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"Smart money" betting on the rise of China: In Q3, the prototype of the "Big Short" increased its shareholding in Chinese concept stocks such as Alibaba, jd.com, while the new fund star Keystone initiated positions in three major Chinese concept ETFs.
In the third quarter, the fund under Michael Burry increased its shareholding in Alibaba by 0.045 million shares to nearly 0.2 million shares, doubled its hold positions in jd.com to 0.5 million shares, and increased its shareholding in baidu by 0.05 million shares to 0.125 million shares. At the end of the quarter, it held three Chinese concept stocks valued at 54 million dollars, accounting for 65% of the total fund's stock holdings. Meanwhile, the fund bought corresponding put options for these three Chinese concept stocks to hedge risks.
Prototype of 'The Big Short' continues to be bullish on Chinese concept stocks: significantly increasing positions in jd.com and Alibaba, but also cautiously hedging at the same time!
① Renowned Wall Street fund manager Michael Burry increased his shareholding in alibaba and baidu in the third quarter, and also added to his hold positions in jd.com, although he simultaneously allocated corresponding put options; ② Some analysts believe that Burry's purchase of a large number of put options is likely for some hedging purpose.
Futu Morning Post | Powell 'hawkish': Strong economic performance, no rush to cut interest rates; Buffett's new warehouse received, Domino's surged more than 18% after-hours, Pool rose over 6%
Blackrock bought heavily into Apple in Q3, continuing to increase shareholding in the 'Big Seven'; 'Smart Money' betting on the trend of China: Q3 prototype of 'The Big Short' increased shareholding in Alibaba and other Chinese concept stocks; Disney rose more than 6%, fourth quarter performance exceeded expectations with a $3 billion share buyback plan.
"Big Short" Michael Burry increases shareholding in alibaba and other Chinese stocks but allocates put options.
Famous fund manager Michael Burry, known for the movie 'The Big Short,' continued to increase his shareholding in alibaba and baidu in the third quarter, and also increased his position in jd.com, which he had previously reduced, but he allocated corresponding put options. Institutions analyzing the 13F filing of Burry's hedge fund Scion Asset Management LLC found that the company increased its holding of 0.25 million to 0.5 million ADRs of jd.com in the quarter, while holding corresponding put options for 0.5 million ADRs. Increased its holding of 0.045 million to 0.2 million shares in alibaba, while holding corresponding put options for 0.1689 million ADRs.
Michael Burry's Scion Fund Exits BioAtla, Boosts Alibaba Stake, Adds Puts: Top Q3 Trades
Scion Asset Management 13F Shows Added Put Position In JD.com With 500,000 Shares; Added Put Position In Alibaba Group With 168,900 Shares; Added Put Position In Baidu With 83,300 Shares
Nomura Maintains Baidu(BIDU.US) With Buy Rating, Cuts Target Price to $110
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Express News | Baidu's Shen Dou: Enterprise-level AI applications are exploding, and large models are entering a deep application phase.
UBS Rating | Goldman Sachs: Baidu announced the advent of the AI era and emphasized that the intelligent body is its main application form. Maintaining a "synchronized with the market" rating.
Gelonghui, November 14 | morgan stanley released a report stating that at the recently held Baidu World 2024 event organized by baidu, baidu showcased the latest progress in its ai technology, specifically the no-code ai tool Miaoda, and positioned intelligent agents as the primary form of ai applications. Baidu announced the arrival of the era of ai applications at the event and emphasized that intelligent agents are the main application form. It is committed to supporting the creation of millions of 'super useful' applications rather than creating a single 'super app'. Baidu pointed out that its goal is to establish a global network.
Over 1.5 billion calls, baidu's large model accelerates the release of AI commercial value.
"Investor Network" Qiaodan in recent years, the global wave of large-scale models has swept the technology industry, driving a wave of entrepreneurial investment and prompting traditional software vendors to accelerate the application of AI technology. However, despite the high expectations of the outside world for this technological revolution, large-scale products with "super application" value have not yet appeared. The global focus of technology is still mainly on OpenAI, which has successfully built a new ecosystem and provided a flexible framework for commercial exploration. This has also sparked a discussion: does the wave of large models represent a technological leap, or is it just a short-lived bubble? Baidu founder Li Yanhong in 2
Hong Kong stock concept tracking | Tesla's autonomous driving "catfish effect" promotes the development of domestic asia vets (includes concept stocks)
Tesla drives into China with accelerated entry, catalyzing the domestic development of asia vets driving with the "catfish effect".
baidu told a sexy story
Application implementation is key.
Citi Maintains Baidu(BIDU.US) With Buy Rating, Cuts Target Price to $143
Gulf countries have a massive demand for AI computing power. nvidia (NVDA.US) and cloud giants sense the 'gold rush' vibe.
The global strategy of the Gulf countries is not groundless.
Baidu Group - SW (09888.HK) 2024 Baidu World Congress: Actively promoting application prosperity
The company was invited to participate in the 2024 baidu World Conference. At the event, baidu's chairman and CEO, Li Yanhong, reviewed the industry's achievements over the past two years of rapid development of large models and shared the asia vets approach baidu has taken in large model applications.
The AI Tipping Point: Half of CFOs Will Axe AI Investment If It Doesn't Show ROI Next Year
baidu (09888.HK): The user data for Wenxin Yiyuan has reached 0.43 billion.
Baidu's (09888.HK) Chief Technology Officer Wang Haifeng revealed yesterday (12th) at the Baidu World 2024 Conference that the number of Wenxin Yiyan users has reached 0.43 billion. The large-scale Wenxin model is still under continuous training, and a more powerful new version is worth looking forward to. Wang Haifeng pointed out that in terms of retrieval enhancement, Baidu has developed a "understand-retrieval-generation" collaborative optimization retrieval enhancement technology to improve the effectiveness of large-scale model technology and applications; for the image retrieval needs in different application scenarios, further research and development of retrieval-enhanced Wen Sheng Tu technology, which can generate precise images and generalized images.
On the first day, 0.2 million people queued for appointments! Robin Li: Free canvas is not futures, it is spot items available immediately.
On November 13, Gelonghui | On November 12, baidu Wenku and Baidu Wangpan jointly released the AI creation new species 'Free Canvas' at the Baidu World 2024, officially opening for public beta testing. On the first day after the meeting, it has attracted over 0.2 million people queuing for appointment. At the conference, Li Yanhong said, the Free Canvas is a universal whiteboard supported by the Wenxin multimodal large model, which can stimulate people's unlimited inspiration and creativity. And, this is not futures, but immediately available spot, a truly new productive force that serves creation. 'Free Canvas' is the industry's first content operating system of Baidu Wenku and Baidu Wangpan, through large
Baidu Unveils AI-Powered Smart Glasses to Compete With Meta Platforms, Inc. (META) in Expanding AI Wearable Market