Alibaba Options Spot-On: On December 13th, 205.24K Contracts Were Traded, With 3.13 Million Open Interest
On December 13th ET, $Alibaba(BABA.US)$ had active options trading, with a total trading volume of 205.24K options for the day, of which put options accounted for 28.19% of the total transactions,
Shares of US-listed Chinese Stocks Are Trading Lower Due to Stimulus Concerns and Disappointing Economic Data. The Biden Administration Plans to Raise Tariffs on Solar Wafers, Polysilicon and Some Tungsten Products.
Express News | Alibaba: On December 12, approximately 9.9944 million USD was spent to repurchase 0.8956 million shares.
Express News | Alibaba launched the e-commerce app "TAO" in Japan: plans to expand staff to develop the local market in the future.
Alibaba Cloud invested in the cloud-native Venture Sealos, with investments in "Cloud Computing + AI" focused this year.
① The business change information shows that Zhuhai Huanjie Cloud Computing Co., Ltd. (referred to as: Sealos) has completed equity financing, with the new investor being Alibaba Cloud, and its registered capital has increased from 2.679 million yuan to 3.349 million yuan. ② Sealos CEO Fang Haitao previously worked at Alibaba Cloud, responsible for the cloud-native integration platform.
On December 12, Alibaba-W (09988) spent 9.9944 million USD to repurchase 0.8956 million shares.
Alibaba-W (09988) announced that on December 12, 2024, the company will invest 999.4...
The net Inflow of the TRACKER FUND OF HONG KONG through the Hong Kong Stock Connect is 3.026 billion HKD.
The net inflow of northbound funds to the TRACKER FUND OF HONG KONG (02800.HK), Alibaba (09988.HK), and晶泰控股-P(02228.HK) reached 3.026 billion HKD, 1.711 billion HKD, and 0.591 billion HKD respectively. The net outflow of northbound funds from Meituan (03690.HK), Xiaomi Group (01810.HK), and SMIC (00981.HK) reached 0.496 billion HKD, 0.208 billion HKD, and 24.06 million HKD respectively. The highest net inflow of funds through SH->HK Connect was the TRACKER FUND OF HONG KONG (02800.HK) at 1.718 billion HKD.
Northbound trading direction | Northbound net purchases of 14.306 billion, domestic funds are re-adding positions in Hong Kong stock ETFs, aggressively buying Alibaba (09988) exceeding 1.7 billion.
On December 13th in the Hong Kong stock market, the northbound capital had a net purchase of 14.306 billion HKD, of which the SH->HK Connect had a net purchase of 9.36 billion HKD, and the SZ->HK Connect had a net purchase of 4.946 billion HKD.
The purchasing event on Alibaba's international site for the Hong Kong region saw a Volume increase of 142% in September.
Alibaba (09988.HK) has launched the 2025 Cross-Border E-commerce Talent Competition for its B2B platform Alibaba.com. The company revealed that during the recent September Procurement Festival, the volume in the Hong Kong region recorded a significant increase of up to 142%. Alibaba.com Regional Manager for Hong Kong, Wen Chengliang, expressed the hope that this event would provide opportunities for e-commerce merchants to share practical experiences with each other, thereby strengthening the market size of the cross-border e-commerce industry in Hong Kong.
Quick look at the Hong Kong market | The Hong Kong stock market continues to decline in the afternoon, with all three major indices falling over 2%; The drops in the tech, Autos, and Mainland Real Estate sectors have widened, with SUNAC down over 8%, Xpen
Network Technology stocks fell, MEITUAN-W dropped 3.73%, NTES-S fell 2.90%; most Alcoholic Beverages stocks declined, GRACEWINE dropped 9.36%, TIBET WATER rose 7.69%; most semiconductor stocks declined, SHEEN TAI rose 5.82%, HG SEMI fell 5.00%;
AlipayHK: Welcome the government's plan to legislatively require taxis to provide electronic payment methods.
The electronic wallet platform AlipayHK stated that it welcomes the government's proposed legislation requiring taxi drivers to offer electronic payment options. AlipayHK mentioned that the platform currently provides various payment methods for taxi drivers, including driver collection codes and mobile collection devices supporting AlipayHK scanning, such as Octopus. So far this year, transactions using AlipayHK to pay for taxi fares have increased by 140% year-on-year, and AlipayHK has also connected with multiple taxi booking platforms, covering Gaode, DiDi Global Inc, Uber Taxi, and others. Additionally, AlipayHK users can use local electricity.
