$Alibaba(BABA)$ The People's Bank of China (PBOC)'s suspension of the purchase of treasury bond in the open market may lead to an increase in bond yields, which may increase the borrowing costs of enterprises.
$TENCENT(00700)$$Contemporary Amperex Technology Co.,Ltd.(300750)$ Among the Chinese companies listed by the US Department of Defense, Tencent and CATL are the most favored Chinese stocks by American investors, and Wall Street sees buying opportunities as stock prices fall. At the same time, due to the lack of transparency in the United States regarding the inclusion of Chinese companies on the list, investors should be prepared for the resulting volatility in Chinese stocks.
$ZEEKR(ZK)$ jointly developed with Google's Waymo is about to be deliveredAt the ongoing CES 2025, Waymo, an autonomous driving company owned by Google, demonstrated the world's first mass production native autonomous vehicle Polar Krypton RT, which was jointly developed with Polar Krypton. This product will begin large-scale delivery in 2025.
$XIAOMI-W(01810)$ The reason for continuing to be optimistic about Xiaomi is that it is about to reach a new historical high!Against the backdrop of an economic downturn, Xiaomi's annual sales of cars have reached 130000 units, which is a miracleCurrently, the revenue of Xiaomi Su7 has already reached 10% of the total revenue in its first year, with a very exaggerated growth rate3. SUV will be launched soon. Chinese people like beautiful and grand SUVs, and the total sales of cars may double in 25 years4. In the future, the revenue of automobiles may exceed that of mobile phones5. There is only one Chinese listed company that comes with a nationwide mobile software system and hardware development capabili
$NetEase(NTES)$ The self-developed martial arts open world game "Yanyun Sixteen Sounds" by NetEase will open for PC beta testing on December 27th, and the mobile version will be launched tomorrow (January 9th, 2025). Yanyun Sixteen Sounds "is a heavyweight game developed by NetEase over nearly five years. Although the process has been full of twists and turns, it has finally been launched. After its PC launch, it has a good reputation, and the delayed launch of mobile games is expected to stabilize the situation. NetEase closed up 2.98% today against the trend.[Smile]
$Alibaba(BABA)$ Following the trend of "gift giving" launched by WeChat small shops, major companies quickly followed suit and launched the "gift giving" function on Taobao client for users. Currently, some orders of this function support WeChat Pay, but gift collection is valid for 24 hours, and gifts that exceed the time limit will automatically become invalid. At the end of the year, this year in the new track of "social shopping", major leading enterprises will once again set off a new storm.
$XIAOMI-W(01810)$ Take a look at history[Smart]Xiaomi was included in the list in January 2021, but was removed from the US sanctions list four months after the appeal. From the perspective of Xiaomi's stock price, it dropped by 10% on the day of the news, but Xiaomi subsequently issued a clarification announcement. In the following four days, the increase reached 9.04%