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Columbia Research Enhanced Emerging Economies ETF Newsroom
BABA Q4 Revenue Hits $32.6B, Cloud Sees 18% Growth Amid AI Boom
The main highlight of Alibaba's performance tonight: the growth rate of Alibaba Cloud will determine the stock price.
Morgan Stanley believes that the revenue growth of Alibaba Cloud will be a key catalyst for Alibaba's stock price, which is expected to grow by 17-20% in the baseline scenario, leading to a stock price increase of 1-3% to $133-136.
Tencent's AI arms race is rapidly expanding.
Welcoming a new round of expansion cycle.
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.
Short-term worries are not to be feared, as Xiaomi has "four bullish factors" ahead.
Despite recent pressure on Xiaomi's stock price due to a decline in Orders, Deutsche Bank believes this is only a temporary adjustment. Deutsche Bank thinks that there is a backlog of 0.21 million electric vehicle Orders for Xiaomi, indicating strong demand, and the upcoming Earnings Reports, self-developed chips, investor day activities, and the launch of new SUV models are four catalysts that could drive a rebound in the stock price within the next two months.
Options Trade for Earnings This Week: OKLO, Walmart and BABA
Alibaba And JD.com Are Literally Paying The Price As China Delivery Wars Heat Up
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.
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.
Alibaba Asserts Chinese Tech Dominance, Vows Major AI Focus In Next 3-5 Years: 'We Have The Upper Hand In The Trade War'
Joint Statement on U.S.-China Economic and Trade Meeting in Geneva
After a continuous decrease in volume and consolidation, there may be expectations for a short-term emotional recovery, with the Military Industry and Siasun Robot&Automation sectors gaining renewed attention.
Track the entire lifecycle of the main Sector.
Brokerage morning meeting highlights: It is recommended to prioritize allocation to industry thematic directions that performed exceptionally in the first quarter report.
At today's brokerage morning meeting, China Securities Co.,Ltd. believes that the progress of Siasun Robot&Automation continues to break through, and the short-term Technology growth main line may continue to dominate; HTSC points out to seize internal certainty clues in the medium term; CITIC SEC indicates to prioritize allocating to industry themes that performed outstandingly in the first quarter report.
According to the Passenger Vehicle Association, retail sales of Passenger Vehicles increased by 14.5% year-on-year in April, while retail sales of the New energy Fund surged by 33.9% year-on-year.
In April, Passenger Vehicle exports were 0.423 million units, a 2% decrease year-on-year, but the proportion of New energy increased to 44.6%. Looking forward to May, the Passenger Vehicle Association pointed out that there are 19 working days in May, which is 2 days fewer compared to May last year, especially with the Dragon Boat Festival on May 31, which is unfavorable for stable growth in the automotive market. With the launch of the scrapping and renewal policy in 2024, the market is expected to gradually recover in May 2024, and the base for May this year will be relatively high.
Alibaba has entered the market, and the three giants are fiercely competing in instant retail.
New growth point for e-commerce.
By comparing Apple, Tesla, and BYD, Morgan Stanley explained the logic behind Xiaomi's valuation potentially doubling within five years.
Morgan Stanley believes that, referencing the historical data of Tesla and BYD, as Xiaomi's electric vehicle sales explode over the next two years (with a CAGR of over 100%), the company's electric vehicle Business P/S is also expected to expand rapidly, reaching 2-3 times by 2026. Furthermore, with the model of "Smart Phone + AIoT + Internet services", Xiaomi is expected to replicate Apple's success, with Morgan Stanley predicting that this Business will reach a PE of 20-25 times by 2025.
Tencent Holdings Ltd Q1 2025 Earnings Conference Call
Alibaba Group Q1 2025 Earnings Conference Call
Nvidia Modifies H20 Chip For China After US Restrictions Block Sales, Aims To Deliver New Version By July: Report