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1.83 trillion Hong Kong dollars! The "King of Snow" tops the list, public Funds return to Hong Kong stocks in the Consumer sector, and Nayuki's Tea surged over 80% in two days.
Unusual configuration demands imply a strong desire for fund managers to return after extreme clearing of consumer positions.
Express News | Hong Kong stock dining stocks surged collectively, with Nai Xue's Tea rising over 14%.
Hong Kong stocks are moving towards an "AI bull market"! The tech index soared and briefly surpassed the 6,000-point mark. How much more room is there for this round of increase?
Morgan Stanley indicated that the Chinese stock market, particularly the offshore market, is undergoing a structural transformation that will lead to sustainable ROE and valuation recovery. CITIC SEC believes that the reversal of Hong Kong stocks is likely to continue.
Significant adjustments to the Hang Seng series Index, what is the impact? Institutions: Alibaba and others may face passive Shareholding due to large increase.
This adjustment has a significant impact on leading stocks, with Alibaba, Tencent, HSBC, Xiaomi, and SMIC being passively reduced due to their large gains exceeding 8%, resulting in passive Outflow of funds. The adjustment officially took effect on March 10.
Two major fields and six thematic Sectors! Goldman Sachs dissects the AI investment framework in China, with 22 most favored Hong Kong and US stocks.
This year, the explosive success of DeepSeek has shaken Wall Street, drawing global capital attention to China’s assets and triggering a "revaluation bull market" for China’s core technology assets. According to foreign institutions, DeepSeek's stunning debut, the booming development of the robotics industry, and the gradual introduction and effectiveness of stable growth policies have rapidly increased the attractiveness of Chinese assets.
China's top private equity firms reveal their "US stock report card": Shareholding in Alibaba and PDD Holdings, while Chinese concept stocks still account for half of the market.
① As most Institutions reveal their Q4 Hold Positions data (Form 13F) for US stocks, domestic investors once again focus on the overseas investment trends of Chinese private equity firms such as Hillhouse, Gao Yi, and Jinglin. ② Overall, Chinese private equity firms like Hillhouse, Gao Yi, and Jinglin reduced their holdings in some Chinese concept stocks like Alibaba and PDD Holdings in the fourth quarter of US stocks, but Chinese concept stocks still account for a large portion of their Hold Positions.
Compared to Tepper's "Buy everything", hedge fund giants like Bridgewater, the big shorts, and Soros have "precisely missed" the significant surge of Chinese concept stocks.
In the fourth quarter, Bridgewater significantly reduced its holdings in Chinese concept stocks, cutting its positions in Alibaba by half. These actions resulted in a 23% decrease in the market cap of the Chinese concept stocks held by Bridgewater compared to the previous quarter, amounting to approximately 0.267 billion dollars. The big short Michael Burry and the Soros Fund both sold their shares in Alibaba and switched to other Chinese concept stocks.
Supply is in urgent demand, and cocoa inventory has sharply reduced to a historic low.
Due to severe weather and pests, the output from the world's largest cocoa producers, Côte d'Ivoire and Ghana, has significantly declined. The latest data shows that cocoa stocks at the London and New York Exchanges have fallen to historic lows, forcing chocolate manufacturers to seek alternative raw materials to maintain production. In the USA, this year's retail price of chocolate for Valentine's Day is 20% higher than last year.
0 commission! JD.com has officially announced its entry into the food delivery market.
The official JD.com WeChat public account JD.com Blackboard announced that on February 11, JD.com Takeout officially launched the recruitment of "Quality Dine-in Dining Merchants". Merchants that settle in before May 1, 2025, will be exempt from commission for the entire year.
New tea beverages are accelerating reshuffling. Heytea pauses franchise expansion and does not participate in the "price and scale competition."
Analysts believe that the new tea beverage industry in China is currently entering a phase of intensified competition and elimination. The market growth rate of new tea beverages is expected to slow from 44.3% in 2023 to 12.4% in 2025. Among the leading brands, the closure rates of Hu Shang A Yi and Nayuki's Tea have both increased compared to 2023.
Futu Morning Report | Another major bank "tears up the report"! Morgan Stanley predicts that the Federal Reserve will only cut interest rates once this year; NVIDIA surges over 5%, and its Market Cap returns to 3 trillion dollars.
Federal Reserve officials: The Trump administration brought uncertainty and still tend to continue lowering interest rates this year; heavy investment in Bitcoin backfired! MSTR has suffered losses for four consecutive quarters, with impairment losses on digital Assets soaring to 1 billion dollars.