Express News | Guangzhou Goaland Energy Conservation Tech's subsidiary provides 12U immersion liquid cooling modules for ByteDance.
[Brokerage Focus] CMB International points out the trend of revenue growth from AI application starting in 2025.
Jinwu Financial News | CEB International released the 2025 outlook for the Software & IT Services Industry. Against the backdrop of economic cycle dislocation, the stock price performance of the Software Sector in China and the United States is expected to show a divergent trend in 2024. However, the investment volume related to AI, its short-term impact on profits, and the potential outlook for monetization are common points of concern for both markets. Looking ahead to 2025, the bank believes that the investment theme related to AI will continue its benefit transmission path from chips to public cloud to infrastructure software and then to Application software from a fundamental perspective. The Infrastructure Cloud Sector is focusing on the trend of increasing cloud business growth as supply constraints gradually ease and AI-related investment.
【Brokerage Focus】CMB International: The introduction of substantial new consumer policies may still be the key driving factor for the structural improvement of valuations in the Internet Plus-Related sector.
Jinwu Finance | Zhao Yin International released the 2025 outlook for the Internet Plus-Related Industry, stating that the introduction of substantial policies to promote Consumer growth may still be the key driving factor for structural valuation improvements in the Sector. Before that, the Sector may maintain volatility, with Shareholder return levels, profit growth rates, and certainty being key supports for valuation. The bank recommends focusing on three main lines: 1) The competitive moat of mature Business and new development space, which may drive both performance and valuation increases: such as the gaming Sector benefiting from the release of new games, local life with further online penetration space in core Business, improvements in advertising effectiveness empowered by AI technology, and new additions brought by GPU cloud services.
Hong Kong Stock Market Midday Review | All three major Indices fell, the Technology Index decreased by about 2%; the technology sector, domestic real estate, and China-Affiliated Brokerage stocks declined, SUNAC fell over 6%, CITIC SEC dropped over 4%, an
Network Technology stocks performed poorly, SenseTime-W fell by 3.21%, MEITUAN-W dropped by 2.84%; Golden Industrial Concept stocks generally declined, RA SILK ROAD increased by 7.46%, LINGBAO GOLD fell by 4.75%; Semiconductors stocks weakened, SHEEN TAI rose by 5.82%, Semiconductor Manufacturing International Corporation decreased by 3.87%;
OpenAI has made another big move! ChatGPT can now hear, speak, and see!
The latest advanced voice mode of ChatGPT can now respond in real time to video and screen sharing content. With Christmas approaching, the voice feature has also added a Santa Claus mode.
Express News | The annual evaluation report of large models in the financial sector has been released, with outstanding performance by Jiedu X ingchen / Caiyue Xingchen large models.
Jiangxi Province promotes the "trade-in for new" program, with a 15% subsidy for purchasing mobile phones and tablets.
According to a report by CCTV News, Jiangxi Province recently launched a special subsidy program for mobile phones and tablets. From yesterday (the 12th), individual consumers participating in this program in the province can enjoy a subsidy of 15% of the final Fill Price when purchasing mobile phones or tablets. The report states that each subsidy will not exceed 1,000 yuan RMB, and each consumer is limited to participating once, only able to choose one mobile phone or one tablet. Coupons will be available starting at 10 AM daily, and are valid for the day. They are available on a first-come, first-served basis, and will end once the provincial subsidy funds are used up. (js/u)~
On December 12, a share repurchase took place | TENCENT, HSBC Holdings and others have repurchased shares, among which TENCENT spent 0.704 billion HKD.
According to a disclosure by HKEX on December 13, both TENCENT (00700.HK) and HSBC Holdings (00005.HK) repurchased shares. ① TENCENT (00700.HK) repurchased 1.69 million ordinary shares on December 12, involving an amount of 0.704 billion Hong Kong dollars, with the repurchase price ranging from 422.4 Hong Kong dollars to 409.8 Hong Kong dollars per share. Since the share buyback authorization resolution, the cumulative number of repurchased securities amounts to 0.212 billion shares, accounting for 2.256% of the total number of shares issued when the ordinary resolution was passed. ② HSBC Holdings (00005.HK)
Futu Morning News | The Central Economic Work Conference has set the tone! Next year, the fiscal deficit rate needs to be increased; Broadcom soared over 15% after hours! Q4 profit exceeded expectations.
Inflation unexpectedly accelerates! In November, the USA PPI month-on-month growth rate reached the highest increase since June; AI transformation faces challenges! Adobe's performance forecast fell short of expectations, dropping more than 13% after the earnings report.