To The Moon

iQIYI, Inc. (IQ, HOLD) - 4Q In Line; 2025 Growth Outlook Uncertain; Full report download: Click here to view or download the PDF fileWe are maintaining our HOLD rating and $2.5 PT after IQ reported largely in-line but declined revenue and profits. By segment, membership revenue declined 15% y/y (vs. -13% in 3Q), likely due to lower subscribers (IQ does not disclose sub count anymore) due to a lighter content slate. 4Q advertising revenue declined 13% y/y (vs. -20% in 3Q). Due to declined revenue, 4Q's non-GAAP operating margin also declined to 6%, from 12% a year ago. 4Q's operating

$Baidu(BIDU)$ - 4Q Mixed; Growth and Margins to Gradually Improve in 2025; —Tigertrade ResearchFull report: Click here to view or download the PDF fileWeekly chart We are maintaining our BUY rating but decreasing PT to $118 (was $120) after $Baidu(BIDU)$ reported mixed 4Q results with revenue above but profits below consensus.Baidu Core ad revenue declined 7% y/y, vs. -5% in 3Q, as macro remained weak and more search results are now AI generated, which is not monetized. Specifically, 22% of search result pages now contain generated content, up from last reported 20%. Mgmt. believes AI transformati

I. Chinese stocks have been on a continuous upward trend for a month, with Wall Street institutions turning bullishChinese stocks have been on an upward trajectory for nearly a month since January 13. The $iShares MSCI China ETF(MCHI)$ has seen gains for four consecutive weeks since mid-January, with a rise of over 4% since February, significantly outperforming other markets such as the United States and Japan.Market revaluation driven by technological breakthroughs: The launch of DeepSeek's breakthrough low-cost AI model has become a crucial catalyst for global investors to reassess Chinese assets. The model's high efficiency and open-source nature have been favored by many Chinese companies, fueling the popularity of related concepts and changin

Tencent and Xiao mi!!! Gogogog~~~

$Sohu.com(SOHU)$ bought this and netease to get some exposure to the Chinese market? Anyone from China who can tell me more about this company? 🐯🐯🐯

$BYD Co., Ltd.(BYDDY)$  I'm bullish on the largest EV company in the world.Last year, it alr surpassed tesla to sell more EV vehicles in the quarter. Currently releasing car models very frequently. With its u9 super car just entering korea market, planning to enter the Europe market as well. It's new seal and newest sea lion model also recieved many likes by others. If we look at the company itself, it has competitive advantage. It have the bargaining power on its supply chain compared to other EV companies as it produces its own battery. Even some tesla models uses byd battery. BYD uses can be seen everywhere in Singapore. From public transport to NUS shuttle bus. All in all, BYD being such a strong company with competitive advantage o

The wave is turning, China stocks will see reacceleration. 

So if you buy $baba you get a business with strong traditional fundamentals and a $250bn OpenAI or 50% market cap for free #nasdaq #nasdaq100 #stocks #ai #trump

Today's top gainer on Soc Gen DLC https://dlc.socgen.com/en/home website is $GEELY AUTO(00175)$ . What’s so interesting about this stock as it is up 7% today? Analysis of the bigger picture Bullish Moving Average Cross: On the higher timeframes, the 21-day SMA has crossed above the 55-day SMA, a positive signal that suggests momentum is shifting in favour of the bulls. Analysis of current price movement: Few observations Strong Uptrend in Place: The stock has been making higher lows, indicating a steady upward trend with buyers stepping in at higher prices over time. Key Resistance Broken: The stock struggled multiple times around the 15.40-15.50 range but has now broken above this level, signaling potential strength. Breakout with Increased Volu

$BABA-W(09988)$  $Alibaba(BABA)$  Today, Alibaba's  price movement in the Hong Kong market is primarily a recalibration following the three-day closure due to the Chinese New Year holidays. The surge in its Hong Kong shares reflects a catch-up effect with its ADR performance rather than an independent bullish trend. Alibaba's recent stock rally is driven by multiple factors, with the launch of its new AI model Qwen2.5-Max playing a significant role. The company claims this model outperforms competitors like DeepSeek and Meta, boosting investor confidence. However, the sustainability of this rally is questionable due to several factors: Cloud operations, while

Jump up, dip down, bounce back to lure shoppers, then a big sell-off!  $BABA-W(09988)$  @TigerPM  @Daily_Discussion  @Tiger_comments  @TigerStars  @TigerObserver  

