One week outlook | Fed meeting minutes with October PCE coming! Dell, Meituan performance successively revealed.
On November 28, the US stock market was closed for Thanksgiving, and on November 29, it closed three hours early; China's official manufacturing PMI for November will be announced on Saturday.
Express News | Alibaba: On November 21, approximately $39.9927 million was spent to repurchase 3.7272 million shares.
Alibaba established a e-commerce business group, with Jiang Fan serving as CEO, to fully integrate the Taobao Tmall Group, International Digital Business Group, as well as 1688, Xianyu, and other e-commerce businesses.
Alibaba established the E-commerce Business Group, with Jiang Fan as CEO, will fully integrate Taobao, Tmall Group, International Digital Business Group, as well as 1688, Xianyu and other e-commerce businesses.
China's internet plus-related giants are growing the fastest! Morgan Stanley: Meituan aims for 300 Hong Kong dollars.
Morgan Stanley believes that by 2030, the scale of China's instant retail market will grow to 2 trillion yuan. Alibaba and jd.com are losing market share in this sector, while Meituan is the company most likely to seize this opportunity. Currently, Meituan's Hong Kong stock price needs to rise by 75.64% to reach Morgan Stanley's predicted 300 HKD per share.
Daily Bull and Bear | Yesterday, there was a net outflow of 18 million HKD in the short position of Hong Kong stocks; Geely saw a top reversal of 10%, recording inflows into the long position for two consecutive days.
Hang Seng Index futures closed at 19,601 points, up 12 points; Hong Kong stocks recorded a net inflow of 13 million Hong Kong dollars in the good warehouse, and a net outflow of 18 million Hong Kong dollars in the light warehouse; the top five stocks with net inflow in the good warehouse are Hang Seng Index, Alibaba, Kuaishou, Meituan, Geely.
What does Alibaba's 'making big' in e-commerce mean? |K Commentary
Alibaba's current adjustment continues the global strategy of focusing on e-commerce business and AI technology since Daniel Zhang took over as Alibaba Group CEO last year. Some industry insiders analyzed that based on previous major adjustments by Alibaba, it is expected that the integrated e-commerce business group will further adjust its organizational structure and team management.
"Post-85s" take control of Alibaba again.
Army group operations.
US stock market outlook | Cryptocurrency concept stocks surge across the board before market open, with MSTR and MARA up more than 11%; pdd holdings falls more than 9% before market open, Q3 revenue disappoints expectations
Performance exceeds expectations, Snowflake soared more than 23% in pre-market trading; pdd holdings fell more than 9% before the market, Q3 revenue fell short of expectations; Another company got rich because of holding bitcoin! Semler Scientific rose more than 24% in pre-market trading.
Alibaba integrated domestic and international e-commerce businesses, appointing a new leader to welcome the most important battle.
Jiang Fan will serve as the CEO of Alibaba's new e-commerce business group.
Alibaba CEO Wu Yongming integrates domestic and overseas e-commerce, appointing Jiang Fan to take charge.
Merge.
Daily Bull and Bear | The Hong Kong stock market rebounded slightly, with the proportion of bull certificates declining for four consecutive days! Morgan Stanley: The net inflow for good Hang Seng Index positions in the past five days is approximately 0.1
As of the close, the market turnover was 114.6 billion Hong Kong dollars; the total turnover of all bull and bear warrants was 12.9 billion Hong Kong dollars, accounting for 11.3% of the market turnover, with a good position ratio of 6.8% and a light position ratio of 4.5%.
Rare! This rural commercial bank is offering a 5-year fixed deposit interest rate of 1.5%, which is lower than the 1.55% level of state-owned banks. It is referred to as a "case" in the industry.
①Recently, Wuxiang Rural Commercial Bank adjusted the deposit execution interest rates, lowering the execution interest rates for personal fixed-term deposits of two years, three years, and five years to 1.5%, with the five-year execution interest rate being lowered below the lowest level of the state-owned banks' published rates. ②The phenomenon of the aforementioned rural commercial bank reducing rates beyond the mid- to long-term levels of state-owned banks is still considered an isolated case.
Express News | Alibaba: On November 19, approximately 39.9922 million US dollars were spent to repurchase 3.6664 million shares.
Banks' dormant account cleanup is gradually extending to corporate accounts. This rural commercial bank announced that it will clean up long-suspended accounts of units, and many other banks are also handling this.
On the morning of November 20, Jinchang Rural Commercial Bank announced that it will clean up and close some unit bank settlement accounts that have been inactive for a long time. Recently, some banks have adopted similar practices to Jinchang Rural Commercial Bank, including Dangyang Rural Commercial Bank, China Construction Bank Weifang Branch, Bank of Nanjing.
The unchanged LPR in November meets market expectations. Industry insiders do not rule out the possibility of further interest rate cuts next year along with the reverse repurchase rate.
① By the end of the year, the economic running is expected to continue its upward trend, with policy interest rates likely to remain stable and LPR quote also expected to stay unchanged. ② There is a high possibility of further reductions in deposit rates in the future, coupled with the issuance of special treasury bonds to support large state-owned commercial banks in replenishing their core tier one capital, which is expected to gradually alleviate the interest spread and operational pressure for commercial banks. It is possible that next year the LPR quote may be accompanied by further interest rate cuts on reverse repurchase agreements.
Express News | Alibaba: On November 18, approximately 39.991 million USD was spent to repurchase 3.598 million shares.
The southbound proportion is rising, regaining momentum in the xinjingji! What changes have occurred in the Q3 Hong Kong stock holdings of mainland public funds?
As mainland public funds, important participants in the southbound capital, have there been any changes in participation and allocation in this round of rebound? We will answer the above question by reviewing the Hong Kong stock holdings of public funds in the third quarter report.
Daily Bull and Bear | The Hang Seng Index's night futures rose nearly 1%, with a net outflow of 28 million HKD from good positions yesterday; the bank of china surged over 4%! Multiple call warrants doubled in increase.
As of the close, the market turnover was 141 billion Hong Kong dollars; the total turnover of all warrants bull and bear warrants was 16.9 billion Hong Kong dollars, accounting for 12% of the market turnover, with the proportion of good and light positions remaining the same, both at 6%.
Express News | Alibaba: On November 15th, spent approximately $39.9885 million to repurchase 3.6288 million shares.
Daily Bulls and Bears | The latest bull-bear street ratio of Hang Seng Index is 61:39, cathay pac air call warrants made a whopping 370% profit in one day; Xiaomi released its financial report today, with silver raising its third-quarter sales forecast to
Last Friday, the Hang Seng Index night futures closed at 19,458 points, up 39 points or 0.201%, with a premium of 32 points; net inflow for long positions was 12 million HKD, and net inflow for short positions was 1 million HKD; the top five stocks inflowing for long positions were Hang Seng Index, Alibaba, Tencent, BYD, and SJM.