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Toby_Chua

Toby_Chua

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13:44

This guy is unpredictable and flip flop his comments all the time so better take it with a pinch of salt and be cautious all the time

24H｜Chinese ADRs Buoyed by Trump's China Comments

01-23 12:50

That is a saying If there is a smoke there is fire good to err on the safe side unless doing some quick punts with stop loss diligently enforced

Hindenburg Research Dug Its Own Grave. Does That Mean Super Micro Computer Stock Is a Buy?

01-15

Good sign if suspension of stock is lifted

Country Garden overdue results set to show steep losses amid sector's sales slump

01-13

Stone own foot as always

White House Unveils New Curbs on Exporting Nvidia AI Chips

01-08

The market is always buy on rumors and sell on facts this time is no difference

01-07

The move has nothing to do with doing biz with military l. Once u the Chinese companies is too successful it will be classified as national security risk

01-07

PDD cannot be too successful else sure Kanna US sanction ha ha

PDD's Chinese-American Billionaire Investor Duan Yongping Heaps Praise on Temu

01-02

$Tiger Brokers(TIGR)$ 2024 was positive thanks to picking up many Chinese SOE stocks at low point during the mid year. For 2025 got to adopt trading delta to lock in profit and reenter again upon price retreating....all the best

01-01

Buy high sell low result of poor ex top management foresight

Alibaba to Sell Sun Art to Buyout Firm DCP for $1.6 Billion

2024-12-30

Baba for 2025 is still a trading stock with price delta of 80-115 volatile momentum which rely on new government fiscal and monetary stimulus bazooka to boost up consumer confidence and spending. Once euphoria subsidizes stock may retreat back to 80 support level like what happened in 2024

Alibaba: Nothing Is Over Yet

2024-12-28

Last wave of musical chairs and seeing who FOMO will be left to hold the hot potatoes...he he

2024-12-21

Bought some under values Chinese SOE shares listed in HKEX for my loved ones for 2025 Christmas cash out celebration

2024-12-13

$HSI(HSI)$ HSI 20K is the key support and confidence level and must hold till year end ❤️ next lower level is 19K and if it broke confidence goes away hedge funds may whack it further lower to 18K...all the best to HSI

2024-12-09

CCT have to stop the crack down to revive private enterprises confidence

Jack Ma Pushes AI-Drive in Rare Speech at Ant Group's 20th Anniversary

2024-11-30

Trading delta $85 to $115 buy and sell for the last 3 years so far so good

Alibaba: Upgrade To A Contrarian Buy

2024-11-25

False lower high and soon lower low thru out the week

Hong Kong Stocks Open Higher, NIO Rises 4.6%, XPeng Rises 4%

2024-11-16

$Walt Disney(DIS)$ over priced hype being brain washed to go

2024-11-15

Be greedy when others are fearful but must do so with money afford to be loss

Michael Burry Boosts China Stakes But With Cautious Hedges

2024-11-15

Money is never enough nobody knows the future and it is always right to take profit

2024-11-09

Monday HKG and Shanghai mkts will open big red traders all sell to bail out first and ask questions later