Weekly Outlook | Trump's tariff executive order takes effect! The US stock market may face further impacts; earnings reports from technology giants Google and Amazon, along with non-farm payrolls, are about to arrive; the Hong Kong stock market will open
The market will face the impact of technology giants' earnings reports and the effects of Trump's tariffs. At the same time, there will be a series of economic events, including the USA non-farm report and the United Kingdom central bank's interest rate decision.
U.S. stocks closed higher | All three major indexes rose, with the Dow up over 1%, and NVIDIA rising more than 2% to regain the top position in Market Cap; U.S. space Concept stocks were strong, with RKLB soaring 30%.
On the first trading day of Trump's return to the White House, the Dow rose more than 1%, the chip Index rose over 2% at its peak, after multiple Institutions downgraded it, Apple fell over 3%, and NVIDIA surpassed to reclaim the Global Market Cap throne. Tesla turned down, Trump's media fell 11%, and Oracle, which will collaborate with SoftBank to invest in USA AI Infrastructure, rose over 7%. Netflix's Earnings Reports were Bullish, rising over 10% after hours. The China concept Index rose over 1% before turning down, New Oriental fell over 23%, and Xpeng Autos rose over 6%. Long-term bonds in Europe and the USA led gains, the dollar hit a two-week low, the Canadian dollar and Mexican peso fell, the offshore yuan briefly fell below 7.29 yuan, Trump's coin turned up, US oil fell as much as 3%, and Gold rose over 1% to its highest in more than two months.
Hong Kong stocks issued "Chinese New Year red envelopes"! The technology index has risen for six consecutive days, with the strongest component stocks increasing nearly 28%! What is the outlook for the future market?
According to the Statistics, as of January 17, the net Inflow of southbound funds into Hong Kong stocks this year has reached 107.421 billion Hong Kong dollars. In 2024, the Inflow of southbound funds is only 744 billion Hong Kong dollars. Clearly, southbound funds are aggressively bottom-fishing for Hong Kong Assets.
What happened? China's Assets, US Tech stocks, and others are all surging online! How will the Trump 2.0 era be interpreted in the US stock market?
China's Assets great counteroffensive.
The US stock market fluctuated and then declined, Apple fell by 4%, Taiwan Semiconductor's ADR once rose over 7%, and Luxury Goods stocks along with European and American government bonds increased.
In December, USA's retail sales growth was weaker than expected, but the Philadelphia January manufacturing Index reached its highest level in nearly four years. Federal Reserve Board member Waller predicted that there might be up to four interest rate cuts this year, which lowered USA Treasury yields and the dollar. The S&P experienced its first decline in four days, previously boosted by Banks' Earnings Reports. Taiwan Semiconductor's quarterly report confirmed AI demand, leading to most chip stocks rising. Luxury Goods giant Richemont's earnings surpassed expectations, causing a collective increase among peers that pushed French stocks up over 2%. The China concept index rose against the trend, with DouYu increasing by about 28%. The yen approached 155, Bitcoin hovered around $0.1 million, oil prices fell from a six-month high, and Gold reached its highest in five weeks. As a cold wave hit, Henry Hub Natural Gas surged over 4%.
Mixue Ice City has new developments in its Hong Kong stock market listing! The Chinese tea beverage sector is expanding rapidly, with many companies going for IPOs in Hong Kong.
Chinese new tea beverage brands are successively going public in Hong Kong. The IPO of Mixue Ice City has welcomed new progress, as its listing application on the Hong Kong stock market has been approved.
U.S. stocks closed | The "Santa Claus Rally" has arrived! The three major indices rose about 1%, with the Nasdaq returning to above 0.02 million points; Tesla surged over 7%, and Apple reached a new record Market Cap of 3.9 trillion.
European and American stock and bond markets closed early, with U.S. stocks collectively closing at their daily highs. NVIDIA and other large Technology stocks led the rally, Apple reached a new high again, Broadcom rose over 3%, Goldman Sachs and Morgan Stanley increased by more than 2%, the Chinese concept Index once rose over 1%, Baosheng Media Group surged by 310%, NIO and YUM CHINA rose more than 3%.
U.S. stocks close: The Nasdaq returns above 0.02 million points as Apple reaches a new high with a market cap of 3.9 trillion.
① Tesla rose by 7.36%, leading the "Seven Giants"; ② Nasdaq China Golden Dragon Index has risen for three consecutive days; ③ American Airlines announced that flights have resumed running; ④ OpenAI has discussed developing a humanoid Siasun Robot&Automation.
KFC is increasing prices, Pizza Hut is decreasing prices, and YUM CHINA continues its ongoing strategy of "sinking".
Sprint to 0.02 million households.