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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 | On the 18th, tencent spent approximately 0.703 billion Hong Kong dollars to repurchase 1.73 million shares.
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.
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US stock market outlook | October retail sales data exceeded expectations, the three major futures indexes declined; cryptos concept stocks rose in pre-market trading! MSTR increased by over 3%, Coinbase rose by more than 2%.
It is reported that the usa Federal Trade Commission plans to investigate anti-competitive behavior in microsoft's cloud computing business; the Biden administration promotes the localization of semiconductors, and taiwan semiconductor receives $6.6 billion in funding from the CHIPS Act; is it truly attractive with a guaranteed 4.5% return? The total assets of mmf in the usa have surpassed $7 trillion for the first time.
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Top private equity funds in China expose the 'US stock report': the proportion of Chinese concept stocks continues to rise, with PDD Holdings and Apple being the focus of differences in components.
In the third quarter of this year, most Chinese private equity firms, such as Hillhouse, Gao Yi, and Jinglin, remained focused on Chinese concept stocks. However, Hillhouse and Jinglin chose to reduce their shareholding in pdd holdings, while Gao Yi opted to continue increasing its stake in pdd holdings.
Shares of US-listed Chinese E-commerce Companies Are Trading Higher Amid Possible Sympathy With Alibaba Group Holding After the Company Reported Q2 Financial Results.
Qimai Research Institute: tencent (00700)'s new game 'Delta Operation' became the biggest dark horse in October.
Recently, Qimai Data released the list of popular games for October 2024, which includes the top 30 popular game downloads and the top 30 game revenue rankings.
David Tepper, who enthusiastically recommends buying china, is reducing his shareholding in Alibaba and increasing his shareholding in pdd holdings and jd.com.
The fund under Tepper increased its position in china by 12 percentage points to 38% compared to the previous quarter, reducing its holdings in Alibaba stocks by about 5%, while the positions in baidu, large cap etf, and index etf related to internet plus also decreased, and it added more than double the shares of pdd holdings as well as some shares of jd.com and ke holdings.
Bridgewater Q3 shareholding report: significantly reduced shareholding in nvidia and other technology stocks, slightly reduced shareholding in pdd holdings.
①The total market value of Bridgewater, the world's largest hedge fund, in the third quarter was $17.7 billion, a decrease of 7.8% compared to the previous quarter. 79 new symbols were added, 260 positions were increased, 183 were cleared, and 428 shareholdings were reduced. ②In the third quarter, Bridgewater significantly reduced its shareholdings of technology stocks such as Nvidia, Meta, Microsoft, and Amazon, but increased its holdings of Apple by 0.562 million shares, with an increase of 119.86%.
Daily Bull Market | The bull certificate heavy volume range is 19,300-19,399, with the latest bull market street ratio at 64:36; Alibaba is listed today, and the market is expected to record high single-digit revenue growth year-on-year.
Hang Seng Index night session closed at 19,464 points, up 23 points or 0.118%, reaching a high of 28 points; Hong Kong stock good warehouse net inflow of 0.1 billion Hong Kong dollars, weak warehouse net outflow of 65 million Hong Kong dollars; the top five stocks with inflow in good warehouse are Hang Seng Index, jd.com, Meituan, Alibaba, Lenovo.
Appaloosa Hedge Fund Buys Vistra, Sells Boeing