Go to Tiger App to see more news

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guy is unpredictable and flip flop his comments all the time&nbsp; so better&nbsp;take it with a pinch of salt and be cautious all the time","listText":"This guy is unpredictable and flip flop his comments all the time&nbsp; so better&nbsp;take it with a pinch of salt and be cautious all the time","text":"This guy is unpredictable and flip flop his comments all the time so better take it with a pinch of salt and be cautious all the time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395968647492048","repostId":"1166620688","repostType":4,"repost":{"id":"1166620688","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1737690689,"share":"https://ttm.financial/m/news/1166620688?lang=&edition=fundamental","pubTime":"2025-01-24 11:51","market":"us","language":"en","title":"24H｜Chinese ADRs Buoyed by Trump's China Comments","url":"https://stock-news.laohu8.com/highlight/detail?id=1166620688","media":"Tiger Newspress","summary":"Chinese ADRs rose in overnight trading, amid signs that President Donald Trump is dialing back threats of slapping higher tariffs on exports there. XPeng and NetEase rose 3%; NIO, JD.com, iQiyi, Bilibili, and Trip.com rose 2%; PDD Holdings and Baidu rose 1%; Li Auto rose 0.9%; Alibaba rose 0.5%.President Donald Trump expressed a reluctance to impose tariffs on China during a television interview, suggesting a trade war between the world’s largest economies could be avoided.“We have one very big ","content":"<html><head></head><body><p>Chinese ADRs rose in overnight trading, amid signs that President Donald Trump is dialing back threats of slapping higher tariffs on exports there. XPeng and NetEase rose 3%; NIO, JD.com, iQiyi, Bilibili, and Trip.com rose 2%; PDD Holdings and Baidu rose 1%; Li Auto rose 0.9%; Alibaba rose 0.5%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a57777d74d73797615b54bfb91d9ba9c\" tg-width=\"583\" tg-height=\"513\"/></p><p>President Donald Trump expressed a reluctance to impose tariffs on China during a television interview, suggesting a trade war between the world’s largest economies could be avoided.</p><p style=\"text-align: start;\">“We have one very big power over China, and that’s tariffs, and they don’t want them,” the US leader told Fox News in an interview that aired Thursday in the US. “And I’d rather not have to use it. But it’s a tremendous power over China.”</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>24H｜Chinese ADRs Buoyed by Trump's China Comments</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n24H｜Chinese ADRs Buoyed by Trump's China Comments\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-01-24 11:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese ADRs rose in overnight trading, amid signs that President Donald Trump is dialing back threats of slapping higher tariffs on exports there. XPeng and NetEase rose 3%; NIO, JD.com, iQiyi, Bilibili, and Trip.com rose 2%; PDD Holdings and Baidu rose 1%; Li Auto rose 0.9%; Alibaba rose 0.5%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a57777d74d73797615b54bfb91d9ba9c\" tg-width=\"583\" tg-height=\"513\"/></p><p>President Donald Trump expressed a reluctance to impose tariffs on China during a television interview, suggesting a trade war between the world’s largest economies could be avoided.</p><p style=\"text-align: start;\">“We have one very big power over China, and that’s tariffs, and they don’t want them,” the US leader told Fox News in an interview that aired Thursday in the US. “And I’d rather not have to use it. But it’s a tremendous power over China.”</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166620688","content_text":"Chinese ADRs rose in overnight trading, amid signs that President Donald Trump is dialing back threats of slapping higher tariffs on exports there. XPeng and NetEase rose 3%; NIO, JD.com, iQiyi, Bilibili, and Trip.com rose 2%; PDD Holdings and Baidu rose 1%; Li Auto rose 0.9%; Alibaba rose 0.5%.President Donald Trump expressed a reluctance to impose tariffs on China during a television interview, suggesting a trade war between the world’s largest economies could be avoided.“We have one very big power over China, and that’s tariffs, and they don’t want them,” the US leader told Fox News in an interview that aired Thursday in the US. “And I’d rather not have to use it. But it’s a tremendous power over China.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395596458938832,"gmtCreate":1737607846990,"gmtModify":1737607850995,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"That is a saying If there is a smoke there is fire good to err on the safe side unless doing some quick punts with stop loss diligently&nbsp;enforced","listText":"That is a saying If there is a smoke there is fire good to err on the safe side unless doing some quick punts with stop loss diligently&nbsp;enforced","text":"That is a saying If there is a smoke there is fire good to err on the safe side unless doing some quick punts with stop loss diligently enforced","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395596458938832","repostId":"1165425187","repostType":4,"repost":{"id":"1165425187","kind":"news","pubTimestamp":1737600000,"share":"https://ttm.financial/m/news/1165425187?lang=&edition=fundamental","pubTime":"2025-01-23 10:40","market":"us","language":"en","title":"Hindenburg Research Dug Its Own Grave. Does That Mean Super Micro Computer Stock Is a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165425187","media":"Barchart","summary":"Short-seller Hindenburg Research hasofficially closed its doors, marking the end of an era that shook markets globally. Founded by Nate Anderson in 2017, the firm gained notoriety for exposing fraud a","content":"<html><head></head><body><p>Short-seller Hindenburg Research has officially closed its doors, marking the end of an era that shook markets globally. Founded by Nate Anderson in 2017, the firm gained notoriety for exposing fraud at companies like Nikola (NKLA), SmileDirectClub, and India’s Adani Enterprises. Over its controversial tenure, Hindenburg&#39;s reports often sent stocks into freefall, drawing both ire and admiration from investors.</p><p style=\"text-align: start;\">Among its most significant recent targets was Super Micro Computer (SMCI), a data center hardware company once touted as a challenger to industry behemoth Nvidia (NVDA). In mid-2024, Hindenburg alleged that SMCI engaged in dubious accounting practices, questionable related-party transactions, and even violations of U.S. export bans, casting a shadow over the company’s credibility.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8476f3a2a18889af4e91cbf717700b67\" alt=\"Super Micro Computer Inc logo on phone and stock data-by Poetra_RH via Shutterstock\" title=\"Super Micro Computer Inc logo on phone and stock data-by Poetra_RH via Shutterstock\" tg-width=\"1000\" tg-height=\"563\"/><span>Super Micro Computer Inc logo on phone and stock data-by Poetra_RH via Shutterstock</span></p><p style=\"text-align: start;\">The fallout was swift - SMCI plunged by double-digits overnight and continued its downward spiral, erasing billions in market value. However, in a surprising twist, the stock recently rallied on news of Hindenburg’s closure despite SMCI’s ongoing struggles, including the absence of a scheduled earnings report.</p><p style=\"text-align: start;\">With these developments in mind, let’s dive deeper into whether SMCI’s stock now presents a compelling investment opportunity or remains fraught with risk.</p><h3 id=\"id_745712512\" style=\"text-align: start;\">About Super Micro Computer Stock</h3><p style=\"text-align: start;\">Super Micro Computer (SMCI), founded in 1993 and based in San Jose, California, specializes in cutting-edge server and storage solutions. Serving enterprise data centers and cloud leaders, SMCI is a cornerstone of modern tech infrastructure with a $18.1 billion market cap. </p><p style=\"text-align: start;\">Super Micro’s shares have been caught in a whirlwind. After plunging to a low of $17.25 on Nov. 15 amid Nasdaq delisting fears, the stock sits 73.6% below its 52-week high, weighed down by a Hindenburg report alleging misconduct and a delayed 10-K filing. Over the past six months alone, SMCI tumbled 59.3%.</p><p style=\"text-align: start;\">However, the latest twist was Hindenburg Research’s closure, which ignited a rally and fueled hopes of short positions unwinding. While optimism brews, SMCI faces a steep climb to regain its former glory.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fba8b70de3f17e9279a81a56675f06d6\" tg-width=\"753\" tg-height=\"666\"/></p><p>From a valuation standpoint, Super Micro trades currently at a trailing price-earnings (P/E) ratio of 14.20x, which is a discount to the tech sector median and historical average.</p><h3 id=\"id_3284741271\" style=\"text-align: start;\">SMCI’s Crash, Controversy, and Comeback</h3><p style=\"text-align: start;\">In 2024, Super Micro Computer found itself in Hindenburg’s crosshairs. On Aug. 27, the firm released a scathing report accusing SMCI of accounting irregularities, shady dealings with related parties, and violations of U.S. export laws. The allegations, which included exporting restricted components to Iran and Russia, painted SMCI as a repeat offender plagued by governance issues and waning competitiveness.</p><p style=\"text-align: start;\">The impact was immediate and brutal. SMCI, trading at $54.76 on the day of the report, plummeted by 19% within a day, closing at $44.35. Over the following months, the fallout deepened, with the stock tumbling to $17.25 - a staggering 68.5% decline from its pre-report value.</p><p style=\"text-align: start;\">As SMCI grappled with the aftermath, Hindenburg itself made headlines in January 2025 when Anderson announced the firm’s closure due to personal reasons. The announcement sparked a brief rally in SMCI. Yet uncertainty lingers. SMCI has yet to announce its next earnings date, leaving investors guessing about its financial health and long-term viability.</p><h3 id=\"id_1871483570\" style=\"text-align: start;\">Super Micro Dips on Q4 Earnings Miss</h3><p style=\"text-align: start;\">Super Micro stumbled sharply after its fiscal Q4 earnings on Aug. 6, the last time it officially reported results, with its stock plunging over 20%. While revenue soared 143.6% year-over-year to $5.31 billion, exceeding expectations, an EPS miss at $5.51 and a drop in gross margins to 11.2% from 17% fueled investor unease. In August, the company forecast revenue between $6 billion and $7 billion for its fiscal first quarter, and revenue between $26 billion and $30 billion for the full fiscal year. It also forecast adjusted earnings per share between $6.69 and $8.27. </p><p style=\"text-align: start;\">The company shared preliminary results in November, with net sales expected between $5.9 billion and $6 billion, down from its August forecast. </p><p style=\"text-align: start;\">However, the company still has not scheduled an earnings date, and has until Feb. 25 to make key filings or risk Nasdaq delisting. </p><h3 id=\"id_3860026515\" style=\"text-align: start;\">What Do Analysts Expect for Super Micro Stock?</h3><p style=\"text-align: start;\">Overall, SMCI has a consensus rating of “Hold,” slipping from the “Moderate Buy” rating overall. Out of 13 analysts, two rate the AI stock as a “Strong Buy,” one advises a “Moderate Buy,” eight analysts are playing it safe with a “Hold,” and two recommend a “Strong Sell.”</p><p style=\"text-align: start;\">The mean price target of $49.21 signals 51.6% upside. Until clarity emerges, investors must balance opportunity and caution, navigating SMCI’s potential with an eye on its unresolved challenges.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8c79ac250f92727a80fb319c05cac4de\" tg-width=\"769\" tg-height=\"711\"/></p></body></html>","source":"barchart_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hindenburg Research Dug Its Own Grave. Does That Mean Super Micro Computer Stock Is a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHindenburg Research Dug Its Own Grave. Does That Mean Super Micro Computer Stock Is a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-23 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/30561695/hindenburg-research-dug-its-own-grave-does-that-mean-super-micro-computer-stock-is-a-buy#google_vignette><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Short-seller Hindenburg Research has officially closed its doors, marking the end of an era that shook markets globally. Founded by Nate Anderson in 2017, the firm gained notoriety for exposing fraud ...</p>\n\n<a href=\"https://www.barchart.com/story/news/30561695/hindenburg-research-dug-its-own-grave-does-that-mean-super-micro-computer-stock-is-a-buy#google_vignette\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barchart.com/story/news/30561695/hindenburg-research-dug-its-own-grave-does-that-mean-super-micro-computer-stock-is-a-buy#google_vignette","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165425187","content_text":"Short-seller Hindenburg Research has officially closed its doors, marking the end of an era that shook markets globally. Founded by Nate Anderson in 2017, the firm gained notoriety for exposing fraud at companies like Nikola (NKLA), SmileDirectClub, and India’s Adani Enterprises. Over its controversial tenure, Hindenburg's reports often sent stocks into freefall, drawing both ire and admiration from investors.Among its most significant recent targets was Super Micro Computer (SMCI), a data center hardware company once touted as a challenger to industry behemoth Nvidia (NVDA). In mid-2024, Hindenburg alleged that SMCI engaged in dubious accounting practices, questionable related-party transactions, and even violations of U.S. export bans, casting a shadow over the company’s credibility.Super Micro Computer Inc logo on phone and stock data-by Poetra_RH via ShutterstockThe fallout was swift - SMCI plunged by double-digits overnight and continued its downward spiral, erasing billions in market value. However, in a surprising twist, the stock recently rallied on news of Hindenburg’s closure despite SMCI’s ongoing struggles, including the absence of a scheduled earnings report.With these developments in mind, let’s dive deeper into whether SMCI’s stock now presents a compelling investment opportunity or remains fraught with risk.About Super Micro Computer StockSuper Micro Computer (SMCI), founded in 1993 and based in San Jose, California, specializes in cutting-edge server and storage solutions. Serving enterprise data centers and cloud leaders, SMCI is a cornerstone of modern tech infrastructure with a $18.1 billion market cap. Super Micro’s shares have been caught in a whirlwind. After plunging to a low of $17.25 on Nov. 15 amid Nasdaq delisting fears, the stock sits 73.6% below its 52-week high, weighed down by a Hindenburg report alleging misconduct and a delayed 10-K filing. Over the past six months alone, SMCI tumbled 59.3%.However, the latest twist was Hindenburg Research’s closure, which ignited a rally and fueled hopes of short positions unwinding. While optimism brews, SMCI faces a steep climb to regain its former glory.From a valuation standpoint, Super Micro trades currently at a trailing price-earnings (P/E) ratio of 14.20x, which is a discount to the tech sector median and historical average.SMCI’s Crash, Controversy, and ComebackIn 2024, Super Micro Computer found itself in Hindenburg’s crosshairs. On Aug. 27, the firm released a scathing report accusing SMCI of accounting irregularities, shady dealings with related parties, and violations of U.S. export laws. The allegations, which included exporting restricted components to Iran and Russia, painted SMCI as a repeat offender plagued by governance issues and waning competitiveness.The impact was immediate and brutal. SMCI, trading at $54.76 on the day of the report, plummeted by 19% within a day, closing at $44.35. Over the following months, the fallout deepened, with the stock tumbling to $17.25 - a staggering 68.5% decline from its pre-report value.As SMCI grappled with the aftermath, Hindenburg itself made headlines in January 2025 when Anderson announced the firm’s closure due to personal reasons. The announcement sparked a brief rally in SMCI. Yet uncertainty lingers. SMCI has yet to announce its next earnings date, leaving investors guessing about its financial health and long-term viability.Super Micro Dips on Q4 Earnings MissSuper Micro stumbled sharply after its fiscal Q4 earnings on Aug. 6, the last time it officially reported results, with its stock plunging over 20%. While revenue soared 143.6% year-over-year to $5.31 billion, exceeding expectations, an EPS miss at $5.51 and a drop in gross margins to 11.2% from 17% fueled investor unease. In August, the company forecast revenue between $6 billion and $7 billion for its fiscal first quarter, and revenue between $26 billion and $30 billion for the full fiscal year. It also forecast adjusted earnings per share between $6.69 and $8.27. The company shared preliminary results in November, with net sales expected between $5.9 billion and $6 billion, down from its August forecast. However, the company still has not scheduled an earnings date, and has until Feb. 25 to make key filings or risk Nasdaq delisting. What Do Analysts Expect for Super Micro Stock?Overall, SMCI has a consensus rating of “Hold,” slipping from the “Moderate Buy” rating overall. Out of 13 analysts, two rate the AI stock as a “Strong Buy,” one advises a “Moderate Buy,” eight analysts are playing it safe with a “Hold,” and two recommend a “Strong Sell.”The mean price target of $49.21 signals 51.6% upside. Until clarity emerges, investors must balance opportunity and caution, navigating SMCI’s potential with an eye on its unresolved challenges.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392504858616232,"gmtCreate":1736871606846,"gmtModify":1736871611195,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"Good sign if suspension of stock is lifted","listText":"Good sign if suspension of stock is lifted","text":"Good sign if suspension of stock is lifted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392504858616232","repostId":"2503599460","repostType":2,"repost":{"id":"2503599460","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1736827586,"share":"https://ttm.financial/m/news/2503599460?lang=&edition=fundamental","pubTime":"2025-01-14 12:06","market":"us","language":"en","title":"Country Garden overdue results set to show steep losses amid sector's sales slump","url":"https://stock-news.laohu8.com/highlight/detail?id=2503599460","media":"Reuters","summary":"Country Garden overdue results set to show steep losses amid sector's sales slumpCompany to announce FY 2023, H1 2024 results on TuesdayShares have been halted since April 2, 2024 pending resultsResult announcements come ahead of liquidation hearing next weekBy Clare Jim","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Country Garden overdue results set to show steep losses amid sector's sales slump</title></head><body><div><p>Company to announce FY 2023, H1 2024 results on Tuesday</p><p>Shares have been halted since April 2, 2024 pending results</p><p>Result announcements come ahead of liquidation hearing next week</p></div><p>By Clare Jim</p><p>\n<span>HONG KONG, Jan 14 (Reuters)</span><span> - </span>Country Garden, once China's top developer and now facing a liquidation lawsuit, is expected to report steep losses when it publishes long-overdue results on Tuesday, analysts say, as a prolonged property sector crisis weighed on sales.  </p><p>Country Garden <span>2007.HK</span> delayed the publication of its 2023 full-year and 2024 interim financial reports after defaulting on $11 billion of offshore bonds in late 2023. As a result, its Hong Kong shares have been halted from trading since April 2, 2024.</p><p>The accounts will be released later on Tuesday against the backdrop of property sales in China shrinking nearly 50% over the past three years as the industry reeled from an unprecedented debt crisis that began in 2021.</p><p>The release of the overdue financial results will put the embattled developer on course to seek a resumption in trading from the Hong Kong Stock Exchange, possibly as soon as from Wednesday.</p><p>The publication of the overdue results and the resumption of stock trading are linked to Country Garden's efforts to fend off a <span>liquidation petition</span> filed by a creditor in a Hong Kong court relating to its non-payment of a $205 million loan.</p><p>Guangdong province-based Country Garden said last week it has <span>proposed to creditors</span> a debt restructuring that would cut its offshore debt worth $16.4 billion by 70%, and it had reached an \"understanding\" with a lender group.  </p><p>The next liquidation hearing will be held on Jan. 20.</p><p>WIDENING LOSSES </p><p>Country Garden's expected losses follow two semi-annual losses since the second half of 2022.   </p><p>It recorded a net loss of 48.9 billion yuan ($6.67 billion) in the six months ended June 2023, deepening from a 6.7 billion yuan net loss in the second half of 2022. The firm's 2022 full-year net loss was 6.1 billion yuan, versus a 26.8 billion yuan net profit in 2021. </p><p>Country Garden's annual sales by value dropped more than 70% last year, sending its national ranking down to No. 16 from No. 7 in 2023, according to a survey by real estate researcher CRIC, a sharp drop for a firm that was once China's top developer by sales. </p><p>\"The results will show losses for sure, the question is just how big they will be,\" said Raymond Cheng, head of China research at CGS International. \"It would book large provisions after it has defaulted.\"</p><p>Cheng said the market will be examining Country Garden's debt levels in the financial statements, as well as its assets and cashflow because sales and property values both dropped significantly over that period.</p><p>($1 = 7.3303 Chinese yuan renminbi)</p><p> (Reporting by Clare Jim; Editing by Sumeet Chatterjee and Jamie Freed)</p><p> ((clare.jim@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Country Garden overdue results set to show steep losses amid sector's sales slump</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCountry Garden overdue results set to show steep losses amid sector's sales slump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-01-14 12:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Country Garden overdue results set to show steep losses amid sector's sales slump</title></head><body><div><p>Company to announce FY 2023, H1 2024 results on Tuesday</p><p>Shares have been halted since April 2, 2024 pending results</p><p>Result announcements come ahead of liquidation hearing next week</p></div><p>By Clare Jim</p><p>\n<span>HONG KONG, Jan 14 (Reuters)</span><span> - </span>Country Garden, once China's top developer and now facing a liquidation lawsuit, is expected to report steep losses when it publishes long-overdue results on Tuesday, analysts say, as a prolonged property sector crisis weighed on sales.  </p><p>Country Garden <span>2007.HK</span> delayed the publication of its 2023 full-year and 2024 interim financial reports after defaulting on $11 billion of offshore bonds in late 2023. As a result, its Hong Kong shares have been halted from trading since April 2, 2024.</p><p>The accounts will be released later on Tuesday against the backdrop of property sales in China shrinking nearly 50% over the past three years as the industry reeled from an unprecedented debt crisis that began in 2021.</p><p>The release of the overdue financial results will put the embattled developer on course to seek a resumption in trading from the Hong Kong Stock Exchange, possibly as soon as from Wednesday.</p><p>The publication of the overdue results and the resumption of stock trading are linked to Country Garden's efforts to fend off a <span>liquidation petition</span> filed by a creditor in a Hong Kong court relating to its non-payment of a $205 million loan.