play&nbsp;","text":"$Daiwa Hse Log Tr(DHLU.SI)$Current price near to 52 weeks low buy slowly in tranches for dividend play","images":[{"img":"https://community-static.tradeup.com/news/8daba661609f505f57615c56f829e48b","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":45,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070014811","isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9048328864,"gmtCreate":1656144211458,"gmtModify":1676535776276,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>52 weeks low due to Yen depreciation...slowly loading up for dividend income&nbsp;","listText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>52 weeks low due to Yen depreciation...slowly loading up for dividend income&nbsp;","text":"$Daiwa Hse Log Tr(DHLU.SI)$52 weeks low due to Yen depreciation...slowly loading up for dividend income","images":[{"img":"https://community-static.tradeup.com/news/1e5ac6dbd846ea341726373960ead2ee","width":"1080","height":"3347"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":45,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9048328864","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9029638723,"gmtCreate":1652764657762,"gmtModify":1676535157683,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>still waiting for summer travel demand bounce...may have to avg lower to reach tgt exit price&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>still waiting for summer travel demand bounce...may have to avg lower to reach tgt exit price&nbsp;","text":"$American Airlines(AAL)$still waiting for summer travel demand bounce...may have to avg lower to reach tgt exit price","images":[{"img":"https://community-static.tradeup.com/news/005bdc84599a44a4f9e2cfb09609468d","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":24,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9029638723","isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905417701,"gmtCreate":1659924372806,"gmtModify":1703476036043,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>Execellent H1 result but share price no movement What the F....is going on with this stock?","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>Execellent H1 result but share price no movement What the F....is going on with this stock?","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$Execellent H1 result but share price no movement What the F....is going on with this stock?","images":[{"img":"https://community-static.tradeup.com/news/049cfd460596f991aae2948b70062859","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905417701","isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9047812327,"gmtCreate":1656896587969,"gmtModify":1676535911393,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/G92.SI\">$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$</a>laggard till China zero COVID campaign is over so long way for growth n recovery&nbsp;","listText":"<a href=\"https://ttm.financial/S/G92.SI\">$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$</a>laggard till China zero COVID campaign is over so long way for growth n recovery&nbsp;","text":"$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$laggard till China zero COVID campaign is over so long way for growth n recovery","images":[{"img":"https://community-static.tradeup.com/news/6184b3702576f4b14b55b417a02847e7","width":"1080","height":"3347"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":26,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047812327","isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9044778523,"gmtCreate":1656821247162,"gmtModify":1676535900190,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Accumulate on 52 weeks low....need time for Yen to rebound n price will follow","listText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Accumulate on 52 weeks low....need time for Yen to rebound n price will follow","text":"$Daiwa Hse Log Tr(DHLU.SI)$Accumulate on 52 weeks low....need time for Yen to rebound n price will follow","images":[{"img":"https://community-static.tradeup.com/news/300d75811a3f1eac95f9a065eb9b4269","width":"1080","height":"3347"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044778523","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9062975695,"gmtCreate":1651995568717,"gmtModify":1676535011288,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>&nbsp;so far historical price pattern has been upward nobody knows the future&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>&nbsp;so far historical price pattern has been upward nobody knows the future&nbsp;","text":"$SPDR S&P 500 ETF Trust(SPY)$ so far historical price pattern has been upward nobody knows the future","images":[{"img":"https://community-static.tradeup.com/news/2602d19466ab9ca11f56dadd3ddc0f73","width":"1080","height":"3438"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062975695","isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":252448458383656,"gmtCreate":1702643625409,"gmtModify":1702643627152,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Entry at support level&nbsp;","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Entry at support level&nbsp;","text":"$PING AN(02318)$ Entry at support