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Futu Morning Post | Fed 'hawkish': interest rate cuts will only stop in December if unexpected inflation appears; Blue chips party night! Shopify soared more than 21%, sea rose more than 10%, stock prices hit a new two-and-a-half-year high.
The Federal Reserve: The one-year inflation expectation for October in the usa fell to a four-year low, Netflix rose nearly 2% to hit a record high, with 70 million monthly active users on the ad-supported subscription plan, labor market expectations are improving.
The longest november 11 shopping festival-related in history has come to an end! The new platform has changed the e-commerce landscape, with the 'cats and dogs' shifting from fierce battles to cooperation.
①In 2024, the november 11 shopping festival-related promotion ended, and the Tmall gala was discontinued. jd.com and Tmall have shifted from competition to cooperation, and the new platform is changing the e-commerce landscape. ②Since the birth of november 11 shopping festival, it has driven the development of digitization, cloud computing, logistics, etc., and is also the 'best exam room' for businesses to adjust their operation strategies. ③When november 11 shopping festival-related returns to normalcy, e-commerce companies are faced with the challenge of finding the next revolutionary new model with significance.
Ctrip: 2025 statutory holidays announced, New Year's Eve ticket search popularity increased by 2.5 times.
After the announcement, the ticket search volume on the Ctrip platform during the Spring Festival in 2025 increased by 1.7 times, and the ticket search volume on New Year's Eve increased by 2.5 times.
Bullish is coming! Foreign capital, show their "cards"!
At a critical moment, foreign investment giants have spoken up.
Huachuang Securities: The trading heat of Hong Kong stocks has declined. With improved liquidity environment, the market may enter a Risk on period.
Huachuang Securities released research reports stating that Hong Kong stocks still have valuation advantages compared to A shares; Trump's election victory and the domestic National People's Congress 10 trillion fiscal plan landing may signal the beginning of a Risk-on market phase, with liquidity environment expected to further improve in the next 3-6 months.
Alibaba has launched the first AI search engine in the B2B field overseas.
It seems that Alibaba's overseas progress in AI is faster than domestic e-commerce.