</p><p>Guangdong province-based Country Garden said last week it has <span>proposed to creditors</span> a debt restructuring that would cut its offshore debt worth $16.4 billion by 70%, and it had reached an \"understanding\" with a lender group.  </p><p>The next liquidation hearing will be held on Jan. 20.</p><p>WIDENING LOSSES </p><p>Country Garden's expected losses follow two semi-annual losses since the second half of 2022.   </p><p>It recorded a net loss of 48.9 billion yuan ($6.67 billion) in the six months ended June 2023, deepening from a 6.7 billion yuan net loss in the second half of 2022. The firm's 2022 full-year net loss was 6.1 billion yuan, versus a 26.8 billion yuan net profit in 2021. </p><p>Country Garden's annual sales by value dropped more than 70% last year, sending its national ranking down to No. 16 from No. 7 in 2023, according to a survey by real estate researcher CRIC, a sharp drop for a firm that was once China's top developer by sales. </p><p>\"The results will show losses for sure, the question is just how big they will be,\" said Raymond Cheng, head of China research at CGS International. \"It would book large provisions after it has defaulted.\"</p><p>Cheng said the market will be examining Country Garden's debt levels in the financial statements, as well as its assets and cashflow because sales and property values both dropped significantly over that period.</p><p>($1 = 7.3303 Chinese yuan renminbi)</p><p> (Reporting by Clare Jim; Editing by Sumeet Chatterjee and Jamie Freed)</p><p> ((clare.jim@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02007":"碧桂园"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250114:nL4N3O90QX:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2503599460","content_text":"Country Garden overdue results set to show steep losses amid sector's sales slumpCompany to announce FY 2023, H1 2024 results on TuesdayShares have been halted since April 2, 2024 pending resultsResult announcements come ahead of liquidation hearing next weekBy Clare Jim\nHONG KONG, Jan 14 (Reuters) - Country Garden, once China's top developer and now facing a liquidation lawsuit, is expected to report steep losses when it publishes long-overdue results on Tuesday, analysts say, as a prolonged property sector crisis weighed on sales.  Country Garden 2007.HK delayed the publication of its 2023 full-year and 2024 interim financial reports after defaulting on $11 billion of offshore bonds in late 2023. As a result, its Hong Kong shares have been halted from trading since April 2, 2024.The accounts will be released later on Tuesday against the backdrop of property sales in China shrinking nearly 50% over the past three years as the industry reeled from an unprecedented debt crisis that began in 2021.The release of the overdue financial results will put the embattled developer on course to seek a resumption in trading from the Hong Kong Stock Exchange, possibly as soon as from Wednesday.The publication of the overdue results and the resumption of stock trading are linked to Country Garden's efforts to fend off a liquidation petition filed by a creditor in a Hong Kong court relating to its non-payment of a $205 million loan.Guangdong province-based Country Garden said last week it has proposed to creditors a debt restructuring that would cut its offshore debt worth $16.4 billion by 70%, and it had reached an \"understanding\" with a lender group.  The next liquidation hearing will be held on Jan. 20.WIDENING LOSSES Country Garden's expected losses follow two semi-annual losses since the second half of 2022.   It recorded a net loss of 48.9 billion yuan ($6.67 billion) in the six months ended June 2023, deepening from a 6.7 billion yuan net loss in the second half of 2022. The firm's 2022 full-year net loss was 6.1 billion yuan, versus a 26.8 billion yuan net profit in 2021. Country Garden's annual sales by value dropped more than 70% last year, sending its national ranking down to No. 16 from No. 7 in 2023, according to a survey by real estate researcher CRIC, a sharp drop for a firm that was once China's top developer by sales. \"The results will show losses for sure, the question is just how big they will be,\" said Raymond Cheng, head of China research at CGS International. \"It would book large provisions after it has defaulted.\"Cheng said the market will be examining Country Garden's debt levels in the financial statements, as well as its assets and cashflow because sales and property values both dropped significantly over that period.($1 = 7.3303 Chinese yuan renminbi) (Reporting by Clare Jim; Editing by Sumeet Chatterjee and Jamie Freed) ((clare.jim@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392139955306656,"gmtCreate":1736769200064,"gmtModify":1736769204611,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"Stone own foot as always&nbsp;","listText":"Stone own foot as always&nbsp;","text":"Stone own foot as always","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392139955306656","repostId":"1110557554","repostType":2,"repost":{"id":"1110557554","kind":"news","pubTimestamp":1736768971,"share":"https://ttm.financial/m/news/1110557554?lang=&edition=fundamental","pubTime":"2025-01-13 19:49","market":"us","language":"en","title":"White House Unveils New Curbs on Exporting Nvidia AI Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=1110557554","media":"Bloomberg","summary":"Biden administration seeks broad control over computing powerDecisions on restrictions will fall to incoming Trump teamThe Nvidia headquarters in Santa Clara, California.The White House unveiled sweep","content":"<html><head></head><body><ul style=\"\"><li><p>Biden administration seeks broad control over computing power</p></li><li><p>Decisions on restrictions will fall to incoming Trump team</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2c7b727ff7d1d045c202bb3dcdfd7de9\" title=\"The Nvidia headquarters in Santa Clara, California.\" tg-width=\"2000\" tg-height=\"1333\"/><span>The Nvidia headquarters in Santa Clara, California.</span></p><p>The White House unveiled sweeping new limits on the sale of advanced AI chips by Nvidia Corp. and its peers, leaving the Trump administration to decide how and whether to implement curbs that have encountered fierce industry opposition.</p><p>Chip stocks sank on Monday.</p><p style=\"text-align: start;\">The rules, which are set to take effect in one year, establish caps on the amount of computing power that can be sold to most countries. Businesses in those places can bypass national limits by agreeing to a set of security and human rights standards, US officials said Sunday.</p><p style=\"text-align: start;\">Companies will have a 120-day comment period — which is exceptionally long — to give the Trump administration time to get settled in and make changes to the rule after consulting with industry and other countries, Commerce Secretary Gina Raimondo told reporters ahead of the release.</p><p style=\"text-align: start;\">Raimondo stressed that the Biden administration sought to strike a balance between protecting national security and allowing trade in chips to continue. Supply chain activities and gaming chips are excluded from the new curbs, she added. And Washington will waive licensing for the sale of chips with low collective computing power, such as to universities and research institutes.</p><p>“This is very hard, and no rule is perfect,” she said. “Managing the national security risks requires delicate tradeoffs that take all of this into account.”</p><p>China’s growing technological prowess has spurred concern in the US. The move to curb the sale of AI chips used in data centers on both a country and company basis has the goal of concentrating artificial intelligence development in friendly nations and getting businesses around the world to align with American standards, Bloomberg News previously reported. The Biden team discussed the measures with its successors, and one US official said export controls have largely been a bipartisan national security priority.</p><p>Similar to the rules for importing countries, companies in the US and nearly 20 allied countries can agree to US government standards and win permission to ship to the restricted nations.</p><p style=\"text-align: start;\">To get that approval, they’ll have to keep the majority of their computing power in friendly territories. The approval would not extend to data centers in China, Russia, Macau and some 20 other locations for which the US has an arms embargo. The US has effectively banned AI chip shipments to those places.</p><p>The goal of the measures, which companies such as Nvidia and Oracle Corp. have warned could be catastrophic for the US tech industry, is to ensure that the global development of AI aligns with American standards and relies on US — not Chinese — technology.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1367adee18a8501f1e15c4573192f75c\" title=\"Gina Raimondo\" tg-width=\"2000\" tg-height=\"1334\"/><span>Gina Raimondo</span></p><p>“It ensures that the infrastructure for training frontier AI, the most exquisite AI systems at the frontier, happens either in America or in the jurisdictions of our closest allies, and that that capacity does not get offshored like chips and batteries and other industries that we’ve had to invest hundreds of billion dollars to bring back onshore,” National Security Advisor Jake Sullivan told reporters.</p><p>But companies and key lawmakers have warned that the restrictions could actually drive customers toward products from Chinese companies, including the blacklisted Huawei Technologies Co., if they are unable to purchase preferred American offerings or if the associated security requirements are too onerous.</p><p style=\"text-align: start;\"><strong>Nvidia Sees ‘Overreach’</strong></p><p style=\"text-align: start;\">The Biden administration’s rule “threatens to squander America’s hard-won technological advantage” by “attempting to rig market outcomes and stifle competition,” Ned Finkle, Nvidia’s vice president of government affairs, said in a statement.</p><p style=\"text-align: start;\">“As the first Trump administration demonstrated, America wins through innovation, competition, and by sharing our technologies with the world — not by retreating behind a wall of government overreach,” Finkle said.</p><p>Senators Ted Cruz and Maria Cantwell, the top Republican and Democrat on the Commerce Committee, made that argument in a December letter to Raimondo.</p><p style=\"text-align: start;\">“Such draconian restrictions would severely hinder the sale of US technology abroad and risk driving foreign buyers to Chinese competitors like Huawei,” they wrote.</p><p style=\"text-align: start;\">In a statement last week, ahead of the rule’s official publication, Cruz said that he would consider “every tool” — including the Congressional Review Act — to protect American industry from “unnecessary overreach.” The CRA allows Congress to overturn certain rules by executive agencies.</p><p style=\"text-align: start;\">Other lawmakers — including the bipartisan leaders of the House China Select Committee — favor the Biden administration’s approach. Jimmy Goodrich, senior adviser to RAND for technology analysis, said Chinese AI chips aren’t globally competitive for now.</p><p style=\"text-align: start;\">“Due to export controls, China has been unable to produce a sufficient quantity of AI chips even for its own domestic demand, and even then, they are at least one to two generations inferior to American chips,” he said.</p><p style=\"text-align: start;\">Additionally, the rules establish export controls on so-called closed model weights for the first time. They control how AI models process data and generate responses and predictions.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>White House Unveils New Curbs on Exporting Nvidia AI Chips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhite House Unveils New Curbs on Exporting Nvidia AI Chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-13 19:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-13/white-house-unveils-new-curbs-on-exporting-nvidia-ai-chips><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biden administration seeks broad control over computing powerDecisions on restrictions will fall to incoming Trump teamThe Nvidia headquarters in Santa Clara, California.The White House unveiled ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-13/white-house-unveils-new-curbs-on-exporting-nvidia-ai-chips\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","STM":"意法半导体","SMCI":"超微电脑","AVGO":"博通","INTC":"英特尔","ASML":"阿斯麦","TSM":"台积电","ARM":"ARM Holdings","MU":"美光科技"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-13/white-house-unveils-new-curbs-on-exporting-nvidia-ai-chips","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110557554","content_text":"Biden administration seeks broad control over computing powerDecisions on restrictions will fall to incoming Trump teamThe Nvidia headquarters in Santa Clara, California.The White House unveiled sweeping new limits on the sale of advanced AI chips by Nvidia Corp. and its peers, leaving the Trump administration to decide how and whether to implement curbs that have encountered fierce industry opposition.Chip stocks sank on Monday.The rules, which are set to take effect in one year, establish caps on the amount of computing power that can be sold to most countries. Businesses in those places can bypass national limits by agreeing to a set of security and human rights standards, US officials said Sunday.Companies will have a 120-day comment period — which is exceptionally long — to give the Trump administration time to get settled in and make changes to the rule after consulting with industry and other countries, Commerce Secretary Gina Raimondo told reporters ahead of the release.Raimondo stressed that the Biden administration sought to strike a balance between protecting national security and allowing trade in chips to continue. Supply chain activities and gaming chips are excluded from the new curbs, she added. And Washington will waive licensing for the sale of chips with low collective computing power, such as to universities and research institutes.“This is very hard, and no rule is perfect,” she said. “Managing the national security risks requires delicate tradeoffs that take all of this into account.”China’s growing technological prowess has spurred concern in the US. The move to curb the sale of AI chips used in data centers on both a country and company basis has the goal of concentrating artificial intelligence development in friendly nations and getting businesses around the world to align with American standards, Bloomberg News previously reported. The Biden team discussed the measures with its successors, and one US official said export controls have largely been a bipartisan national security priority.Similar to the rules for importing countries, companies in the US and nearly 20 allied countries can agree to US government standards and win permission to ship to the restricted nations.To get that approval, they’ll have to keep the majority of their computing power in friendly territories. The approval would not extend to data centers in China, Russia, Macau and some 20 other locations for which the US has an arms embargo. The US has effectively banned AI chip shipments to those places.The goal of the measures, which companies such as Nvidia and Oracle Corp. have warned could be catastrophic for the US tech industry, is to ensure that the global development of AI aligns with American standards and relies on US — not Chinese — technology.Gina Raimondo“It ensures that the infrastructure for training frontier AI, the most exquisite AI systems at the frontier, happens either in America or in the jurisdictions of our closest allies, and that that capacity does not get offshored like chips and batteries and other industries that we’ve had to invest hundreds of billion dollars to bring back onshore,” National Security Advisor Jake Sullivan told reporters.But companies and key lawmakers have warned that the restrictions could actually drive customers toward products from Chinese companies, including the blacklisted Huawei Technologies Co., if they are unable to purchase preferred American offerings or if the associated security requirements are too onerous.Nvidia Sees ‘Overreach’The Biden administration’s rule “threatens to squander America’s hard-won technological advantage” by “attempting to rig market outcomes and stifle competition,” Ned Finkle, Nvidia’s vice president of government affairs, said in a statement.“As the first Trump administration demonstrated, America wins through innovation, competition, and by sharing our technologies with the world — not by retreating behind a wall of government overreach,” Finkle said.Senators Ted Cruz and Maria Cantwell, the top Republican and Democrat on the Commerce Committee, made that argument in a December letter to Raimondo.“Such draconian restrictions would severely hinder the sale of US technology abroad and risk driving foreign buyers to Chinese competitors like Huawei,” they wrote.In a statement last week, ahead of the rule’s official publication, Cruz said that he would consider “every tool” — including the Congressional Review Act — to protect American industry from “unnecessary overreach.” The CRA allows Congress to overturn certain rules by executive agencies.Other lawmakers — including the bipartisan leaders of the House China Select Committee — favor the Biden administration’s approach. Jimmy Goodrich, senior adviser to RAND for technology analysis, said Chinese AI chips aren’t globally competitive for now.“Due to export controls, China has been unable to produce a sufficient quantity of AI chips even for its own domestic demand, and even then, they are at least one to two generations inferior to American chips,” he said.Additionally, the rules establish export controls on so-called closed model weights for the first time. They control how AI models process data and generate responses and predictions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390197013008616,"gmtCreate":1736296665310,"gmtModify":1736296669240,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"The market is always buy on rumors and sell on facts this time is no difference","listText":"The market is always buy on rumors and sell on facts this time is no difference","text":"The market is always buy on rumors and sell on facts this time is no difference","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390197013008616","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390049093255400,"gmtCreate":1736245253065,"gmtModify":1736246238010,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"The move has nothing to do with doing biz with military l. Once u the Chinese companies&nbsp; is too successful it will be classified as national security risk&nbsp;","listText":"The move has nothing to do with doing biz with military l. Once u the Chinese companies&nbsp; is too successful it will be classified as national security risk&nbsp;","text":"The move has nothing to do with doing biz with military l. Once u the Chinese companies is too successful it will be classified as national security risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390049093255400","isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390048104353968,"gmtCreate":1736245002717,"gmtModify":1736245006908,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"PDD cannot be too successful else sure Kanna US sanction ha ha","listText":"PDD cannot be too successful else sure Kanna US sanction ha ha","text":"PDD cannot be too successful else sure Kanna US sanction ha ha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390048104353968","repostId":"2501140257","repostType":4,"repost":{"id":"2501140257","kind":"highlight","pubTimestamp":1736231366,"share":"https://ttm.financial/m/news/2501140257?lang=&edition=fundamental","pubTime":"2025-01-07 14:29","market":"us","language":"en","title":"PDD's Chinese-American Billionaire Investor Duan Yongping Heaps Praise on Temu","url":"https://stock-news.laohu8.com/highlight/detail?id=2501140257","media":"South China Morning Post","summary":"Chinese-American billionaire and low-key entrepreneur-investor Duan Yongping publicly praised e-commerce giant PDD Holdings' Temu for its marketing success, highlighting the budget-shopping site's high-profile advertisements during the Super Bowl in 2023 and 2024.\"The Super Bowl is a great platform for advertising, but I never managed to make it there,\" Duan said during a speech at his alma mater Zhejiang University on Sunday. \"Colin Huang Zheng, founder of Temu, did it.\". \"Almost everybody in the US knows about Temu now ... even my housekeeper is using it,\" he added. \"Many people are buying things on the platform. The business model is cool, and the quality is improving step by step.\". Duan introduced Huang to Berkshire's CEO and chairman Warren Buffett after winning a charity lunch auction with the famed US investor in 2006. Duan had paid US$620,100 for the meal and invited Huang, then 26, who was working as a software engineer and product manager at Google.","content":"<html><head></head><body><p>Chinese-American billionaire and low-key entrepreneur-investor Duan Yongping publicly praised e-commerce giant PDD Holdings&#39; Temu for its marketing success, highlighting the budget-shopping site&#39;s high-profile advertisements during the Super Bowl in 2023 and 2024.</p><p>&#34;The Super Bowl is a great platform for advertising, but I never managed to make it there,&#34; Duan said during a speech at his alma mater Zhejiang University on Sunday. &#34;Colin Huang Zheng, founder of Temu, did it.&#34;</p><p>&#34;Almost everybody in the US knows about Temu now ... even my housekeeper is using it,&#34; he added. &#34;Many people are buying things on the platform. The business model is cool, and the quality is improving step by step.&#34;</p><p>Do you have questions about the biggest topics and trends from around the world? Get the answers with SCMP Knowledge, our new platform of curated content with explainers, FAQs, analyses and infographics brought to you by our award-winning team.</p><p>Duan is an early investor in PDD. As of September 30, the US$16.54 billion portfolio of his H&amp;H International Investment firm consisted of PDD, as well as Apple, Alphabet, Alibaba Group Holding and Berkshire Hathaway, among other stocks, according to public filings. Alibaba owns the South China Morning Post.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8ecb115ff42edb7e5934ec08b279a44c\" tg-width=\"2000\" tg-height=\"1333\"/></p><p><em>Temu spent tens of millions of dollars on TV commercials during Super Bowl 2023 and 2024. Photo: AP Photo alt=Temu spent tens of millions of dollars on TV commercials during Super Bowl 2023 and 2024. Photo: AP Photo&gt;</em></p><p>In an aggressive marketing push, Temu in the past two years spent tens of millions of dollars on commercials during the Super Bowl, the annual championship of the National Football League, that is the most expensive night to air television ads in the US.</p><p>The campaign significantly boosted Temu&#39;s visibility in the US, allowing the discount shopping platform to quickly gain traction among consumers.</p><p>Duan, founder of smartphone manufacturing giant BBK Electronics, praised fellow Zhejiang University graduate Huang for his vision.</p><p>&#34;Back when Huang started Pinduoduo as a platform to help farmers sell agricultural produce, the farmers were happy and users grew rapidly,&#34; Duan said. &#34;I agreed to invest in it on the condition that I would match whatever investment Huang made. Huang is not a man driven by profits.&#34;</p><p>While he remains a major shareholder of PDD, Huang has kept himself out of the spotlight in recent years. He is one of the richest men in China, even though PDD&#39;s shares plunged more than 33 per cent last year. Huang previously referred to Duan as his mentor.