To The Moon

Yes, they are now being liked by investors after 4-5 years of downtrends, and it's on the momentum to go higher!

Hmmm interesting. Maybe I should look into this some more 

A bit exaggerated to call it a super bull market ❗❗❗ It's just showing a sign of bullish market in the formation. When a super bull comes, all sectors rise extremely fast...🤔

Recently, I’ve noticed an interesting arbitrage opportunity with Alibaba shares between the Hong Kong and US markets. For those unfamiliar, arbitrage is the practice of taking advantage of price differences for the same asset in different markets. In this case, you can actually sell Alibaba shares at a much higher price during daytime trading in Asia and then buy them back at a lower price during nighttime trading in the US market. This kind of opportunity doesn’t come around often, so I’m going to experiment with it to see how long it lasts. I’ll keep an eye on the market dynamics and share any updates or insights as I go along. Stay tuned!

This week, Hong Kong stocks continued to rise, with the $HSI(HSI)$ gaining 5.6%, reclaiming the 24,000-point mark, and hitting a three-year high.Positive Economic Data Sparks OptimismLast weekend, China’s National Bureau of Statistics released its February manufacturing PMI data, showing a rise to 50.2%, back in the expansion zone and surpassing analysts’ forecast of 49.9%.At the same time, Caixin published its own February manufacturing PMI at 50.8%, up 0.7 percentage points and beating expectations, marking the highest in three months.With China’s highly anticipated Two Sessions meetings this week, the government announced key economic targets. The 2025 GDP growth target is set at around 5%, with a budget deficit rate around 4%. A moderately rela

$MEITUAN-W(03690)$ How nice if I didn't sell a call option to limit my win.. 😞

I fell that Alibaba, Xiaomi and Tescent still the company that can invest

$ISHARESHSI(03115)$   One of the big winning trades

China's asset boom has been a significant driver of growth for Alibaba (BABA) in the past. With the country's economy showing signs of recovery, it's possible that BABA's stock price could benefit from the upswing

$JD.com(JD)$  JD is undervalued. The market will eventually require good quality products and JD is one of the few platforms could provide.

$Direxion Daily FTSE China Bull 3X Shares(YINN)$ might face resistance today given the lacklustre stimulus measures as well as HS Index being at an all time high. Should Trump clamp down on chip access and close the de minions rule, influence US trading partners into putting a trade barrier on Chinese exports, China will struggle economically to foster growth.

$XIAOMI-W(01810)$  $JD.com(JD)$  $JD-SW(09618)$  $Tiger Brokers(TIGR)$ domestic consumption stimulus? Will it finally come in a big way?

$Alibaba(BABA)$ China’s asset boom from the Two Sessions could drive BABA higher as economic stimulus fuels consumer spending and tech growth. Policy support for private enterprises may ease regulatory concerns, boosting investor confidence. With a recovering domestic market, Alibaba’s e-commerce and cloud segments stand to benefit. Capital inflows into Chinese equities could lift sentiment for major tech stocks. If pro-growth measures materialize, BABA’s valuation rebound has room to run. The right policies could spark a strong rally.

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buy tqqq

$Target (TGT)$ have not been too volatile since the release of its Q4 results.Despite the same "tariff threat" and potential consumer downgrade, its Q4 profit beat and clear 25-year plan, combined with the effectiveness of its current omni-channel strategy, make it a good medium- to long-term watch. $Wal-Mart(WMT)$ $Costco(COST)$ Performance situation and market feedbackQ4 core financial metrics paper, margins beat expectationsRevenue: $30.9B (-3.2% yoy), slightly exceeding market expectations of $30.77B (+0.48%).Since Q4 2023 has one more week than Q4 2024, excluding this effect, full year revenue growth on a comparable basis is ~1%;Earnings per share (EPS): GAAP and

$CrowdStrike Holdings, Inc.(CRWD)$ Q4 FY2025 earnings report, released on March 4, 2025, presented a two-sided picture of solid revenue growth but weaker-than-expected earnings guidance.Continued strength in core growth metrics (ARR, platform penetration), but aggressive investments led to short-term earnings pressure.The share price correction reflects the market's re-pricing of the "high growth and high spending" model, and we need to pay attention to whether the ARR growth rate can hedge the rising expenses and the progress of commercialization of the AI product line.In the long run, if the $10B ARR target is reached, the platform effect will significantly improve margin elasticity.Performance and Market FeedbackSolid core numbers for the quart

$Best Buy(BBY)$ plunged 13% after its earnings report, which honestly didn't look too bad, but because of the decline in same-store sales, it will have investors combining that with the previous weaker-than-expected guidance from $Wal-Mart(WMT)$ that retail sales are sluggish and recession risks areincrease. $Target(TGT)$ TakeawaysTariff uncertainty: China/Mexico tariffs are the biggest risk variable, initially estimated to drag sales by 1% (if maintained at 10%), but management emphasizes flexibility (SKU adjustment/supplier negotiation).New business layout: Marketplace (SKU expansion) and Ads (agency cooperation) are future profit engines, FY26 investment period,

