Chinese stocks have been on a tear recently, surging higher by as much as 50% in some cases, following the Chinese government's announcement of a series of measures to stimulate the slowing economy. The rally has sparked immense excitement among investors, who now wonder if the uptrend will continue or if it’s a temporary surge. Get JD.com alerts:Stimulus Injects Optimism in Chinese StocksFor months, Chinese equities had been underperforming due to many factors, including a sluggish economy, high interest r ...

文章核心观点 - 文章分析了Alibaba (NYSE: BABA)股票的最新发展和催化剂,认为投资Alibaba的最佳方式是买入看涨期权 [1] - 文章作者从事数字资产、宏观和一般价值机会的长期研究,同时也从事期权和波动率的短期研究,以获取收益和对冲 [1] 公司概况 - Alibaba是一家电子商务公司,总部位于中国 [1] - 作者分析了Alibaba的最新发展和投资机会 [1] 行业概况 - 文章涉及数字资产、宏观和价值投资等领域 [1] - 作者从事期权和波动率的短期研究,以获取收益和对冲 [1]

Alibaba (BABA) closed the latest trading day at $106.12, indicating a -1.13% change from the previous session's end. This change lagged the S&P 500's daily gain of 0.42%. At the same time, the Dow added 0.04%, and the tech-heavy Nasdaq gained 0.38%.The online retailer's stock has climbed by 28.79% in the past month, exceeding the Retail-Wholesale sector's gain of 6.34% and the S&P 500's gain of 2.06%.The upcoming earnings release of Alibaba will be of great interest to investors. On that day, Alibaba is pro ...

Contrary to its odd reputation, Wall Street delivered an upbeat performance in September. The S&P 500 added 1.6%, the Dow Jones advanced 1.8%, the Nasdaq Composite gained 2.3% and the Russell 2000 ticked up 0.3% last month. The month can be easily marked by the first Fed rate cut in four years, ECB’s second rate cut and Chinese stimulus. U.S. Economy Grows Faster Than Expected in Q2 The U.S. economy grew at an annualized rate of 3% in the second quarter of the year, surpassing Wall Street's expectations. Ac ...

Investors who need more time or knowledge to pick individual stocks tend to walk away with the high single-digit returns that the S&P 500 historically offers. However, now that the stock market is entering a new cycle of lower interest rates and steepening yield curves, it is best to pick a select few companies with the potential to outperform for the next decade.Looking that far ahead is hard to imagine, but Warren Buffett does it best by finding companies that not only sell for low valuations compared to ...

文章核心观点 - 公司的投资评级和时机把握较为准确 [1] - 作者是一名独立投资者,主要通过自我管理的养老基金进行投资 [1] - 作者采取泛行业的投资策略,关注任何有潜在超额收益的行业 [1] - 作者的持股期限从几个季度到多年不等 [1] 公司研究 - 公司股票曾经处于缓慢下降的状态,作者当时未给予"买入"评级 [1] - 作者目前持有公司股票的多头头寸,包括股票、期权或其他衍生工具 [2] 行业研究 无相关内容

Chinese stocks are cheap and could benefit from a stronger consumer.With its economy floundering, the Chinese government recently announced a number of measures to help give it a lift. They include decreasing banks' required reserve ratios, lowering key interest rates, and reducing the required downpayment percentage on second homes.In addition, China will allow institutions, including brokers, funds, and insurance companies, to use financing from the central bank to purchase stocks. There is also a plan to ...

Nationally ranked stock picker for 30 years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke is a private investor and speculator with 38 years of trading experience. Mr. Franke was Editor and Publisher of the Maverick Investor® newsletter during the 1990s, widely quoted by CNBC®, Barron’s®, the Washington Post® and Investor’s Business Daily®. Paul was consistently ranked among top investment advisors nationally for stock market and commodity macro views by Timer Digest® during ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in KWEB, FXI over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Se ...

Even though the Chinese stock market has been scrutinized extensively in the past couple of years, some investors have begun to realize that there is much more upside than apparent risk for Asia's powerhouse. China's technology sector has the lowest valuation in history compared to its American counterpart. Measured through the KraneShares CSI China Internet ETF KWEB, names in this space now trade at steep discounts against peers like Alphabet Inc. and even Amazon.com Inc.. While discounted stocks might not ...