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22a38f7a474c7d301897eecf743b3855\" tg-width=\"1999\" tg-height=\"1333\"/></p><p><em>Colin Huang Zheng, founder of Temu owner PDD Holdings. Photo: CNS/AFP alt=Colin Huang Zheng, founder of Temu owner PDD Holdings. Photo: CNS/AFP&gt;</em></p><p>Duan introduced Huang to Berkshire&#39;s CEO and chairman Warren Buffett after winning a charity lunch auction with the famed US investor in 2006. Duan had paid US$620,100 for the meal and invited Huang, then 26, who was working as a software engineer and product manager at Google.</p><p>&#34;What I like about Huang is that he sees the essence of things, just like I do,&#34; Duan said. &#34;I enjoy talking to him because we&#39;re on the same wavelength. That&#39;s not the case with most people - it&#39;s often hard to communicate with them, and I don&#39;t enjoy dealing with such people.&#34;</p><p>&#34;Some people say, &#39;I want to make fast money because I need it.&#39; My response is that it&#39;s exactly because you want to make fast money that you end up not making any,&#34; he said. &#34;Look at the long-term picture, hold good companies, and you&#39;ll live a much happier life. Just look at Buffett and [his business partner Charlie] Munger - they&#39;re good examples.&#34;</p><p>Reflecting on his investment philosophy, Duan said an understanding of the core of a business is more important than diligence.</p><p>&#34;The key to success is being able to see the essence of things,&#34; he said. &#34;Huang is one of those rare individuals who can do that.&#34;</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PDD's Chinese-American Billionaire Investor Duan Yongping Heaps Praise on Temu</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPDD's Chinese-American Billionaire Investor Duan Yongping Heaps Praise on Temu\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-07 14:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/pdds-chinese-american-billionaire-investor-093000482.html><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese-American billionaire and low-key entrepreneur-investor Duan Yongping publicly praised e-commerce giant PDD Holdings' Temu for its marketing success, highlighting the budget-shopping site's ...</p>\n\n<a href=\"https://finance.yahoo.com/news/pdds-chinese-american-billionaire-investor-093000482.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/pdds-chinese-american-billionaire-investor-093000482.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2501140257","content_text":"Chinese-American billionaire and low-key entrepreneur-investor Duan Yongping publicly praised e-commerce giant PDD Holdings' Temu for its marketing success, highlighting the budget-shopping site's high-profile advertisements during the Super Bowl in 2023 and 2024.\"The Super Bowl is a great platform for advertising, but I never managed to make it there,\" Duan said during a speech at his alma mater Zhejiang University on Sunday. \"Colin Huang Zheng, founder of Temu, did it.\"\"Almost everybody in the US knows about Temu now ... even my housekeeper is using it,\" he added. \"Many people are buying things on the platform. The business model is cool, and the quality is improving step by step.\"Do you have questions about the biggest topics and trends from around the world? Get the answers with SCMP Knowledge, our new platform of curated content with explainers, FAQs, analyses and infographics brought to you by our award-winning team.Duan is an early investor in PDD. As of September 30, the US$16.54 billion portfolio of his H&H International Investment firm consisted of PDD, as well as Apple, Alphabet, Alibaba Group Holding and Berkshire Hathaway, among other stocks, according to public filings. Alibaba owns the South China Morning Post.Temu spent tens of millions of dollars on TV commercials during Super Bowl 2023 and 2024. Photo: AP Photo alt=Temu spent tens of millions of dollars on TV commercials during Super Bowl 2023 and 2024. Photo: AP Photo>In an aggressive marketing push, Temu in the past two years spent tens of millions of dollars on commercials during the Super Bowl, the annual championship of the National Football League, that is the most expensive night to air television ads in the US.The campaign significantly boosted Temu's visibility in the US, allowing the discount shopping platform to quickly gain traction among consumers.Duan, founder of smartphone manufacturing giant BBK Electronics, praised fellow Zhejiang University graduate Huang for his vision.\"Back when Huang started Pinduoduo as a platform to help farmers sell agricultural produce, the farmers were happy and users grew rapidly,\" Duan said. \"I agreed to invest in it on the condition that I would match whatever investment Huang made. Huang is not a man driven by profits.\"While he remains a major shareholder of PDD, Huang has kept himself out of the spotlight in recent years. He is one of the richest men in China, even though PDD's shares plunged more than 33 per cent last year. Huang previously referred to Duan as his mentor.Colin Huang Zheng, founder of Temu owner PDD Holdings. Photo: CNS/AFP alt=Colin Huang Zheng, founder of Temu owner PDD Holdings. Photo: CNS/AFP>Duan introduced Huang to Berkshire's CEO and chairman Warren Buffett after winning a charity lunch auction with the famed US investor in 2006. Duan had paid US$620,100 for the meal and invited Huang, then 26, who was working as a software engineer and product manager at Google.\"What I like about Huang is that he sees the essence of things, just like I do,\" Duan said. \"I enjoy talking to him because we're on the same wavelength. That's not the case with most people - it's often hard to communicate with them, and I don't enjoy dealing with such people.\"\"Some people say, 'I want to make fast money because I need it.' My response is that it's exactly because you want to make fast money that you end up not making any,\" he said. \"Look at the long-term picture, hold good companies, and you'll live a much happier life. Just look at Buffett and [his business partner Charlie] Munger - they're good examples.\"Reflecting on his investment philosophy, Duan said an understanding of the core of a business is more important than diligence.\"The key to success is being able to see the essence of things,\" he said. \"Huang is one of those rare individuals who can do that.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388166394683488,"gmtCreate":1735808687162,"gmtModify":1735809260494,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> 2024 was positive thanks to picking up many&nbsp;Chinese SOE stocks at low point during the mid year.&nbsp; For 2025 got to adopt trading delta to lock in profit and reenter again upon price retreating....all the best&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> 2024 was positive thanks to picking up many&nbsp;Chinese SOE stocks at low point during the mid year.&nbsp; For 2025 got to adopt trading delta to lock in profit and reenter again upon price retreating....all the best&nbsp;","text":"$Tiger Brokers(TIGR)$ 2024 was positive thanks to picking up many Chinese SOE stocks at low point during the mid year. For 2025 got to adopt trading delta to lock in profit and reenter again upon price retreating....all the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/388166394683488","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387905689452736,"gmtCreate":1735734089309,"gmtModify":1735734092776,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"Buy high sell low result of poor ex top management foresight&nbsp;","listText":"Buy high sell low result of poor ex top management foresight&nbsp;","text":"Buy high sell low result of poor ex top management foresight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387905689452736","repostId":"1178579114","repostType":4,"repost":{"id":"1178579114","kind":"news","pubTimestamp":1735731207,"share":"https://ttm.financial/m/news/1178579114?lang=&edition=fundamental","pubTime":"2025-01-01 19:33","market":"us","language":"en","title":"Alibaba to Sell Sun Art to Buyout Firm DCP for $1.6 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1178579114","media":"Bloomberg","summary":"Alibaba unloading physical assets to focus on online businessSun Art had attracted interest from other private equity firmsAlibaba Group Holding Ltd. agreed to sell its shares in Sun Art Retail Group ","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba unloading physical assets to focus on online business</p></li><li><p>Sun Art had attracted interest from other private equity firms</p></li></ul><p>Alibaba Group Holding Ltd. agreed to sell its shares in Sun Art Retail Group Ltd. to private equity firm DCP Capital, unloading another high-profile physical commerce asset to focus on its core online business.</p><p>China’s e-commerce pioneer said it could receive gross proceeds of up to HK$12.3 billion ($1.6 billion) from selling its more than 70% holding in the chain of Costco-like hypermart stores. That’s significantly less than the $3.6 billion Alibaba paid just to double its stake in Sun Art in 2020. Sun Art is today worth around $3 billion overall, despite growing its market value more than 80% in the past 12 months.</p><p>The sale accelerates Alibaba’s retreat from physical retail, an initiative spearheaded years ago by previous CEO Daniel Zhang. Once a dominant player across Chinese commerce, intensifying competition from PDD Holdings Inc. and ByteDance Ltd. have forced Alibaba back to its roots as an online commerce platform.</p><p>Under new chief Eddie Wu, Alibaba is focusing investment on areas it considers more promising, from the cloud to online marketplaces. It’s also ramping up abroad, for instance by creating a joint venture to speed up a Korean expansion. Alibaba is now integrating its domestic and international ecommerce operations under the leadership of fast-rising executive Jiang Fan, while steadily selling off holdings it doesn’t consider essential.</p><p>Alibaba had been considering selling its controlling stake in Sun Art, which had attracted suitors such as DCP Capital and Hillhouse Investment, Bloomberg News reported in September.</p><p>The sale “is considered to be a good opportunity for Alibaba Group to monetize its non-core assets and to utilize such proceeds to better focus on the development of its core businesses and enhance its shareholder return,” the company said in a statement Wednesday.</p><blockquote><h3 id=\"id_405778924\">What Bloomberg Intelligence Says</h3><p>Alibaba’s loss-making sale of its Intime department-store chain reflects its determination to focus on technology-driven internet platforms, AI and global e-commerce in 2025. The $1 billion of sale proceeds, which will result in a $1.3 billion loss to the tech firm, can fund share buybacks and dividends next year. As of Dec. 16, Alibaba remained in negotiations to sell its 78.7% stake in Sun Art grocer.</p><p>- Catherine Lim and Trini Tan, analysts</p></blockquote><p>Just last month, Alibaba agreed to sell its Intime department store business to Youngor Fashion Co. for around $1 billion, incurring a loss of about 9.3 billion yuan ($1.3 billion) on its initial investment.</p><p>Electronics retailer Suning.com Co. was another of several major brick-and-mortar acquisitions that Zhang orchestrated.</p><p>Sun Art runs hundreds of hypermarkets across China under brands including RT-Mart. It also has a distribution and storage network that supplement Alibaba’s own efforts in fresh produce.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba to Sell Sun Art to Buyout Firm DCP for $1.6 Billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba to Sell Sun Art to Buyout Firm DCP for $1.6 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-01 19:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-01-01/alibaba-to-sell-sun-art-to-buyout-firm-dcp-for-1-6-billion?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba unloading physical assets to focus on online businessSun Art had attracted interest from other private equity firmsAlibaba Group Holding Ltd. agreed to sell its shares in Sun Art Retail Group ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-01/alibaba-to-sell-sun-art-to-buyout-firm-dcp-for-1-6-billion?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"06808":"高鑫零售","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-01/alibaba-to-sell-sun-art-to-buyout-firm-dcp-for-1-6-billion?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178579114","content_text":"Alibaba unloading physical assets to focus on online businessSun Art had attracted interest from other private equity firmsAlibaba Group Holding Ltd. agreed to sell its shares in Sun Art Retail Group Ltd. to private equity firm DCP Capital, unloading another high-profile physical commerce asset to focus on its core online business.China’s e-commerce pioneer said it could receive gross proceeds of up to HK$12.3 billion ($1.6 billion) from selling its more than 70% holding in the chain of Costco-like hypermart stores. That’s significantly less than the $3.6 billion Alibaba paid just to double its stake in Sun Art in 2020. Sun Art is today worth around $3 billion overall, despite growing its market value more than 80% in the past 12 months.The sale accelerates Alibaba’s retreat from physical retail, an initiative spearheaded years ago by previous CEO Daniel Zhang. Once a dominant player across Chinese commerce, intensifying competition from PDD Holdings Inc. and ByteDance Ltd. have forced Alibaba back to its roots as an online commerce platform.Under new chief Eddie Wu, Alibaba is focusing investment on areas it considers more promising, from the cloud to online marketplaces. It’s also ramping up abroad, for instance by creating a joint venture to speed up a Korean expansion. Alibaba is now integrating its domestic and international ecommerce operations under the leadership of fast-rising executive Jiang Fan, while steadily selling off holdings it doesn’t consider essential.Alibaba had been considering selling its controlling stake in Sun Art, which had attracted suitors such as DCP Capital and Hillhouse Investment, Bloomberg News reported in September.The sale “is considered to be a good opportunity for Alibaba Group to monetize its non-core assets and to utilize such proceeds to better focus on the development of its core businesses and enhance its shareholder return,” the company said in a statement Wednesday.What Bloomberg Intelligence SaysAlibaba’s loss-making sale of its Intime department-store chain reflects its determination to focus on technology-driven internet platforms, AI and global e-commerce in 2025. The $1 billion of sale proceeds, which will result in a $1.3 billion loss to the tech firm, can fund share buybacks and dividends next year. As of Dec. 16, Alibaba remained in negotiations to sell its 78.7% stake in Sun Art grocer.- Catherine Lim and Trini Tan, analystsJust last month, Alibaba agreed to sell its Intime department store business to Youngor Fashion Co. for around $1 billion, incurring a loss of about 9.3 billion yuan ($1.3 billion) on its initial investment.Electronics retailer Suning.com Co. was another of several major brick-and-mortar acquisitions that Zhang orchestrated.Sun Art runs hundreds of hypermarkets across China under brands including RT-Mart. It also has a distribution and storage network that supplement Alibaba’s own efforts in fresh produce.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387196019450008,"gmtCreate":1735571779713,"gmtModify":1735805720326,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"Baba for 2025 is still a trading stock with price delta of 80-115 volatile momentum which&nbsp;rely on new government fiscal and monetary stimulus bazooka to boost up consumer confidence and&nbsp;spending.&nbsp; Once euphoria subsidizes stock may retreat back to 80 support level like what happened in 2024","listText":"Baba for 2025 is still a trading stock with price delta of 80-115 volatile momentum which&nbsp;rely on new government fiscal and monetary stimulus bazooka to boost up consumer confidence and&nbsp;spending.&nbsp; Once euphoria subsidizes stock may retreat back to 80 support level like what happened in 2024","text":"Baba for 2025 is still a trading stock with price delta of 80-115 volatile momentum which rely on new government fiscal and monetary stimulus bazooka to boost up consumer confidence and spending. Once euphoria subsidizes stock may retreat back to 80 support level like what happened in 2024","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387196019450008","repostId":"1157600232","repostType":2,"repost":{"id":"1157600232","kind":"news","pubTimestamp":1735518000,"share":"https://ttm.financial/m/news/1157600232?lang=&edition=fundamental","pubTime":"2024-12-30 08:20","market":"us","language":"en","title":"Alibaba: Nothing Is Over Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=1157600232","media":"Seeking Alpha","summary":"It means the market will very likely assess whether the Chinese economy will do better over the next few years before they might consider lifting BABA’s battered valuations. I also believe the market woul","content":"<html><head></head><body><h2 id=\"id_683486369\">Summary</h2><ul style=\"\"><li><p>Alibaba reshuffled its commerce business recently, as it aims to reshape its growth opportunity in international markets.</p></li><li><p>China&#39;s economic growth prospects in 2025 have been upgraded, which should provide a timely boost to BABA&#39;s dip-buying sentiments.</p></li><li><p>Alibaba faces market share losses in China while navigating a monumental shift in its international business.</p></li><li><p>The AI growth opportunity hasn&#39;t translated to solid performance in its cloud business, as Chinese companies have remained cautious.</p></li><li><p>However, Alibaba&#39;s turnaround is far from over, and its battered valuations indicate that much pessimism is likely priced in.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e15561be608d1b7c337e68d18231e694\" alt=\"Robert Way\" title=\"Robert Way\" tg-width=\"750\" tg-height=\"500\"/><span>Robert Way</span></p><p>I think it’s fair to say that investors in Alibaba Group Holding Limited (NYSE:BABA) have seen the stock go “nowhere” over the past month, as the market digested mixed signals from China’s policymakers. For China’s leading e-commerce player, not only does Alibaba have to deal with more aggressive competition from the discount and fast fashion players like Shein and Pinduoduo (PDD), it also faces business model disruption risks from ByteDance’s (BDNCE) aggressive push into social commerce. I have already exited my previous holdings in BABA and reallocated. I think Chinese equities investors who have endured the roller coaster ride over the past four years deserve a pat for not turning their back against its leading internet companies. While BABA’s past undervaluation attracted me, I wanted to manage my risk exposure to Chinese equities more stringently, as it’s simply too hard to ascertain the business friendly inclinations of China. In addition, I also have to deal with President-elect Donald Trump’s threats to impose painful tariffs on China. While I still view the BABA stock favorably within a diversified portfolio, I wouldn’t be keen to exceed the exposure parameters that I’ve set aside.</p><p>However, that doesn’t mean that BABA isn’t investible as some of the bearish forecasters might want you to believe. While it’s fair to assign a wide margin of safety to account for significant geopolitical headwinds, I also believe the stock is fundamentally undervalued for what it’s worth. Based on BABA’s sum-of-the-parts analysis, cash accounts for almost 40% of its fair valuation. Therefore, I’m confident that it should provide solid valuation support for dip-buyers, as Alibaba can engage in highly accretive stock repurchases to bolster shareholder value.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8215f3722cf93727f545404ac360adfb\" alt=\"Alibaba commerce revenue (FinChat)\" title=\"Alibaba commerce revenue (FinChat)\" tg-width=\"1280\" tg-height=\"907\"/><span>Alibaba commerce revenue (FinChat)</span></p><p>That said, I believe you must understand that an undervalued stock could stay undervalued for some time if the market isn’t confident that there are sufficient valuation drivers moving ahead. For Alibaba, the China commerce segment captures the majority of its adjusted EBITA on the corporate level (before intersegment adjustments). What does that mean? It means the market will very likely assess whether the Chinese economy will do better over the next few years before they might consider lifting BABA’s battered valuations. I also believe the market would assess whether consumer sentiments could improve enough in 2025 to justify giving Alibaba the benefit of the doubt and lift the stock further.</p><p>However, that’s easier said than done, isn’t it? If facing the tariff threats from Trump isn’t enough, China faces structural impediments on consumer spending, as the multi-year property market weakness persists. While the World Bank upgraded its outlook on China’s economy recently, it remains below the “official” 5% GDP growth for 2025. Also, China isn’t expected to bring out the bazooka to provide the boost to consumer spending that Alibaba investors could be looking for. As a result, I believe the significant decline from BABA’s October 2024 highs toward its recent December lows (down 30%) vindicates my assessment.</p><p>I believe Alibaba management recognized the urgency to reshuffle its business with more decisiveness to help chart an impactful course change for its slowing China-based commerce business. Even if it takes a $1B hit to its original purchase price, Alibaba exited its Intime store investment. Also, the report indicates that it is mulling over a possible Sun Art sale, adding to my observation that the company is making a sharp U-turn from the previous focus of building a robust omnichannel distribution presence in China. With the weak Chinese economy not expected to be a major growth driver for some time, I believe it’s justified for management to reallocate resources to potentially higher value opportunities to drive growth prospects. The decision by Alibaba to merge its China commerce and international commerce group into a single division is, therefore, a step in the right direction. The benefits of doing that will allow its money-losing international segment to benefit from the scale and expertise of its China-based business. While the company’s main focus remains on China, the market share losses to its keen competitors is a worrying sign that could hold back more bullish sentiments from returning. Hence, by pushing harder on the international front could be worth the bet, given Alibaba’s massive cash horde ($55B in cash), further supported by its resilient free cash flow profitability. While the competition against Temu, Shein, and Amazon (AMZN) is expected to be fierce and costly, I believe it’s no longer sustainable to depend solely on China to drive adjusted EBITA growth in the long term.</p><p>Alibaba Cloud offers a glimpse of hope as another potentially significant opportunity that could tweak the growth algorithm for its investors. However, the fact that the leading hyperscalers (AWS, Microsoft Azure (MSFT) and Google Cloud (GOOGL) (GOOG)) own the majority of the market share outside of China offers a daunting prognosis of BABA’s opportunity set. While Alibaba is the leading cloud computing player in China, the AI growth inflection seems to be more muted as compared to the US. Hence, Chinese companies still seem very cautious in deploying resources to benefit from potential AI opportunities. In my mind, the uncertain investment climate has been complicated by China’s common prosperity push. While it is intended to alleviate China’s income inequalities, it seems to have affected the business investment climate, tempering the animal spirits that could have helped BABA bottom out resoundingly.