$Sea Ltd(SE)$ reported a 7% overall headwind collection after reporting Q4 earnings, and the market is optimistic about e-commerce performance in the quarter, with SE stock nearly tripling from its lows at the beginning of last year.Earnings and Market FeedbackSea Limited (SE) Q4 2024 revenue reached $5.0B (+36.9% yoy), significantly exceeding market expectations of $4.65B. GAAP net profit was $237.6M vs. a loss of $111.6M a year ago, and for the first time ever a full-year profit of $447.8M was realized (vs. $162.7M in 2023).Segmented business look:E-commerce (Shopee): GMV exceeded $100B (+28% yoy), focusing on Asia and Brazil markets Adj EBITDA turned positive;Digital Finance: loan size grew 60% yoy to $50B, but underlying loan growth was slightly

This week, Hong Kong stocks continued to rise, with the $HSI(HSI)$ gaining 5.6%, reclaiming the 24,000-point mark, and hitting a three-year high.Positive Economic Data Sparks OptimismLast weekend, China’s National Bureau of Statistics released its February manufacturing PMI data, showing a rise to 50.2%, back in the expansion zone and surpassing analysts’ forecast of 49.9%.At the same time, Caixin published its own February manufacturing PMI at 50.8%, up 0.7 percentage points and beating expectations, marking the highest in three months.With China’s highly anticipated Two Sessions meetings this week, the government announced key economic targets. The 2025 GDP growth target is set at around 5%, with a budget deficit rate around 4%. A moderately rela

$Target (TGT)$ have not been too volatile since the release of its Q4 results.Despite the same "tariff threat" and potential consumer downgrade, its Q4 profit beat and clear 25-year plan, combined with the effectiveness of its current omni-channel strategy, make it a good medium- to long-term watch. $Wal-Mart(WMT)$ $Costco(COST)$ Performance situation and market feedbackQ4 core financial metrics paper, margins beat expectationsRevenue: $30.9B (-3.2% yoy), slightly exceeding market expectations of $30.77B (+0.48%).Since Q4 2023 has one more week than Q4 2024, excluding this effect, full year revenue growth on a comparable basis is ~1%;Earnings per share (EPS): GAAP and

$Best Buy(BBY)$ plunged 13% after its earnings report, which honestly didn't look too bad, but because of the decline in same-store sales, it will have investors combining that with the previous weaker-than-expected guidance from $Wal-Mart(WMT)$ that retail sales are sluggish and recession risks areincrease. $Target(TGT)$ TakeawaysTariff uncertainty: China/Mexico tariffs are the biggest risk variable, initially estimated to drag sales by 1% (if maintained at 10%), but management emphasizes flexibility (SKU adjustment/supplier negotiation).New business layout: Marketplace (SKU expansion) and Ads (agency cooperation) are future profit engines, FY26 investment period,

$CrowdStrike Holdings, Inc.(CRWD)$ Q4 FY2025 earnings report, released on March 4, 2025, presented a two-sided picture of solid revenue growth but weaker-than-expected earnings guidance.Continued strength in core growth metrics (ARR, platform penetration), but aggressive investments led to short-term earnings pressure.The share price correction reflects the market's re-pricing of the "high growth and high spending" model, and we need to pay attention to whether the ARR growth rate can hedge the rising expenses and the progress of commercialization of the AI product line.In the long run, if the $10B ARR target is reached, the platform effect will significantly improve margin elasticity.Performance and Market FeedbackSolid core numbers for the quart

$Sea Ltd(SE)$ reported a 7% overall headwind collection after reporting Q4 earnings, and the market is optimistic about e-commerce performance in the quarter, with SE stock nearly tripling from its lows at the beginning of last year.Earnings and Market FeedbackSea Limited (SE) Q4 2024 revenue reached $5.0B (+36.9% yoy), significantly exceeding market expectations of $4.65B. GAAP net profit was $237.6M vs. a loss of $111.6M a year ago, and for the first time ever a full-year profit of $447.8M was realized (vs. $162.7M in 2023).Segmented business look:E-commerce (Shopee): GMV exceeded $100B (+28% yoy), focusing on Asia and Brazil markets Adj EBITDA turned positive;Digital Finance: loan size grew 60% yoy to $50B, but underlying loan growth was slightly

