To The Moon

Recently, there’s been an intriguing phenomenon: global capital markets remain volatile, yet more and more smart money is quietly flowing into Chinese assets.Why is this happening? Is it blind optimism, or is there a deeper investment logic at work? Today, let’s unpack the forces behind this capital shift.01 Macros: How is China’s economy really doing?Some media outlets fixate on short-term fluctuations and overlook China’s long-term growth potential. In 2024, China’s GDP growth still exceeded 4.5%, outpacing major developed economies. By comparison, the U.S. hovered around 2%, with the euro area even lower.Behind that growth are ongoing urbanization and consumption upgrades. China’s urbanization rate surpassed 65% last year, and the consumption upgrade that accompanies city living is stil

iQIYI, Inc. (IQ, HOLD) - 4Q In Line; 2025 Growth Outlook Uncertain; Full report download: Click here to view or download the PDF fileWe are maintaining our HOLD rating and $2.5 PT after IQ reported largely in-line but declined revenue and profits. By segment, membership revenue declined 15% y/y (vs. -13% in 3Q), likely due to lower subscribers (IQ does not disclose sub count anymore) due to a lighter content slate. 4Q advertising revenue declined 13% y/y (vs. -20% in 3Q). Due to declined revenue, 4Q's non-GAAP operating margin also declined to 6%, from 12% a year ago. 4Q's operating

$Baidu(BIDU)$ - 4Q Mixed; Growth and Margins to Gradually Improve in 2025; —Tigertrade ResearchFull report: Click here to view or download the PDF fileWeekly chart We are maintaining our BUY rating but decreasing PT to $118 (was $120) after $Baidu(BIDU)$ reported mixed 4Q results with revenue above but profits below consensus.Baidu Core ad revenue declined 7% y/y, vs. -5% in 3Q, as macro remained weak and more search results are now AI generated, which is not monetized. Specifically, 22% of search result pages now contain generated content, up from last reported 20%. Mgmt. believes AI transformati

I. Chinese stocks have been on a continuous upward trend for a month, with Wall Street institutions turning bullishChinese stocks have been on an upward trajectory for nearly a month since January 13. The $iShares MSCI China ETF(MCHI)$ has seen gains for four consecutive weeks since mid-January, with a rise of over 4% since February, significantly outperforming other markets such as the United States and Japan.Market revaluation driven by technological breakthroughs: The launch of DeepSeek's breakthrough low-cost AI model has become a crucial catalyst for global investors to reassess Chinese assets. The model's high efficiency and open-source nature have been favored by many Chinese companies, fueling the popularity of related concepts and changin

Tencent and Xiao mi!!! Gogogog~~~

$Sohu.com(SOHU)$ bought this and netease to get some exposure to the Chinese market? Anyone from China who can tell me more about this company? 🐯🐯🐯

$BYD Co., Ltd.(BYDDY)$  I'm bullish on the largest EV company in the world.Last year, it alr surpassed tesla to sell more EV vehicles in the quarter. Currently releasing car models very frequently. With its u9 super car just entering korea market, planning to enter the Europe market as well. It's new seal and newest sea lion model also recieved many likes by others. If we look at the company itself, it has competitive advantage. It have the bargaining power on its supply chain compared to other EV companies as it produces its own battery. Even some tesla models uses byd battery. BYD uses can be seen everywhere in Singapore. From public transport to NUS shuttle bus. All in all, BYD being such a strong company with competitive advantage o

The wave is turning, China stocks will see reacceleration. 

So if you buy $baba you get a business with strong traditional fundamentals and a $250bn OpenAI or 50% market cap for free #nasdaq #nasdaq100 #stocks #ai #trump

Today's top gainer on Soc Gen DLC https://dlc.socgen.com/en/home website is $GEELY AUTO(00175)$ . What’s so interesting about this stock as it is up 7% today? Analysis of the bigger picture Bullish Moving Average Cross: On the higher timeframes, the 21-day SMA has crossed above the 55-day SMA, a positive signal that suggests momentum is shifting in favour of the bulls. Analysis of current price movement: Few observations Strong Uptrend in Place: The stock has been making higher lows, indicating a steady upward trend with buyers stepping in at higher prices over time. Key Resistance Broken: The stock struggled multiple times around the 15.40-15.50 range but has now broken above this level, signaling potential strength. Breakout with Increased Volu

