Duan Yongping and Buffett have a "soul resonance" in their third-quarter operations, and Li Lu re-enters an oil & gas stock.
For nvidia, Bridgewater, Jinglin, Baillie Gifford, and "Cathie Wood" are all reducing their shareholding, and everyone is quietly united in missing the opportunity of nvidia reaching the top of the market cap.
Revenue increased by 5% year-on-year to 236.5 billion yuan, Alibaba's Wu Yongming: After Taotian integrated with WeChat Pay, there is quite a large potential user growth space. | Direct access to earnings conference.
① Wu Yongming stated that for Taotian, the current strategy is to enhance profitability while increasing investment in user experience and various aspects from the merchant side; ② The demand for ai is still very early, and Alibaba Cloud will continue to invest in customer growth and technology, especially in the area of ai infrastructure.
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US stock market outlook | October retail sales data exceeded expectations, the three major futures indexes declined; cryptos concept stocks rose in pre-market trading! MSTR increased by over 3%, Coinbase rose by more than 2%.
It is reported that the usa Federal Trade Commission plans to investigate anti-competitive behavior in microsoft's cloud computing business; the Biden administration promotes the localization of semiconductors, and taiwan semiconductor receives $6.6 billion in funding from the CHIPS Act; is it truly attractive with a guaranteed 4.5% return? The total assets of mmf in the usa have surpassed $7 trillion for the first time.
Top private equity funds in China expose the 'US stock report': the proportion of Chinese concept stocks continues to rise, with PDD Holdings and Apple being the focus of differences in components.
In the third quarter of this year, most Chinese private equity firms, such as Hillhouse, Gao Yi, and Jinglin, remained focused on Chinese concept stocks. However, Hillhouse and Jinglin chose to reduce their shareholding in pdd holdings, while Gao Yi opted to continue increasing its stake in pdd holdings.
Alibaba's second-quarter revenue was 236.503 billion yuan, a 5% year-on-year increase.
The adjusted net income is 36.518 billion yuan, a year-on-year decrease of 9%.
Express News | Alibaba: On November 14, spent approximately $19.9744 million to repurchase approximately 1.7624 million shares.
The top institutions have disclosed their Q3 US stock hold positions! They are still heavily invested in technology stocks, but some signs are emerging.
Recently, the 13F reports of institutional investors in the US stock market have been released one after another, becoming an important channel for outsiders to understand the investment trends on Wall Street.
Qimai Research Institute: tencent (00700)'s new game 'Delta Operation' became the biggest dark horse in October.
Recently, Qimai Data released the list of popular games for October 2024, which includes the top 30 popular game downloads and the top 30 game revenue rankings.
To welcome Trump 2.0! The opening ceremony of taiwan semiconductor's factory in Arizona is reported to be postponed until January next year.
①There are reports that the taiwan semiconductor's Arizona factory opening ceremony scheduled for December 6 has been postponed to January or February next year; ②The delay in the opening ceremony is said to be to coordinate with the new President Trump's inauguration ceremony. If delayed, the current President Biden, who was originally scheduled to attend the opening ceremony, may no longer attend; ③taiwan semiconductor has received a $6.6 billion subsidy and $5 billion loan from the usa government, with an estimated total investment of $65 billion in its Arizona factory.
Daily Bull Market | The bull certificate heavy volume range is 19,300-19,399, with the latest bull market street ratio at 64:36; Alibaba is listed today, and the market is expected to record high single-digit revenue growth year-on-year.
Hang Seng Index night session closed at 19,464 points, up 23 points or 0.118%, reaching a high of 28 points; Hong Kong stock good warehouse net inflow of 0.1 billion Hong Kong dollars, weak warehouse net outflow of 65 million Hong Kong dollars; the top five stocks with inflow in good warehouse are Hang Seng Index, jd.com, Meituan, Alibaba, Lenovo.
Futu Morning Post | Powell 'hawkish': Strong economic performance, no rush to cut interest rates; Buffett's new warehouse received, Domino's surged more than 18% after-hours, Pool rose over 6%
Blackrock bought heavily into Apple in Q3, continuing to increase shareholding in the 'Big Seven'; 'Smart Money' betting on the trend of China: Q3 prototype of 'The Big Short' increased shareholding in Alibaba and other Chinese concept stocks; Disney rose more than 6%, fourth quarter performance exceeded expectations with a $3 billion share buyback plan.
Hillhouse HHLR Q3 hold positions: Chinese concept stocks hold an absolute dominant position, and the total market value of hold positions grew by more than 10%!
①HHLR Advisors, a subsidiary of Hillhouse Capital, saw its total market cap of US stocks holding positions grow by over 10% in the third quarter, with 9 of the top ten heavy positions being Chinese concept stocks; ②HHLR Advisors continued to hold heavy positions in Chinese concept stocks in the third quarter, with the market cap of Chinese concept stocks increasing from 85% in the second quarter to 93% in the third quarter.
"Smart money" betting on the rise of China: In Q3, the prototype of the "Big Short" increased its shareholding in Chinese concept stocks such as Alibaba, jd.com, while the new fund star Keystone initiated positions in three major Chinese concept ETFs.
In the third quarter, the fund under Michael Burry increased its shareholding in Alibaba by 0.045 million shares to nearly 0.2 million shares, doubled its hold positions in jd.com to 0.5 million shares, and increased its shareholding in baidu by 0.05 million shares to 0.125 million shares. At the end of the quarter, it held three Chinese concept stocks valued at 54 million dollars, accounting for 65% of the total fund's stock holdings. Meanwhile, the fund bought corresponding put options for these three Chinese concept stocks to hedge risks.
Coatue Management Top Q3 Moves: Cuts Nvidia, Exits CRM & UNH, Piles Into Chinese Stocks
Third Point 13F Shows Decreased Stake In PG&E Corp By 7% From 53,750,000 To 49,750,000 Shares; Amazon By 27% From 5,100,000 To 3,700,000 Shares; Danaher Corp By 5% From 2,050,000 To 1,950,000 Shares; Vistra Corp By 29% From 4,470,000 To 3,175,000...
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