BEKE241004C30000
- 0.03
- -0.22-88.00%
KE Holdings Newsroom
Shares of US-listed Chinese Stocks Are Trading Lower as the Sector Pulls Back From Recent Strength. These Companies Rallied After the People's Bank of China Announced a New Stimulus Package Ahead of the Golden Week Holidays.
US stock market outlook: Three major futures indexes narrowed their pre-market declines, with most Chinese concept stocks weakening; Goldman Sachs is once again 'rooting' for the S&P! US stocks will see a big rise at the end of the year.
The Fed leads the way! The global rate cut pace is beginning to accelerate significantly; ongoing strikes at US ports lead to a sudden increase in inflation risks; Berkshire Hathaway plans to issue yen bonds for the second time this year, analysts say Buffett may be eyeing financial and shipping stocks.
US Stock Discovery | Chinese concept stocks continue to rise! Bilibili has more than doubled in the year to reach a new high, while Alibaba, jd.com, and ke holdings have all risen by over 50%.
In terms of stocks hitting record highs, bilibili rose by 10.96%, ranking first on the list, trip.com rose by 7.05%, h world group rose by 6.69%.
Funds are rushing to buy in large quantities! Several Chinese concept stocks, china assets etfs have doubled, who is betting on them?
Behind the recent rise in Chinese assets, foreign capital with keen sense of smell is undergoing significant changes, returning to the Chinese market has become the hottest topics now.
Major news! The global market unanimously bullish on assets in China, overseas asset management accelerates layout.
From the latest signs, the global market's enthusiasm for assets in China shows no signs of diminishing.
Furui raises target prices for Tencent (00700.HK), Alibaba (09988.HK), and jd.com (09618.HK) in the coming year positive outlook.
Furui's report states that referencing the performance of the internet industry cycle in the past 20 years, key events can trigger re-rating and changes in valuation methods. With a series of recent policy measures introduced, it is expected to be crucial for the future recovery of the internet industry. It maintains a 'buy' rating on the mainland internet industry for 2025. Due to the low industry valuation of the e-commerce sector, Furui expects to benefit from potential valuation reassessment, with target prices for PDD Holdings (PDD.US), Alibaba (09988.HK), and jd.com (09618.HK) raised to $181, HK$137, and HK$210 respectively.
Express News | Market research institutions: Using history as a reference, Chinese stocks still have room to rise.
Goldman Sachs experts continue to be optimistic about Chinese concept stocks, reiterating that "this time is different" in trade with China, suggesting that the S&P may break through 6000 points by the end of the year.
Rubner stated that the recent mismatch between supply and demand in the US stock market has led to a downward market volatility. Large buyers of US stocks in listed companies were only "unblocked" for buybacks until October 25th this year, while the US stock market will experience seasonal rebound by the end of the year.
KE Holdings Options Spot-On: On October 2nd, 203.28K Contracts Were Traded, With 558.31K Open Interest
On October 2nd ET, $KE Holdings(BEKE.US)$ had active options trading, with a total trading volume of 203.28K options for the day, of which put options accounted for 21.41% of the total transactions,
Unusual Options Activity: NU, JD and Others Attract Market Bets, NU V/OI Ratio Reaches 203.4
EST Oct 2nd Closing Delivery - In the last three hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
US stock market morning | The three major indexes fell together, with Q3 delivery data falling short of expectations, tesla dropped nearly 6%; Chinese concept stocks continued to rise, china Golden Dragon Index rose by over 4%
usa September ADP employment number exceeded expectations. The escalation of tensions in the Middle East weakened risk appetite, driving up oil prices. The market is paying attention to the impact of the major strike by American dock workers and is waiting for the non-farm employment data on Friday.
Shares of US-listed Chinese Stocks Are Trading Higher on Continued Strength Following Recent Stimulus Measures.
Express News | On the first day of the National Day, a residence in Guangzhou was sold for 0.2 billion yuan, and some properties in Guangzhou are preparing for a slight price increase.
U.S. Stock Market Prospecting | Is the sky the limit? Chinese concept stocks continued to surge overnight! Ke Holdings soared more than 17% in a single day, while Futu nearly doubled within the year.
In terms of major players hitting record highs in the US stock market, alibaba rose 6.24% to the top of the list, lockheed martin rose 3.64% to second place, and rtx corp rose 2.67& to third place.
Stock ETFs with abnormal movements! Pre-market trading led by China concept stocks ETFs! Leveraged 3 times to long FTSE China ETF surged over 18%, leveraged 2 times to long CSI 300 ETF surged over 12%.
On Wednesday, October 2nd in pre-market trading, US-listed Chinese concept stocks ETF led the gains, triple leveraged FTSE China ETF rose by 18.26%, double leveraged China internet-related stocks ETF rose by 14.14%, and double leveraged 300ETF rose by 12.29%.
Chinese concept stocks experienced a "short squeeze" with short sellers losing nearly $7 billion.
Despite the recent rise in Chinese stocks listed in the US, the short sellers are not eager to close their positions. If the market continues to rise, analysts expect a significant short squeeze to further boost stock prices.
[Brokerage Focus] Ke Holdings (02423) rose by 20.22%. Citigroup expects the real estate sector to reach a turning point in October.
Golden Guard Financial News | Ke Holdings (02423) strong volatility, up 20.22% as of the drafting, trading at HK$71.65, with a turnover of 0.568 billion Hong Kong dollars. On the news side, Citigroup issued research reports pointing out that due to the shift of China's quantitative easing (QE) policy focus, the domestic real estate market will usher in a turning point in October. It is believed that more expansionary fiscal measures will be taken in October, along with expectations of monetary easing (such as first-tier cities), subsequent fiscal actions, bank capital restructuring, improved exchange rate expectations of the renminbi, and government attention on the real estate and stock markets, which will be bullish factors for October. The bank expects that after the announcement of local policies in early October, the domestic real estate market will
HSBC Research's investment rating and target price for mainland real estate stocks (table) in Dai Hang.
HSBC Research has released a research report on the investment ratings and target prices of mainland real estate stocks as follows: Stock | Investment Rating | Target Price (HKD) Agile Group (03383.HK) | Shareholding -> Hold | 0.32 -> 0.7 C&D Intl Group (01908.HK) | Buy | 20.7 -> 21.1 China Overseas (00688.HK) | Buy | 15.5 -> 19.4 China Res Land (01109.HK) | Buy | 29.6 -> 35.
HSBC Research raises mainland real estate target price, recommends yuexiu property (00123.HK), Greentown (03900.HK), China Overseas (00688.HK), Sunac (01109.HK), Longfor (00960.HK), china res mixc (01209.HK), and ke holdings (BEKE.US).
HSBC's research report pointed out that the loose financing environment and more supportive policies being introduced are expected to drive the turnaround of mainland real estate stocks earlier. The bank believes that the market seems to have already digested the certainty of the real estate market hitting bottom, and it is widely believed that the turnaround of mainland real estate stocks will occur in 2025, rather than the previously expected 2026. In addition, investors are currently worried about missing opportunities in the strong policy tailwind, thus promoting a sustained risk attitude. HSBC mentioned that developers may take swift action during the gold cycle to capitalize on the momentum. The bank pointed out that some land in Guangzhou, Shenzhen, and Chengdu has been sold at a high premium, while in shanghai
Express News | US stock night trading: Chinese ETF surges non-stop! 3 times long on the rich China ETF, up more than 14%