PDD241108P114000
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Express News | In 2024, the most admired Chinese companies announced by Fortune china lit for the first time entered the list.
Futu Morning Post | Global Attention! The USA election enters the final showdown moment; Goldman Sachs: Fasten your seatbelts on election day, any clear outcome will severely impact the volatility of US stocks.
Technology giants drive the simultaneous rise of the three major indexes, with nvidia's market cap rising to first in the world; super micro computer falls nearly 15% after-hours, second-quarter net sales outlook lower than expected.
US stocks closed: Technology giants drive all three major indexes up, while Trump Media Group plunges at the end of the session.
①Nvidia becomes the "global stock king"; ②Apple warns: future products may not be as lucrative as the iPhone; ③Super Micro Computer's post-market trading in the US stock market fell by more than 10%; ④Zuckerberg's nuclear energy AI ambitions thwarted by bees.
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Express News | Ishares China Large Cap ETF up 2.8%, Kraneshares CSI China Internet ETF up 3.1%
Express News | U.S.-Listed Shares of Chinese Firms Rise Premarket as Domestic Stocks Close at 4-Week High
Express News | Li Auto up 2.1%, JD.com up 2.4%, NIO up 3.9%, Xpeng up 4.9%
Express News | PDD Holdings up 2.3%, NetEase up 1.5%, Baidu up 2.5%
Express News | China assets ETF and Chinese concept stocks continued to rise in the night session, with 3x long FTSE China ETF surging nearly 8%, 2x long China internet-related stocks ETF, 2x long 300ETF rising over 6%; xpeng surged over 5%, bilibili rose nearly 5%, nio
China A-Share Earnings Could See Notable Recovery in 1H
Futu Morning Post | Countdown to the election! The panic index VIX is burning high and uncertainty is haunting the market nerves; Up nearly 13% after hours! Palantir raises full-year revenue guidance
Jpmorgan warns: If Trump wins on Wednesday, the Fed may pause the easing cycle as early as December; Will the US stock market hit new highs after the election? Jpmorgan: FOMO psychology boosts, S&P may hit 6100 points by the end of the year; US polls: Harris and Trump are neck and neck in key 'swing states'.
Sealand Securities: It is recommended to pay attention to the layout opportunities of the overall improvement in the margins of the e-commerce industry in the future.
Sealand Securities maintains its 'recommended' rating on the overseas industry, bullish on the performance recovery of traditional e-commerce platforms and live e-commerce platforms, and recommends focusing on the layout opportunities as the overall margin of the e-commerce industry improves in the future.
US stocks closed: Trump, Harris concept stocks rose together, Chinese concept stocks remained stable and rose.
1. The market is filled with a wait-and-see attitude, with all three major indexes collectively falling. 2. Trump's media technology group rebounded after hitting bottom. 3. Photovoltaic and clean energy concept stocks strengthened collectively. 4. Reports claim that Nvidia will distribute Super Micro Computer orders to other suppliers.
Citi: Short-term e-commerce preferences ranked respectively as jd.com (JD.US), Alibaba (BABA.US), and pdd holdings (PDD.US) in Huaxing.
Citigroup's research report lists the short-term e-commerce rankings, with jd.com (JD.US) as the top choice, followed by alibaba (BABA.US), and finally pdd holdings (PDD.US). The firm has a target price of $52 for jd.com, rated as a "buy", while alibaba and pdd holdings have target prices of $135 and $147, respectively, with ratings of "buy" and "neutral", listing the latter as high risk. The firm pointed out that based on industry discussions, the promotion period for the november 11 shopping festival-related has become earlier and longer, with most discount vouchers issued by e-commerce platforms. Merchants' gross profits have improved this year because of government "
Taobao, jd.com, and pdd holdings are entering the Hong Kong market, with free shipping services as the breakthrough point.
①Some analysts pointed out that the penetration rate of e-commerce in the Hong Kong and Macao region is lower than that in the mainland, so there is still incremental space. ②The logistics implementation issues in the Hong Kong and Macao market mainly involve multiple aspects such as goods transit, local logistics distribution labor costs, and network layout costs.
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US stocks closed: All 'Seven Giants' suffered heavy losses, with the S&P and Nasdaq posting their largest declines in nearly two months.
1. PHLX Semiconductor Index fell more than 4%; 2. The China concept stock Jinlong Index fell by 1.3%; 3. Apple's Greater China revenue fell short of expectations; 4. Guo Mingchi: the possibility of Super Micro Computer being suspended or delisted is increasing.