$BABA-W(09988)$  $Alibaba(BABA)$  Today, Alibaba's  price movement in the Hong Kong market is primarily a recalibration following the three-day closure due to the Chinese New Year holidays. The surge in its Hong Kong shares reflects a catch-up effect with its ADR performance rather than an independent bullish trend. Alibaba's recent stock rally is driven by multiple factors, with the launch of its new AI model Qwen2.5-Max playing a significant role. The company claims this model outperforms competitors like DeepSeek and Meta, boosting investor confidence. However, the sustainability of this rally is questionable due to several factors: Cloud operations, while

Jump up, dip down, bounce back to lure shoppers, then a big sell-off!  $BABA-W(09988)$  @TigerPM  @Daily_Discussion  @Tiger_comments  @TigerStars  @TigerObserver  

U.S. tariffs on Mexico and Canada are likely to be short-lived for several reasons. The economies of all three countries are deeply interconnected, particularly in industries like automotive and manufacturing. Prolonged tariffs could disrupt supply chains and drive up costs for businesses and consumers in the U.S. Meanwhile, Canada and Mexico, which are highly dependent on the U.S. market, would struggle to find an alternative market of similar scale to offset the impact. The U.S.-Mexico-Canada Agreement (USMCA) was established to facilitate free trade, making tariffs contrary to its principles. This could lead to legal challenges and diplomatic pressure for their removal. Furthermore, many U.S. companies that rely on imports from Mexico and Canada would likely lobby against prolonged tari

HSI Faces Selling Pressure with USD/CNH Drop, as Trump's Tariffs and DeepSeek's AI Innovation Clash The Hang Seng Index (HSI) has experienced notable volatility, rallying 7.16% from a four-month low but now confronting new challenges that impact Chinese stocks in Hong Kong. The index is poised for intense selling pressure on Monday following a significant drop in the USD/CNH exchange rate from 7.26 to 7.3188, influenced by President Trump's decision to impose a 10% tariff on Chinese goods effective Tuesday.  The repercussions of these U.S. trade policies are evident across major indices, with the MSCI China Index entering a bear market and the Nasdaq Golden Dragon Index witnessing substantial declines. Sectors like e-commerce and semiconductors, including companies like

Alibaba's ( $Alibaba(BABA)$ $BABA-W(09988)$ ) stock has surged by 18% since my last analysis, driven by the release of its advanced AI model, Qwen 2.5, which the company claims surpasses DeepSeek and OpenAI. In this analysis, I will provide an update on Alibaba's latest stock price movement, driven by the recent Reuters headline announcing the release of its new AI model, which the company claims surpasses DeepSeek. Additionally, I will review the performance of the DLCs since the article one week ago. Update to Alibaba prices (using BABA chart as Hong Kong mar

A round of stimulus less exciting than the last and cny where stocks are usually positive looks promising ahead if not as energetic as the previous stimulus rounds. Ok essons learnt maybe!⭐

$Apple(AAPL)$  

#PDD #BABA #BIDU CNY season, time for chinese stocks to flourish and break the downtrend. Once downtrend is broken, likelihood is for these main chinese counters to lead the charge. 

$Alibaba(BABA)$🔺🧧📈🅱️ U͛ L͛ L͛ I͛ S͛ H͛🔺💹🇨🇳💹📈🧧🧧🧧🐍🐍🐍🎆🎇🎆🔥🔥🔥 📈 Alibaba’s AI Quantum Leap: $BABA Emerging as a High-Conviction A+ Setup with Qwen 2.5 at the Helm 🚀 💡 Having initiated new positions in $BABA during overnight trading on 30Jan25, New Zealand 🇳🇿 time, I am strategically positioning for the unfolding AI-driven revaluation of Alibaba. Alibaba ($BABA) is emerging as a premier A+ investment opportunity, perfectly positioned at the intersection of undervaluation, technical strength, and a transformative AI-driven catalyst. Trading at an unjustifiably low forward P E of 10, institutional investors are beginning to acknowledge its latent potential, especially in light of its latest AI breakthrough, Qwen 2.5. 📊 Qwen 2.5: Alibaba’s AI Playbook for M

$Alibaba(BABA)$  This very much depend on whether foreign big funds start the redeployment into China and Hong Kong mkts tech stocks to ride on Chinese tech innovation fanfares 