I. Performance and Valuation of Global Equity Indices Data Source: Bloomberg, Complied by Tiger Brokers II. Key Market Themes i. Greater China Market Volatility Intensifies as Trump Announces China Restrictions—How to Position for the Future? Recently, Greater China tech stocks have continued to lead the global market. Alibaba’s latest earnings report revealed a quarterly capital expenditure of $31.7 billion, further igniting investment enthusiasm in China’s AI sector. However, over the weekend, the White House released a presidential memorandum on the “America First” investment policy, restricting both Chinese capital from investing in core U.S. assets and U.S. capital from flowing into related Chinese enterprises. This has caused significant market fluctuations in Greater China. In

Bilibili is on its way up in pre-market trading after announcing Q4 2024 and full-year earnings on the 20th, now jumping nearly 10%, and is feared to further lead the revaluation of Chinese stocks. $Bilibili Inc.(BILI)$ $BILIBILI-W(09626)$ Results and Market FeedbackThe profit side came in very much ahead of expectations, with the two main high margin sub-components Games (Mobile Games) and Advertising growing at +79% YoY and +24% YoY respectively, both outpacing overall revenues by +21%, and thus contributing significantly to the overall profit margin.The operating margin was profitable at the GAAP level for the first time (operating profit of $126m), and it was overheads that were more tightly controll

💰 The U.S. Markets may see new highs this week. Meanwhile, Elon Musk introduced the Grok-3 model.💹 $KUAISHOU-W(01024)$/$XIAOMI-W(01810)$/$NTES-S(09999)$: Investors are turning to Chinese equities to exploring new edgte.📣Stay tuned, supercharge purchasing power through CashBoost!| Market recapLast week, major U.S. indices continued their upward momentum. $S&P 500(.SPX)$ gained 1.5%, while $NASDAQ(.IXIC)$ rose 2.6%, with $Meta Platforms, Inc.(META)$ extending its streak to 20 consecutive sessions. Futures for key U.S. stock indice

Bilibili's recent strong earnings suggest a positive outlook for the company, but investors should be aware of the risks associated with its growth. Positive Outlook and Growth Potential - Strong Earnings: Bilibili's recent earnings report exceeded expectations, demonstrating strong user growth and revenue expansion. - Expanding User Base: Bilibili continues to attract new users, particularly among younger demographics. This expanding user base provides a strong foundation for future growth. - Diversification of Revenue Streams: Bilibili is diversifying its revenue streams beyond advertising, including e-commerce, gaming, and live streaming. This diversification reduces reliance on any single revenue source. - Strong Brand Recognition: Bilibili has established a strong brand among its targ

Hello, Tiger Friends!Since the start of the year, the Hang Seng Tech Index has surged 26%, far outpacing the Nasdaq’s 3.7% gain. Alibaba and Tencent have returned to their 2022 levels, while EV maker BYD and Xiaomi have hit record highs.This rally in Hong Kong tech stocks has left many investors on the sidelines. Why has the market surged so strongly this time? And is there still room to invest? Let’s break it down:1.Beijing’s Leadership Meets with Top Business ExecutivesOn Monday, Chinese President Xi Jinping hosted a meeting with Alibaba co-founder Jack Ma and other prominent entrepreneurs, signaling Beijing’s support for the long-marginalized private sector. The government sees private enterprises as key to revitalizing the world’s second-largest economy.Xi encouraged business leaders t

The recent rally in Chinese stocks appears more sustainable and reasonable than last October. $HSI(HSI)$ has risen 12% this month. Can upcoming earnings continue to drive valuation recovery for Chinese assets?1. Goldman Sachs Raises China Earnings ForecastGoldman Sachs projects the MSCI China Index will rise 16% to 85 points over the next 12 months, with the CSI 300 Index climbing 19% to 4700 during the same period.The bank attributes this growth to productivity gains, cost savings, and new revenue streams from AI technology, potentially boosting Chinese corporate earnings by 2.5% annually over the next decade and attracting around $200 billion in foreign inflows.2. Goldman Sachs’ AI Portfolio: Which Companies Are You Betting On?3. Upcoming Earning

NetEase will release its financial report before the market opens on February 20, Eastern Time. Institutional expectations$NetEase (NTES) $2024Q4 is expected to achieve revenue of 27.164 billion yuan, a year-on-year increase of 0.09%; The expected earnings per share are 11.68 yuan, a year-on-year increase of 15.38%.Nomura expects NetEase's PC game revenue to increase 25% year-over-year as Blizzard games resume, but Mobile game revenue is expected to decline 6% year-over-year due to the strong launch of the popular game Justice Mobile in 2023.Nomura analysts pointed out in a recent report that NetEase's online gaming business should bottom out in the third quarter, and its operating income growth is expected to continue to improve from the fourth quar