U.S. tariffs on Mexico and Canada are likely to be short-lived for several reasons. The economies of all three countries are deeply interconnected, particularly in industries like automotive and manufacturing. Prolonged tariffs could disrupt supply chains and drive up costs for businesses and consumers in the U.S. Meanwhile, Canada and Mexico, which are highly dependent on the U.S. market, would struggle to find an alternative market of similar scale to offset the impact. The U.S.-Mexico-Canada Agreement (USMCA) was established to facilitate free trade, making tariffs contrary to its principles. This could lead to legal challenges and diplomatic pressure for their removal. Furthermore, many U.S. companies that rely on imports from Mexico and Canada would likely lobby against prolonged tari

HSI Faces Selling Pressure with USD/CNH Drop, as Trump's Tariffs and DeepSeek's AI Innovation Clash The Hang Seng Index (HSI) has experienced notable volatility, rallying 7.16% from a four-month low but now confronting new challenges that impact Chinese stocks in Hong Kong. The index is poised for intense selling pressure on Monday following a significant drop in the USD/CNH exchange rate from 7.26 to 7.3188, influenced by President Trump's decision to impose a 10% tariff on Chinese goods effective Tuesday.  The repercussions of these U.S. trade policies are evident across major indices, with the MSCI China Index entering a bear market and the Nasdaq Golden Dragon Index witnessing substantial declines. Sectors like e-commerce and semiconductors, including companies like

Alibaba's ( $Alibaba(BABA)$ $BABA-W(09988)$ ) stock has surged by 18% since my last analysis, driven by the release of its advanced AI model, Qwen 2.5, which the company claims surpasses DeepSeek and OpenAI. In this analysis, I will provide an update on Alibaba's latest stock price movement, driven by the recent Reuters headline announcing the release of its new AI model, which the company claims surpasses DeepSeek. Additionally, I will review the performance of the DLCs since the article one week ago. Update to Alibaba prices (using BABA chart as Hong Kong mar

A round of stimulus less exciting than the last and cny where stocks are usually positive looks promising ahead if not as energetic as the previous stimulus rounds. Ok essons learnt maybe!⭐

$Apple(AAPL)$  

#PDD #BABA #BIDU CNY season, time for chinese stocks to flourish and break the downtrend. Once downtrend is broken, likelihood is for these main chinese counters to lead the charge. 

China's recent directive for large state-owned insurance companies to allocate 30% of their new annual premiums to A-share investments starting in 2025 is a significant move aimed at bolstering the domestic stock market. This policy is expected to channel hundreds of billions of yuan into the market annually, enhancing liquidity and potentially stabilizing stock performance. historically, Chinese equities have shown positive performance during the Chinese New Year (CNY) period, often attributed to increased consumer spending and a general sense of optimism. it's important to note that past performance does not guarantee future results, and various factors can influence market movements. the infusion of funds from insurance companies signifies increased liquidity in the stock market, which

$Alibaba(BABA)$🔺🧧📈🅱️ U͛ L͛ L͛ I͛ S͛ H͛🔺💹🇨🇳💹📈🧧🧧🧧🐍🐍🐍🎆🎇🎆🔥🔥🔥 📈 Alibaba’s AI Quantum Leap: $BABA Emerging as a High-Conviction A+ Setup with Qwen 2.5 at the Helm 🚀 💡 Having initiated new positions in $BABA during overnight trading on 30Jan25, New Zealand 🇳🇿 time, I am strategically positioning for the unfolding AI-driven revaluation of Alibaba. Alibaba ($BABA) is emerging as a premier A+ investment opportunity, perfectly positioned at the intersection of undervaluation, technical strength, and a transformative AI-driven catalyst. Trading at an unjustifiably low forward P E of 10, institutional investors are beginning to acknowledge its latent potential, especially in light of its latest AI breakthrough, Qwen 2.5. 📊 Qwen 2.5: Alibaba’s AI Playbook for M

$Alibaba(BABA)$  This very much depend on whether foreign big funds start the redeployment into China and Hong Kong mkts tech stocks to ride on Chinese tech innovation fanfares 

