Shares of Companies Within the Broader Consumer Discretionary Sector Are Trading Lower Amid Overall Market Weakness Due to a Rise in Yields.
Shares of Chinese Stocks Are Trading Lower Amid Potential US Sanctions Limiting AI Chip Exports to China.
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.
Asian Markets Continue Downward Trend Over Fed Policy Concerns
Counterpoint Research: By the first half of 2024, China will exceed 60% of the Global passenger electric vehicle market share.
Advanced technology, manufacturing automation, and the ability to provide feature-rich products at competitive prices have given Auto Manufacturers in China an advantage for Global expansion.
Express News | Raymondo stated that the USA will finalize rules next week to combat Chinese Autos.
Shein Pushing for April London IPO
PDD Holdings, Taobao, and Douyin have consecutively made adjustments! A new round of optimization for the e-commerce business environment has begun.
① Taobao and Tmall have introduced measures to optimize the merchant complaint process, upgrade the comprehensive abnormal refund guarantee, and established the first integrity system in the e-commerce Industry to better protect merchants' rights. ② Besides Taobao and Tmall, Douyin E-commerce and PDD Holdings have also recently announced various merchant discount measures to optimize the merchant Operation experience and improve the merchant service mechanism.
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.
The target for 2027 is 5 million vehicles. Li Donghui from Geely Holding: There is no new brand consolidation plan.
① Li Donghui, CEO of Geely Holding Group, stated that in 2027, Geely Holding's vehicle sales target exceeds 5 million units. To achieve this goal, we have established Algo Indicators in product planning to enhance Operation efficiency. "For example, raising the expected annual sales of each vehicle to over 100,000 units." ② Additionally, Li Donghui disclosed that Geely will continue to promote the "Taizhou Declaration," but currently there are no new brand integration plans.
Geely has reached a high point in AI.
Ambition advances.
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.
Asian Markets Turn Lower After Volatile Day on the Wall Street, China's Inflation Near Zero
China's Consumer Inflation Near Zero Even After Government Stimulus, Weak Demand Persists
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.
8 Consumer Discretionary Stocks Whale Activity In Today's Session
The strong become stronger! The fierce competition among car manufacturers has entered the elimination stage; who will come out on top in the end?
HSBC expects that the narrative of price wars and Industry consolidation will continue, as BYD and Tesla will further expand their competitive advantages through price wars, while companies with annual sales of less than 30,000 vehicles have a low chance of long-term survival.
Express News | Alibaba: On January 7th, approximately 39.99 million dollars was spent to repurchase 3.7808 million shares.