Chinese Stocks Fall After US Election ResultsThe Chinese economy and equity market have been in a slump for years, triggered by a real estate crisis, anti-business government policies, a high unemployment rate among youth, and strict lockdowns in the wake of COVID-19. That said, Chinese stocks exploded in September as the government announced a sweeping stimulus package and institutional investors like David Tepper and Michael Burry piled into equities.For September, the iShares China Large Cap ETF ((FXI) l ...

Olympian and successful entrepreneur Tony Parker, as Alibaba.com's global brand ambassador, teaches Masterclass for aspiring entrepreneursGENEVA, Dec. 2, 2024 /PRNewswire/ -- The International Olympic Committee (IOC), in collaboration with Alibaba.com, has officially launched the first phase of the fourth edition of the Athlete365 Business Accelerator programme, which aims to empower current and former elite athletes to transfer their skills into successful business ventures. Alibaba.com is the first worldw ...

My 'Buy' call on Alibaba (NYSE: BABA ) ( OTCPK:BABAF ) (NASDAQ: BABX ) has not played out well as it has lagged the S&P500 ( SPY ) ( SPX ) ( IVV ) ( VOO ) by more than 25%:Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I ex ...

文章核心观点 - 文章由一名专注于创新和颠覆性技术、成长型收购和价值股票的金融研究员和投资者撰写 文章关注高科技和早期成长型公司的发展动态 旨在为读者提供丰富的研究和投资机会 [1] 分析师披露 - 分析师目前没有持有文章中提到的任何公司的股票、期权或类似衍生品 但可能在接下来的72小时内通过购买股票或购买看涨期权等衍生品建立对BABA的长期持仓 分析师撰写此文表达个人观点 未接受除Seeking Alpha以外的任何补偿 与文章中提到的公司没有业务关系 [2] 平台披露 - 过去的表现不能保证未来的结果 文章不构成任何投资建议 文章中的观点可能不代表Seeking Alpha的整体立场 Seeking Alpha不是持牌证券交易商、经纪人或美国投资顾问或投资银行 其分析师包括专业投资者和未获任何机构或监管机构认证的个人投资者 [3]

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More The recent release of OpenAI o1 has brought great attention to large reasoning models (LRMs), and is inspiring new models aimed at solving complex problems classic language models often struggle with. Building on the success of o1 and the concept of LRMs, researchers at Alibaba have introduced Marco-o1, which enhances reasoning capabilities and tackles problems with open-ended solut ...

Alibaba Group Holding Ltd BABA BABAF and PDD Holdings Inc PDD were once the shining stars of China's e-commerce universe, but recent performance metrics suggest they're caught in a gravitational pull downward.Let's dive into the tale of two stocks that seem to be competing for the title of ‘most bearish trend.’Alibaba: The Resilient Underdog?Alibaba's stock, at $86.73, has weathered a mix of optimism and anxiety. It's up 12.12% over the past year, but the last month saw a sharp 13.01% decline. Chart create ...

文章核心观点 - 特朗普计划在2025年重返白宫后对进口商品征收10%至20%的关税，对中国商品征收60%至100%的关税，市场已开始为最坏情况做准备 [1] - 尽管存在关税风险，但并非所有中国企业都会受到影响，部分中国股票仍值得投资 [2] 受影响的中国股票 阿里巴巴 (Alibaba Group Holding Ltd.) - 阿里巴巴股价在2024年9月因中国刺激计划上涨38%，从$85涨至$117.82，但在11月22日因刺激计划不及预期和特朗普关税担忧跌至$83.13 [3] - 2024年，阿里巴巴预计在中国市场收入$600亿，国际市场收入$141亿 [4] - 2024年Q3，阿里巴巴总收入$337亿，其中中国市场收入$135亿，国际市场收入$33.8亿 [5] - 2023年8月的一项调查显示，11%的AliExpress购物者来自美国，假设Q3美国市场收入$3.718亿，占季度总收入的不到1%，对阿里巴巴影响微乎其微 [6] PDD Holdings (Pinduoduo) - PDD Holdings的Temu.com在美国市场迅速增长，2023年在美国市场收入$60亿，占其GMV的43%，预计2024年美国市场收入将增长超过50% [7][8] - 2023年，PDD总收入$349亿，美国市场收入占5.8%，但由于关税和监管风险，PDD Holdings被列为应避免的股票 [8] 不受影响的中国股票 JD.com (京东) - JD.com主要服务于中国市场，没有官方英文网站，价格以人民币计价，描述为中文，因此不受特朗普关税影响 [9][10][11] - JD.com股价年初至今上涨20%，表现优于其他国际化中国电商股票 [11] Li Auto (理想汽车) - Li Auto在中国市场销售智能EREV，已交付超过100万辆汽车，但由于现有100%关税，其车辆未在美国市场销售 [12][13] - Li Auto不计划进入美国市场，而是专注于欧洲市场，因此不会受到特朗普关税的影响 [13]

文章核心观点 - 迈克尔·伯里（Michael Burry）在Scion Asset Management的投资策略中，增加了对中国股票的投资，特别是在JD.com、Baidu和Alibaba的持股[5] - 伯里的投资决策是在特朗普政府可能对中国进口商品征收高额关税的背景下进行的，这可能对这些中国股票的表现产生负面影响[7] 迈克尔·伯里的背景 - 伯里在2008年金融危机期间因正确预测房地产市场的崩溃而闻名，他通过购买信用违约互换（CDS）在危机中获利[4] - 伯里原本是一名神经外科医生，但在投资领域取得了显著成功，最终放弃了医学事业，专注于投资[2] 投资策略 - 伯里通常是一名价值投资者，寻找交易价格低于其内在价值的股票[3] - 在第三季度，伯里增加了对几家中国公司的持股，包括JD.com、Baidu和Alibaba[5] - JD.com：持股增加到500,000股，总价值约2000万美元[5] - Baidu：持股增加67%，达到125,000股，总价值约1320万美元[5] - Alibaba：持股增加29%，达到200,000股，总价值超过2100万美元[5] 市场环境 - 在选举前，中国股票因政府实施的刺激措施而上涨，许多投资者认为这将刺激中国经济[6] - 然而，选举后市场对特朗普政府可能对中国进口商品征收高额关税的担忧导致中国股票的涨势停滞[7] 投资决策的考量 - 伯里在选举结果公布前增加了对这些中国股票的投资，并购买了大量的看跌期权，这可能是一种保护性看跌交易策略[9] - 伯里可能预见到特朗普的胜利，并认为关税的影响在短期内可能很严峻，但市场最终会消化这些影响，或者特朗普可能不会实施高达60%的关税[10]

Following up on my earlier analysis , Alibaba Group (NYSE: BABA ) has rallied due to China's ambitious stimulus measures to revive its economy. The stimulus provided a short term boost to Asian equities but wasn't enough in bringing meaningfulYiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member ...

公司核心观点 - 阿里巴巴(NYSE: BABA)被严重低估部分是由于地缘政治担忧和其核心TTG部门的放缓[1] - 公司管理层正在积极投资业务并回购股票[1] 分析师披露 - 分析师通过股票所有权、期权或其他衍生品在阿里巴巴股票中拥有有益的多头头寸[1] - 文章为分析师自己所写表达自己的观点未接受除Seeking Alpha之外的报酬[1] - 分析师与文章中提到股票的任何公司没有业务关系[1]