level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252448458383656","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997492994,"gmtCreate":1661829823323,"gmtModify":1676536587625,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>airlines stocks bearish in high rate environment as capital intensive n high borrowing&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>airlines stocks bearish in high rate environment as capital intensive n high borrowing&nbsp;","text":"$American Airlines(AAL)$airlines stocks bearish in high rate environment as capital intensive n high borrowing","images":[{"img":"https://community-static.tradeup.com/news/98ac7fa0f3d77743473583180b0ba64d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9997492994","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":246620306128904,"gmtCreate":1701231444263,"gmtModify":1701231449714,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Be greedy when others are fearful&nbsp;","listText":"Be greedy when others are fearful&nbsp;","text":"Be greedy when others are fearful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246620306128904","repostId":"2387427251","repostType":4,"repost":{"id":"2387427251","pubTimestamp":1701225352,"share":"https://ttm.financial/m/news/2387427251?lang=&edition=fundamental","pubTime":"2023-11-29 10:35","market":"us","language":"en","title":"Alibaba: The Pain Could Just Be Starting For Chinese Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2387427251","media":"Seekingalpha","summary":"Alibaba's stock may look suitable for investment due to strong fundamentals.However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba's revenue growth given its stro","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba&#39;s stock may look suitable for investment due to strong fundamentals.</p></li><li><p>However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba&#39;s revenue growth given its strong reliance on artificial intelligence.</p></li><li><p>Alibaba also faces competition from American and Chinese cloud providers, hindering its market share growth in the IaaS industry.</p></li><li><p>While the management has mentioned that it intends to boost domestic production using open-source technology, it has not substantiated its statements with figures in my view.</p></li><li><p>In view of its strong balance sheet, reorganization, and dividend payments, the stock is a hold.</p></li></ul><p>If you have wondered whether chip restrictions preventing exports of advanced GPU-based AI computing to China had any effect, look no further than Alibaba (NYSE:BABA), the eCommerce and cloud computing giant. Its stock benefits from superior fundamentals including growth and profitability showing up in green as pictured below. However, I believe factors like geopolitical tensions can impact its ability to grow revenues in the future.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9269811d5d58a9543d0e751301795efb\" tg-width=\"371\" tg-height=\"278\"/></p><p>Quant Ratings (seekingalpha.com)</p><p>Also, it is important to check whether the high profitability being enjoyed now does not come at the expense of investing money to ensure future growth. Thus, by highlighting the areas of the business likely to be impacted by U.S. chip restrictions and showing that the capital allocation strategy does not seem geared towards addressing the risks, this thesis aims to show that it is not the right time to invest or add to your position.</p><p>Amid encouraging news about indigenous innovations in advanced chip technology, I start by highlighting how the very ingredients used for building the tech giant&#39;s intelligent cloud infrastructure are facing supply uncertainty.</p><h2 id=\"id_4130189344\">AI Chip Restrictions Starting to Bite</h2><p>Some will remember that barely three weeks back or on November 3, the company unveiled its Zhenyue 510 chip. Developed by its chip design subsidiary, T-Head, the controller IC is destined to be deployed in Alibaba&#39;s data centers to provide support for applications such as AI training, online transactions, and big data analysis. The subsidiary had previously designed both an AI (artificial intelligence) and a CPU chip.</p><p>These chips are based on RISC-V-based technology, which is open-source or can be used by anyone without requiring a license from Arm Holdings (ARM) whose chip designs are widely used throughout the world, but many are not exported to China. Now, these developments were acclaimed as important milestones in pursuit of Chinese technological independence and it came as no surprise that Alibaba’s shares gained over 2 dollars as depicted by the green arrow below when the news hit the market.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10f305000142ae58729cfb3ccd8679a7\" tg-width=\"640\" tg-height=\"258\"/></p><p>www.seekingalpha.com</p><p>This independence means not relying on U.S. components, especially those produced by Nvidia (NVDA) and Advanced Micro Devices (AMD), who are barred from exporting their AI-enabling GPU chips to China following the October 2022 restrictions.</p><p>However, this idea of being independent now appears in doubt as the shares dropped by more than $7 on November 15 (red arrow above) following the scrapping of IPO plans for Alibaba&#39;s Cloud Intelligence Group due to further U.S. chip restrictions. The latest ones enforced in October cover additional chips like the A800, which Nvidia designed specifically for its Chinese customers, given that it could not export its advanced A100 and H100 chips to that country. The same applies to Intel (INTC) and AMD.