Express News | Alibaba: On November 6, spent approximately $19.9552 million to repurchase approximately 1.6544 million shares.
CICC in "Dah Sing": MSCI China Adjustment, Focus on Positive Impact on Ctrip (09961.HK), Nio Inc (09866.HK), and Alibaba (09988.HK)
CICC's report pointed out that MSCI's adjustment to China focuses on the potential positive impact on Ctrip-S (09961.HK), Nio-SW (09866.HK), and Alibaba-W (09988.HK); and the potential negative impact on Meituan (06110.HK), GAC (02238.HK), and iQIYI (IQ.US). In terms of the absolute change in weights, CICC calculated that due to this adjustment, Alibaba, Ctrip Group, Kuaishou-W (01024.HK), Nio, and Tianfeng Securities (601162.SH) rank high in weight increases.
Alibaba-W(09988.HK): AI opens up new growth for Aliyun (Alibaba's in-depth discussion 3 and GENAI series report 39).
The domestic internet cloud business has passed the low ebb period, with AI and going global as new drivers. As the consumer internet user dividend ends, and macro impacts enterprise IT spending, the growth rate of the domestic public cloud market in 21-23 is significantly slowing down; with alibaba as the
Alibaba (09988.HK) DAMO Academy launches AI weather mega model 'Baguan'.
Alibaba (09988.HK)'s research institute recently launched the AI weather large model 'Baguan' to deal with the increasingly severe extreme weather events. The model provides weather forecasts for the next ten days, updated hourly, aiming to help various industries effectively cope with climate change and reduce environmental impact. The research institute stated that 'Baguan' introduces regional multi-source data based on global weather models, with time-space accuracy of up to every hour per square kilometer. By significantly improving the predictive performance of key weather indicators such as temperature, insolation, and wind speed, it has already been applied in new energy-intensive electrical utilities. 'Baguan'
CICC: First initiates Wasion Holdings with an "outperform" rating, target price of 8 Hong Kong dollars.
CICC released a research report stating that it initiated coverage on Wasion Holdings (03393) for the first time, giving it an outperform rating compared to the industry, with expected EPS of 0.74/0.92 yuan for 2024-2025, and a CAGR of 32%. The target price is 8 Hong Kong dollars. The company is a leading enterprise in the energy metering and energy efficiency management field. The market is mainly concerned about the company's expansion overseas, as the institution is bullish on the company's overseas channels and brand recognition supporting its diversified business expansion abroad, opening up growth opportunities. CICC's main points are as follows: comprehensive technical capabilities, providing overall solutions for energy metering and energy efficiency management. Wavison Holdings focuses on three major businesses: energy metering, power distribution, and energy storage.
Repurchase collection on November 7th | HSBC Holdings, AIA and others have been actively repurchasing, with HSBC Holdings spending 0.342 billion Hong Kong dollars.
According to hkex's disclosure on November 8, HSBC Holdings (00005.HK) and AIA (01299.HK) repurchased shares. ① HSBC Holdings (00005.HK) repurchased 4.754 million ordinary shares on November 6, involving 0.342 billion Hong Kong dollars, with a repurchase price per share ranging from 72.55 Hong Kong dollars to 71.6 Hong Kong dollars. ② AIA (01299.HK) repurchased 1.0016 million ordinary shares on November 7, involving 61.8322 million Hong Kong dollars, with a repurchase price per share ranging from 62.25 Hong Kong dollars.
Daily Bull and Bear | Market focuses on the National People's Congress Standing Committee! Hang Seng Index Futures broke through the 0.021 million level, with many bull certificates surging over 150%; china-affiliated brokerage stocks soared, with many GF
At the close, the turnover of the market reached 219.775 billion Hong Kong dollars, with a total turnover of 19.841 billion Hong Kong dollars for all warrant bull and bear certificates, accounting for 9.0% of the market turnover, of which the bull position accounts for 5.4%, and the bear position accounts for 3.6%.
