The latest holdings of top fund manager Zhang Kun are revealed! Increased shareholding in Alibaba, reduced shareholding in Meituan and CNOOC.
In this quarterly report, Zhang Kun stated that he assesses the intrinsic performance of the companies in the portfolio every year to review and evaluate the determination of the companies' fundamentals.
Express News | U.S. stock night market: Intel continues to rise nearly 6%; most China Concept Stocks are up, JD.com rises nearly 4%.
Daily Bull and Bear | The Hang Seng Index rose for five consecutive days! The night futures increased by 1.5% to rise above 20,000 points; Network Technology stocks are aggressively advancing, with Alibaba and Tencent's multiple bull certificates doubling
As of the market close, the total market turnover was 161.376 billion Hong Kong dollars, with a total turnover of 13.392 billion Hong Kong dollars for all warrants and callable bull/bear certificates, accounting for 8.3% of the market turnover. Among these, the proportion of long positions was 3.6%, while the proportion of short positions was 4.7%. The turnover for call warrants was 2.67 billion Hong Kong dollars, and for put warrants, it was 1.934 billion Hong Kong dollars; the turnover for bull certificates was 3.153 billion Hong Kong dollars, and for bear certificates, it was 5.635 billion Hong Kong dollars.
Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.
① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.
Meituan launches a strong attack on "New Year's Eve dinner".
Increase investment.
Five consecutive rises! Hong Kong stocks are experiencing a strong rebound, Call Options for China Stocks ETF are being aggressively bought again, what is the outlook for the market?
China International Capital Corporation believes that from a long-term perspective, the Hong Kong stock market has not yet escaped the fluctuating pattern. To expand the market space, there are mainly two avenues: one is to rely on large-scale fiscal efforts to solve the current credit contraction issue faced by the economy; the other is the market pullback, creating better buying opportunities and greater rebound potential, referred to as 'opportunities arising from declines.'
The popular games ranking for December 2024 has been released: the classic mobile games "Honor of Kings" and "Peace Elite" are ranked Top 1 and Top 2 on the download chart respectively.
Recently, Qimai Data released the list of popular games in December 2024, which includes the Top 30 popular game downloads and the Top 30 popular game revenue rankings.
People's Bank of China One and Five-year Loan Prime Rates Unchanged in Jan, as Expected
Market update | Meituan surged nearly 7%, with online reservations for New Year's Eve dinner increasing more than threefold, expected to benefit from the surge in Consumer spending during the Spring Festival.
Meituan continued to rise in the early trading session today, up 6.77%, trading at HKD 157.8, with a transaction amount exceeding HKD 4.432 billion.
Market Overview | The Hong Kong stock market continues to rise! The Hang Seng Index once returned to the 0.02 million point mark, Network Technology stocks advanced strongly, with JD.com, Meituan, and Alibaba all rising over 5%.
Futu News reported on January 20 that Hong Kong stocks opened higher and continued to rise, with the Hang Seng Index aiming for 0.02 million points, and the Hang Seng TECH Index once rising over 3%.
Express News | Han Zheng met with elected Vice President Vance of the USA.
Express News | The Hang Seng Index returns to the 0.02 million point mark! The tech index's rise expands to 3%, with JD.com skyrocketing nearly 7% leading the gains.
Foreign capital is accelerating its shift to betting on China Assets! Call options on Chinese Stocks ETFs are being snatched up again.
Chris Murphy, Co-Head of Derivative Strategy at Horizon International Group, stated that last Friday investors bought a large number of Call Options for the iShares Core MSCI China Index ETF (FXI). Other Call Options related to Chinese Assets also rose significantly, including the China Overseas Internet Plus-Related ETF (KWEB). ETFs related to Chinese Assets also strengthened.
Meituan and ByteDance have teamed up to invest in 3D generative large models! Shanghai Jiao Tong University is forming a startup "legion".
① Meituan and ByteDance are entering the 3D generative model race for the first time; ② Yingtou Technology, incubated at Shanghai University of Science and Technology, has incubated over 40 technology innovation enterprises to date.
On Friday, another wave of funds is betting on Call Options for China's Stocks ETF.
Industry insiders noted that investors are significantly buying Call Options for the iShares China Large Cap ETF (FXI) that expires next weekend, corresponding to the purchase of 4 million shares under the options contracts. The related ETF saw a substantial rise on Friday, achieving the largest single-day increase in over a month.
People's Daily: Promote greater progress in China-U.S. relations from a new starting point.
The river of history flows incessantly, and often only a few steps are crucial. Grasping and handling the bilateral relationship from a Global Strategy perspective and long-term view will bring more certainty to a turbulent world.
Yuyuantan Tian: 7 pictures detail the conversation between the presidents of China and the United States.
On the evening of January 17, the leaders of China and the United States had a phone conversation. A noteworthy detail is that this call took place just three days before Trump's official inauguration. What does this call signify? Let's take a look at Tan Zhu's exclusive interpretation.
One week before Trump's inauguration, Global Assets are celebrating wildly! Stock markets in China, the US, and Europe are all rising, and Bitcoin is nearing its historical high.
U.S. stocks achieved their best weekly performance since November, European stocks recorded a fourth consecutive rise, Hong Kong stocks posted their best performance in three months, the Csi 300 Index rose nearly 3% for the week, and Bitcoin surged 14% to exceed 0.105 million USD.
U.S. stock market close | On the eve of Trump's inauguration, U.S. stocks rallied collectively! Tesla and NVIDIA rose over 3%, China Concept Stocks surged altogether, and JD.com skyrocketed over 10%.
The Nasdaq 100 rose by 2% at its peak, the chip index increased by nearly 3%, NVIDIA rose by over 3%, Tesla at one point rose by over 6%, while Novo-Nordisk A/S fell by over 5%. The Chinese concept index gained over 4% before closing with a gain of more than 3%, and JD.com rose by over 10%.
7 Consumer Discretionary Stocks With Whale Alerts In Today's Session