Recently, there’s been an intriguing phenomenon: global capital markets remain volatile, yet more and more smart money is quietly flowing into Chinese assets.Why is this happening? Is it blind optimism, or is there a deeper investment logic at work? Today, let’s unpack the forces behind this capital shift.01 Macros: How is China’s economy really doing?Some media outlets fixate on short-term fluctuations and overlook China’s long-term growth potential. In 2024, China’s GDP growth still exceeded 4.5%, outpacing major developed economies. By comparison, the U.S. hovered around 2%, with the euro area even lower.Behind that growth are ongoing urbanization and consumption upgrades. China’s urbanization rate surpassed 65% last year, and the consumption upgrade that accompanies city living is stil

I. Chinese stocks have been on a continuous upward trend for a month, with Wall Street institutions turning bullishChinese stocks have been on an upward trajectory for nearly a month since January 13. The $iShares MSCI China ETF(MCHI)$ has seen gains for four consecutive weeks since mid-January, with a rise of over 4% since February, significantly outperforming other markets such as the United States and Japan.Market revaluation driven by technological breakthroughs: The launch of DeepSeek's breakthrough low-cost AI model has become a crucial catalyst for global investors to reassess Chinese assets. The model's high efficiency and open-source nature have been favored by many Chinese companies, fueling the popularity of related concepts and changin

$Baidu(BIDU)$ - 4Q Mixed; Growth and Margins to Gradually Improve in 2025; —Tigertrade ResearchFull report: Click here to view or download the PDF fileWeekly chart We are maintaining our BUY rating but decreasing PT to $118 (was $120) after $Baidu(BIDU)$ reported mixed 4Q results with revenue above but profits below consensus.Baidu Core ad revenue declined 7% y/y, vs. -5% in 3Q, as macro remained weak and more search results are now AI generated, which is not monetized. Specifically, 22% of search result pages now contain generated content, up from last reported 20%. Mgmt. believes AI transformati

Today's top gainer on Soc Gen DLC https://dlc.socgen.com/en/home website is $GEELY AUTO(00175)$ . What’s so interesting about this stock as it is up 7% today? Analysis of the bigger picture Bullish Moving Average Cross: On the higher timeframes, the 21-day SMA has crossed above the 55-day SMA, a positive signal that suggests momentum is shifting in favour of the bulls. Analysis of current price movement: Few observations Strong Uptrend in Place: The stock has been making higher lows, indicating a steady upward trend with buyers stepping in at higher prices over time. Key Resistance Broken: The stock struggled multiple times around the 15.40-15.50 range but has now broken above this level, signaling potential strength. Breakout with Increased Volu

iQIYI, Inc. (IQ, HOLD) - 4Q In Line; 2025 Growth Outlook Uncertain; Full report download: Click here to view or download the PDF fileWe are maintaining our HOLD rating and $2.5 PT after IQ reported largely in-line but declined revenue and profits. By segment, membership revenue declined 15% y/y (vs. -13% in 3Q), likely due to lower subscribers (IQ does not disclose sub count anymore) due to a lighter content slate. 4Q advertising revenue declined 13% y/y (vs. -20% in 3Q). Due to declined revenue, 4Q's non-GAAP operating margin also declined to 6%, from 12% a year ago. 4Q's operating

$BYD Co., Ltd.(BYDDY)$  I'm bullish on the largest EV company in the world.Last year, it alr surpassed tesla to sell more EV vehicles in the quarter. Currently releasing car models very frequently. With its u9 super car just entering korea market, planning to enter the Europe market as well. It's new seal and newest sea lion model also recieved many likes by others. If we look at the company itself, it has competitive advantage. It have the bargaining power on its supply chain compared to other EV companies as it produces its own battery. Even some tesla models uses byd battery. BYD uses can be seen everywhere in Singapore. From public transport to NUS shuttle bus. All in all, BYD being such a strong company with competitive advantage o

$Sohu.com(SOHU)$ bought this and netease to get some exposure to the Chinese market? Anyone from China who can tell me more about this company? 🐯🐯🐯

So if you buy $baba you get a business with strong traditional fundamentals and a $250bn OpenAI or 50% market cap for free #nasdaq #nasdaq100 #stocks #ai #trump

The wave is turning, China stocks will see reacceleration. 

Tencent and Xiao mi!!! Gogogog~~~