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%.
Xiaomi conference call: autos Q4 revenue growth rate is expected to continue to rise, planning to open 120 500-square-meter large stores this year.
Xiaomi stated that the growth in total revenue for the Xiaomi Group this quarter is largely due to the stable growth of the auto business, and if necessary, it will further invest in expansion, planning to open 120 oversized Xiaomi Home stores by the end of the year, each covering an area of 400-500 square meters.
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A Look Ahead: pdd holdings' Q3 revenue may hit the one trillion mark! Top institutions are divided, how will the stock price perform this time?
According to market expectations, pdd holdings is expected to achieve revenue of 103.699 billion yuan in Q3 2024, a year-on-year increase of 50.64%; expected earnings per share of 19.77 yuan, a year-on-year increase of 86.47%.
Express News | Alibaba: On November 15th, spent approximately $39.9885 million to repurchase 3.6288 million shares.
Xiaomi Q3 revenue of 92.507 billion yuan, a year-on-year increase of 30.5%.
Net income adjusted to 6.252 billion yuan, a year-on-year increase of 4.4%.
Express News | On the 18th, tencent spent approximately 0.703 billion Hong Kong dollars to repurchase 1.73 million shares.
Asia Markets Mixed, BOJ's Ueda Offers Few Rate Hints; Eyes on LPR Decision and Nvidia Results
With Trump's inauguration approaching in January, Bank of America Merrill Lynch advises investors to adjust their portfolios: focus on US bonds, European and Chinese stock markets, and gold.
Bank of America advises investors to adjust their portfolios before Trump's inauguration in January, focusing on US Treasury bonds, China and Europe stock markets, and gold.
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.
Futu Morning Post | Suspense Rising Again? Risk of no rate cut by the Fed in December increases, US bonds erase gains for 2024; Foreign giants are making moves! Chinese concept stocks become new targets for additional investment.
BoA's Hartnett: Investment market turning point before inauguration in January, allocating to US bonds, Chinese and European stock markets, gold; 'Most lethal' US Health Secretary nominee, vaccine stocks plummeting for consecutive days; DJT's major shareholder perfect timing to completely reduce shareholding, missing out on 'sudden fortune and wealth'.
One Week Outlook | NVIDIA Faces Financial Report "Big Test"! May Guide the U.S. Stock Market to the Next Direction; Trump 2.0 Continues to Disturb the Market, Key Cabinet Positions Become Market Focus.
Companies such as Xiaomi, pdd holdings, Xiaopeng autos, and Kuaishou will also gradually release their reports.
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.
Electric cars are popular, looking forward to SUV! Daiwa exclaims Xiaomi "Don't get off too early"!
Da Ma believes that the market performance of Xiaomi SU7 has exceeded expectations and the strong momentum is expected to continue. The SU7 Ultra has significantly improved the brand image, and the upcoming SUV model will be a major catalyst for performance. At the same time, the price increase of the new smart phone is expected to improve the mid-term profit margin, and the gross margin of the AIoT business is expected to continue to significantly improve. The report has raised the target price of Xiaomi by 35% to 35 Hong Kong dollars, stating that any pullback is a good buying opportunity.
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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