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81ccb1a7ca60dad8195d636e9e6d5894\" alt=\"BABA valuation metrics (TIKR)\" title=\"BABA valuation metrics (TIKR)\" tg-width=\"1280\" tg-height=\"768\"/><span>BABA valuation metrics (TIKR)</span></p><p>For a stock that’s valued with a forward adjusted EBITDA of less than 7x, BABA’s valuation isn’t expensive. PDD’s underperformance has led to a lower valuation recently, which might attract growth-oriented investors to be more aggressive in the stock. I view the market’s caution on BABA and its leading Chinese e-commerce peers as reasonable, although BABA’s 1Y total return of more than 15% isn’t too bad, considering the structural headwinds that it must navigate. I view its investment thesis with a cautiously optimistic lens here. While I recognize the challenges afflicting Alibaba’s e-commerce business (both local and international), I believe they have been priced in. Moreover, the company has the wherewithal to endure aggressive pricing campaigns against its peers, while utilizing its stock repurchase program to boost shareholder value.</p><p>Rating: Maintain Buy.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Nothing Is Over Yet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Nothing Is Over Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-30 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4746830-alibaba-nothing-over-yet><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba reshuffled its commerce business recently, as it aims to reshape its growth opportunity in international markets.China's economic growth prospects in 2025 have been upgraded, which ...</p>\n\n<a href=\"https://seekingalpha.com/article/4746830-alibaba-nothing-over-yet\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4746830-alibaba-nothing-over-yet","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157600232","content_text":"SummaryAlibaba reshuffled its commerce business recently, as it aims to reshape its growth opportunity in international markets.China's economic growth prospects in 2025 have been upgraded, which should provide a timely boost to BABA's dip-buying sentiments.Alibaba faces market share losses in China while navigating a monumental shift in its international business.The AI growth opportunity hasn't translated to solid performance in its cloud business, as Chinese companies have remained cautious.However, Alibaba's turnaround is far from over, and its battered valuations indicate that much pessimism is likely priced in.Robert WayI think it’s fair to say that investors in Alibaba Group Holding Limited (NYSE:BABA) have seen the stock go “nowhere” over the past month, as the market digested mixed signals from China’s policymakers. For China’s leading e-commerce player, not only does Alibaba have to deal with more aggressive competition from the discount and fast fashion players like Shein and Pinduoduo (PDD), it also faces business model disruption risks from ByteDance’s (BDNCE) aggressive push into social commerce. I have already exited my previous holdings in BABA and reallocated. I think Chinese equities investors who have endured the roller coaster ride over the past four years deserve a pat for not turning their back against its leading internet companies. While BABA’s past undervaluation attracted me, I wanted to manage my risk exposure to Chinese equities more stringently, as it’s simply too hard to ascertain the business friendly inclinations of China. In addition, I also have to deal with President-elect Donald Trump’s threats to impose painful tariffs on China. While I still view the BABA stock favorably within a diversified portfolio, I wouldn’t be keen to exceed the exposure parameters that I’ve set aside.However, that doesn’t mean that BABA isn’t investible as some of the bearish forecasters might want you to believe. While it’s fair to assign a wide margin of safety to account for significant geopolitical headwinds, I also believe the stock is fundamentally undervalued for what it’s worth. Based on BABA’s sum-of-the-parts analysis, cash accounts for almost 40% of its fair valuation. Therefore, I’m confident that it should provide solid valuation support for dip-buyers, as Alibaba can engage in highly accretive stock repurchases to bolster shareholder value.Alibaba commerce revenue (FinChat)That said, I believe you must understand that an undervalued stock could stay undervalued for some time if the market isn’t confident that there are sufficient valuation drivers moving ahead. For Alibaba, the China commerce segment captures the majority of its adjusted EBITA on the corporate level (before intersegment adjustments). What does that mean? It means the market will very likely assess whether the Chinese economy will do better over the next few years before they might consider lifting BABA’s battered valuations. I also believe the market would assess whether consumer sentiments could improve enough in 2025 to justify giving Alibaba the benefit of the doubt and lift the stock further.However, that’s easier said than done, isn’t it? If facing the tariff threats from Trump isn’t enough, China faces structural impediments on consumer spending, as the multi-year property market weakness persists. While the World Bank upgraded its outlook on China’s economy recently, it remains below the “official” 5% GDP growth for 2025. Also, China isn’t expected to bring out the bazooka to provide the boost to consumer spending that Alibaba investors could be looking for. As a result, I believe the significant decline from BABA’s October 2024 highs toward its recent December lows (down 30%) vindicates my assessment.I believe Alibaba management recognized the urgency to reshuffle its business with more decisiveness to help chart an impactful course change for its slowing China-based commerce business. Even if it takes a $1B hit to its original purchase price, Alibaba exited its Intime store investment. Also, the report indicates that it is mulling over a possible Sun Art sale, adding to my observation that the company is making a sharp U-turn from the previous focus of building a robust omnichannel distribution presence in China. With the weak Chinese economy not expected to be a major growth driver for some time, I believe it’s justified for management to reallocate resources to potentially higher value opportunities to drive growth prospects. The decision by Alibaba to merge its China commerce and international commerce group into a single division is, therefore, a step in the right direction. The benefits of doing that will allow its money-losing international segment to benefit from the scale and expertise of its China-based business. While the company’s main focus remains on China, the market share losses to its keen competitors is a worrying sign that could hold back more bullish sentiments from returning. Hence, by pushing harder on the international front could be worth the bet, given Alibaba’s massive cash horde ($55B in cash), further supported by its resilient free cash flow profitability. While the competition against Temu, Shein, and Amazon (AMZN) is expected to be fierce and costly, I believe it’s no longer sustainable to depend solely on China to drive adjusted EBITA growth in the long term.Alibaba Cloud offers a glimpse of hope as another potentially significant opportunity that could tweak the growth algorithm for its investors. However, the fact that the leading hyperscalers (AWS, Microsoft Azure (MSFT) and Google Cloud (GOOGL) (GOOG)) own the majority of the market share outside of China offers a daunting prognosis of BABA’s opportunity set. While Alibaba is the leading cloud computing player in China, the AI growth inflection seems to be more muted as compared to the US. Hence, Chinese companies still seem very cautious in deploying resources to benefit from potential AI opportunities. In my mind, the uncertain investment climate has been complicated by China’s common prosperity push. While it is intended to alleviate China’s income inequalities, it seems to have affected the business investment climate, tempering the animal spirits that could have helped BABA bottom out resoundingly.BABA valuation metrics (TIKR)For a stock that’s valued with a forward adjusted EBITDA of less than 7x, BABA’s valuation isn’t expensive. PDD’s underperformance has led to a lower valuation recently, which might attract growth-oriented investors to be more aggressive in the stock. I view the market’s caution on BABA and its leading Chinese e-commerce peers as reasonable, although BABA’s 1Y total return of more than 15% isn’t too bad, considering the structural headwinds that it must navigate. I view its investment thesis with a cautiously optimistic lens here. While I recognize the challenges afflicting Alibaba’s e-commerce business (both local and international), I believe they have been priced in. Moreover, the company has the wherewithal to endure aggressive pricing campaigns against its peers, while utilizing its stock repurchase program to boost shareholder value.Rating: Maintain Buy.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386447401431104,"gmtCreate":1735358664532,"gmtModify":1735358668791,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"Last wave of musical chairs and seeing who FOMO will be left to hold the hot potatoes...he he","listText":"Last wave of musical chairs and seeing who FOMO will be left to hold the hot potatoes...he he","text":"Last wave of musical chairs and seeing who FOMO will be left to hold the hot potatoes...he he","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386447401431104","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384185105867288,"gmtCreate":1734761768815,"gmtModify":1734762448410,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"Bought some under values Chinese SOE shares listed in HKEX for my loved ones for 2025 Christmas cash out celebration","listText":"Bought some under values Chinese SOE shares listed in HKEX for my loved ones for 2025 Christmas cash out celebration","text":"Bought some under values Chinese SOE shares listed in HKEX for my loved ones for 2025 Christmas cash out celebration","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/384185105867288","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381025082519568,"gmtCreate":1734055114102,"gmtModify":1734055117718,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a> HSI 20K is the&nbsp;key support and confidence level and must hold till year end ❤️ next lower level is 19K and if it broke confidence &nbsp;goes away&nbsp;hedge funds may whack it further lower to 18K...all the best to HSI&nbsp;","listText":"<a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a> HSI 20K is the&nbsp;key support and confidence level and must hold till year end ❤️ next lower level is 19K and if it broke confidence &nbsp;goes away&nbsp;hedge funds may whack it further lower to 18K...all the best to HSI&nbsp;","text":"$HSI(HSI)$ HSI 20K is the key support and confidence level and must hold till year end ❤️ next lower level is 19K and if it broke confidence goes away hedge funds may whack it further lower to 18K...all the best to HSI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381025082519568","isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379729232396328,"gmtCreate":1733732382679,"gmtModify":1733732386549,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"CCT have to stop the crack down to revive private enterprises confidence&nbsp;","listText":"CCT have to stop the crack down to revive private enterprises confidence&nbsp;","text":"CCT have to stop the crack down to revive private enterprises confidence","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379729232396328","repostId":"1130042836","repostType":4,"repost":{"id":"1130042836","kind":"news","pubTimestamp":1733716375,"share":"https://ttm.financial/m/news/1130042836?lang=&edition=fundamental","pubTime":"2024-12-09 11:52","market":"us","language":"en","title":"Jack Ma Pushes AI-Drive in Rare Speech at Ant Group's 20th Anniversary","url":"https://stock-news.laohu8.com/highlight/detail?id=1130042836","media":"Bloomberg","summary":"Ma talked to staff at Ant’s 20th anniversary celebration eventThe founder said he’s focusing on the next 20 years of AntChinese billionaire Jack Ma rallied his troops during a speech at Ant Group Co.’","content":"<html><head></head><body><ul style=\"\"><li><p>Ma talked to staff at Ant’s 20th anniversary celebration event</p></li><li><p>The founder said he’s focusing on the next 20 years of Ant</p></li></ul><p>Chinese billionaire Jack Ma rallied his troops during a speech at Ant Group Co.’s 20th anniversary, making a rare appearance after a government crackdown forced the fintech giant to scrap what would have been the world’s largest initial public offering four years ago.</p><p style=\"text-align: start;\">The co-founder of Ant and affiliate Alibaba Group Holding Ltd. showed up on Sunday to talk about the next 20 years of the fintech company and the opportunities brought on by artificial intelligence, according to a speech transcript seen by Bloomberg. Ant didn’t respond to an emailed request for comment.</p><p>“We were lucky to capture the opportunities of the internet 20 years ago,” Ma said in the speech. “In the future 20 years, AI will bring changes far beyond the imagination, AI will bring on an even greater era.”</p><p>He acknowledged the challenges and tests that Ant faced, adding that the company has matured and benefited from criticism. Also on Sunday, Ant said it will promote President Cyril Han to chief executive officer, effective in March 2025, to succeed Eric Jing who will remain as Chairman.</p><p style=\"text-align: start;\">Chinese authorities abruptly halted Ant’s IPO in November 2020 and ordered a sweeping overhaul of its business model to comply with financial regulations. Over the past few years, Hangzhou-based Ant has reorganized its units and been counting on breakthroughs in tech and AI to revitalize profit growth dented by the regulatory crackdown.</p><p style=\"text-align: start;\">Ant is expanding its business with AI-powered products in areas including dining, ride-hailing, entertainment services, health care and finance, which are playing an increasing part in Chinese people’s lives. The company’s profit grew almost 193% in the quarter ended June, reversing a yearlong decline.</p><p style=\"text-align: start;\">Ant is also growing its global business through Ant International, which is strengthening its four key pillars of business operations this year — Alipay+, Antom, WorldFirst and Embedded Finance. In March, it set up independent boards for its international, database and digital technologies units to pave the way for future spinoffs.</p><p>Ma has made similar comments to rally staff at Alibaba. He called on employees to “believe in the future” in an internal letter in September and has also visited the company’s campus.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jack Ma Pushes AI-Drive in Rare Speech at Ant Group's 20th Anniversary</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJack Ma Pushes AI-Drive in Rare Speech at Ant Group's 20th Anniversary\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-09 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-12-09/jack-ma-pushes-ai-drive-in-rare-speech-since-ant-crackdown?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ma talked to staff at Ant’s 20th anniversary celebration eventThe founder said he’s focusing on the next 20 years of AntChinese billionaire Jack Ma rallied his troops during a speech at Ant Group Co.’...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-12-09/jack-ma-pushes-ai-drive-in-rare-speech-since-ant-crackdown?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.bloomberg.com/news/articles/2024-12-09/jack-ma-pushes-ai-drive-in-rare-speech-since-ant-crackdown?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130042836","content_text":"Ma talked to staff at Ant’s 20th anniversary celebration eventThe founder said he’s focusing on the next 20 years of AntChinese billionaire Jack Ma rallied his troops during a speech at Ant Group Co.’s 20th anniversary, making a rare appearance after a government crackdown forced the fintech giant to scrap what would have been the world’s largest initial public offering four years ago.The co-founder of Ant and affiliate Alibaba Group Holding Ltd. showed up on Sunday to talk about the next 20 years of the fintech company and the opportunities brought on by artificial intelligence, according to a speech transcript seen by Bloomberg. Ant didn’t respond to an emailed request for comment.“We were lucky to capture the opportunities of the internet 20 years ago,” Ma said in the speech. “In the future 20 years, AI will bring changes far beyond the imagination, AI will bring on an even greater era.”He acknowledged the challenges and tests that Ant faced, adding that the company has matured and benefited from criticism. Also on Sunday, Ant said it will promote President Cyril Han to chief executive officer, effective in March 2025, to succeed Eric Jing who will remain as Chairman.Chinese authorities abruptly halted Ant’s IPO in November 2020 and ordered a sweeping overhaul of its business model to comply with financial regulations. Over the past few years, Hangzhou-based Ant has reorganized its units and been counting on breakthroughs in tech and AI to revitalize profit growth dented by the regulatory crackdown.Ant is expanding its business with AI-powered products in areas including dining, ride-hailing, entertainment services, health care and finance, which are playing an increasing part in Chinese people’s lives. The company’s profit grew almost 193% in the quarter ended June, reversing a yearlong decline.Ant is also growing its global business through Ant International, which is strengthening its four key pillars of business operations this year — Alipay+, Antom, WorldFirst and Embedded Finance. In March, it set up independent boards for its international, database and digital technologies units to pave the way for future spinoffs.Ma has made similar comments to rally staff at Alibaba. He called on employees to “believe in the future” in an internal letter in September and has also visited the company’s campus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376410754699608,"gmtCreate":1732939912329,"gmtModify":1732939916394,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"Trading delta $85 to $115 buy and sell for the last 3 years so far so good","listText":"Trading delta $85 to $115 buy and sell for the last 3 years so far so good","text":"Trading delta $85 to $115 buy and sell for the last 3 years so far so good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376410754699608","repostId":"1107418003","repostType":2,"repost":{"id":"1107418003","kind":"news","pubTimestamp":1732874224,"share":"https://ttm.financial/m/news/1107418003?lang=&edition=fundamental","pubTime":"2024-11-29 17:57","market":"us","language":"en","title":"Alibaba: Upgrade To A Contrarian Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1107418003","media":"Seeking Alpha","summary":"SummaryAlibaba's stock has dropped to $85, creating a contrarian buying opportunity due to improved macro data and better price-valuation tradeoff.China's retail sales growth surged to 4.8% in October","content":"<html><head></head><body><h2 id=\"id_857011943\">Summary</h2><ul style=\"\"><li><p>Alibaba&#39;s stock has dropped to $85, creating a contrarian buying opportunity due to improved macro data and better price-valuation tradeoff.</p></li><li><p>China&#39;s retail sales growth surged to 4.8% in October, benefiting Alibaba&#39;s domestic eCommerce, despite mixed growth in other segments.</p></li><li><p>Alibaba&#39;s stock is near oversold levels, making it a bargain with a leading profit multiple of 9.3x and an intrinsic value estimate of $118-$128.</p></li><li><p>The risk/reward relationship has improved, justifying a moderate &#39;Buy&#39; rating, contingent on Beijing&#39;s stimulus measures boosting consumer spending.</p></li></ul><p>The stock price of <strong>Alibaba Group Holding</strong> has fallen into a short-term down-channel which creates a buying opportunity for contrarian-minded investors, in my view.</p><p>Alibaba Group Holding’s stock has consolidated down to the $85 price level which reflects a major change in sentiment compared to September which is when Beijing announced stimulus measures to prop up its economy which in turn catalyzed a parabolic surge in valuations for Chinese companies.</p><p>With China’s retail spending growth surging in October, I think that BABA’s stock has sold off too much. Alibaba Group Holding reflects strong value at a present price of $85.24, and I am reopening a contrarian ‘Buy’ position for the eCommerce company due to improving macro data and a better price-valuation tradeoff.</p><h2 id=\"id_1360588690\">My Rating History</h2><p>My last stock classification for Alibaba Group Holding was ‘Sell’ because of what I perceived to be an unsustainable run in the company’s stock price in September. My opinions have also evolved in terms of a rebound in retail-driven spending in China’s economy.</p><p>Though my primary investment strategy is seeking out discounted investment value, and not trading, I like to highlight an opportunity when I see one, and therefore reverse my prior ‘Sell’ stock recommendation.</p><p>I have moved back into Alibaba Group Holding on Monday, particularly for valuation reasons.</p><h2 id=\"id_678770836\">China Retail Sales And Portfolio Growth</h2><p>Alibaba Group Holding produced 5% YoY sales growth in the last financial quarter and the eCommerce company reported total sales of RMB 236.5 billion which equates to $33.7 billion.</p><p>In the prior quarter Alibaba Group Holding’s sales rose 4%, so the eCommerce company benefited from faster sales growth, thanks primarily through a boost of growth in the company’s biggest segment, Taobao and Tmall Group, though the picture here was also a differentiated one.</p><p>China wholesale commerce sales surged to 6.0 billion Chinese Yuan ($853 million), reflecting 18% YoY growth, whereas Direct Sales plunged 5% YoY to 22.6 billion Chinese Yuan ($3.2 billion).</p><p>Direct sales include sales from Alibaba Group Holding&#39;s major eCommerce brands including Tmall Supermarket, Tmall Global and others. International eCommerce did substantially better, with the segment profiting from a sales surge of 29% and total sales of 31.7 billion Chinese Yuan ($4.5 billion).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/76ffd7ddb0d9437bbb5378696003e196\" alt=\"Consolidated Revenue (Alibaba Group Holding)\" title=\"Consolidated Revenue (Alibaba Group Holding)\" tg-width=\"640\" tg-height=\"481\"/><span>Consolidated Revenue (Alibaba Group Holding)</span></p><p>The difference in growth profiles for Alibaba Group Holding&#39;s eCommerce segments, domestic and international, highlights the fundamental growth problems the Chinese economy is going through. While the international eCommerce segment is booming, the growth profile in domestic eCommerce is much weaker.</p><p>A bloated, leveraged property sector and a soft recovery for China’s economy after Covid have been two reasons why China’s economy has grown much more slowly than anticipated. In the third quarter, China’s GDP grew only 4.6% YoY, less than the 5% growth target laid out by the CCP.</p><p>China’s retail sales are on an upswing, however, which could be a sign of things to come, particularly if Beijing’s fiscal and monetary stimulus measures bear fruit and help push China’s economy into a new accelerating growth phase. Beijing guided for a set of measures to stimulate spending and take pressure off of the financial and property sectors.</p><p>On the flip side, China’s retail sales rose to 4.8% in October, up from 3.2% in the prior month.</p><p>Obviously, growing spending in the retail sector would be a good development for Alibaba Group Holding as the company runs a number of Direct Sales business that would profit from consumers spending more money on food, beauty, or hardware products.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79654996d89a2142b762fa37e5804277\" alt=\"China&#39;s Retail Sales (National Bureau of Statistics of China)\" title=\"China&#39;s Retail Sales (National Bureau of Statistics of China)\" tg-width=\"640\" tg-height=\"336\"/><span>China&#39;s Retail Sales (National Bureau of Statistics of China)</span></p><h2 id=\"id_500844745\">Technical Chart Analysis</h2><p>Alibaba Group Holding’s stock has suffered a precipitous decline since the start of October which is almost a perfect mirror image to the explosive rise in the stock price shortly after Beijing announced major fiscal stimulus support in order to support its flailing economic growth.