Futu Morning Post | The Fed cut interest rates by 25 basis points as scheduled! The financial markets are all celebrating, with the S&P and Nasdaq hitting record highs; Chinese concept stocks are all booming! Foreign institutions believe it is a good time
USA inflation concerns resurface! Labor costs unexpectedly surged in the third quarter; Trump triggers a frenzy in ETFs, with risk asset ETFs attracting 16 times the daily average inflow; Nvidia's stock price hits a new high, with a total market value exceeding 3.65 trillion US dollars, receiving a "buy" rating reaffirmed by Goldman Sachs.
Selected Announcement | Semiconductor Manufacturing International Corporation's net profit attributable to the parent company in the third quarter increased by 56.4% year-on-year to 1.06 billion yuan; Hua Hong Semi's third-quarter revenue decreased by 7.4
Guangzhou Automobile Group's cumulative sales in the first ten months were 1.5208 million vehicles, a year-on-year decrease of 24.66%; Cafe de Coral H expects the net income for the six months ending September 30, 2024, to decrease by no more than 30% compared to the previous year.
Hong Kong stocks morning report on November 8: The Federal Reserve cut interest rates by 25 basis points, and guangzhou automobile group's cumulative sales volume in the first ten months decreased by over 17% year-on-year.
1. China Securities Regulatory Commission Vice Chairman Li Ming: The foreign shareholding limit for foreign securities fund futures companies has been lifted. Foreign institutions will receive national treatment in terms of business scope and regulatory requirements. 2. The Federal Reserve cuts interest rates by 25 basis points, marking the second consecutive rate reduction. 3. The People's Bank of China has suspended gold shareholding increases for the sixth consecutive month. 4. Zhong Shanshan has been the richest person in mainland China for four consecutive years.
US stocks closed: S&P, Nasdaq hit new historical highs again, china assets are on the rise and strong.
1. As the Fed cut interest rates as scheduled, US stocks and treasuries rose in coordination; 2. Chinese concept stocks performed strongly, with the Nasdaq China Golden Dragon Index up 3.5%; 3. Trump Media Technology Group plunged 22%; 4. After releasing financial reports, Qualcomm opened high and then traded low, while Arm opened low and then traded high.
Alibaba Options Spot-On: On November 7th, 268.08K Contracts Were Traded, With 2.7 Million Open Interest
On November 7th ET, $Alibaba(BABA.US)$ had active options trading, with a total trading volume of 268.08K options for the day, of which put options accounted for 17.58% of the total transactions,
Shares of US-listed Chinese Stocks Are Trading Higher Amid Potential Hopes of a China Economic Stimulus Following Trump's Election Victory.
JP Morgan, Alibaba Among Thursday's Morning Market Cap Stock Movers
Express News | Ishares MSCI China ETF up 4.2%, Ishares China Large Cap ETF up 4.2%, Kraneshares CSI China Internet ETF up 3.9%
Express News | JD.com up 3.4%, Li Auto up 2%, NIO up 2.9%, Xpeng up 9.6%
Express News | U.S.-Listed Shares of Chinese Firms Rise as Domestic Stocks Rise on Stimulus Hopes
alibaba - W (09988) spent $19.9552 million to repurchase 1.6544 million shares on November 6th.
Alibaba-W(09988) announced on November 6, 2024, to invest 19.9552 million US dollars...
Tracker fund of hong kong net outflow of 3.87 billion Hong Kong dollars
There was a net inflow of capital from the north to the south in Meituan (03690.HK), Tencent (00700.HK), and Alibaba (09988.HK), reaching 0.878 billion Hong Kong dollars, 0.658 billion Hong Kong dollars, and 0.313 billion Hong Kong dollars, respectively. There was a net outflow of capital from the north to the south in the tracker fund of Hong Kong (02800.HK) and SMIC (00981.HK), reaching 3.87 billion Hong Kong dollars and 0.367 billion Hong Kong dollars, respectively. The most active stock with net capital inflow through the Hong Kong Stock Connect (Shanghai) was Meituan (03690.HK) with 0.615 billion Hong Kong dollars, while the stock with the highest net capital outflow was the tracker fund of Hong Kong (02800.HK) with 1.681 billion Hong Kong dollars.
Express News | Ishares MSCI China ETF up 3.5%, Kraneshares CSI China ETF up 3.7%, ishares China Large-Cap ETF up 3.8%