</p><p>According to Alibaba&#39;s press release (with the pain points underlined in red below), this will adversely impact its cloud business&#39; ability to offer products and services.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c4797638e3cb6326521a07e5c822bcd\" tg-width=\"640\" tg-height=\"312\"/></p><p>seekingalpha.com</p><p>This news update by Alibaba confirms the risks I had already evoked in an earlier thesis last year and the next step is to quantify the impact.</p><h2 id=\"id_3182475377\">The Risks to Revenue Growth for Intelligent Cloud</h2><p>Having generated $51.4 billion for the second quarter of fiscal 2024 (Q2-2024), Cloud Intelligence Group is second only to Taobao/Tmall as shown below. Furthermore, it has grown by only 3% YoY or far below the double-digit figures of 2020-2022. One of the reasons for this gloomy performance is that the business has not fully recovered after ByteDance (TikTok owner) stopped using it for outside-of-China hosting purposes in 2021 and instead chose Amazon (AMZN) and Oracle (ORCL), following intense pressure from authorities in the U.S. on data privacy grounds.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b326572405c726af612c55aa739be572\" tg-width=\"640\" tg-height=\"170\"/></p><p>seekingalpha.com</p><p>Now, in addition to these two American public cloud providers, the Chinese company also faces competition from Microsoft (MSFT), with Azure Cloud, and Alphabet (GOOG) (GOOGL) with Google Cloud Platform, without forgetting Huawei Technologies and Tencent Holdings (OTCPK:TCEHY), in its home market.</p><p>Looking at market share for the 2021-2022 period, a report by Gartner on the worldwide Infrastructure-as-a-service (IaaS) industry dated July this year shows that Alibaba has trailed all others with only 2.4% growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71d9426a41e14743d91f4781e164d9b7\" tg-width=\"640\" tg-height=\"402\"/></p><p>Chart built using data from (www.gartner.com)</p><p>Noteworthily, in addition to computing power for normal IT (transactional) workloads, Gartner adds that customers now require more advanced analytics among other features.</p><h2 id=\"id_3346180889\">Possible Risks to Alibaba International Business too</h2><p>Now, since the company did earlier announce an upgrade of its AI infrastructure including deployment of its Tongyi Qianwen 2.0 LLM (large language model) during the Apsara Conference, it may be holding a stock of Nvidia’s previous-generation A100 GPU chips, already deployed for AI workloads. However, new restrictions ban their export to China. In these circumstances, I find it hard to identify who will buy cloud-based AI servers from the Chinese company even if it provides discounts since ChatGPT-style applications demand high-performance GPUs to work optimally.</p><p>There is worse given that the company synergizes the capabilities of its intelligent cloud infrastructure across its eCommerce platforms for example to make the shopping experience more consumer-centric by using AI applications. Chip restrictions would mean that it will have to rely on older chip models like Nvidia&#39;s V100 launched in 2017 to train its LLMs whereas competitor Amazon and others have access to the latest and faster H100 chips developed in 2022.</p><p>Therefore, restrictions may pose a competitive threat to the Chinese eCommerce and cloud computing giant&#39;s integrated business model, especially for Alibaba International Digital Commerce Group which grew by 53% YoY during the latest reported quarter. When combined with the cloud business, the international eCommerce Group represented around $99.3 billion (according to the above table) or 20% of the company&#39;s sales in Q2-2024, which is substantial. Thus, I believe that in case these two groups were to be materially impacted, the company could miss its fiscal 2025 revenue estimate of $146.4 billion as pictured below.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903db5ffe7a60f776b5e5365f339d3bd\" tg-width=\"640\" tg-height=\"192\"/></p><p>seekingalpha.com</p><p>Therefore, based on the identification of areas likely to be impacted by chip restrictions, revenue growth is at risk. In the same breath, the stock is not necessarily undervalued based on its forward price-to-sales of 1.49x, which is above the median for the Consumer Discretionary sector by more than 75%.</p><h2 id=\"id_2416155604\">Analyzing the Capital Allocation Strategy in View of Supply Risks</h2><p>Moreover, for a company that is facing risks as to the very building blocks of its AI infrastructure, you would have expected it to attract equity funding through the cloud IPO given the enormous amounts of money involved in chip production. However, with the public offering canceled, funding will be sought for the company&#39;s international eCommerce business. Now, while the objective to build a &#34;world-leading digitalized supply chain network&#34; seems appropriate in view of Alibaba&#39;s experience in the Chinese market, the intention of also making intensive use of AI for innovations across the platform may not be well digested by potential investors, in view of U.S. restrictions.