I. Chinese stocks have been on a continuous upward trend for a month, with Wall Street institutions turning bullishChinese stocks have been on an upward trajectory for nearly a month since January 13. The $iShares MSCI China ETF(MCHI)$ has seen gains for four consecutive weeks since mid-January, with a rise of over 4% since February, significantly outperforming other markets such as the United States and Japan.Market revaluation driven by technological breakthroughs: The launch of DeepSeek's breakthrough low-cost AI model has become a crucial catalyst for global investors to reassess Chinese assets. The model's high efficiency and open-source nature have been favored by many Chinese companies, fueling the popularity of related concepts and changin

$Baidu(BIDU)$ - 4Q Mixed; Growth and Margins to Gradually Improve in 2025; —Tigertrade ResearchFull report: Click here to view or download the PDF fileWeekly chart We are maintaining our BUY rating but decreasing PT to $118 (was $120) after $Baidu(BIDU)$ reported mixed 4Q results with revenue above but profits below consensus.Baidu Core ad revenue declined 7% y/y, vs. -5% in 3Q, as macro remained weak and more search results are now AI generated, which is not monetized. Specifically, 22% of search result pages now contain generated content, up from last reported 20%. Mgmt. believes AI transformati

iQIYI, Inc. (IQ, HOLD) - 4Q In Line; 2025 Growth Outlook Uncertain; Full report download: Click here to view or download the PDF fileWe are maintaining our HOLD rating and $2.5 PT after IQ reported largely in-line but declined revenue and profits. By segment, membership revenue declined 15% y/y (vs. -13% in 3Q), likely due to lower subscribers (IQ does not disclose sub count anymore) due to a lighter content slate. 4Q advertising revenue declined 13% y/y (vs. -20% in 3Q). Due to declined revenue, 4Q's non-GAAP operating margin also declined to 6%, from 12% a year ago. 4Q's operating

$Alibaba(BABA)$🔺🧧📈🅱️ U͛ L͛ L͛ I͛ S͛ H͛🔺💹🇨🇳💹📈🧧🧧🧧🐍🐍🐍🎆🎇🎆🔥🔥🔥 📈 Alibaba’s AI Quantum Leap: $BABA Emerging as a High-Conviction A+ Setup with Qwen 2.5 at the Helm 🚀 💡 Having initiated new positions in $BABA during overnight trading on 30Jan25, New Zealand 🇳🇿 time, I am strategically positioning for the unfolding AI-driven revaluation of Alibaba. Alibaba ($BABA) is emerging as a premier A+ investment opportunity, perfectly positioned at the intersection of undervaluation, technical strength, and a transformative AI-driven catalyst. Trading at an unjustifiably low forward P E of 10, institutional investors are beginning to acknowledge its latent potential, especially in light of its latest AI breakthrough, Qwen 2.5. 📊 Qwen 2.5: Alibaba’s AI Playbook for M

JD.com $JD-SW(09618)$ has seen an impressive 20% price surge over the past five days, driven by a combination of positive developments, including a rating upgrade, a higher price target from Jefferies Group, and strategic initiatives like its new aquaculture project and app features. This rally has sparked interest among investors, raising the question of whether the stock still holds further upside potential. Recent news in JD.com JD.com received a rating upgrade from Jefferies Group last week, driven by its strong Q4 performance. Jefferies also increased its price target for the company by 33%, raising it from $45 to $60. In other developments, JD.com partnered with a government-operated technology firm to establish an aquaculture farm in Guang

$BIDU-SW(09888)$ $Baidu(BIDU)$ Welcome back! Today, let’s take a look at Baidu, a major Chinese company that’s often compared to Google. Baidu dominates the search engine market in China, controlling over half of the market share, which is the core of their business. But they also have a presence in other sectors like their own version of Netflix or YouTube, autonomous driving, AI, cloud services, and more. They’re essentially China's equivalent to Alphabet, but with the added challenge of operating in a market where Alphabet itself is banned. While Baidu’s overall business growth has been fairly flat recently, some of its smaller, high-growth divisions are showing progress. They’ve acknowledged tough ma

Alibaba's ( $Alibaba(BABA)$ $BABA-W(09988)$ ) stock has surged by 18% since my last analysis, driven by the release of its advanced AI model, Qwen 2.5, which the company claims surpasses DeepSeek and OpenAI. In this analysis, I will provide an update on Alibaba's latest stock price movement, driven by the recent Reuters headline announcing the release of its new AI model, which the company claims surpasses DeepSeek. Additionally, I will review the performance of the DLCs since the article one week ago. Update to Alibaba prices (using BABA chart as Hong Kong mar