</p><p>With that said, Alibaba Group Holding could be a potentially promising investment opportunity for investors that want to deploy some cash here now that the eCommerce company has fallen out of favor.</p><p>In November, Alibaba Group Holding crashed through the 50-day moving average trendline and presently the stock price sits just above the 200-day moving average, which could foreshadow a near-term challenge of this crucial trendline. From a sentiment point of view, holding the 200-day moving average would be preferable; otherwise, Alibaba Group Holding could see an ongoing decrease in its stock price to at least $75, which is where the eCommerce stock has built some prior support.</p><p>According to the Relative Strength Index, Alibaba Group Holding&#39;s stock is close to being oversold, which could be a contrarian indicator for investors looking to build up a (new) position.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ad470287617dbb74c6bfcfee771c4e6\" alt=\"Moving Averages (StockCharts.com)\" title=\"Moving Averages (StockCharts.com)\" tg-width=\"640\" tg-height=\"485\"/><span>Moving Averages (StockCharts.com)</span></p><h2 id=\"id_2490069826\">Alibaba Is A Gift At $85</h2><p>The market models $9.20 per share in profits for Alibaba Group Holding, which reflects an increase in expected profits of 10% YoY. Presently, the stock of Alibaba Group Holding is selling for $85, thus reflecting a leading profit multiple of 9.3x. Based on TTM earnings, Alibaba Group Holding stock is selling for just about a 10x profit multiple, which also makes BABA a bargain, in my view.</p><p>My intrinsic value estimate for Alibaba Group Holding before I sold BABA was $118 and $128 per share, which I derived at using a 12-13x leading P/E ratio for the eCommerce company. However, when I explained my reasons for selling Alibaba Group Holding last month, I also indicated that I was looking to reenter into a long position at $80-90.</p><p>As I clarified above, I am not a trader primarily, but I think that while Alibaba Group Holding&#39;s stock price shot up too high in October, it has now fallen too far, creating a favorable risk/reward relationship and a contrarian buying opportunity.</p><p>The stock has now fallen back into my ‘Buy’ range, and I plan on adding more shares to my long position should Alibaba Group Holding&#39;s stock fall below $80.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5affd20560d3de6d48f52369fa3a01ba\" alt=\"Growth Forecasts (CNBC)\" title=\"Growth Forecasts (CNBC)\" tg-width=\"640\" tg-height=\"181\"/><span>Growth Forecasts (CNBC)</span></p><h2 id=\"id_2966009458\">Why The Investment Thesis Might Turn Into A Bear Case</h2><p>In my previous piece about Alibaba Group Holding, I warned that the eCommerce company may not profit from a fiscal stimulus package that was primarily geared towards borrowers.</p><p>However, my opinion has evolved in the sense that financial relief for mortgages could free up consumer spending and the uptick in China’s retail spending in October was obviously a positive sign that economic fundamentals might be improving.</p><p>Together with a lower profit multiple for Alibaba Group Holding, I have decided that the risk/reward relationship is now more positive than it was just last month, and I am modifying my stock classification to a moderate ‘Buy.’</p><p>On the flip side, should Beijing’s spending promises not materialize and fail to support consumer spending, then eCommerce companies of the likes of Alibaba Group Holding may continue to see only muted sales growth.</p><h2 id=\"id_69345856\">My Conclusion</h2><p>Alibaba Group Holding is growing its sales in a difficult Chinese economy, but there is hope that things will get better, particularly if Beijing’s stimulus actions accelerate China’s economic growth.</p><p>Retail sales growth in China accelerated to 4.8% in October, which is a very positive development for Alibaba Group Holding, whose main business is still centered on the Chinese consumer. With the upcoming shopping season typically benefiting Alibaba Group Holding as well, I think that investors may want to consider buying the stock of the eCommerce company now that it has fallen out of favor with investors and that it is selling for a much lower profit multiple than just last month.</p><p>While I tend to avoid trading, Alibaba Group Holding&#39;s considerable consolidation since October clearly changes the investment analysis in favor of the eCommerce company. Contrarian Buy.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Upgrade To A Contrarian Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Upgrade To A Contrarian Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-29 17:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4740822-alibaba-stock-upgrade-contrarian-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba's stock has dropped to $85, creating a contrarian buying opportunity due to improved macro data and better price-valuation tradeoff.China's retail sales growth surged to 4.8% in October...</p>\n\n<a href=\"https://seekingalpha.com/article/4740822-alibaba-stock-upgrade-contrarian-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4740822-alibaba-stock-upgrade-contrarian-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107418003","content_text":"SummaryAlibaba's stock has dropped to $85, creating a contrarian buying opportunity due to improved macro data and better price-valuation tradeoff.China's retail sales growth surged to 4.8% in October, benefiting Alibaba's domestic eCommerce, despite mixed growth in other segments.Alibaba's stock is near oversold levels, making it a bargain with a leading profit multiple of 9.3x and an intrinsic value estimate of $118-$128.The risk/reward relationship has improved, justifying a moderate 'Buy' rating, contingent on Beijing's stimulus measures boosting consumer spending.The stock price of Alibaba Group Holding has fallen into a short-term down-channel which creates a buying opportunity for contrarian-minded investors, in my view.Alibaba Group Holding’s stock has consolidated down to the $85 price level which reflects a major change in sentiment compared to September which is when Beijing announced stimulus measures to prop up its economy which in turn catalyzed a parabolic surge in valuations for Chinese companies.With China’s retail spending growth surging in October, I think that BABA’s stock has sold off too much. Alibaba Group Holding reflects strong value at a present price of $85.24, and I am reopening a contrarian ‘Buy’ position for the eCommerce company due to improving macro data and a better price-valuation tradeoff.My Rating HistoryMy last stock classification for Alibaba Group Holding was ‘Sell’ because of what I perceived to be an unsustainable run in the company’s stock price in September. My opinions have also evolved in terms of a rebound in retail-driven spending in China’s economy.Though my primary investment strategy is seeking out discounted investment value, and not trading, I like to highlight an opportunity when I see one, and therefore reverse my prior ‘Sell’ stock recommendation.I have moved back into Alibaba Group Holding on Monday, particularly for valuation reasons.China Retail Sales And Portfolio GrowthAlibaba Group Holding produced 5% YoY sales growth in the last financial quarter and the eCommerce company reported total sales of RMB 236.5 billion which equates to $33.7 billion.In the prior quarter Alibaba Group Holding’s sales rose 4%, so the eCommerce company benefited from faster sales growth, thanks primarily through a boost of growth in the company’s biggest segment, Taobao and Tmall Group, though the picture here was also a differentiated one.China wholesale commerce sales surged to 6.0 billion Chinese Yuan ($853 million), reflecting 18% YoY growth, whereas Direct Sales plunged 5% YoY to 22.6 billion Chinese Yuan ($3.2 billion).Direct sales include sales from Alibaba Group Holding's major eCommerce brands including Tmall Supermarket, Tmall Global and others. International eCommerce did substantially better, with the segment profiting from a sales surge of 29% and total sales of 31.7 billion Chinese Yuan ($4.5 billion).Consolidated Revenue (Alibaba Group Holding)The difference in growth profiles for Alibaba Group Holding's eCommerce segments, domestic and international, highlights the fundamental growth problems the Chinese economy is going through. While the international eCommerce segment is booming, the growth profile in domestic eCommerce is much weaker.A bloated, leveraged property sector and a soft recovery for China’s economy after Covid have been two reasons why China’s economy has grown much more slowly than anticipated. In the third quarter, China’s GDP grew only 4.6% YoY, less than the 5% growth target laid out by the CCP.China’s retail sales are on an upswing, however, which could be a sign of things to come, particularly if Beijing’s fiscal and monetary stimulus measures bear fruit and help push China’s economy into a new accelerating growth phase. Beijing guided for a set of measures to stimulate spending and take pressure off of the financial and property sectors.On the flip side, China’s retail sales rose to 4.8% in October, up from 3.2% in the prior month.Obviously, growing spending in the retail sector would be a good development for Alibaba Group Holding as the company runs a number of Direct Sales business that would profit from consumers spending more money on food, beauty, or hardware products.China's Retail Sales (National Bureau of Statistics of China)Technical Chart AnalysisAlibaba Group Holding’s stock has suffered a precipitous decline since the start of October which is almost a perfect mirror image to the explosive rise in the stock price shortly after Beijing announced major fiscal stimulus support in order to support its flailing economic growth.With that said, Alibaba Group Holding could be a potentially promising investment opportunity for investors that want to deploy some cash here now that the eCommerce company has fallen out of favor.In November, Alibaba Group Holding crashed through the 50-day moving average trendline and presently the stock price sits just above the 200-day moving average, which could foreshadow a near-term challenge of this crucial trendline. From a sentiment point of view, holding the 200-day moving average would be preferable; otherwise, Alibaba Group Holding could see an ongoing decrease in its stock price to at least $75, which is where the eCommerce stock has built some prior support.According to the Relative Strength Index, Alibaba Group Holding's stock is close to being oversold, which could be a contrarian indicator for investors looking to build up a (new) position.Moving Averages (StockCharts.com)Alibaba Is A Gift At $85The market models $9.20 per share in profits for Alibaba Group Holding, which reflects an increase in expected profits of 10% YoY. Presently, the stock of Alibaba Group Holding is selling for $85, thus reflecting a leading profit multiple of 9.3x. Based on TTM earnings, Alibaba Group Holding stock is selling for just about a 10x profit multiple, which also makes BABA a bargain, in my view.My intrinsic value estimate for Alibaba Group Holding before I sold BABA was $118 and $128 per share, which I derived at using a 12-13x leading P/E ratio for the eCommerce company. However, when I explained my reasons for selling Alibaba Group Holding last month, I also indicated that I was looking to reenter into a long position at $80-90.As I clarified above, I am not a trader primarily, but I think that while Alibaba Group Holding's stock price shot up too high in October, it has now fallen too far, creating a favorable risk/reward relationship and a contrarian buying opportunity.The stock has now fallen back into my ‘Buy’ range, and I plan on adding more shares to my long position should Alibaba Group Holding's stock fall below $80.Growth Forecasts (CNBC)Why The Investment Thesis Might Turn Into A Bear CaseIn my previous piece about Alibaba Group Holding, I warned that the eCommerce company may not profit from a fiscal stimulus package that was primarily geared towards borrowers.However, my opinion has evolved in the sense that financial relief for mortgages could free up consumer spending and the uptick in China’s retail spending in October was obviously a positive sign that economic fundamentals might be improving.Together with a lower profit multiple for Alibaba Group Holding, I have decided that the risk/reward relationship is now more positive than it was just last month, and I am modifying my stock classification to a moderate ‘Buy.’On the flip side, should Beijing’s spending promises not materialize and fail to support consumer spending, then eCommerce companies of the likes of Alibaba Group Holding may continue to see only muted sales growth.My ConclusionAlibaba Group Holding is growing its sales in a difficult Chinese economy, but there is hope that things will get better, particularly if Beijing’s stimulus actions accelerate China’s economic growth.Retail sales growth in China accelerated to 4.8% in October, which is a very positive development for Alibaba Group Holding, whose main business is still centered on the Chinese consumer. With the upcoming shopping season typically benefiting Alibaba Group Holding as well, I think that investors may want to consider buying the stock of the eCommerce company now that it has fallen out of favor with investors and that it is selling for a much lower profit multiple than just last month.While I tend to avoid trading, Alibaba Group Holding's considerable consolidation since October clearly changes the investment analysis in favor of the eCommerce company. Contrarian Buy.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374640037454144,"gmtCreate":1732505352064,"gmtModify":1732505356072,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"False lower high and soon lower low thru out the week","listText":"False lower high and soon lower low thru out the week","text":"False lower high and soon lower low thru out the week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374640037454144","repostId":"1102771928","repostType":4,"repost":{"id":"1102771928","kind":"news","weMediaInfo":{"introduction":"stay tuned on realtime market movements","home_visible":1,"media_name":"Market Watcher","id":"1027265475","head_image":"https://static.tigerbbs.com/b4070558872429328fe9f26a97b36c72"},"pubTimestamp":1732498045,"share":"https://ttm.financial/m/news/1102771928?lang=&edition=fundamental","pubTime":"2024-11-25 09:27","market":"hk","language":"en","title":"Hong Kong Stocks Open Higher, NIO Rises 4.6%, XPeng Rises 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102771928","media":"Market Watcher","summary":"On November 25, 2024, the Hong Kong stock market opened with mixed performance. The Hang Seng Index (HSI) rose by 0.40%, the Hang Seng China Enterprises Index (HSCEI) increased by 0.56%, the Hang Seng","content":"<html><head></head><body><p>On November 25, 2024, the Hong Kong stock market opened higher. The Hang Seng Index (HSI) rose by 0.40%, the Hang Seng Tech Index (HSTECH) climbed by 0.69%.<br/><br/>In terms of sectors, the restaurant stocks saw a significant rise, with <a href=\"https://laohu8.com/S/06862\">HAIDILAO</a> increasing by 1.74% and <a href=\"https://laohu8.com/S/09987\">YUM CHINA</a> surging by 3.42%. The education sector also performed well, with <a href=\"https://laohu8.com/S/09901\">NEW ORIENTAL-S</a> rising by 2.83% and <a href=\"https://laohu8.com/S/01797\">EAST BUY</a> up by 2.76%. The automotive sector showed notable gains, with <a href=\"https://laohu8.com/S/09868\">XPENG-W</a> soaring by 4.09%, <a href=\"https://laohu8.com/S/09866\">NIO-SW</a> jumping by 4.59%, and <a href=\"https://laohu8.com/S/00175\">GEELY AUTO</a> increasing by 1.87%. The SaaS sector also saw positive movement, with <a href=\"https://laohu8.com/S/03896\">KINGSOFT CLOUD</a> skyrocketing by 12.61% and <a href=\"https://laohu8.com/S/01860\">MOBVISTA</a> rising by 8.80%. However, the popular tech stocks were slightly down, with <a href=\"https://laohu8.com/S/03690\">MEITUAN-W</a> decreasing by 0.72%.<br/><br/><a href=\"https://laohu8.com/S/03690\">MEITUAN-W</a> fell by 0.72%. The release of the Federal Reserve&#39;s November monetary policy meeting minutes, which discussed inflation data, policy stance, and economic outlook, has drawn significant market attention. The market&#39;s expectation for the Fed to hold off on rate cuts in December has been rising, contributing to the stock&#39;s decline.<br/><br/><a href=\"https://laohu8.com/S/01024\">KUAISHOU-W</a> rose by 2.03%. The company&#39;s recent strategic initiatives and positive market sentiment have contributed to the stock&#39;s upward movement.<br/><br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stocks Open Higher, NIO Rises 4.6%, XPeng Rises 4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Stocks Open Higher, NIO Rises 4.6%, XPeng Rises 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1027265475\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b4070558872429328fe9f26a97b36c72);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Watcher </p>\n<p class=\"h-time\">2024-11-25 09:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On November 25, 2024, the Hong Kong stock market opened higher. The Hang Seng Index (HSI) rose by 0.40%, the Hang Seng Tech Index (HSTECH) climbed by 0.69%.<br/><br/>In terms of sectors, the restaurant stocks saw a significant rise, with <a href=\"https://laohu8.com/S/06862\">HAIDILAO</a> increasing by 1.74% and <a href=\"https://laohu8.com/S/09987\">YUM CHINA</a> surging by 3.42%. The education sector also performed well, with <a href=\"https://laohu8.com/S/09901\">NEW ORIENTAL-S</a> rising by 2.83% and <a href=\"https://laohu8.com/S/01797\">EAST BUY</a> up by 2.76%. The automotive sector showed notable gains, with <a href=\"https://laohu8.com/S/09868\">XPENG-W</a> soaring by 4.09%, <a href=\"https://laohu8.com/S/09866\">NIO-SW</a> jumping by 4.59%, and <a href=\"https://laohu8.com/S/00175\">GEELY AUTO</a> increasing by 1.87%. The SaaS sector also saw positive movement, with <a href=\"https://laohu8.com/S/03896\">KINGSOFT CLOUD</a> skyrocketing by 12.61% and <a href=\"https://laohu8.com/S/01860\">MOBVISTA</a> rising by 8.80%. However, the popular tech stocks were slightly down, with <a href=\"https://laohu8.com/S/03690\">MEITUAN-W</a> decreasing by 0.72%.<br/><br/><a href=\"https://laohu8.com/S/03690\">MEITUAN-W</a> fell by 0.72%. The release of the Federal Reserve&#39;s November monetary policy meeting minutes, which discussed inflation data, policy stance, and economic outlook, has drawn significant market attention. The market&#39;s expectation for the Fed to hold off on rate cuts in December has been rising, contributing to the stock&#39;s decline.<br/><br/><a href=\"https://laohu8.com/S/01024\">KUAISHOU-W</a> rose by 2.03%. The company&#39;s recent strategic initiatives and positive market sentiment have contributed to the stock&#39;s upward movement.<br/><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSTECH":"恒生科技指数","HSCEI":"国企指数","HSI":"恒生指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102771928","content_text":"On November 25, 2024, the Hong Kong stock market opened higher. The Hang Seng Index (HSI) rose by 0.40%, the Hang Seng Tech Index (HSTECH) climbed by 0.69%.In terms of sectors, the restaurant stocks saw a significant rise, with HAIDILAO increasing by 1.74% and YUM CHINA surging by 3.42%. The education sector also performed well, with NEW ORIENTAL-S rising by 2.83% and EAST BUY up by 2.76%. The automotive sector showed notable gains, with XPENG-W soaring by 4.09%, NIO-SW jumping by 4.59%, and GEELY AUTO increasing by 1.87%. The SaaS sector also saw positive movement, with KINGSOFT CLOUD skyrocketing by 12.61% and MOBVISTA rising by 8.80%. However, the popular tech stocks were slightly down, with MEITUAN-W decreasing by 0.72%.MEITUAN-W fell by 0.72%. The release of the Federal Reserve's November monetary policy meeting minutes, which discussed inflation data, policy stance, and economic outlook, has drawn significant market attention. The market's expectation for the Fed to hold off on rate cuts in December has been rising, contributing to the stock's decline.KUAISHOU-W rose by 2.03%. The company's recent strategic initiatives and positive market sentiment have contributed to the stock's upward movement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371728546222280,"gmtCreate":1731763237760,"gmtModify":1731763241636,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a> over priced hype being brain washed to go","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a> over priced hype being brain washed to go","text":"$Walt Disney(DIS)$ over priced hype being brain washed to go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/371728546222280","isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371238000709696,"gmtCreate":1731643486832,"gmtModify":1731643491364,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"Be greedy when others are fearful but must do so&nbsp;with money afford to be loss","listText":"Be greedy when others are fearful but must do so&nbsp;with money afford to be loss","text":"Be greedy when others are fearful but must do so with money afford to be loss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371238000709696","repostId":"2483356503","repostType":2,"repost":{"id":"2483356503","kind":"highlight","pubTimestamp":1731629033,"share":"https://ttm.financial/m/news/2483356503?lang=&edition=fundamental","pubTime":"2024-11-15 08:03","market":"sg","language":"en","title":"Michael Burry Boosts China Stakes But With Cautious Hedges","url":"https://stock-news.laohu8.com/highlight/detail?id=2483356503","media":"Bloomberg","summary":"Michael Burry, the hedge fund manager famous for his 2008 bet against the US housing market, further increased his exposures in China stocks including Alibaba Group Holdings Ltd. in the third quarter as Beijing rolled out a stimulus blitz, but also added new bearish options that would provide downside protection.","content":"<html><head></head><body><p>(Bloomberg) -- Michael Burry, the hedge fund manager famous for his 2008 bet against the US housing market, further increased his exposures in China stocks including Alibaba Group Holdings Ltd. in the third quarter as Beijing rolled out a stimulus blitz, but also added new bearish options that would provide downside protection.</p><p>Scion Asset Management, Burry’s investment firm, boosted its holdings of <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> by almost 30% to 200,000 shares during the quarter. At the same time, Scion bought put options with the notional value equivalent to 84% of its Alibaba holdings, according to a 13F regulatory filing on Thursday. The put options allow Scion to sell the stocks to lock in a profit or limit losses, should Alibaba tumble.</p><p>Burry’s firm used the same tactics for two other Chinese investments, <a href=\"https://laohu8.com/S/BIDU\">Baidu Inc.</a> and <a href=\"https://laohu8.com/S/JD\">JD.com Inc.</a>, in a sign of caution for his China holdings.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/313673826fc7c128a48e0abb4ce39e48\" tg-width=\"1281\" tg-height=\"409\"/></p><p>The reshuffles came as Beijing ramped up efforts to revive growth with pledges to support fiscal spending and the country’s troubled real estate market in September. The surprise stimulus plan unleashed a frantic rally in China equities but some market observers remain cautious about the long-term outlook for the sector.</p><p>For JD.com Inc., Scion doubled its stakes in the three months through September while adding bearish wagers against the stock positions, the filing shows. In Baidu. Inc., the firm increased its position by two-thirds but also hedged its exposure.