US stocks outlook: August PPI slightly lower than expected, three major futures indexes slightly lower; downgraded by major banks! Micron Technology pre-market fell more than 3%
Goldman Sachs CEO: There are signs of weakness in the job market, and the Fed may still cut interest rates by 50 basis points. UBS Group CEO: The market's expectation for a rate cut by the Fed is too aggressive, bullish on a soft landing for the US economy. Nvidia soared 8% overnight and saved the US stock market! Multiple call options made 10 times the profit.
Express News | Yili and jd.com have reached a comprehensive strategic cooperation.
Express News | JD.com will increase its subsidy efforts, investing 5 billion yuan over the next three years.
Taobao has opened WeChat Pay, which takes effect today!
After 7 days of public announcement, the newly added WeChat Pay capability on Taobao.com is gradually being opened to all Taobao sellers today.
"Da Hang" china merchants securities' forecast of shareholder returns for Chinese internet stocks in the next 12 months (table)
China Merchants Securities released a report stating the predicted comparison of shareholder returns for Chinese Internet stocks in the next 12 months: Stock│Predicted Share Buyback Amount│Expected Share Buyback Yield│Dividend Yield│Total Yield Vipshop (VIP.US)│0.72 billion USD│10.4%│4.2%│14.6% JD.com (09618.HK)│2 billion USD│4.8%│3.5%│8.2% Alibaba (09988.HK)│12 billion USD│5.9%│1.2%│7.2% Netease (09999.HK)│0.6 billion USD│1.2%│3.4%│4
CICC: In the short term, the growth sectors in the Hong Kong stock market are more resilient due to rate cuts. Dividends and technology growth are the main themes.
Considering the impact of profits and the Fed's interest rate cuts, Hong Kong stocks are still believed to have greater resilience than A-shares. In the short term, growth sectors that benefit from interest rate cuts may have higher elasticity, such as semiconductors, autos (including new energy), media entertainment, software, biotechnology, etc.