0829EB CHINAETF-USD
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Express News | Alibaba: On January 13, approximately $39.9843 million was spent to repurchase 3.9648 million shares.
Express News | TENCENT has conducted large buybacks for six consecutive days! Today, it further spent about 1.5 billion Hong Kong dollars to repurchase shares.
Breaking through the "three mountains" and welcoming the "Entrepreneurship 2.0 era"? Many joint venture car companies are intensively releasing their product transformation Global Strategy in China.
① In 2024, the retail sales of mainstream joint venture Passenger Vehicles are 6.2989 million units, a year-on-year decrease of 15.7%, with a market share of 27.5%; ② According to the plan, in the next 20 months, FAW-Volkswagen's three major brands will launch 19 new models, encompassing multiple routes of "fuel", "electric", and "hybrid"; ③ The all-new pure electric long-wheelbase CLA will officially launch in 2025, equipped with the "Mapless" L2++ full-scene intelligent driving system.
Express News | Hong Kong stocks in the Autos sector continued to rise in the afternoon, with LEAPMOTOR increasing by over 16%.
Four bullish factors come together! Hong Kong stocks and A-shares surge collectively, with the Hang Seng TECH Index rising over 2%, and foreign capital attitude is showing a shift.
Against the backdrop of a significant decline in the Japanese stock market, the A-shares market has shown impressive performance in the Asia-Pacific region. In the early trading today, the number of stocks that rose exceeded 5,000, and all three major Indices went up. The A50 even surged sharply, and the Hong Kong stock market was also boosted.
Express News | Alibaba: On January 10, approximately 39.988 million dollars were spent to repurchase 3.9456 million shares.
Ma Huateng's speech at the internal staff meeting: Tencent has already achieved a rebound from the bottom and once again emphasized using social capabilities for e-commerce.
Tencent's annual meeting is back. Unlike the criticisms and reflections of the past two years, this year, Ma Huateng is clearly more satisfied and hopes that 2025 will be a year full of harvest.
Express News | Tencent has conducted large-scale buybacks for five consecutive days! Today, it spent an additional 1.5 billion Hong Kong dollars to repurchase shares.
The China Automotive Association: In 2024, auto production and sales will reach a new high, with annual production and sales of Electric Vehicles exceeding 10 million units for the first time.
In terms of Passenger Vehicles, production and sales continue to grow, maintaining the top global position for 16 consecutive years. The market share of China brand Passenger Vehicle sales has significantly increased compared to last year, and high-end brand Passenger Vehicle sales have also seen a year-on-year increase; regarding New energy Fund, it has ranked first globally for 10 consecutive years, with both production and sales surpassing 10 million units, and domestic sales growth approaching 40%, with a significant increase in market share compared to last year.
Ma Huateng's speech at the internal employee meeting: Full confidence in the resilience of China's economy.
① Pony Ma affirmed the performance of IEG and WXG, emphasizing the importance of innovative development and ecological connectivity. ② Business groups such as PCG, CSIG, and TEG were also recognized, with Pony Ma emphasizing the directions of quality content, steady development, and AI exploration.
The potential of "China Travel": there is still an annual increase of 200-350 billion RMB.
Bank of America predicts that if the proportion of tourism exports to GDP in China can catch up to the levels of South Korea or Japan, it will bring more than 20-350 billion yuan in income to China's tourism industry.
Express News | Pony Ma: Over the past year, both the Domestic and Global Business of IEG have developed, and the spirit has improved.
Express News | Ma Huateng: Tencent's overseas game Business share has nearly reached half of its domestic game Business.
Express News | Pony Ma: Tencent has achieved a rebound after hitting the bottom over the past two years.
Behind the "fast-driving" Electric Vehicles: New forces constantly reaching new heights, Xiaomi successfully takes its place.
In the December retail sales TOP10 list, 9 car companies experienced year-on-year growth, with only GAC Aion showing a decline; Apart from BYD, three other new car-making forces successfully "delivered on their promises" and achieved their sales targets for 2024.
Express News | Pony Ma: Hope to implement Tencent's mixed element end-to-end voice interaction.
30 million units achieved, RBOB Gasoline Passenger Vehicles dropped nearly 20%. China Automotive Industry Association: In 2025, Electric Vehicles will impact 16 million units.
① The deputy secretary-general of the China Automotive Industry Association, Chen Shi Hua, predicts that total auto sales will reach 32.9 million vehicles in 2025, a year-on-year increase of 4.7%. Among these, the sales of new energy autos are expected to be 16 million units, a year-on-year increase of 24.4%. ② In the context of a comprehensive year-on-year decline in market share, it has become a necessary option for joint venture brands to intensify the "price war," with various promotional policies such as limited-time fixed prices, discounts of tens of thousands of yuan, and government subsidies.
After the divergence in the Concept of Siasun Robot&Automation and AI, stocks with expected performance growth may receive increasing attention from the market.
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Daily Bull and Bear | Will heavy short positions return to zero overnight? Last Friday, the Hang Seng Index night futures fell below 19,000 points, with an Outflow of 57 million Hong Kong dollars; HSBC: Mainland Insurance Companies underperformed the mark
Last Friday, the net Inflow of good positions in Hong Kong stocks was 34 million Hong Kong dollars, and the net Outflow of short positions was 57 million Hong Kong dollars; the top five stocks and Index with Inflow for good positions were: Hang Seng Index, Tencent, Meituan, Ping An, and Bank of China.
Futu Daily Report | Jensen Huang announces NVIDIA's latest breakthroughs in physical AI, OpenAI officially enters the robotics field; December non-farm payrolls surge, US stocks "plummet back to pre-election levels overnight."
As the "Trump effect" fades, the market gains in US stocks after the election have been completely wiped out. After Friday's close, the S&P 500 Index has only increased by 0.8% since the election on November 5, which may mark the weakest performance from election day to inauguration since Obama took office in 2009.