</p><p>The three Chinese stocks including Alibaba were worth $54 million at the end of September, representing about 65% of Burry’s total equity holdings, data show.</p><p>Burry has been one of the few prominent China stock bulls among hedge fund investors, along with Appaloosa Management’s David Tepper, even before Beijing’s major policy shift in September. In the first quarter, he loaded up on Chinese stocks and more than doubled his stake in Alibaba, then further increased that position in the second quarter to make it the firm’s top holding as of June 30.</p><p>Since Beijing’s stimulus efforts in late September, the country’s equity benchmark CSI 300 Index surged 32% over two weeks, while Nasdaq Golden Dragon Index’s US-listed China stocks gained about 37%.</p><p>The rally has since peeled back. Alibaba, JD.com and Baidu all have lost more than 20% since peaking in early October, retreating to levels when Beijing announced stimulus in late September.</p><p>A cohort of Wall street strategists and fund managers remain cautious about China’s long-term outlook given its growth slowdown and sagging consumption trends. Donald Trump winning the White House again has also triggered concerns around higher US tariffs and thorny geopolitical issues. </p></body></html>","source":"bnn_bloomberg_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Michael Burry Boosts China Stakes But With Cautious Hedges</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMichael Burry Boosts China Stakes But With Cautious Hedges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-15 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bnnbloomberg.ca/business/company-news/2024/11/14/michael-burry-boosts-china-stakes-but-with-cautious-hedges/><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Michael Burry, the hedge fund manager famous for his 2008 bet against the US housing market, further increased his exposures in China stocks including Alibaba Group Holdings Ltd. in the...</p>\n\n<a href=\"https://www.bnnbloomberg.ca/business/company-news/2024/11/14/michael-burry-boosts-china-stakes-but-with-cautious-hedges/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bnnbloomberg.ca/business/company-news/2024/11/14/michael-burry-boosts-china-stakes-but-with-cautious-hedges/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483356503","content_text":"(Bloomberg) -- Michael Burry, the hedge fund manager famous for his 2008 bet against the US housing market, further increased his exposures in China stocks including Alibaba Group Holdings Ltd. in the third quarter as Beijing rolled out a stimulus blitz, but also added new bearish options that would provide downside protection.Scion Asset Management, Burry’s investment firm, boosted its holdings of Alibaba by almost 30% to 200,000 shares during the quarter. At the same time, Scion bought put options with the notional value equivalent to 84% of its Alibaba holdings, according to a 13F regulatory filing on Thursday. The put options allow Scion to sell the stocks to lock in a profit or limit losses, should Alibaba tumble.Burry’s firm used the same tactics for two other Chinese investments, Baidu Inc. and JD.com Inc., in a sign of caution for his China holdings.The reshuffles came as Beijing ramped up efforts to revive growth with pledges to support fiscal spending and the country’s troubled real estate market in September. The surprise stimulus plan unleashed a frantic rally in China equities but some market observers remain cautious about the long-term outlook for the sector.For JD.com Inc., Scion doubled its stakes in the three months through September while adding bearish wagers against the stock positions, the filing shows. In Baidu. Inc., the firm increased its position by two-thirds but also hedged its exposure.The three Chinese stocks including Alibaba were worth $54 million at the end of September, representing about 65% of Burry’s total equity holdings, data show.Burry has been one of the few prominent China stock bulls among hedge fund investors, along with Appaloosa Management’s David Tepper, even before Beijing’s major policy shift in September. In the first quarter, he loaded up on Chinese stocks and more than doubled his stake in Alibaba, then further increased that position in the second quarter to make it the firm’s top holding as of June 30.Since Beijing’s stimulus efforts in late September, the country’s equity benchmark CSI 300 Index surged 32% over two weeks, while Nasdaq Golden Dragon Index’s US-listed China stocks gained about 37%.The rally has since peeled back. Alibaba, JD.com and Baidu all have lost more than 20% since peaking in early October, retreating to levels when Beijing announced stimulus in late September.A cohort of Wall street strategists and fund managers remain cautious about China’s long-term outlook given its growth slowdown and sagging consumption trends. Donald Trump winning the White House again has also triggered concerns around higher US tariffs and thorny geopolitical issues.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371236769816728,"gmtCreate":1731643171200,"gmtModify":1731643175667,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"Money is never enough nobody knows the future and it is always right to take profit","listText":"Money is never enough nobody knows the future and it is always right to take profit","text":"Money is never enough nobody knows the future and it is always right to take profit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371236769816728","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368825862258792,"gmtCreate":1731083134109,"gmtModify":1731083137634,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576326749731922","idStr":"3576326749731922"},"themes":[],"htmlText":"Monday HKG and Shanghai mkts will open big red traders all sell to bail out first and ask questions later","listText":"Monday HKG and Shanghai mkts will open big red traders all sell to bail out first and ask questions later","text":"Monday HKG and Shanghai mkts will open big red traders all sell to bail out first and ask questions later","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368825862258792","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9072322682,"gmtCreate":1657961600946,"gmtModify":1676536088726,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03988\">$BANK OF CHINA(03988)$</a>Good price to enter...state support if collapse China will collapse n whole world to follow&nbsp;","listText":"<a href=\"https://ttm.financial/S/03988\">$BANK OF CHINA(03988)$</a>Good price to enter...state support if collapse China will collapse n whole world to follow&nbsp;","text":"$BANK OF CHINA(03988)$Good price to enter...state support if collapse China will collapse n whole world to follow","images":[{"img":"https://community-static.tradeup.com/news/45eb9f650d034eb2a82843124220e9d1","width":"1080","height":"2397"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":85,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9072322682","isVote":1,"tweetType":1,"viewCount":3294,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577147550207659","authorId":"3577147550207659","name":"金錢弟","avatar":"https://community-static.tradeup.com/news/f3b7f4f61fb8c80cae1f168a1a712413","crmLevel":1,"crmLevelSwitch":0,"idStr":"3577147550207659","authorIdStr":"3577147550207659"},"content":"This stock is only 10% below its yearly high of $2.9, no need to panic.","text":"This stock is only 10% below its yearly high of $2.9, no need to panic.","html":"This stock is only 10% below its yearly high of $2.9, no need to panic."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":353899771076800,"gmtCreate":1727409492443,"gmtModify":1727424087491,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","listText":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","text":"Holding on baba more upside as hedge funds start piling in [USD] [Call] [Like]","images":[{"img":"https://community-static.tradeup.com/news/59b87941418d7c6b6d88f3d33b12c4b8"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":68,"commentSize":0,"repostSize":35,"link":"https://ttm.financial/post/353899771076800","isVote":1,"tweetType":1,"viewCount":3303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9049613724,"gmtCreate":1655782440668,"gmtModify":1676535704683,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>beaten down growth stock require heart of steel to keep adding n believe its long term potential&nbsp;","listText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>beaten down growth stock require heart of steel to keep adding n believe its long term potential&nbsp;","text":"$Teladoc Health Inc.(TDOC)$beaten down growth stock require heart of steel to keep adding n believe its long term potential","images":[{"img":"https://community-static.tradeup.com/news/301ee567d26fcb38a4d16c7dd1bf7e3b","width":"1080","height":"3438"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":54,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049613724","isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9084652075,"gmtCreate":1650859758661,"gmtModify":1676534805261,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SPO.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD - Spinoff(BS6.SPO.SI)$</a>iinterezti g how Tiger knows the listing price?","listText":"<a href=\"https://ttm.financial/S/BS6.SPO.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD - Spinoff(BS6.SPO.SI)$</a>iinterezti g how Tiger knows the listing price?","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD - Spinoff(BS6.SPO.SI)$iinterezti g how Tiger knows the listing price?","images":[{"img":"https://community-static.tradeup.com/news/ab47c267cbe9da3d6ec2a3e829047b27","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":50,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084652075","isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9070014811,"gmtCreate":1656983669833,"gmtModify":1676535926746,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Current price near to 52 weeks low buy slowly in tranches for dividend play&nbsp;","listText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Current price near to 52 weeks low buy slowly in tranches for dividend play&nbsp;","text":"$Daiwa Hse Log Tr(DHLU.SI)$Current price near to 52 weeks low buy slowly in tranches for dividend play","images":[{"img":"https://community-static.tradeup.com/news/8daba661609f505f57615c56f829e48b","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":45,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070014811","isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9048328864,"gmtCreate":1656144211458,"gmtModify":1676535776276,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>52 weeks low due to Yen depreciation...slowly loading up for dividend income&nbsp;","listText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>52 weeks low due to Yen depreciation...slowly loading up for dividend income&nbsp;","text":"$Daiwa Hse Log Tr(DHLU.SI)$52 weeks low due to Yen depreciation...slowly loading up for dividend income","images":[{"img":"https://community-static.tradeup.com/news/1e5ac6dbd846ea341726373960ead2ee","width":"1080","height":"3347"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":45,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9048328864","isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9029638723,"gmtCreate":1652764657762,"gmtModify":1676535157683,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>still waiting for summer travel demand bounce...may have to avg lower to reach tgt exit price&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>still waiting for summer travel demand bounce...may have to avg lower to reach tgt exit price&nbsp;","text":"$American Airlines(AAL)$still waiting for summer travel demand bounce...may have to avg lower to reach tgt exit price","images":[{"img":"https://community-static.tradeup.com/news/005bdc84599a44a4f9e2cfb09609468d","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":24,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9029638723","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905417701,"gmtCreate":1659924372806,"gmtModify":1703476036043,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>Execellent H1 result but share price no movement What the F....is going on with this stock?","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>Execellent H1 result but share price no movement What the F....is going on with this stock?","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$Execellent H1 result but share price no movement What the F....is going on with this stock?","images":[{"img":"https://community-static.tradeup.com/news/049cfd460596f991aae2948b70062859","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905417701","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9047812327,"gmtCreate":1656896587969,"gmtModify":1676535911393,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/G92.SI\">$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$</a>laggard till China zero COVID campaign is over so long way for growth n recovery&nbsp;","listText":"<a href=\"https://ttm.financial/S/G92.SI\">$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$</a>laggard till China zero COVID campaign is over so long way for growth n recovery&nbsp;","text":"$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$laggard till China zero COVID campaign is over so long way for growth n recovery","images":[{"img":"https://community-static.tradeup.com/news/6184b3702576f4b14b55b417a02847e7","width":"1080","height":"3347"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":26,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047812327","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9044778523,"gmtCreate":1656821247162,"gmtModify":1676535900190,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Accumulate on 52 weeks low....need time for Yen to rebound n price will follow","listText":"<a href=\"https://ttm.financial/S/DHLU.SI\">$Daiwa Hse Log Tr(DHLU.SI)$</a>Accumulate on 52 weeks low....need time for Yen to rebound n price will follow","text":"$Daiwa Hse Log Tr(DHLU.SI)$Accumulate on 52 weeks low....need time for Yen to rebound n price will follow","images":[{"img":"https://community-static.tradeup.com/news/300d75811a3f1eac95f9a065eb9b4269","width":"1080","height":"3347"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044778523","isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9062975695,"gmtCreate":1651995568717,"gmtModify":1676535011288,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>&nbsp;so far historical price pattern has been upward nobody knows the future&nbsp;","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a>&nbsp;so far historical price pattern has been upward nobody knows the future&nbsp;","text":"$SPDR S&P 500 ETF Trust(SPY)$ so far historical price pattern has been upward nobody knows the future","images":[{"img":"https://community-static.tradeup.com/news/2602d19466ab9ca11f56dadd3ddc0f73","width":"1080","height":"3438"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062975695","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":252448458383656,"gmtCreate":1702643625409,"gmtModify":1702643627152,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Entry at support level&nbsp;","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;Entry at support level&nbsp;","text":"$PING AN(02318)$ Entry at support level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252448458383656","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997492994,"gmtCreate":1661829823323,"gmtModify":1676536587625,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>airlines stocks bearish in high rate environment as capital intensive n high borrowing&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAL\">$American Airlines(AAL)$</a>airlines stocks bearish in high rate environment as capital intensive n high borrowing&nbsp;","text":"$American Airlines(AAL)$airlines stocks bearish in high rate environment as capital intensive n high borrowing","images":[{"img":"https://community-static.tradeup.com/news/98ac7fa0f3d77743473583180b0ba64d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9997492994","isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":246620306128904,"gmtCreate":1701231444263,"gmtModify":1701231449714,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Be greedy when others are fearful&nbsp;","listText":"Be greedy when others are fearful&nbsp;","text":"Be greedy when others are fearful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/246620306128904","repostId":"2387427251","repostType":4,"repost":{"id":"2387427251","kind":"highlight","pubTimestamp":1701225352,"share":"https://ttm.financial/m/news/2387427251?lang=&edition=fundamental","pubTime":"2023-11-29 10:35","market":"us","language":"en","title":"Alibaba: The Pain Could Just Be Starting For Chinese Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2387427251","media":"Seekingalpha","summary":"Alibaba's stock may look suitable for investment due to strong fundamentals.However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba's revenue growth given its stro","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba&#39;s stock may look suitable for investment due to strong fundamentals.</p></li><li><p>However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba&#39;s revenue growth given its strong reliance on artificial intelligence.</p></li><li><p>Alibaba also faces competition from American and Chinese cloud providers, hindering its market share growth in the IaaS industry.</p></li><li><p>While the management has mentioned that it intends to boost domestic production using open-source technology, it has not substantiated its statements with figures in my view.</p></li><li><p>In view of its strong balance sheet, reorganization, and dividend payments, the stock is a hold.</p></li></ul><p>If you have wondered whether chip restrictions preventing exports of advanced GPU-based AI computing to China had any effect, look no further than Alibaba (NYSE:BABA), the eCommerce and cloud computing giant. Its stock benefits from superior fundamentals including growth and profitability showing up in green as pictured below. However, I believe factors like geopolitical tensions can impact its ability to grow revenues in the future.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9269811d5d58a9543d0e751301795efb\" tg-width=\"371\" tg-height=\"278\"/></p><p>Quant Ratings (seekingalpha.com)</p><p>Also, it is important to check whether the high profitability being enjoyed now does not come at the expense of investing money to ensure future growth. Thus, by highlighting the areas of the business likely to be impacted by U.S. chip restrictions and showing that the capital allocation strategy does not seem geared towards addressing the risks, this thesis aims to show that it is not the right time to invest or add to your position.</p><p>Amid encouraging news about indigenous innovations in advanced chip technology, I start by highlighting how the very ingredients used for building the tech giant&#39;s intelligent cloud infrastructure are facing supply uncertainty.</p><h2 id=\"id_4130189344\">AI Chip Restrictions Starting to Bite</h2><p>Some will remember that barely three weeks back or on November 3, the company unveiled its Zhenyue 510 chip. Developed by its chip design subsidiary, T-Head, the controller IC is destined to be deployed in Alibaba&#39;s data centers to provide support for applications such as AI training, online transactions, and big data analysis. The subsidiary had previously designed both an AI (artificial intelligence) and a CPU chip.</p><p>These chips are based on RISC-V-based technology, which is open-source or can be used by anyone without requiring a license from Arm Holdings (ARM) whose chip designs are widely used throughout the world, but many are not exported to China. Now, these developments were acclaimed as important milestones in pursuit of Chinese technological independence and it came as no surprise that Alibaba’s shares gained over 2 dollars as depicted by the green arrow below when the news hit the market.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10f305000142ae58729cfb3ccd8679a7\" tg-width=\"640\" tg-height=\"258\"/></p><p>www.seekingalpha.com</p><p>This independence means not relying on U.S. components, especially those produced by Nvidia (NVDA) and Advanced Micro Devices (AMD), who are barred from exporting their AI-enabling GPU chips to China following the October 2022 restrictions.</p><p>However, this idea of being independent now appears in doubt as the shares dropped by more than $7 on November 15 (red arrow above) following the scrapping of IPO plans for Alibaba&#39;s Cloud Intelligence Group due to further U.S. chip restrictions. The latest ones enforced in October cover additional chips like the A800, which Nvidia designed specifically for its Chinese customers, given that it could not export its advanced A100 and H100 chips to that country. The same applies to Intel (INTC) and AMD.</p><p>According to Alibaba&#39;s press release (with the pain points underlined in red below), this will adversely impact its cloud business&#39; ability to offer products and services.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c4797638e3cb6326521a07e5c822bcd\" tg-width=\"640\" tg-height=\"312\"/></p><p>seekingalpha.com</p><p>This news update by Alibaba confirms the risks I had already evoked in an earlier thesis last year and the next step is to quantify the impact.</p><h2 id=\"id_3182475377\">The Risks to Revenue Growth for Intelligent Cloud</h2><p>Having generated $51.4 billion for the second quarter of fiscal 2024 (Q2-2024), Cloud Intelligence Group is second only to Taobao/Tmall as shown below. Furthermore, it has grown by only 3% YoY or far below the double-digit figures of 2020-2022. One of the reasons for this gloomy performance is that the business has not fully recovered after ByteDance (TikTok owner) stopped using it for outside-of-China hosting purposes in 2021 and instead chose Amazon (AMZN) and Oracle (ORCL), following intense pressure from authorities in the U.S. on data privacy grounds.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b326572405c726af612c55aa739be572\" tg-width=\"640\" tg-height=\"170\"/></p><p>seekingalpha.com</p><p>Now, in addition to these two American public cloud providers, the Chinese company also faces competition from Microsoft (MSFT), with Azure Cloud, and Alphabet (GOOG) (GOOGL) with Google Cloud Platform, without forgetting Huawei Technologies and Tencent Holdings (OTCPK:TCEHY), in its home market.</p><p>Looking at market share for the 2021-2022 period, a report by Gartner on the worldwide Infrastructure-as-a-service (IaaS) industry dated July this year shows that Alibaba has trailed all others with only 2.4% growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71d9426a41e14743d91f4781e164d9b7\" tg-width=\"640\" tg-height=\"402\"/></p><p>Chart built using data from (www.gartner.com)</p><p>Noteworthily, in addition to computing power for normal IT (transactional) workloads, Gartner adds that customers now require more advanced analytics among other features.</p><h2 id=\"id_3346180889\">Possible Risks to Alibaba International Business too</h2><p>Now, since the company did earlier announce an upgrade of its AI infrastructure including deployment of its Tongyi Qianwen 2.0 LLM (large language model) during the Apsara Conference, it may be holding a stock of Nvidia’s previous-generation A100 GPU chips, already deployed for AI workloads. However, new restrictions ban their export to China. In these circumstances, I find it hard to identify who will buy cloud-based AI servers from the Chinese company even if it provides discounts since ChatGPT-style applications demand high-performance GPUs to work optimally.</p><p>There is worse given that the company synergizes the capabilities of its intelligent cloud infrastructure across its eCommerce platforms for example to make the shopping experience more consumer-centric by using AI applications. Chip restrictions would mean that it will have to rely on older chip models like Nvidia&#39;s V100 launched in 2017 to train its LLMs whereas competitor Amazon and others have access to the latest and faster H100 chips developed in 2022.