Unusual Options Activity: PAA, CFLT and Others Attract Market Bets, PAA V/OI Ratio Reaches 163.9
EST Jan 14th 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
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Jefferies Maintains Baidu(BIDU.US) With Buy Rating, Cuts Target Price to $128
Express News | Ishares China Large Cap ETF up 2.3%, Kraneshares CSI China Internet ETF 3%
Express News | PDD Holdings up 2.9%, NetEase up 1.4%, Baidu up 2.3%
Express News | Li Auto up 4.2%, JD.com up 4.8%, NIO up 1.4%, Xpeng 8.9%
U.S. stocks unusual movement | Baidu rises over 2% in pre-market after Jefferies Financial raises Target Price.
On January 14th, Gelonghui reported that Baidu (BIDU.US) pre-market rose by 2.29%, reaching $79.95. In terms of news, Jefferies Financial raised Baidu's Target Price from $126 to $128. (Gelonghui)
Express News | Chinese concept stocks are rising in Pre-Market Trading, with Xiaopeng Autos up over 10%, Bilibili and Li Auto rising nearly 5%, JD.com rising 4.4%, and PDD Holdings, Baidu, and Alibaba rising over 2%.
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Express News | Jefferies Financial: Raised the Target Price for Baidu from $126 to $128.
Express News | Baidu Inc : Jefferies Raises Target Price to $128 From $126
Hong Kong Market Quick Look | Hong Kong stocks were strong all day! The Hang Seng Index firmly held above the 19,000 mark, with the Tech Index rising over 3%; Tencent Related stocks surged, with Weimeng up over 26% and Youzan up over 8%.
Network Technology stocks rose, with JD-SW increasing by 5.35% and MEITUAN-W rising by 5.02%; CECEP Solar Energy stocks climbed higher, with FLAT GLASS up by 5.57% and FUYAO GLASS up by 5.06%; Autos stocks advanced, with LEAPMOTOR increasing by 13.00% and XPENG-W rising by 8.47%;
Macquarie has listed investment ratings and Target Prices for Chinese internet stocks (table).
Macquarie released a report listing investment ratings and target prices for Chinese internet stocks: Stock│Investment Rating│Target Price Alibaba-W (09988.HK)│Outperform│HKD 135.5 Baidu (09888.HK)│Neutral│HKD 83 JD (09618.HK)│Outperform│HKD 217 NetEase (09999.HK)│Outperform│HKD 198 ALI HEALTH (00241.HK)│Underperform│HKD 3.4 JD HEALTH (06618.HK)│Underperform│HKD 23.3 JD Logistics (02618.HK)│Outperform
According to HAITONG INT'L, the Hong Kong stock market is expected to stabilize before the Spring Festival, with a focus on allocating Technology stocks as the main theme for the first half of the year.
HAITONG INT'L recently published a strategy report for Hong Kong, expecting both A-shares and Hong Kong stocks to enter a period of fluctuating bottoming, and is focusing on when the Sino-US interest rate differential will start to converge. The Shanghai Composite Index has support at its 6-month line (around 3,130 points) and its yearly line (around 3,060 points), while the Hang Seng Index has support around 19,000 points and 18,500 points, with limited downside potential. The firm anticipates that market volatility may increase around the time of Trump's inauguration as US President, but China will also adopt more proactive policies to respond, such as lowering reserve requirements and interest rates. The firm expects the market to stabilize before the Spring Festival, providing an optimal timing for configurations in the first half of the year. Industry
Hong Kong Stock Market Midday Review | The Hong Kong Stock Market is aggressively rising! The Hang Seng Index has returned to the 19,000 mark, and the Technology Index has increased by more than 2%; Network Technology stocks are rebounding strongly, with
Network Technology stocks are rising, with MEITUAN-W up 4.44% and KUAISHOU-W up 4.12%; Biotechnology stocks are also climbing, with BEIGENE up 8.82% and Junshi Biosciences up 6.46%; Autos stocks are all up, with LEAPMOTOR up 15.00% and YADEA up 5.60%;
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.
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"The major bank" DBS has listed its valuation forecast for Chinese Network Technology stocks (table).
DBS released a report on the Internet Industry in China, providing valuation forecasts for Chinese Network Technology stocks: Stock │ Forecast PE this year │ Forecast P/S this year │ Forecast ROI this year Alibaba-W (09988.HK) │ 10.2 times │ 1.3 times │ 12.9% Baidu-SW (09888.HK) │ 10.4 times │ 1.5 times │ 6.9% JD.com-SW (09618.HK) │ 8.9 times │ 0.3 times │ 15.4% MEITUAN-W (03690.HK) │ 16.6 times │ 2.0 times │ 21.7% NTES-S (09999.HK) │ 12.2 times
Hong Kong market update | The decline of the Hong Kong stock market narrowed in the afternoon, with most Biotechnology stocks trending down, WUXI XDC dropping over 12%; Semiconductors stocks rose against the trend, Semiconductor Manufacturing Internationa
Network Technology stocks fell, Baidu Group-SW dropped 2.32%, XIAOMI-W fell 2.24%; Apple Supplier stocks declined, Q TECH fell 5.35%, BYD Electronic dropped 4.73%; Photovoltaic Power stocks mostly declined, FLAT GLASS fell 7.01%, XINYI SOLAR dropped 2.55%;
【Brokerage Focus】HTSC has initiated a Buy rating on Baidu (09888), anticipating that C-end applications will reshape the balance between commercialization and user experience in AI transformation.
Jinwu Finance | HTSC research pointed out that Baidu (09888), as the leading Search Engine in China, has accumulated rich data, providing a foundation for actively capturing industrial opportunities for the application of AI large models. The institution believes that its accumulated insights in manufacturing, transportation, finance, and government sectors are expected to help it gain customer recognition and revenue share as corporate IT budgets gradually recover. In terms of consumer applications, the institution anticipates that its transformation through AI will rebalance commercialization and user experience, thereby providing protection for its medium to long-term advertising market share. The institution noted that some investors tend to assess from the C-end applications of AI large models.