To The Moon

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. 

China's recent directive for large state-owned insurance companies to allocate 30% of their new annual premiums to A-share investments starting in 2025 is a significant move aimed at bolstering the domestic stock market. This policy is expected to channel hundreds of billions of yuan into the market annually, enhancing liquidity and potentially stabilizing stock performance. historically, Chinese equities have shown positive performance during the Chinese New Year (CNY) period, often attributed to increased consumer spending and a general sense of optimism. it's important to note that past performance does not guarantee future results, and various factors can influence market movements. the infusion of funds from insurance companies signifies increased liquidity in the stock market, which

$Alibaba(BABA)$🔺🧧📈🅱️ 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 

Currently not as exciting as the direct injection last seen a more sedated ride to prosperity?⭐🎁🎁🎁

$BABA-W(09988)$   $ALIBABA GROUP HOLDING LTD(9988.HK) Happy Chinese New Year to All! All huat in the Year of Snake! She is gaining strength likely to rise up to test 91.40 tyan 100 to 103. Pls dyodd. https://sporeshare.blogspot.com/2025/01/alibaba-9988hk-chart-wise-bullish-mode.html

$BIDU-SW(09888)$ $Baidu(BIDU)$ Welcome back! Today, let’s take a look at Baidu, a major Chinese company that’s often compared to Google. Baidu dominates the search engine market in China, controlling over half of the market share, which is the core of their business. But they also have a presence in other sectors like their own version of Netflix or YouTube, autonomous driving, AI, cloud services, and more. They’re essentially China's equivalent to Alphabet, but with the added challenge of operating in a market where Alphabet itself is banned. While Baidu’s overall business growth has been fairly flat recently, some of its smaller, high-growth divisions are showing progress. They’ve acknowledged tough ma

$YINN 20250131 27.5 PUT$   Let's go to the moon 🌝 

$TENCENT(00700)$ . My long term  holding stock 

I opened $ALB.HK 20251230 65.00 PUT$  ,Wanted more long positions into Chinese stocks with the volatility and news on Deep Seek and everything going up. My view is that it could stay there for awhile and that's why i sold a short put even though it looks disadvantageous to do so. 

I do not own any China stocks because I personally find their prices highly volatile, at least for those stocks I monitor. This is particularly true for companies that have recently undergone an IPO. These stocks often experience significant price swings, sometimes moving drastically from day to day. While many China stocks have great potential and some operate in industries with strong growth prospects, the high volatility deters me from investing. Reasons for Volatility Economic Sensitivity: China stocks are highly sensitive to economic news, both domestic and international. Announcements related to China's GDP growth, trade policies, or regulatory changes can lead to sharp price movements. Regulatory Risks: The regulatory environment in China can be unpredictable. Sudden government inte

I've identified some Chinese stocks that align with the DeepSeek concept. They could be worth a speculative investment but aren't suitable for long-term holding, as investing in Chinese stocks carries inherent risks. The leading AI stock in China is Cambricon Technologies(688256). [Miser] [Miser] Happy Lunar New Year! [Miser] [Miser]  This article is written by Shernice, if you like my article please hit the like button or do a repost.  Equity Affiliates Zhejiang Orient (600120): Invested in DeepSeek's angel round through its subsidiary Hangzhou Oriental Jiafu Fund. Shareholding structure: Zhejiang Orient → Oriental Jiafu (40% stake) → DeepSeek. HuaJin Capital (000532): An investment platform under Zhuhai State-owned Assets, indirectly participated in DeepSeek

China will bottom up in coming 2 years as the government needs to stimulate the economy      in ensuring growth and stability.  Below is just few key points supporting optimism: Government stimulus: Chinese authorities are expected to continue implementing policies to stimulate domestic demand, including measures to boost consumer spending, which could offset the slowdown in the real estate sector. They have learnt their lseason from the previous experience. Focus in export despite tariffs from US China's manufacturing sector is currently experiencing strong export performance due to high global demand, providing a significant economic boost. The support from govemrnent is far from over and may implement key monetary to support the local industries and manufacturing. Bo

Thanks for sharing. Donald Trump not yet any action toward China and HK. So I will wait first

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

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

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

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

$Alibaba(BABA)$🔺🧧📈🅱️ 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

China's recent directive for large state-owned insurance companies to allocate 30% of their new annual premiums to A-share investments starting in 2025 is a significant move aimed at bolstering the domestic stock market. This policy is expected to channel hundreds of billions of yuan into the market annually, enhancing liquidity and potentially stabilizing stock performance. historically, Chinese equities have shown positive performance during the Chinese New Year (CNY) period, often attributed to increased consumer spending and a general sense of optimism. it's important to note that past performance does not guarantee future results, and various factors can influence market movements. the infusion of funds from insurance companies signifies increased liquidity in the stock market, which

