The Global Technology feast CES "money-making gift package" is coming! A summary of five major investment opportunities.
This year's largest Technology event has brought us many interesting new products. This article mainly reviews for mooers the major trends in consumer electronics investment focused on at the CES 2025.
Express News | TENCENT has conducted large-scale repurchases for four consecutive days! Today it spent another 1.5 billion Hong Kong dollars to buy back shares.
Banks' "Wealth Management Night Market" trend is rising again, and the incremental scale of bank wealth management may reach 2-3 trillion yuan by 2025.
① Wealth management companies and Banks are actively creating and establishing "wealth management night markets," breaking time limitations to meet more investors' needs; ② Against the backdrop of declining deposit interest rates, bank wealth management still has vast development space. In the next step, wealth management companies can continue to strengthen efforts in product innovation, channel innovation, and service model innovation.
The new Tesla Model Y has suddenly been launched, starting at 0.2635 million yuan! Lei Jun has posted, will Xiaomi YU7 fight back?
Without any official promotion, the new Tesla Model Y was suddenly launched.
Duan Yongping took action to Buy! Tencent's stock price adjusted, with the daily buyback increased to 1.5 billion HKD.
Famous investor Duan Yongping stated on January 9 on his account 'The Tao is shapeless, I have shape': 'Today, I bought Tencent and also bought Moutai.'
Foreign giants are intensively raising the ratings of Assets in China, Hong Kong stocks and Banks are favored, how will the market evolve in the future?
Southbound funds are continuously performing large-scale "buying" of Hong Kong stocks. As of January 9, southbound funds have maintained a buying scale of over 10 billion for three consecutive trading days, with a total net buy of 39.139 billion HKD in the past three days.
Express News | Raymondo stated that the USA will finalize rules next week to combat Chinese Autos.
The "New energy Fund" subsidy has a strong impact! In December, China's sales of New energy Fund vehicles increased by 37.5% year-on-year, with a penetration rate exceeding 50% for five consecutive months in 2024.
The Passenger Vehicle Federation stated that in 2024, the wholesale, production, and export of the passenger vehicle market will all reach annual historical highs, and there is still huge potential for consumer promotion in 2025.
Express News | Alibaba: On January 8, approximately $39.985 million was spent to repurchase 3.8352 million shares.
Express News | On January 9, Tencent repurchased 4.01 million shares, at a cost of approximately 1.501 billion Hong Kong dollars.
Express News | The Passenger Vehicle Association: In December, domestic retail sales of New energy Fund Passenger Vehicles reached 1.302 million units, an increase of 37.5% year-on-year.
What signal? Investment mogul Duan Yongping today made a move to Buy Tencent and Moutai.
An Analyst from Deutsche Bank stated in a research report that after being included in the military industry list by the U.S. Department of Defense, TENCENT's stock price may experience fluctuations in the near future; however, this should have no impact on TENCENT's Business Operation.
Tencent rebounded by 2%! WeChat has been removed from the 2024 notorious markets list by the Office of the United States Trade Representative.
On January 8, the USA Office of the President under the Office of the Trade Representative (USTR) released the "2024 List of Notorious Markets for Counterfeiting and Piracy," and several Chinese Internet Plus-Related products are still included. Notably, Tencent's WeChat, which was previously on the list, has been removed this time.
Daily Bull and Bear | The Inflow of funds into Tencent is higher than that of the Hang Seng Index! Yesterday, Tencent's good position saw an additional investment of 66 million HKD; the proportion of bear certificates in circulation for the Hang Seng Inde
The Hang Seng Index night futures closed at 19,264 points, down 37 points; the net Inflow for long positions yesterday was 47 million HKD, and for short positions, it was 3 million HKD; the top five stocks for Inflow in long positions and the Index were: Tencent, Hang Seng Index, Xiaomi, Meituan, and Alibaba.
AI takes center stage! The CES Autos exhibition booths have transformed as many automakers strengthen their application of Asia Vets in smart cabins.
① BMW globally debuted its next-generation super sensory intelligent cockpit at the 2025 CES exhibition - featuring the innovative panoramic iDrive and BMW's new generation operating system X. ② ZEEKR also regards the 'intelligent cockpit' as one of the key highlights of its exhibition, announcing a partnership with Qualcomm to jointly develop future-oriented intelligent cockpits.
Wall Street continues to be bullish on Tencent and Contemporary Amperex Technology.
Among the Chinese companies listed by the USA Department of Defense, Tencent and Contemporary Amperex Technology are the most favored Chinese Stocks by American investors, as Wall Street sees a buying opportunity amid falling stock prices. At the same time, due to the lack of transparency from the USA regarding the listing of Chinese companies, investors should prepare for the fluctuations that may arise for Chinese Stocks.
The transformation of the Banking Industry in adversity in 2024: the mud and dawn of the "light asset" vision.
How far is dawn?
Express News | Alibaba: On January 7th, approximately 39.99 million dollars was spent to repurchase 3.7808 million shares.
The "gift-giving" trend continues to go viral! Taobao has joined the battle, and Concept stocks have hit a ceiling of 20cm.
① Taobao launched the 'Send Gift' feature. ② WeChat Mini Programs will start the gray-scale testing of the 'Send Gift' feature in December 2024. ③ Institutions hold an optimistic attitude towards the 'Send Gift' feature.
Significant policy for trading in old for new: up to 500 yuan subsidy for mobile phones and tablets, up to 2000 yuan for computers and Air Conditioners, and up to 0.02 million yuan for Electric Vehicles.
The National Development and Reform Commission stated that by 2025, the total scale of ultra-long special treasury bonds used to support the "two new" will significantly increase compared to last year, with specific amounts to be announced during this year's National People's Congress. Fu Jinling, Director of the Economic Construction Department of the Ministry of Finance, stated that recently, the central government has allocated 81 billion yuan for the 2025 consumer upgrade fund to support localities in smoothly implementing policy continuity.