</p><p>Furthermore, since Alibaba is already sitting on a giant cash pile of $51.5 billion (net of debt) there is less need to seek outside funding which may also imply a dilution of share ownership if equity funding is sought after.</p><p>Coming back to the AI realm, the management mentioned that it is exploring native (or domestic) solutions and that the Cloud Intelligence Group will &#34;scale up its technology investments in AI-related software and hardware&#34; through the use of open-source technologies like RISC-V as mentioned earlier. These points are clearly aimed at addressing the issues posed by chip restrictions, but they fall short of an investment plan including the amount being (or to be) spent, and clear milestones as to when the processors will enter production for equipping its data centers given that Alibaba cloud operates in 30 regions across the world.</p><p>On the contrary, a look at the capital expenditure during the last five quarters shows that it is on a net downtrend. Now, when subtracting this lower Capex from the cash from operations, the result is higher free cash flow. Interestingly, its FCF margin of 14.17% which is above Consumer Discretionary peers by over 170% is one of the reasons the company enjoys a profitability grade of A+, but this may be coming at a cost: not investing for future growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6538c30481f5a412382be12828bef7fc\" tg-width=\"640\" tg-height=\"266\"/></p><p>Chart built using cash flow statement data from (seekingalpha.com)</p><p>This is especially true in the current global computing scenario when there is a fundamental paradigm change whereby the demand for IT workloads on the cloud is shifting from conventional computing to AI. This is the reason why cloud service providers like Amazon and Microsoft have been purchasing Nvidia H100 GPUs.</p><p>Now, in the absence of such a supplier from its supply chain, it is important for a cloud computing giant like Alibaba to elaborate on the amount of money it is investing in advanced chips as part of a contingency plan to continue providing an intelligent cloud infrastructure that can compete internationally.</p><h2 id=\"id_4202991450\">Strong Balance Sheet and Reorganization but Plan Needed in View of Restrictions</h2><p>In conclusion, this thesis has shown that given the risks that can affect Alibaba&#39;s results of operations and financial condition, there has been no mention of a capital allocation strategy to specifically address the issue of chip restrictions in the second quarter&#39;s earnings call, possibly because it already possesses some unused stock of advanced chips in its inventory in my view.</p><p>Moreover, given the strength of its balance sheet, and the internal reorganization that has identified cost optimization and growth opportunities, Alibaba has the financial capacity to boost indigenous production to meet its AI chip requirements, somewhat similar to what Huawei has done with its Mate 50. Furthermore, earning dividends as a way to enhance shareholder return is a positive for those who have been holding on to the stock. For this matter, in addition to the $2.5 billion of distributions to be made to shareholders, the company effected $1.7 billion of share buybacks in Q2-2024.</p><p>These are the reasons why I have a Hold rating as Alibaba also remains a strong player on its home turf with Taobao and Tmall and a market where it faces much smaller competitors in the form of JD.com (JD) and Pinduoduo. Finally, it is important to obtain an update as to how the company is tackling chip restrictions in a sustainable manner during next quarter&#39;s earnings call in February.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Pain Could Just Be Starting For Chinese Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Pain Could Just Be Starting For Chinese Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-29 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4654600-alibaba-the-pain-could-just-be-starting-for-chinese-tech><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba's stock may look suitable for investment due to strong fundamentals.However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba's revenue growth given its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4654600-alibaba-the-pain-could-just-be-starting-for-chinese-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BABA":"阿里巴巴","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4592":"伊斯兰概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","SG9999002463.SGD":"LionGlobal China Growth SGD","09988":"阿里巴巴-W","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4507":"流媒体概念","BK4587":"ChatGPT概念","BK4509":"腾讯概念","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","BK4588":"碎股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4503":"景林资产持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4502":"阿里概念","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","BK4505":"高瓴资本持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4504":"桥水持仓"},"source_url":"https://seekingalpha.com/article/4654600-alibaba-the-pain-could-just-be-starting-for-chinese-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2387427251","content_text":"Alibaba's stock may look suitable for investment due to strong fundamentals.However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba's