Big-Tech’s PerformanceWeekly macro storyline:U.S. stocks are relatively flat: Trump continues to point fingers on the "Russia-Ukraine" issue while further utilizing tariffs to scare the world, but the market is not surprised; the U.S. dollar continues to fall, U.S. stocks are hovering at new highs, and U.S. bonds are instead ushering in incremental volume due to the Fed's minutes message.Changes in non-U.S. regions gradually become the main line: China's AI main line caused by stock trading congestion; Japan's CPI exceeded expectations caused by the yen appreciation; and Europe will usher in the German election, the market is confusing; gold continues to new highs, Goldman Sachs target price raised to 3100U.S. stocks big technology, in addition to Apple's painless remedy for Greater China

Alibaba (BABA) has just delivered an impressive Q3 FY2025 earnings report, posting revenue of 280.15 billion yuan, marking a solid increase from 260.35 billion yuan in the same period last year. This strong double-digit growth signals resilience in Alibaba’s business amid ongoing macroeconomic uncertainties. Despite the stellar performance, I personally won’t be loading up right now—and here’s why. The stock just hit a 52-week high today, and the price has already surged over 8% in a single session. To me, this feels like a prime opportunity to lock in profits rather than buy at elevated levels. In fact, I just sold my position on Moomoo at $141. Alibaba (BABA) Key Factors to Consider: Earnings Beat & Growth Trajectory Alibaba’s revenue growth reflects the company’s ability to navigate

The Hong Kong stock market has been strong, with $HSTECH(HSTECH)$ and $HSI(HSI)$ rising significantly after the Chinese New Year, outperforming $SHANGHAI SHENZHEN 300 INDEX(399300)$ This round of market and the September-October marketSimilaritiesDrivers: Both rounds were driven by sentiment.The September round was driven by a rapid shift in aggregate policy and expectations, which triggered high market sentiment and drove the Hang Seng Index sharply higher;This round, on the other hand, it was DeepSeek-induced sentiment on technology and China asset revaluation that drove the market upward.Funding Characteristics:In terms of fund flows, southward funds in the

$PDD Holdings Inc(PDD)$ PDD continues to demonstrate solid growth potential in the e-commerce sector. The company's recent earnings reports show a strong performance, particularly with impressive increases in online marketing revenue and transaction commissions. The company has shown resilience and adaptability by diversifying its revenue streams, including the successful launch of its “Temu” cross-border e-commerce platform, which has gained traction in international markets.Pinduoduo’s unique C2M (Consumer-to-Manufacturer) model allows it to maintain competitive pricing while ensuring product quality, which appeals to a broad consumer base. Furthermore, the company's strategic push into higher-end markets with campaigns

Alibaba (NYSE: BABA) has been on an impressive rally, closing at $125.79, just shy of its 52-week high of $129.02 and well above its 52-week low of $68.36. Alibaba (BABA) The stock has more than doubled from its 2023 lows, driven by improving investor sentiment, China’s economic recovery, and Alibaba’s AI advancements. However, with earnings around the corner, investors are now faced with a critical decision: Will Alibaba’s earnings fuel another surge? Or will the stock pull back as investors take profits? Let’s break it down. Alibaba’s AI Push: A Competitive Edge? A key catalyst for Alibaba’s recent momentum is its progress in artificial intelligence (AI). In February, a blind test ranking for large language models (LLMs) placed Alibaba’s Tongyi Qianwen 2.5 Max at the top among Chinese mo