</p><p>Therefore, restrictions may pose a competitive threat to the Chinese eCommerce and cloud computing giant&#39;s integrated business model, especially for Alibaba International Digital Commerce Group which grew by 53% YoY during the latest reported quarter. When combined with the cloud business, the international eCommerce Group represented around $99.3 billion (according to the above table) or 20% of the company&#39;s sales in Q2-2024, which is substantial. Thus, I believe that in case these two groups were to be materially impacted, the company could miss its fiscal 2025 revenue estimate of $146.4 billion as pictured below.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903db5ffe7a60f776b5e5365f339d3bd\" tg-width=\"640\" tg-height=\"192\"/></p><p>seekingalpha.com</p><p>Therefore, based on the identification of areas likely to be impacted by chip restrictions, revenue growth is at risk. In the same breath, the stock is not necessarily undervalued based on its forward price-to-sales of 1.49x, which is above the median for the Consumer Discretionary sector by more than 75%.</p><h2 id=\"id_2416155604\">Analyzing the Capital Allocation Strategy in View of Supply Risks</h2><p>Moreover, for a company that is facing risks as to the very building blocks of its AI infrastructure, you would have expected it to attract equity funding through the cloud IPO given the enormous amounts of money involved in chip production. However, with the public offering canceled, funding will be sought for the company&#39;s international eCommerce business. Now, while the objective to build a &#34;world-leading digitalized supply chain network&#34; seems appropriate in view of Alibaba&#39;s experience in the Chinese market, the intention of also making intensive use of AI for innovations across the platform may not be well digested by potential investors, in view of U.S. restrictions.</p><p>Furthermore, since Alibaba is already sitting on a giant cash pile of $51.5 billion (net of debt) there is less need to seek outside funding which may also imply a dilution of share ownership if equity funding is sought after.</p><p>Coming back to the AI realm, the management mentioned that it is exploring native (or domestic) solutions and that the Cloud Intelligence Group will &#34;scale up its technology investments in AI-related software and hardware&#34; through the use of open-source technologies like RISC-V as mentioned earlier. These points are clearly aimed at addressing the issues posed by chip restrictions, but they fall short of an investment plan including the amount being (or to be) spent, and clear milestones as to when the processors will enter production for equipping its data centers given that Alibaba cloud operates in 30 regions across the world.</p><p>On the contrary, a look at the capital expenditure during the last five quarters shows that it is on a net downtrend. Now, when subtracting this lower Capex from the cash from operations, the result is higher free cash flow. Interestingly, its FCF margin of 14.17% which is above Consumer Discretionary peers by over 170% is one of the reasons the company enjoys a profitability grade of A+, but this may be coming at a cost: not investing for future growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6538c30481f5a412382be12828bef7fc\" tg-width=\"640\" tg-height=\"266\"/></p><p>Chart built using cash flow statement data from (seekingalpha.com)</p><p>This is especially true in the current global computing scenario when there is a fundamental paradigm change whereby the demand for IT workloads on the cloud is shifting from conventional computing to AI. This is the reason why cloud service providers like Amazon and Microsoft have been purchasing Nvidia H100 GPUs.</p><p>Now, in the absence of such a supplier from its supply chain, it is important for a cloud computing giant like Alibaba to elaborate on the amount of money it is investing in advanced chips as part of a contingency plan to continue providing an intelligent cloud infrastructure that can compete internationally.</p><h2 id=\"id_4202991450\">Strong Balance Sheet and Reorganization but Plan Needed in View of Restrictions</h2><p>In conclusion, this thesis has shown that given the risks that can affect Alibaba&#39;s results of operations and financial condition, there has been no mention of a capital allocation strategy to specifically address the issue of chip restrictions in the second quarter&#39;s earnings call, possibly because it already possesses some unused stock of advanced chips in its inventory in my view.</p><p>Moreover, given the strength of its balance sheet, and the internal reorganization that has identified cost optimization and growth opportunities, Alibaba has the financial capacity to boost indigenous production to meet its AI chip requirements, somewhat similar to what Huawei has done with its Mate 50. Furthermore, earning dividends as a way to enhance shareholder return is a positive for those who have been holding on to the stock. For this matter, in addition to the $2.5 billion of distributions to be made to shareholders, the company effected $1.7 billion of share buybacks in Q2-2024.</p><p>These are the reasons why I have a Hold rating as Alibaba also remains a strong player on its home turf with Taobao and Tmall and a market where it faces much smaller competitors in the form of JD.com (JD) and Pinduoduo. Finally, it is important to obtain an update as to how the company is tackling chip restrictions in a sustainable manner during next quarter&#39;s earnings call in February.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Pain Could Just Be Starting For Chinese Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Pain Could Just Be Starting For Chinese Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-29 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4654600-alibaba-the-pain-could-just-be-starting-for-chinese-tech><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba's stock may look suitable for investment due to strong fundamentals.However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba's revenue growth given its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4654600-alibaba-the-pain-could-just-be-starting-for-chinese-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4507":"流媒体概念","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4587":"ChatGPT概念","BK4509":"腾讯概念","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","BABA":"阿里巴巴","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","09988":"阿里巴巴-W","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4588":"碎股","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4503":"景林资产持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4502":"阿里概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4505":"高瓴资本持仓","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","BK4504":"桥水持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4592":"伊斯兰概念"},"source_url":"https://seekingalpha.com/article/4654600-alibaba-the-pain-could-just-be-starting-for-chinese-tech","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2387427251","content_text":"Alibaba's stock may look suitable for investment due to strong fundamentals.However, geopolitical-related factors, such as U.S. chip restrictions, pose risks to Alibaba's revenue growth given its strong reliance on artificial intelligence.Alibaba also faces competition from American and Chinese cloud providers, hindering its market share growth in the IaaS industry.While the management has mentioned that it intends to boost domestic production using open-source technology, it has not substantiated its statements with figures in my view.In view of its strong balance sheet, reorganization, and dividend payments, the stock is a hold.If you have wondered whether chip restrictions preventing exports of advanced GPU-based AI computing to China had any effect, look no further than Alibaba (NYSE:BABA), the eCommerce and cloud computing giant. Its stock benefits from superior fundamentals including growth and profitability showing up in green as pictured below. However, I believe factors like geopolitical tensions can impact its ability to grow revenues in the future.Quant Ratings (seekingalpha.com)Also, it is important to check whether the high profitability being enjoyed now does not come at the expense of investing money to ensure future growth. Thus, by highlighting the areas of the business likely to be impacted by U.S. chip restrictions and showing that the capital allocation strategy does not seem geared towards addressing the risks, this thesis aims to show that it is not the right time to invest or add to your position.Amid encouraging news about indigenous innovations in advanced chip technology, I start by highlighting how the very ingredients used for building the tech giant's intelligent cloud infrastructure are facing supply uncertainty.AI Chip Restrictions Starting to BiteSome will remember that barely three weeks back or on November 3, the company unveiled its Zhenyue 510 chip. Developed by its chip design subsidiary, T-Head, the controller IC is destined to be deployed in Alibaba's data centers to provide support for applications such as AI training, online transactions, and big data analysis. The subsidiary had previously designed both an AI (artificial intelligence) and a CPU chip.These chips are based on RISC-V-based technology, which is open-source or can be used by anyone without requiring a license from Arm Holdings (ARM) whose chip designs are widely used throughout the world, but many are not exported to China. Now, these developments were acclaimed as important milestones in pursuit of Chinese technological independence and it came as no surprise that Alibaba’s shares gained over 2 dollars as depicted by the green arrow below when the news hit the market.www.seekingalpha.comThis independence means not relying on U.S. components, especially those produced by Nvidia (NVDA) and Advanced Micro Devices (AMD), who are barred from exporting their AI-enabling GPU chips to China following the October 2022 restrictions.However, this idea of being independent now appears in doubt as the shares dropped by more than $7 on November 15 (red arrow above) following the scrapping of IPO plans for Alibaba's Cloud Intelligence Group due to further U.S. chip restrictions. The latest ones enforced in October cover additional chips like the A800, which Nvidia designed specifically for its Chinese customers, given that it could not export its advanced A100 and H100 chips to that country. The same applies to Intel (INTC) and AMD.According to Alibaba's press release (with the pain points underlined in red below), this will adversely impact its cloud business' ability to offer products and services.seekingalpha.comThis news update by Alibaba confirms the risks I had already evoked in an earlier thesis last year and the next step is to quantify the impact.The Risks to Revenue Growth for Intelligent CloudHaving generated $51.4 billion for the second quarter of fiscal 2024 (Q2-2024), Cloud Intelligence Group is second only to Taobao/Tmall as shown below. Furthermore, it has grown by only 3% YoY or far below the double-digit figures of 2020-2022. One of the reasons for this gloomy performance is that the business has not fully recovered after ByteDance (TikTok owner) stopped using it for outside-of-China hosting purposes in 2021 and instead chose Amazon (AMZN) and Oracle (ORCL), following intense pressure from authorities in the U.S. on data privacy grounds.seekingalpha.comNow, in addition to these two American public cloud providers, the Chinese company also faces competition from Microsoft (MSFT), with Azure Cloud, and Alphabet (GOOG) (GOOGL) with Google Cloud Platform, without forgetting Huawei Technologies and Tencent Holdings (OTCPK:TCEHY), in its home market.Looking at market share for the 2021-2022 period, a report by Gartner on the worldwide Infrastructure-as-a-service (IaaS) industry dated July this year shows that Alibaba has trailed all others with only 2.4% growth.Chart built using data from (www.gartner.com)Noteworthily, in addition to computing power for normal IT (transactional) workloads, Gartner adds that customers now require more advanced analytics among other features.Possible Risks to Alibaba International Business tooNow, since the company did earlier announce an upgrade of its AI infrastructure including deployment of its Tongyi Qianwen 2.0 LLM (large language model) during the Apsara Conference, it may be holding a stock of Nvidia’s previous-generation A100 GPU chips, already deployed for AI workloads. However, new restrictions ban their export to China. In these circumstances, I find it hard to identify who will buy cloud-based AI servers from the Chinese company even if it provides discounts since ChatGPT-style applications demand high-performance GPUs to work optimally.There is worse given that the company synergizes the capabilities of its intelligent cloud infrastructure across its eCommerce platforms for example to make the shopping experience more consumer-centric by using AI applications. Chip restrictions would mean that it will have to rely on older chip models like Nvidia's V100 launched in 2017 to train its LLMs whereas competitor Amazon and others have access to the latest and faster H100 chips developed in 2022.Therefore, restrictions may pose a competitive threat to the Chinese eCommerce and cloud computing giant's integrated business model, especially for Alibaba International Digital Commerce Group which grew by 53% YoY during the latest reported quarter. When combined with the cloud business, the international eCommerce Group represented around $99.3 billion (according to the above table) or 20% of the company's sales in Q2-2024, which is substantial. Thus, I believe that in case these two groups were to be materially impacted, the company could miss its fiscal 2025 revenue estimate of $146.4 billion as pictured below.seekingalpha.comTherefore, based on the identification of areas likely to be impacted by chip restrictions, revenue growth is at risk. In the same breath, the stock is not necessarily undervalued based on its forward price-to-sales of 1.49x, which is above the median for the Consumer Discretionary sector by more than 75%.Analyzing the Capital Allocation Strategy in View of Supply RisksMoreover, for a company that is facing risks as to the very building blocks of its AI infrastructure, you would have expected it to attract equity funding through the cloud IPO given the enormous amounts of money involved in chip production. However, with the public offering canceled, funding will be sought for the company's international eCommerce business. Now, while the objective to build a \"world-leading digitalized supply chain network\" seems appropriate in view of Alibaba's experience in the Chinese market, the intention of also making intensive use of AI for innovations across the platform may not be well digested by potential investors, in view of U.S. restrictions.Furthermore, since Alibaba is already sitting on a giant cash pile of $51.5 billion (net of debt) there is less need to seek outside funding which may also imply a dilution of share ownership if equity funding is sought after.Coming back to the AI realm, the management mentioned that it is exploring native (or domestic) solutions and that the Cloud Intelligence Group will \"scale up its technology investments in AI-related software and hardware\" through the use of open-source technologies like RISC-V as mentioned earlier. These points are clearly aimed at addressing the issues posed by chip restrictions, but they fall short of an investment plan including the amount being (or to be) spent, and clear milestones as to when the processors will enter production for equipping its data centers given that Alibaba cloud operates in 30 regions across the world.On the contrary, a look at the capital expenditure during the last five quarters shows that it is on a net downtrend. Now, when subtracting this lower Capex from the cash from operations, the result is higher free cash flow. Interestingly, its FCF margin of 14.17% which is above Consumer Discretionary peers by over 170% is one of the reasons the company enjoys a profitability grade of A+, but this may be coming at a cost: not investing for future growth.Chart built using cash flow statement data from (seekingalpha.com)This is especially true in the current global computing scenario when there is a fundamental paradigm change whereby the demand for IT workloads on the cloud is shifting from conventional computing to AI. This is the reason why cloud service providers like Amazon and Microsoft have been purchasing Nvidia H100 GPUs.Now, in the absence of such a supplier from its supply chain, it is important for a cloud computing giant like Alibaba to elaborate on the amount of money it is investing in advanced chips as part of a contingency plan to continue providing an intelligent cloud infrastructure that can compete internationally.Strong Balance Sheet and Reorganization but Plan Needed in View of RestrictionsIn conclusion, this thesis has shown that given the risks that can affect Alibaba's results of operations and financial condition, there has been no mention of a capital allocation strategy to specifically address the issue of chip restrictions in the second quarter's earnings call, possibly because it already possesses some unused stock of advanced chips in its inventory in my view.Moreover, given the strength of its balance sheet, and the internal reorganization that has identified cost optimization and growth opportunities, Alibaba has the financial capacity to boost indigenous production to meet its AI chip requirements, somewhat similar to what Huawei has done with its Mate 50. Furthermore, earning dividends as a way to enhance shareholder return is a positive for those who have been holding on to the stock. For this matter, in addition to the $2.5 billion of distributions to be made to shareholders, the company effected $1.7 billion of share buybacks in Q2-2024.These are the reasons why I have a Hold rating as Alibaba also remains a strong player on its home turf with Taobao and Tmall and a market where it faces much smaller competitors in the form of JD.com (JD) and Pinduoduo. Finally, it is important to obtain an update as to how the company is tackling chip restrictions in a sustainable manner during next quarter's earnings call in February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240621277184120,"gmtCreate":1699764528040,"gmtModify":1699764531214,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WJP.SI\">$VICOM Ltd(WJP.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/WJP.SI\">$VICOM Ltd(WJP.SI)$ &nbsp;</a>","text":"$VICOM Ltd(WJP.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240621277184120","isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067707671,"gmtCreate":1652504639793,"gmtModify":1676535113943,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Buy on dividend income play&nbsp;","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>Buy on dividend income play&nbsp;","text":"$CapLand China T(AU8U.SI)$Buy on dividend income play","images":[{"img":"https://community-static.tradeup.com/news/fbd50480b75bbeb992b709f36fe20c1b","width":"1080","height":"3347"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067707671","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":230261177118968,"gmtCreate":1697257898014,"gmtModify":1697257902150,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"Fed will pause the rate hike as USA small n mid size banks most can't withstand and more bankruptcy may follow to destabilize democrats election campaign&nbsp;","listText":"Fed will pause the rate hike as USA small n mid size banks most can't withstand and more bankruptcy may follow to destabilize democrats election campaign&nbsp;","text":"Fed will pause the rate hike as USA small n mid size banks most can't withstand and more bankruptcy may follow to destabilize democrats election campaign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/230261177118968","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4156453737757772","authorId":"4156453737757772","name":"Julian1380","avatar":"https://community-static.tradeup.com/news/7d73a99be7c870e968b708b29575b7c9","crmLevel":1,"crmLevelSwitch":0,"idStr":"4156453737757772","authorIdStr":"4156453737757772"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087992078,"gmtCreate":1650937278581,"gmtModify":1676534819496,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>SStuck low for a while no gas with China lock down + trade war + delisting fear","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>SStuck low for a while no gas with China lock down + trade war + delisting fear","text":"$Tiger Brokers(TIGR)$SStuck low for a while no gas with China lock down + trade war + delisting fear","images":[{"img":"https://community-static.tradeup.com/news/6c31de5e046a9e9019fe5283986b5e27","width":"1080","height":"3563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087992078","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4105924344545030","authorId":"4105924344545030","name":"Cyberguru","avatar":"https://community-static.tradeup.com/news/f9b4948364f7d9903751717980915d58","crmLevel":2,"crmLevelSwitch":1,"idStr":"4105924344545030","authorIdStr":"4105924344545030"},"content":"China stock is losing its momentum for now.","text":"China stock is losing its momentum for now.","html":"China stock is losing its momentum for now."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":388166394683488,"gmtCreate":1735808687162,"gmtModify":1735809260494,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> 2024 was positive thanks to picking up many&nbsp;Chinese SOE stocks at low point during the mid year.&nbsp; For 2025 got to adopt trading delta to lock in profit and reenter again upon price retreating....all the best&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> 2024 was positive thanks to picking up many&nbsp;Chinese SOE stocks at low point during the mid year.&nbsp; For 2025 got to adopt trading delta to lock in profit and reenter again upon price retreating....all the best&nbsp;","text":"$Tiger Brokers(TIGR)$ 2024 was positive thanks to picking up many Chinese SOE stocks at low point during the mid year. For 2025 got to adopt trading delta to lock in profit and reenter again upon price retreating....all the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/388166394683488","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062285036,"gmtCreate":1652064361225,"gmtModify":1676535022967,"author":{"id":"3576326749731922","authorId":"3576326749731922","name":"Toby_Chua","avatar":"https://community-static.tradeup.com/news/82ec063fd73ccbceee82eab015cdf3fd","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576326749731922","authorIdStr":"3576326749731922"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>First entry for dividend play...52 weeks low was $1.11","listText":"<a href=\"https://ttm.financial/S/AU8U.SI\">$CapLand China T(AU8U.SI)$</a>First entry for dividend play...52 weeks low was $1.11","text":"$CapLand China T(AU8U.SI)$First entry for dividend play...52 weeks low was $1.11","images":[{"img":"https://community-static.tradeup.com/news/c6302a9249abca03aded7098e635eaeb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062285036","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583377018896117","authorId":"3583377018896117","name":"bernardtayet","avatar":"https://static.tigerbbs.com/43e8c1fc37a4bff2a94af98953cff267","crmLevel":5,"crmLevelSwitch":1,"idStr":"3583377018896117","authorIdStr":"3583377018896117"},"content":"It is a good stock to have. Good dividends. Prospect of further growth expected. My personal view only.","text":"It is a good stock to have. Good dividends. Prospect of further growth expected. My personal view only.","html":"It is a good stock to have. Good dividends. Prospect of further growth expected. My personal view only."}],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}