KraneShares CSI China Internet ETF Options Spot-On: On January 27th, 277.5K Contracts Were Traded, With 1.91 Million Open Interest
On January 27th ET, $KraneShares CSI China Internet ETF(KWEB.US)$ had active options trading, with a total trading volume of 277.5K options for the day, of which put options accounted for 16.81% of
Earnings Reports preview of Chinese Internet Plus-Related giants: E-commerce recovery boosts Alibaba's quarterly performance, video account advertising may drive Tencent's profits beyond expectations, and food delivery supports Meituan's continuous growth
JPMorgan expects that Alibaba will benefit from the recovery in e-commerce GMV and cost control, with profitability likely to improve. Total revenue for the third fiscal quarter is expected to grow by 8% year-on-year, and Taotian Group's adjusted profits are expected to increase by 6% year-on-year. Nomura anticipates that due to strong performance in the gaming business and growth in video account advertising, TENCENT's total revenue in Q4 may also increase by 8% year-on-year. Meituan's total revenue in the fourth quarter is expected to grow by 20% year-on-year to 88.13 billion yuan, while profit is expected to soar 197% year-on-year to 9.45 billion yuan.
Express News | Alibaba: On January 24, approximately 9.9818 million USD was spent to repurchase 0.9072 million shares.
China's Factory Activity Unexpectedly Contracts in Jan, Growth in Services Sector Slows Significantly
There is a heated discussion overseas about DeepSeek, which may be reshaping the landscape of the AI Industry.
Recently, discussions about DeepSeek have intensified overseas. On January 23, the website of the Financial Times in the United Kingdom published a commentary stating that the success of DeepSeek marks China's increasingly strong independent innovation ability in the field of AI. The article pointed out that DeepSeek is not an isolated case; since mid-2024, Chinese technology companies such as Alibaba, Tencent, and ByteDance have been steadily narrowing the gap with their counterparts in the USA, gradually approaching their capabilities and achieving cost-effectiveness, and this growth efficiency is not a coincidence.
Now's the Time to Invest Beyond U.S. Stocks and Bonds: Morgan Stanley's Top Wealth Manager
KraneShares CSI China Internet ETF Options Spot-On: On January 24th, 299.01K Contracts Were Traded, With 1.84 Million Open Interest
On January 24th ET, $KraneShares CSI China Internet ETF(KWEB.US)$ had active options trading, with a total trading volume of 299.01K options for the day, of which put options accounted for 18.98% of
Shares of US-listed Chinese Stocks Are Trading Higher Amid China's Efforts to Get Insurers to Invest in Stocks and Support Markets.
Express News | Alibaba: On January 23, spent approximately 9.9826 million dollars to buy back 0.9328 million shares.
Trillions of incremental funds are on the way, is a long-term bull market for A-shares just around the corner? Wall Street anticipates 13 trillion entering the market within three years.
JPMorgan stated that the inflow of funds could reach 13 trillion yuan within three years; the Chinese government is guiding Funds and Insurance companies to increase their investments in the A-share market.
Asia Markets Rise Tracking Wall Street Gains on Trump Remarks; BOJ Hikes Rates Amid Higher Wages, Inflation
Market overview | Is the "Chinese New Year red envelope" market trend reappearing? The Hong Kong stock market is rallying across the board, with the Hang Seng Index rising over 2% and the Tech Index rising over 3%.
All three major indexes in Hong Kong are rising, with star Network Technology stocks and the mobile Industry Chain collectively pushing higher; chip stocks performing well, Semiconductor Manufacturing International Corporation rising nearly 4%, and HUA HONG SEMI increasing by over 3%.
Daily Bull and Bear | The Hang Seng Index night futures closed at 19,801 points, with a net Inflow of 45 million HKD for long positions; five ministries promote the entry of medium and long-term funds into the market! The subscription certificates of Cons
As of the market close, the total turnover was 148.515 billion HKD, with a combined turnover of all call and put warrants at 12.746 billion HKD, accounting for 8.6% of the total market turnover, of which bullish positions accounted for 5.6% and bearish positions accounted for 3.0%. The turnover for call warrants was 2.825 billion HKD, and for put warrants, it was 1.251 billion HKD; the turnover for bull certificates was 5.476 billion HKD, and for bear certificates, it was 3.394 billion HKD.
U.S. stock market closing | All three major Indexes rose, with the S&P continuing to hit new highs; Nuclear Power stocks performed strongly, with OKLO and SMR rising over 13%; Meta rose over 2% to reach a record closing high.
Trump calls on the Federal Reserve to lower interest rates immediately. The chip Index and NVIDIA briefly fell over 2%, but ultimately NVIDIA turned to rise, while Tesla fell. Industrial stock Caterpillar boosted the Dow by 400 points. Quantum computing stock Quantum fell over 6%. Nuclear Power stock Oklo, held by Sam Altman, turned to rise over 13%. Electronic Arts Inc fell nearly 17%. After a 0.7% decline, the Chinese concept Index turned to rise, and TAL Education soared 21%.
KraneShares CSI China Internet ETF Options Spot-On: On January 23rd, 102.39K Contracts Were Traded, With 1.81 Million Open Interest
On January 23rd ET, $KraneShares CSI China Internet ETF(KWEB.US)$ had active options trading, with a total trading volume of 102.39K options for the day, of which put options accounted for 24.06% of
A new round of "trade-in for new" sales is strong on Tmall and JD.com.
Citigroup believes that the trade-in program supported JD.com and Alibaba's revenue growth exceeding expectations in the fourth quarter of 2024, and the extension of the program as well as the expansion into more 3C categories is expected to continue driving growth in the first quarter of 2025.
Express News | Alibaba: On January 22, approximately 9.9881 million US dollars was used to repurchase 0.9368 million shares.
China Calls on State Funds, Insurers to Buy More Stocks to Aid Market Stability
Asia Markets Mixed After China Urges More Stock Purchases, Traders Assess Trump Policies
The world is focused on the "Stargate," and the biggest question is: where does the 500 billion come from?
Gavin Baker, a renowned TMT investor in the USA, believes that 500 billion dollars is an "absurd number," unless SoftBank decides to sell all of its stocks in Alibaba and Arm. It has been reported that a significant portion of the 100 billion dollar investment is expected to come from unidentified new investors, possibly consisting of equity from founding partners and co-investors as well as debt. Microsoft stated that the company's 80 billion dollar capital expenditure budget this year is unrelated to the "Stargate."