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“Smart money” is betting on china! Goldman Sachs: US hedge funds are flooding into Chinese concept stocks, with jd.com and gds holdings being the most favored.
The goldman sachs report shows that usa hedge funds increased their investment in china companies listed in the usa in the third quarter.
Earnings Preview: HTHT to Report Financial Results Pre-market on November 26
$H World Group(HTHT.US)$ is scheduled to release its financial results pre-market on November 26 ET. Earnings PreviewAnalysts estimate $H World Group(HTHT.US)$ to post revenue of CNY6.53B for 2024Q3,
China ADRs Have Increased to the Largest Share Since Late 2021 – GS
H World Group (HTHT) Reports Next Week: Wall Street Expects Earnings Growth
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.
Guosen Securities: Optimize the landing of holidays to effectively expand domestic demand. Pay attention to the related travel industry chain and local consumer consumption.
In 2023, the number of tourists during the holidays after May 1st in our country all exceeded the level of the same period in 2019, with the total number of holidaymakers accounting for 33% of the whole year, also significantly higher than the approximately 27% in 2019. It is expected that the trend of "peak season getting busier" will continue.
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