Bilibili Q1 2025 earnings conference call
Tencent's AI arms race is rapidly expanding.
Welcoming a new round of expansion cycle.
Highlights from the Brokerage morning meeting: Bullish on related Apple chain listed companies affected by short-term tariff policy.
In today's Brokerage morning meeting, HTSC pointed out that the recent Sector catalysts are intensive, continuing to recommend the Solid State Battery Industry Chain; Galaxy Securities expressed a Bullish view on listed companies related to the Apple chain affected by short-term tariff policies; Kylin Securities believes that AI applications are surging, presenting opportunities for sectors such as modules, controllers, and CDN.
Baidu Q1 2025 earnings conference call
In Q1, TENCENT's revenue increased by 13% year-on-year, while Net income fell by 7%. AI-driven honor of kings and other games set new records for revenue | Earnings Reports insights.
In the first quarter, Tencent's revenue was 180.022 billion yuan, a year-on-year increase of 13%, with adjusted Net income increasing by 11% year-on-year. AI capabilities have positively contributed to performance advertising, evergreen games, and other Business, with record-high revenue from "Honor of Kings" and "Crossfire Mobile". The company has increased investment in "Yuanbao applications" and AI within WeChat.
Options Trade for Earnings This Week: OKLO, Walmart and BABA
The bullish outlook from the China-US trade has ignited the enthusiasm of buyers, causing the Market Cap of the "Seven Giants" in the US stock market to soar by 6 trillion overnight!
① On Monday, following the agreement between China and the United States to mutually lower tariffs, the US stock market surged significantly; ② the Market Cap of the Magnificent 7 skyrocketed by 837.5 billion USD (approximately 6 trillion RMB), marking the largest increase since April 9. ③ Analyst Ives from Wedbush predicts that the US stock market and Technology stocks will reach new highs in 2025.
China's food delivery service is expanding globally! Meituan Keeta shows strong performance in the Middle East, with Brazil as the next target.
Meituan will officially introduce Keeta to the Brazilian market in the coming months and plans to invest 1 billion dollars over the next five years. Meituan has already verified the competitive strength of Chinese food delivery in the Saudi market. Citigroup believes that if Keeta can maintain strong growth momentum, it is very likely to catch up to or even surpass the second-ranked food delivery platform Jahez in market share by late 2025.
Defense stocks are experiencing another surge, taking the lead in the rally. Under the bullish news catalyst, maintaining momentum remains crucial.
Yesterday, the market welcomed a broad rebound, with all three main indexes closing in the green and trading volume expanding. Overall, the market is still in a structure of fluctuating upward movement.
Cathie Wood Makes Bullish Move On Baidu: Ark Adds 30K+ Shares Amid China-US Trade Thaw
What to look for in the earnings reports of Chinese concept giants this week? JD.com's "takeaway battle," and Alibaba and Tencent's "AI investments and application progress."
Tencent's advertising revenue combined with AI Business has become a highlight, focusing on the improvement of click-through rates for AI search advertising products and existing advertising products within the WeChat ecosystem; Alibaba's cloud Business and e-commerce competition is the focal point, looking at the trends of its profit margins, AI revenue contribution, and prospects for cross-border Business; JD.com focuses on the mid-term goals of its food delivery Business and the competitiveness of its core retail Business.
U.S. stock market close: The Nasdaq surged over 4%, Chinese concept stocks performed even stronger, and the Golden Dragon Index outperformed the Large Cap.
① High-level economic and trade talks between China and the U.S. exceeded expectations, boosting U.S. stocks; ② Both the S&P and Nasdaq hit new closing highs since March 3; ③ NVIDIA rose over 5%, with its Market Cap returning to above 3 trillion; ④ Trump: Will investigate pharmaceutical companies if necessary.
Citi Bullish on PDD Holdings After Favorable U.S.-China Tariff War Outcome
Trump Says He May Talk to China's Xi at the End of the Week
Today's Pre-Market Movers and Top Ratings | TSLA, NVDA, LLY and More
Shares of US-listed Chinese Companies Are Trading Higher Amid Overall Market Strength After the United States and China Temporarily Suspended Most Tariffs on Each Other's Goods.
U.S. and China Likely to Meet in 'a Few Weeks' to Work on a More Permanent Deal, Bessent Says
U.S. and China Stocks Surge After Both Sides Slash Tariffs: What Investors Should Know
Stock Futures Surge as U.S. and China to Pause Most Tariffs for 90 Days
U.S. Suspends Bulk of Tariffs on Chinese Goods