Last Week's RecapThe US Market - S&P 500 near record highThe major U.S. stock indexes closed out the week with gains, with the S&P 500 rising roughly 1.5%, nearing its all-time high, while the Nasdaq surged 2.6%. Investors appeared to find silver linings in seemingly negative news, including inflation data and tariffs announced by former President Trump.A significant portion of the week’s rally came on Thursday, after Trump revealed plans for new "reciprocal" tariffs, though these measures won’t take effect until at least April.Traders have been flocking to Chinese tech stocks, driven by the sector's growing artificial intelligence potential. The China Internet ETF (KWEB) has surged nearly 22% this year alone. JPMorgan strategist Rajiv Batra highlighted positive fund inflows into C

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

Hang Seng Tech Index: Breakout of an Upward-Sloping Equidistant Channel 1. Breakout of the Upward-Sloping Channel The Hang Seng Tech Index ( $HSTECH(HSTECH)$ ) has broken above an upward-sloping equidistant channel, a significant bullish signal. Typically, when price moves within an upsloping channel, it shows a controlled uptrend, but a breakout above the upper boundary signals accelerated bullish momentum. This suggests that buying pressure is overwhelming sellers, leading to a stronger trend continuation. 2. Target Projection from Channel Depth The depth of the channel is used to estimate a potential price target. Based on this measurement, the breakout suggests a move towards 7,300. This aligns with key resistance zones and further confirms

Global markets are showing signs of divergence, with Hong Kong and China equities gaining traction while US stocks face mounting pressure. Is this the start of a China market recovery, or just a temporary shift in sentiment? Why China Assets Could Outperform Policy Support & Stimulus – Beijing has ramped up economic stimulus, rate cuts, and liquidity injections, aiming to revive growth. If these measures gain traction, Chinese stocks could see a sustained rebound. Valuation Gap vs. US Stocks – While US equities, especially tech, trade at historically high valuations, many HK-listed and mainland Chinese stocks remain deeply discounted, making them attractive to long-term investors. Sector Strength in AI, EVs, & Consumer Goods – Leading Chinese firms in AI, electric vehicles (EVs), a

Bilibili (NASDAQ: BILI) posted strong Q4 2024 revenue of 7.73 billion yuan, marking a 22% year-over-year (YoY) increase from 6.34 billion yuan in the same period last year. This growth signals a potential recovery for the Chinese video-sharing platform, which has faced significant challenges in recent years. The stock closed at $22.11 yesterday, surging 8.76% from the previous trading day. Over the past year, BILI has traded within a 52-week range of $9.63 to $31.77, reflecting its volatility and the broader uncertainty surrounding Chinese tech stocks. Bilibili Inc. (BILI) Key Factors to Consider for BILI’s Future Trajectory 1. Strong Revenue Growth but Profitability Concerns While Bilibili's revenue growth is encouraging, the company has struggled with profitability. Investors remain caut

The Hang Seng Index has been on a strong run, rising for two consecutive months and gaining 12% in February. Optimism around Chinese stocks has been growing, with major banks raising their target prices for Chinese assets. Investors are eagerly watching earnings reports from major Chinese companies today, including Alibaba (BABA), Bilibili (BILI), NetEase (NTES), and Luckin Coffee (LKNCY), to gauge the market’s next move. Luckin Coffee: Great Products, But Is the Stock Overpriced? Luckin Coffee has built a strong brand with high-quality coffee, modern store designs, and a pleasant atmosphere that attracts customers. The company's aggressive expansion strategy and focus on digital ordering have also helped it grow. However, despite its business success, the stock presents some challenges fr

This week, Hong Kong stocks surged, with the $HSI(HSI)$ rising 7.04% and reclaiming the 22,000-point mark, approaching the highs seen during the National Day holidays!The Catalyst: DeepSeek Breaks the AI NarrativeThe key driving force behind the rally is DeepSeek, which has completely overturned the AI narrative. The idea that Chinese AI could only follow the U.S. has been shattered, and both domestic and international funds are reevaluating tech stock investments. UBS even stated that the rise in the Chinese stock market driven by DeepSeek has only completed half of its potential!Alibaba Leads the ChargeIn AI tech stocks, $BABA-W(09988)$ is leading the way. Not only did it launch the Qwen 2.5-Max AI mode

Goldman Sachs has identified key AI theme stocks in China, focusing on sectors like Data & Cloud, Software, and Semiconductors. Meituan $MEITUAN-W(03690)$ , while included in the Software & Applications category, is not in the top tier of AI and Cloud, which explains its lagging price movement. Meituan Technical Analysis Overall Trend: The stock remains in a long-term downtrend, as shown by the continuous decline from its previous highs. Recent Price Movement: A short-term uptrend is forming, with higher highs and higher lows, suggesting bullish momentum. Key Levels: Immediate Resistance: HKD 180 – A close above this level is needed to confirm a pause in the correction and strengthen the reversal case. Stronger Resistance: HKD 211 – The r