revenue growth given its strong reliance on artificial intelligence.Alibaba also faces competition from American and Chinese cloud providers, hindering its market share growth in the IaaS industry.While the management has mentioned that it intends to boost domestic production using open-source technology, it has not substantiated its statements with figures in my view.In view of its strong balance sheet, reorganization, and dividend payments, the stock is a hold.If you have wondered whether chip restrictions preventing exports of advanced GPU-based AI computing to China had any effect, look no further than Alibaba (NYSE:BABA), the eCommerce and cloud computing giant. Its stock benefits from superior fundamentals including growth and profitability showing up in green as pictured below. However, I believe factors like geopolitical tensions can impact its ability to grow revenues in the future.Quant Ratings (seekingalpha.com)Also, it is important to check whether the high profitability being enjoyed now does not come at the expense of investing money to ensure future growth. Thus, by highlighting the areas of the business likely to be impacted by U.S. chip restrictions and showing that the capital allocation strategy does not seem geared towards addressing the risks, this thesis aims to show that it is not the right time to invest or add to your position.Amid encouraging news about indigenous innovations in advanced chip technology, I start by highlighting how the very ingredients used for building the tech giant's intelligent cloud infrastructure are facing supply uncertainty.AI Chip Restrictions Starting to BiteSome will remember that barely three weeks back or on November 3, the company unveiled its Zhenyue 510 chip. Developed by its chip design subsidiary, T-Head, the controller IC is destined to be deployed in Alibaba's data centers to provide support for applications such as AI training, online transactions, and big data analysis. The subsidiary had previously designed both an AI (artificial intelligence) and a CPU chip.These chips are based on RISC-V-based technology, which is open-source or can be used by anyone without requiring a license from Arm Holdings (ARM) whose chip designs are widely used throughout the world, but many are not exported to China. Now, these developments were acclaimed as important milestones in pursuit of Chinese technological independence and it came as no surprise that Alibaba’s shares gained over 2 dollars as depicted by the green arrow below when the news hit the market.www.seekingalpha.comThis independence means not relying on U.S. components, especially those produced by Nvidia (NVDA) and Advanced Micro Devices (AMD), who are barred from exporting their AI-enabling GPU chips to China following the October 2022 restrictions.However, this idea of being independent now appears in doubt as the shares dropped by more than $7 on November 15 (red arrow above) following the scrapping of IPO plans for Alibaba's Cloud Intelligence Group due to further U.S. chip restrictions. The latest ones enforced in October cover additional chips like the A800, which Nvidia designed specifically for its Chinese customers, given that it could not export its advanced A100 and H100 chips to that country. The same applies to Intel (INTC) and AMD.According to Alibaba's press release (with the pain points underlined in red below), this will adversely impact its cloud business' ability to offer products and services.seekingalpha.comThis news update by Alibaba confirms the risks I had already evoked in an earlier thesis last year and the next step is to quantify the impact.The Risks to Revenue Growth for Intelligent CloudHaving generated $51.4 billion for the second quarter of fiscal 2024 (Q2-2024), Cloud Intelligence Group is second only to Taobao/Tmall as shown below. Furthermore, it has grown by only 3% YoY or far below the double-digit figures of 2020-2022. One of the reasons for this gloomy performance is that the business has not fully recovered after ByteDance (TikTok owner) stopped using it for outside-of-China hosting purposes in 2021 and instead chose Amazon (AMZN) and Oracle (ORCL), following intense pressure from authorities in the U.S. on data privacy grounds.seekingalpha.comNow, in addition to these two American public cloud providers, the Chinese company also faces competition from Microsoft (MSFT), with Azure Cloud, and Alphabet (GOOG) (GOOGL) with Google Cloud Platform, without forgetting Huawei Technologies and Tencent Holdings (OTCPK:TCEHY), in its home market.Looking at market share for the 2021-2022 period, a report by Gartner on the worldwide Infrastructure-as-a-service (IaaS) industry dated July this year shows that Alibaba has trailed all others with only 2.4% growth.Chart built using data from (www.gartner.com)Noteworthily, in addition to computing power for normal IT (transactional) workloads, Gartner adds that customers now require more advanced analytics among other features.Possible Risks to Alibaba International Business tooNow, since the company did earlier announce an upgrade of its AI infrastructure including deployment of its Tongyi Qianwen 2.0 LLM (large language model) during the Apsara Conference, it may be holding a stock of Nvidia’s previous-generation A100 GPU chips, already deployed