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One week preview | USA CPI, PPI data is coming! Powell and a group of Fed officials will speak intensively; The Chinese concept stock earnings season opens! Tencent, Alibaba performance will be announced soon.
China's financial data such as social zero, social financing, etc. will be released this week. The State Council Information Office will hold a press conference on the national economic situation; after the US election, the Bank of Japan will announce a summary of opinions from the October monetary policy meeting on Monday.
Top private equity leader Jinglin's US stock holdings exposed: aggressively selling Nvidia, Microsoft, while increasing positions in Apple, Tencent Music, etc.
On November 9th, Gelunhui reported that in the third quarter, Jinglin Hong Kong company significantly reduced its holdings of Nvidia, Microsoft, Taiwan Semiconductor, Meta, the parent company of Facebook, and other stocks in the AI and semiconductor industries, while also slightly reducing its holdings of the largest position, Pinduoduo. However, it aggressively increased its holdings of Apple, and actively bought shares of ZTO Express, Tencent Music, TAL Education, Alibaba, Ke Holdings, and many other Chinese concept stocks.
Express News | Hong Kong Exchanges and Clearing Limited's documents show that Greenwoods Asset Management Hong Kong reduced its shareholdings of PDD Holdings, Netease, and Taiwan Semiconductor, cleared its holdings of Li Auto Inc., and increased its shareholdings in Ali
3 Reasons Why Growth Investors Shouldn't Overlook Tencent Music Entertainment Group (TME)
Express News | Ishares MSCI China ETF Down 4.7%, Ishares China Large Cap ETF Down 4.7%, Kraneshares CSI China Internet ETF Down 4.9%
Express News | Alibaba Down 4.4%, PDD Holdings Down 3.7%, NetEase Down 5.6%, Baidu Down 3.5%
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