Today's top gainer on Soc Gen DLC https://dlc.socgen.com/en/home website is $GEELY AUTO(00175)$ . What’s so interesting about this stock as it is up 7% today? Analysis of the bigger picture Bullish Moving Average Cross: On the higher timeframes, the 21-day SMA has crossed above the 55-day SMA, a positive signal that suggests momentum is shifting in favour of the bulls. Analysis of current price movement: Few observations Strong Uptrend in Place: The stock has been making higher lows, indicating a steady upward trend with buyers stepping in at higher prices over time. Key Resistance Broken: The stock struggled multiple times around the 15.40-15.50 range but has now broken above this level, signaling potential strength. Breakout with Increased Volu

I've identified some Chinese stocks that align with the DeepSeek concept. They could be worth a speculative investment but aren't suitable for long-term holding, as investing in Chinese stocks carries inherent risks. The leading AI stock in China is Cambricon Technologies(688256).   Happy Lunar New Year!    This article is written by Shernice, if you like my article please hit the like button or do a repost.  Equity Affiliates Zhejiang Orient (600120): Invested in DeepSeek's angel round through its subsidiary Hangzhou Oriental Jiafu Fund. Shareholding structure: Zhejiang Orient → Oriental Jiafu (40% stake) → DeepSeek. HuaJin Capital (000532): An investment platform under Zhuhai State-owned Assets, indirectly participated in DeepSeek

As the Hang Seng Index (HSI) climbs back to the psychologically significant 20,000-point level, investors are asking a critical question: Is this the start of a Chinese New Year (CNY) rally for China stocks? Historically, CNY marks a period of optimism in the Chinese markets, fueled by consumer spending, positive sentiment, and policy easing. But will this year deliver the same magic for investors? 1. The Significance of 20,000 on HSI The HSI’s return to 20,000 is more than just a milestone—it reflects a shift in market sentiment. After a challenging year of regulatory pressures, weak global demand, and geopolitical uncertainties, the rebound suggests that investors are regaining confidence in the Chinese economy and equity markets. 2. Policy Tailwinds and Economic Recovery China’s governm

China's recent policy mandating large state-owned insurance companies to allocate 30% of their new annual premiums to A-share investments starting in 2025 is a strategic move aimed at bolstering the domestic stock market. Historically, both Hong Kong and A-share markets have exhibited strong performance in January, particularly during the Chinese New Year (CNY) period. This policy is poised to introduce significant liquidity into the market, potentially setting the stage for a bullish rally. Implications of the New Policy Enhanced Market Liquidity: The compulsory investment by insurance companies is expected to channel substantial funds into A-shares, increasing market liquidity and potentially driving up stock prices. Investor Confidence: Government initiatives to support the stock market

This week, Hong Kong stocks saw a strong rebound, with the $HSI(HSI)$ rising 2.73% over the week.Key Data and Market Reactions On Friday, the U.S. Labor Department reported that 256,000 jobs were added in December, far exceeding the market's expectation of 165,000. The unemployment rate dropped from 4.2% in November to 4.1%. This led to speculation that the Fed may delay interest rate cuts, which caused a drop in U.S. stocks and negatively impacted the Hong Kong market.On Wednesday, the U.S. December CPI showed a 2.9% year-on-year increase, matching expectations. Core CPI, which had been rising for months, showed signs of slowing down. The market now anticipates the Fed might cut rates by July, earlier than the previous forecast of September.Positi

Alibaba Stock Rips Higher As China Vows Serious Stimulus, But Is BABA Stock A Buy Now? FacebookXLinkedIn KEN SHREVE 07:35 AM ET 12/09/2024 Alibaba stock was up sharply in premarket trading Monday after China vowed to ramp up policy stimulus in 2025 to reignite growth. The comments came before the start of the Central Economic Work Conference, which will set specific policy intentions in 2025. Alibaba (BABA) broke out powerfully in September after China announced stimulus measures to help an economy that's been slow to recover. But Alibaba stock recently pulled back more than 25% off its high. On several occasions, the declines came in higher volume, a sign of at least some institutional selling. That means overhead supply could be a headwind for Alibaba stock as it tries to rally toward hi

