U.S. and China Talks in Switzerland Said to Have Lasted at Least Eight Hours, No Deal yet
Catalyst Watch: China Trade Talks, Walmart Earnings, and Take-Two on the GTA Hot Seat
Tencent Holdings Ltd Q1 2025 Earnings Conference Call
Alibaba Group Q1 2025 Earnings Conference Call
China's Exports Jump 8% in April Despite Tariff Tensions
Nvidia Modifies H20 Chip For China After US Restrictions Block Sales, Aims To Deliver New Version By July: Report
Trump Says China Wants to Make a Trade Deal, Is Open to Lowering Tariffs If Talks Go Well
Taobao has set its sights on the traffic of Xiaohongshu.
A "marriage" between e-commerce platforms and content platforms.
Chinese Tech Earnings Season Kicks Off: Will JD.com, Tencent, or Alibaba Lead the Rally?
Asia Markets Rise on Global Trade Optimism; U.S. Futures Jump as Trump Hints at Major Trade Deal
U.S. stocks closed with the three major Indexes fluctuating higher, with Google plummeting more than 7%. The Bullish support from the AI Chip helped NVIDIA.
① Apple is promoting a shift to AI search for Safari, causing Google's stock price to fall over 7%; ② Disney's stock price skyrocketed nearly 11%, with the company's second fiscal quarter profits exceeding expectations; ③ NVIDIA rose over 3%, with reports that the USA is considering lifting AI Chip export restrictions.
Alibaba Cloud has dropped another bombshell.
Rushing towards the AI empire.
Is JD.com and Meituan really in a battle for food delivery? Yes and no.
Bernstein believes that the competition between JD.com and Meituan in the takeaway sector represents a new round of Global Strategy centered around "instant Retail Trade". JD.com's entry is more a response to the growth of Meituan's instant Retail Trade Business, while Meituan defends itself with its advantages in the long-tail Dining market.
Asia Markets Mostly Rise on US-China Trade Talk Optimism; India Dips Amid India-Pak Tensions
China Lowers Rates and Makes Bank Lending Easier in Response to Tariffs
China Central Bank Cuts Rates to Boost Economy Amid Tariff Threat
Express News | China's Official: Will Lower Interest Rates on Structural Policy Tools by 25 Bps; Guide Commercial Banks to Lower Deposit Rates; To Help A-Share Listed Companies Affected by Tariffs to Cope With Difficulties
Express News | In Overnight Trading, U.S.-Listed Chinese Stocks and ETFs Surge After China's Official Announces Series of Policies; DUO Surges 17%, BEKE Rises 4%; Alibaba, JD and Bilibili Rise 2%, YINN Up 4%, CWEB Rises 3%
The A-share International Board under ANT GROUP CO., LTD. may launch an IPO.
① After the Listing As a Whole of ANT GROUP CO., LTD. was put on hold, ANT International, registered in Singapore, may consider a separate listing in Hong Kong. Discussions with relevant authorities regarding this possibility are currently underway. ② Recently, ANT International also issued a letter to all employees, requiring cost control and efficiency improvements. On March 19, 2024, ANT International will be spun off from ANT GROUP CO., LTD. to operate independently in the market. One significant meaning of the spin-off from ANT GROUP CO., LTD. is the ability to independently finance and bear profits and losses.
U.S. stocks closed: Trade uncertainty rises, and the three major Indexes collectively declined.
① The CEO of NVIDIA stated that the AI market in China is expected to reach 50 billion dollars; ② AMD's revenue in the first quarter was 7.44 billion dollars, a year-on-year growth of 36%; ③ Super Micro Computer's net sales in the third quarter were 4.6 billion dollars, falling short of expectations.