for AI workloads. However, new restrictions ban their export to China. In these circumstances, I find it hard to identify who will buy cloud-based AI servers from the Chinese company even if it provides discounts since ChatGPT-style applications demand high-performance GPUs to work optimally.There is worse given that the company synergizes the capabilities of its intelligent cloud infrastructure across its eCommerce platforms for example to make the shopping experience more consumer-centric by using AI applications. Chip restrictions would mean that it will have to rely on older chip models like Nvidia's V100 launched in 2017 to train its LLMs whereas competitor Amazon and others have access to the latest and faster H100 chips developed in 2022.Therefore, restrictions may pose a competitive threat to the Chinese eCommerce and cloud computing giant's integrated business model, especially for Alibaba International Digital Commerce Group which grew by 53% YoY during the latest reported quarter. When combined with the cloud business, the international eCommerce Group represented around $99.3 billion (according to the above table) or 20% of the company's sales in Q2-2024, which is substantial. Thus, I believe that in case these two groups were to be materially impacted, the company could miss its fiscal 2025 revenue estimate of $146.4 billion as pictured below.seekingalpha.comTherefore, based on the identification of areas likely to be impacted by chip restrictions, revenue growth is at risk. In the same breath, the stock is not necessarily undervalued based on its forward price-to-sales of 1.49x, which is above the median for the Consumer Discretionary sector by more than 75%.Analyzing the Capital Allocation Strategy in View of Supply RisksMoreover, for a company that is facing risks as to the very building blocks of its AI infrastructure, you would have expected it to attract equity funding through the cloud IPO given the enormous amounts of money involved in chip production. However, with the public offering canceled, funding will be sought for the company's international eCommerce business. Now, while the objective to build a \"world-leading digitalized supply chain network\" seems appropriate in view of Alibaba's experience in the Chinese market, the intention of also making intensive use of AI for innovations across the platform may not be well digested by potential investors, in view of U.S. restrictions.Furthermore, since Alibaba is already sitting on a giant cash pile of $51.5 billion (net of debt) there is less need to seek outside funding which may also imply a dilution of share ownership if equity funding is sought after.Coming back to the AI realm, the management mentioned that it is exploring native (or domestic) solutions and that the Cloud Intelligence Group will \"scale up its technology investments in AI-related software and hardware\" through the use of open-source technologies like RISC-V as mentioned earlier. These points are clearly aimed at addressing the issues posed by chip restrictions, but they fall short of an investment plan including the amount being (or to be) spent, and clear milestones as to when the processors will enter production for equipping its data centers given that Alibaba cloud operates in 30 regions across the world.On the contrary, a look at the capital expenditure during the last five quarters shows that it is on a net downtrend. Now, when subtracting this lower Capex from the cash from operations, the result is higher free cash flow. Interestingly, its FCF margin of 14.17% which is above Consumer Discretionary peers by over 170% is one of the reasons the company enjoys a profitability grade of A+, but this may be coming at a cost: not investing for future growth.Chart built using cash flow statement data from (seekingalpha.com)This is especially true in the current global computing scenario when there is a fundamental paradigm change whereby the demand for IT workloads on the cloud is shifting from conventional computing to AI. This is the reason why cloud service providers like Amazon and Microsoft have been purchasing Nvidia H100 GPUs.Now, in the absence of such a supplier from its supply chain, it is important for a cloud computing giant like Alibaba to elaborate on the amount of money it is investing in advanced chips as part of a contingency plan to continue providing an intelligent cloud infrastructure that can compete internationally.Strong Balance Sheet and Reorganization but Plan Needed in View of RestrictionsIn conclusion, this thesis has shown that given the risks that can affect Alibaba's results of operations and financial condition, there has been no mention of a capital allocation strategy to specifically address the issue of chip restrictions in the second quarter's earnings call, possibly because it already possesses some unused stock of advanced chips in its inventory in my view.Moreover, given the strength of its balance sheet, and the internal reorganization that has identified cost optimization and growth opportunities, Alibaba has the financial capacity to boost indigenous production to meet its AI chip requirements, somewhat similar to what Huawei has done with its Mate 50. Furthermore, earning dividends as a way to enhance shareholder return is a positive for those who have been holding on to the stock. For this matter, in addition to the $2.5 billion of distributions to be made to shareholders, the company effected $1.7 billion of share buybacks in Q2-2024.These are the reasons why I have a Hold rating as Alibaba also remains a strong player on its home turf with Taobao and Tmall and a market where it faces much smaller competitors in the form of JD.com (JD) and Pinduoduo. Finally, it is important to obtain an update as to how the company is tackling chip restrictions in a sustainable manner during next quarter's earnings call in February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240621277184120,"gmtCreate":1699764528040,"gmtModify":1699764531214,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WJP.SI\">$VICOM Ltd(WJP.