8 Consumer Discretionary Stocks Whale Activity In Today's Session
Express News | PDD Holdings' Global Strategy for high-quality development is upgraded again: the establishment of the "Merchant Rights Protection Committee" deepens the new quality supply.
Nomura: Predicts J&T EXPRESS-W "Buy" rating with a Target Price of 7.3 Hong Kong dollars.
Nomura released a research report stating that J&T EXPRESS-W (01519) experienced a year-on-year increase of 27% in the number of parcels in China in the fourth quarter, reaching 5.915 billion parcels. The overall parcel volume in China for 2024 is expected to grow by 29% year-on-year, exceeding the group's annual growth guidance of 20-25%. The Target Price is set at 7.3 Hong Kong dollars, with a rating of 'Buy'. The report highlights that J&T EXPRESS's parcel volume growth in China and Southeast Asia for the fourth quarter of 2024 is robust, while growth in new markets is weaker. The group's overall parcel volume in the fourth quarter rose by 33% year-on-year to 7.392 billion parcels. The overall parcel volume is projected to grow by 31% year-on-year in 2024. J&T EXPRESS will report its fourth-quarter parcel volume.
Taobao has launched a "Gift Giving" feature: the collection time limit is 24 hours, and the Spring Festival "Gift Giving War" is intensifying.
As the Spring Festival approaches, the major platforms have quietly kicked off the "gift-giving battle."
Hong Kong stock morning report on January 8: The Ministry of Industry and Information Technology is conducting a trial for 10G optical networks; Mixue Ice City has obtained registration from the China Securities Regulatory Commission for its Hong Kong IPO
① The State Council: Venture Capital Funds should focus on developing new quality productive forces. ② Ministry of Industry and Information Technology: Launching pilot projects for 10-gigabit optical networks. ③ Apple's spring "budget version" iPhone new model will start mass production in mid-January 2025. ④ Mi Xue Bing Cheng's Hong Kong IPO has been filed with the China Securities Regulatory Commission.
USA Consumer spending has overcome Wall Street's skepticism! Online sales during the holiday shopping season have reached a new high.
Adobe stated that online sales during the holidays in the USA reached a record high of 241 billion dollars.
Futu Morning News | The Technology event CES is hitting today! Jensen Huang's keynote speech has raised market expectations; Tencent and Contemporary Amperex Technology respond to being listed on the USA Department of Defense list: it is a mistake, and th
Signals of Trump 2.0 removing regulations? The Vice Chairman in charge of financial regulation at the Federal Reserve will resign early after Trump's rise to power; Bitcoin returns to $100,000, and stocks related to Cryptos soar across the board; FuboTV's stock price skyrockets over 251%! It will collaborate with Disney to merge live television streaming services.
PDD Holdings Options Spot-On: On January 6th, 99,748 Contracts Were Traded, With 1.39 Million Open Interest
On January 6th ET, $PDD Holdings(PDD.US)$ had active options trading, with a total trading volume of 99,748 options for the day, of which put options accounted for 25.4% of the total transactions,
After the USD dropped over 1%, it rebounded, and Trump denied the report of "tariff reduction."
Reports indicate that a tariff plan studied by Trump’s aides will target all countries but only cover key imported commodities, yet Trump denied on Social Media that the tariff policy would be reduced.
The China Concept Index rose more than 1%, with widespread gains among China Concept Stocks.
On January 6, Gelonghui reported that the Nasdaq Golden Dragon China Index has risen more than 1% again, with China Concept Stocks NIO and PDD Holdings at least increasing by about 4.5%. ZEEKR, Bilibili, Xiaopeng, Baidu, and NetEase rose more than 2%, Alibaba rose by 1.9%, JD.com rose by 1.1%, while Li Auto fell by 1.4%.
US stock market trends | Chinese concept stocks rise, PDD Holdings (PDD.US) up over 4.6%
Chinese concept stocks rose, as of the time of writing, PDD Holdings is up more than 4.6%.
Express News | Trump: Reports regarding the imposition of general tariffs on key imported Commodities are inaccurate.
U.S. Stock Market Outlook | The three major Futures indices are rising, with Nasdaq Futures up over 1%. AI chip stocks and Robot Concept are strong in pre-market trading, Taiwan Semiconductor is up nearly 5% hitting a new high, and KITT surged over 60%.
Goldman Sachs: Currently expected that the Federal Reserve will cut interest rates by 75 basis points this year, lower than the previously expected 100 basis points; Trump 2.0 raises inflation concerns, traders are Bearish on this year's USA bond market outlook; two Federal Reserve officials have expressed hawkish views: the fight against inflation has not yet achieved victory.
Duan Yongping rarely makes an appearance, discussing anecdotes about Buffett and Huang Zheng, emphasizing that the most important thing is to "do the right things and do things right".
On January 5, 2025, Duan Yongping returned to his alma mater, Zhejiang University, to communicate with teachers and students for 90 minutes, and like the news of donating 1 billion to his alma mater at the end of 2023, it instantly went viral. After transitioning from an entrepreneur to an investor, Duan Yongping has consistently maintained a growing level of attention.
Express News | Duan Yongping: Currently, in China, only PDD Holdings and Douyin are capable of succeeding in globalization.
PDD Holdings Unusual Options Activity For January 03
Changing phones can qualify for national subsidies. E-commerce is planning a new round of 3C competitions, with Tmall, JD.com, Suning, and PDD Holdings facing competitive variables again.
On January 3rd, according to 21 Finance, at a press conference held by the State Council Information Office, a relevant official from the National Development and Reform Commission stated that by 2025, efforts will be strengthened to expand the implementation of the "Two New" policies, and the scope of support for equipment renewal will be extended to fields such as electronic information, safety production, and facility Agriculture. Subsidies will be implemented for the purchase of new digital products, providing financial assistance to individual Consumers for purchasing three types of digital products: mobile phones, tablets, and smart watches or bracelets.
Futu Morning News | The first show of the US stock market in the new year was turbulent, with Tesla falling over 6%, dragging down the Nasdaq; is the windfall for nuclear energy coming? AI Nuclear Power Concept stock Constellation rose over 8% against the
The revision of the final value of the USA manufacturing PMI for December releases Bullish Signals; Trump will hold a rally in Washington D.C. on the eve of the presidential inauguration; Tesla's Cybertruck is eligible this year for the maximum $7,500 USA tax credit.
U.S. stocks closed | The S&P and Nasdaq fell for five consecutive days! Tesla dropped over 6%; Quantum Computing concepts surged against the trend, with LAES skyrocketing nearly 41%.
The chip Index, NVIDIA, Energy, and photovoltaic stocks rose, Uranium and Nuclear Power stocks surged, the China concept Index fell by 1.5%, NIO rose over 4%, and Bilibili fell over 5%.
Express News | Shein and Temu Face Jan 7 UK Lawmakers Committee Hearing as Part of Wider Inquiry Into Employment Rights