Li Auto, which has always had an ambiguous attitude towards expanding overseas and prioritized focusing on the domestic market, has finally pressed the fast-forward button for going abroad, with its first stop being the backyard of BBA—Germany. On January 17, Li Auto held the opening ceremony of its German R&D center in Munich, marking its first overseas R&D center and a significant step towards globalized research and development. At the beginning of January this year, Chairman Li Xiang stated in his social media circle, "Starting in 2025, Li Auto vehicles will increasingly appear on roads around the world, bearing different countries' license plates and traveling in various corners of the world." "Facing 2030, an excellent Chinese technology company certainly cannot only serve Ch

AsianFin -- Chinese smartphone market shipped 285 million units in 2024, marking a recovery with a modest 4% year-on-year increase after two consecutive years of decline, the latest research by Canalys shows. Vivo emerged as the market leader for the year, holding a 17% market share with 49.3 million units shipped. Huawei ranked second, shipping 46.0 million units and posting an impressive 37% year-on-year surge. Apple, OPPO, and HONOR followed in third, fourth, and fifth place, each securing a 15% market share, underscoring the fierce competition in the market. In Q4 2024, shipments by all smartphone manufacturers hit 77.4 million units, up 5% year-on-year, driven by the high-end peak season, government subsidies, and year-end promotions. Apple retained its leading pos

$NIO Inc.(NIO)$   NIO 2025 Outlook: Navigating China's Policies and Global Dynamics As we step into 2025, NIO, a leading Chinese EV manufacturer, stands at a crucial juncture. With increasing competition in the global electric vehicle market, evolving domestic policies, and geopolitical tensions influencing investor sentiment, the road ahead for NIO is both challenging and full of opportunities. This article delves into NIO's 2025 outlook, the impact of China's policies, and the potential influence of the upcoming Trump inauguration on global market dynamics, particularly concerning China. NIO's 2025 Outlook: A Year of Strategic Transformation NIO has been a pioneer in the premium EV market, standing out with innovations such as batt

I do not own any China stocks because I personally find their prices highly volatile, at least for those stocks I monitor. This is particularly true for companies that have recently undergone an IPO. These stocks often experience significant price swings, sometimes moving drastically from day to day. While many China stocks have great potential and some operate in industries with strong growth prospects, the high volatility deters me from investing. Reasons for Volatility Economic Sensitivity: China stocks are highly sensitive to economic news, both domestic and international. Announcements related to China's GDP growth, trade policies, or regulatory changes can lead to sharp price movements. Regulatory Risks: The regulatory environment in China can be unpredictable. Sudden government inte

China's recent directive for large state-owned insurance companies to allocate 30% of their new annual premiums to A-share investments starting in 2025 is a significant move aimed at bolstering the domestic stock market. This policy is expected to channel hundreds of billions of yuan into the market annually, enhancing liquidity and potentially stabilizing stock performance. historically, Chinese equities have shown positive performance during the Chinese New Year (CNY) period, often attributed to increased consumer spending and a general sense of optimism. it's important to note that past performance does not guarantee future results, and various factors can influence market movements. the infusion of funds from insurance companies signifies increased liquidity in the stock market, which

HSI Faces Selling Pressure with USD/CNH Drop, as Trump's Tariffs and DeepSeek's AI Innovation Clash The Hang Seng Index (HSI) has experienced notable volatility, rallying 7.16% from a four-month low but now confronting new challenges that impact Chinese stocks in Hong Kong. The index is poised for intense selling pressure on Monday following a significant drop in the USD/CNH exchange rate from 7.26 to 7.3188, influenced by President Trump's decision to impose a 10% tariff on Chinese goods effective Tuesday.  The repercussions of these U.S. trade policies are evident across major indices, with the MSCI China Index entering a bear market and the Nasdaq Golden Dragon Index witnessing substantial declines. Sectors like e-commerce and semiconductors, including companies like

As Chinese New Year approaches, major banks are expressing optimism about a potential rally in Chinese assets, fueled by anticipated economic recovery and improved investor sentiment. For instance, JPMorgan projects a significant reversal in Chinese stocks by the end of January, perhaps due to potential catalysts such as relaxed COVID-19 restrictions, improving consumer sentiment, and government support for key sectors. Similarly, Goldman Sachs forecasts a robust 20% increase in the Chinese stock market this year, buoyed by expectations of economic reopening and favorable policy measures. HSBC has also weighed in, maintaining a positive outlook for Hong Kong stocks. However, it’s essential to approach these forecasts with a balanced perspective. Personally, while I recognize the potential