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/WJP.SI\">$VICOM Ltd(WJP.SI)$ &nbsp;</a>","text":"$VICOM Ltd(WJP.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240621277184120","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067707671,"gmtCreate":1652504639793,"gmtModify":1676535113943,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Buy on dividend income play&nbsp;","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Buy on dividend income play&nbsp;","text":"$CapLand China T(AU8U.SI)$Buy on dividend income play","images":[{"img":"https://community-static.tradeup.com/news/fbd50480b75bbeb992b709f36fe20c1b","width":"1080","height":"3347"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067707671","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":230261177118968,"gmtCreate":1697257898014,"gmtModify":1697257902150,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Fed will pause the rate hike as USA small n mid size banks most can't withstand and more bankruptcy may follow to destabilize democrats election campaign&nbsp;","listText":"Fed will pause the rate hike as USA small n mid size banks most can't withstand and more bankruptcy may follow to destabilize democrats election campaign&nbsp;","text":"Fed will pause the rate hike as USA small n mid size banks most can't withstand and more bankruptcy may follow to destabilize democrats election campaign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/230261177118968","isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4156453737757772","authorId":"4156453737757772","name":"Julian1380","avatar":"https://community-static.tradeup.com/news/7d73a99be7c870e968b708b29575b7c9","crmLevel":1,"crmLevelSwitch":0,"idStr":"4156453737757772","authorIdStr":"4156453737757772"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087992078,"gmtCreate":1650937278581,"gmtModify":1676534819496,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>SStuck low for a while no gas with China lock down + trade war + delisting fear","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>SStuck low for a while no gas with China lock down + trade war + delisting fear","text":"$Tiger Brokers(TIGR)$SStuck low for a while no gas with China lock down + trade war + delisting fear","images":[{"img":"https://community-static.tradeup.com/news/6c31de5e046a9e9019fe5283986b5e27","width":"1080","height":"3563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087992078","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4105924344545030","authorId":"4105924344545030","name":"Cyberguru","avatar":"https://community-static.tradeup.com/news/f9b4948364f7d9903751717980915d58","crmLevel":2,"crmLevelSwitch":1,"idStr":"4105924344545030","authorIdStr":"4105924344545030"},"content":"China stock is losing its momentum for now.","text":"China stock is losing its momentum for now.","html":"China stock is losing its momentum for now."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9062285036,"gmtCreate":1652064361225,"gmtModify":1676535022967,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>First entry for dividend play...52 weeks low was $1.11","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>First entry for dividend play...52 weeks low was $1.11","text":"$CapLand China T(AU8U.SI)$First entry for dividend play...52 weeks low was $1.11","images":[{"img":"https://community-static.tradeup.com/news/c6302a9249abca03aded7098e635eaeb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062285036","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583377018896117","authorId":"3583377018896117","name":"bernardtayet","avatar":"https://static.tigerbbs.com/43e8c1fc37a4bff2a94af98953cff267","crmLevel":5,"crmLevelSwitch":1,"idStr":"3583377018896117","authorIdStr":"3583377018896117"},"content":"It is a good stock to have. Good dividends. Prospect of further growth expected. My personal view only.","text":"It is a good stock to have. Good dividends. Prospect of further growth expected. My personal view only.","html":"It is a good stock to have. Good dividends. Prospect of further growth expected. My personal view only."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9011451524,"gmtCreate":1648913335640,"gmtModify":1676534421327,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Buy on rumor n sell on fact","listText":"Buy on rumor n sell on fact","text":"Buy on rumor n sell on fact","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011451524","repostId":"2224347218","repostType":4,"repost":{"id":"2224347218","pubTimestamp":1648878635,"share":"https://ttm.financial/m/news/2224347218?lang=&edition=fundamental","pubTime":"2022-04-02 13:50","market":"us","language":"en","title":"Why AMC Shares Are Down Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2224347218","media":"Motley Fool","summary":"Its recent gold mine investment isn't going to be a game changer.","content":"<html><head></head><body><ul><li>Its recent gold mine investment isn&#39;t going to be a game-changer.