$BIDU-SW(09888)$ $Baidu(BIDU)$ Welcome back! Today, let’s take a look at Baidu, a major Chinese company that’s often compared to Google. Baidu dominates the search engine market in China, controlling over half of the market share, which is the core of their business. But they also have a presence in other sectors like their own version of Netflix or YouTube, autonomous driving, AI, cloud services, and more. They’re essentially China's equivalent to Alphabet, but with the added challenge of operating in a market where Alphabet itself is banned. While Baidu’s overall business growth has been fairly flat recently, some of its smaller, high-growth divisions are showing progress. They’ve acknowledged tough ma

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!⭐

#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. 

$Apple(AAPL)$  

$Alibaba(BABA)$  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 

Currently not as exciting as the direct injection last seen a more sedated ride to prosperity?⭐🎁🎁🎁

$BABA-W(09988)$   $ALIBABA GROUP HOLDING LTD(9988.HK) Happy Chinese New Year to All! All huat in the Year of Snake! She is gaining strength likely to rise up to test 91.40 tyan 100 to 103. Pls dyodd. https://sporeshare.blogspot.com/2025/01/alibaba-9988hk-chart-wise-bullish-mode.html

I opened $ALB.HK 20251230 65.00 PUT$  ,Wanted more long positions into Chinese stocks with the volatility and news on Deep Seek and everything going up. My view is that it could stay there for awhile and that's why i sold a short put even though it looks disadvantageous to do so. 

$TENCENT(00700)$ . My long term  holding stock 

$YINN 20250131 27.5 PUT$   Let's go to the moon 🌝 

I've identified some Chinese stocks that align with the DeepSeek concept. They could be worth a speculative investment but aren't suitable for long-term holding, as investing in Chinese stocks carries inherent risks. The leading AI stock in China is Cambricon Technologies(688256). [Miser] [Miser] Happy Lunar New Year! [Miser] [Miser]  This article is written by Shernice, if you like my article please hit the like button or do a repost.  Equity Affiliates Zhejiang Orient (600120): Invested in DeepSeek's angel round through its subsidiary Hangzhou Oriental Jiafu Fund. Shareholding structure: Zhejiang Orient → Oriental Jiafu (40% stake) → DeepSeek. HuaJin Capital (000532): An investment platform under Zhuhai State-owned Assets, indirectly participated in DeepSeek

JD.com $JD-SW(09618)$ has seen an impressive 20% price surge over the past five days, driven by a combination of positive developments, including a rating upgrade, a higher price target from Jefferies Group, and strategic initiatives like its new aquaculture project and app features. This rally has sparked interest among investors, raising the question of whether the stock still holds further upside potential. Recent news in JD.com JD.com received a rating upgrade from Jefferies Group last week, driven by its strong Q4 performance. Jefferies also increased its price target for the company by 33%, raising it from $45 to $60. In other developments, JD.com partnered with a government-operated technology firm to establish an aquaculture farm in Guang

China's recent policy mandating large state-owned insurance companies to allocate 30% of their new annual premiums to A-share investments starting in 2025 is a strategic move aimed at bolstering the domestic stock market. Historically, both Hong Kong and A-share markets have exhibited strong performance in January, particularly during the Chinese New Year (CNY) period. This policy is poised to introduce significant liquidity into the market, potentially setting the stage for a bullish rally. Implications of the New Policy Enhanced Market Liquidity: The compulsory investment by insurance companies is expected to channel substantial funds into A-shares, increasing market liquidity and potentially driving up stock prices. Investor Confidence: Government initiatives to support the stock market

As the Hang Seng Index (HSI) climbs back to the psychologically significant 20,000-point level, investors are asking a critical question: Is this the start of a Chinese New Year (CNY) rally for China stocks? Historically, CNY marks a period of optimism in the Chinese markets, fueled by consumer spending, positive sentiment, and policy easing. But will this year deliver the same magic for investors? 1. The Significance of 20,000 on HSI The HSI’s return to 20,000 is more than just a milestone—it reflects a shift in market sentiment. After a challenging year of regulatory pressures, weak global demand, and geopolitical uncertainties, the rebound suggests that investors are regaining confidence in the Chinese economy and equity markets. 2. Policy Tailwinds and Economic Recovery China’s governm