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Alibaba's Profit Meets Expectations, Yet Stock Price Plunges in Pre-market. Where's the Problem?

Analysts Notebook07:50 ET · Earnings Hub

BABA Q4 Revenue Hits $32.6B, Cloud Sees 18% Growth Amid AI Boom

Moomoo News05:59 ET

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.

wallstreetcn02:58 ET

Tencent's AI arms race is rapidly expanding.

Welcoming a new round of expansion cycle.

wallstreetcn21:39 ET

The first interest rate cut of the year has been implemented! This releases approximately 1 trillion yuan in long-term liquidity.

① The People's Bank of China lowered the reserve requirement ratio of Financial Institutions by 0.5 percentage points starting from May 15, providing approximately 1 trillion yuan in long-term liquidity to the market; ② This adjustment aims to encourage Financial Institutions to support the real economy, especially in the fields of Autos finance and leasing.

cls.cn20:51 ET

Taiwan Semiconductor Commits $15 Billion To Chip Expansion, Approves Dividend

BenzingaMay 14 10:55 ET

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.

wallstreetcnMay 14 05:10 ET

Bank stocks are at a new high again! How does the public fund performance benchmark assessment affect the allocation of bank stocks?

Industrial Securities stated that the performance benchmarks focus on actively managed equity funds, including the CSI 300 Index. By the end of 2024, the proportion of bank Hold Positions in actively managed funds is expected to be 3.81%, while the weight of the bank Sector in the CSI 300 Index is as high as 13.67%, resulting in a deviation of nearly 10 percentage points. Among these, stocks such as CM BANK, Industrial Bank, Industrial And Commercial Bank Of China, Bank Of Communications, and Shanghai Pudong Development Bank have an even greater under-allocation ratio.

wallstreetcnMay 14 02:13 ET

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.

wallstreetcnMay 13 23:56 ET

Major Bullish news? The White House 'AI Czar': The USA does not need to restrict chip exports to allies!

① David Sachs, the "Tsar" of AI and Cryptos at the White House, stated on Tuesday that the USA does not need to stop the Global spread of its AI Chips and technology to manage National Security risks; ② A few days ago, the Trump administration announced plans to lift the restrictions on advanced AI Chip exports imposed during the Biden era, namely the "Framework for Export Controls on AI Diffusion."

cls.cnMay 13 10:16 ET

Options Trade for Earnings This Week: OKLO, Walmart and BABA

Options NewsmanMay 13 08:34 ET

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.

cls.cnMay 12 23:08 ET

Alibaba And JD.com Are Literally Paying The Price As China Delivery Wars Heat Up

BenzingaMay 12 22:18 ET

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.

wallstreetcnMay 12 21:34 ET

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.

cls.cnMay 12 21:20 ET

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.

wallstreetcnMay 12 21:00 ET

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.

cls.cnMay 12 17:45 ET

Shares of Banking and Financial Services Stocks Are Higher After the US and China Agreed to a Temporary Reduction in Most Tariffs on Each Other's Goods. A Reduction in Tariffs Could Alleviate Macro Uncertainty in the Lending and Deal Environment.

BenzingaMay 12 13:18 ET

Why Are NVIDIA And Other Chip Stocks Trading Higher On Monday?

BenzingaMay 12 11:05 ET

Today's Pre-Market Movers and Top Ratings | TSLA, NVDA, LLY and More

Movers and ShakersMay 12 08:29 ET