</li></ul><p><b>What happened</b></p><p>Investors initially cheered some news this morning from the gold miner <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment Holdings</a> invested in earlier this month. But it&#39;s been all downhill for AMC&#39;s stock the rest of the day so far. As of 12:48 p.m. ET Friday, AMC shares were down 7%.</p><p><b>So what</b></p><p>Besides the small bump after <a href=\"https://laohu8.com/S/HYMC\">Hycroft Mining</a>, which AMC recently invested in, provided investors its full-year 2021 update, AMC stock may also have been riding a wave of enthusiasm from retail investors who were cheering news of a planned stock split for fellow meme stock <a href=\"https://laohu8.com/S/GME\">GameStop</a>.</p><p>But, of course, that has nothing to do with AMC or its prospects, and investors also probably realized that the enthusiasm from the Hycroft Mining investment was overdone.</p><p><b>Now what</b></p><p>Two weeks ago, AMC announced it was investing $27.9 million in cash for a 22% stake in Hycroft Mining, which owns the more than 70,000-acre Hycroft Mine in northern Nevada. It was part of CEO Adam Aron&#39;s plan to use money AMC has raised to diversify and make acquisitions to aid its recovery from pandemic impacts.</p><p>Hycroft needed the capital infusion to continue to operate its gold and silver mine. Hycroft is a micro-cap company, and its shares have soared more than 50% since AMC&#39;s investment. Retail investors have pushed AMC stock up nearly 60% since that time.</p><p>Hycroft said today that its gold production for the full year 2021 was above its previous estimates while silver production fell short of guidance. The company also raised additional capital from the equity markets on top of the AMC investment.</p><p>News that the company will remain solvent and has additional funds at its disposal is good for its investors. But AMC&#39;s fortunes will not be determined by its relatively small investment in Hycroft. That dose of reality is likely why AMC shares subsequently dropped as the day&#39;s trading progressed.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMC Shares Are Down Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMC Shares Are Down Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-02 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/01/why-amc-shares-are-down-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Its recent gold mine investment isn't going to be a game-changer.What happenedInvestors initially cheered some news this morning from the gold miner AMC Entertainment Holdings invested in earlier this...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/01/why-amc-shares-are-down-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HYMC":"Hycroft Mining Holding Corporation","BK4547":"WSB热门概念","AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2022/04/01/why-amc-shares-are-down-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224347218","content_text":"Its recent gold mine investment isn't going to be a game-changer.What happenedInvestors initially cheered some news this morning from the gold miner AMC Entertainment Holdings invested in earlier this month. But it's been all downhill for AMC's stock the rest of the day so far. As of 12:48 p.m. ET Friday, AMC shares were down 7%.So whatBesides the small bump after Hycroft Mining, which AMC recently invested in, provided investors its full-year 2021 update, AMC stock may also have been riding a wave of enthusiasm from retail investors who were cheering news of a planned stock split for fellow meme stock GameStop.But, of course, that has nothing to do with AMC or its prospects, and investors also probably realized that the enthusiasm from the Hycroft Mining investment was overdone.Now whatTwo weeks ago, AMC announced it was investing $27.9 million in cash for a 22% stake in Hycroft Mining, which owns the more than 70,000-acre Hycroft Mine in northern Nevada. It was part of CEO Adam Aron's plan to use money AMC has raised to diversify and make acquisitions to aid its recovery from pandemic impacts.Hycroft needed the capital infusion to continue to operate its gold and silver mine. Hycroft is a micro-cap company, and its shares have soared more than 50% since AMC's investment. Retail investors have pushed AMC stock up nearly 60% since that time.Hycroft said today that its gold production for the full year 2021 was above its previous estimates while silver production fell short of guidance. The company also raised additional capital from the equity markets on top of the AMC investment.News that the company will remain solvent and has additional funds at its disposal is good for its investors. But AMC's fortunes will not be determined by its relatively small investment in Hycroft. That dose of reality is likely why AMC shares subsequently dropped as the day's trading progressed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}