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Defiance Quantum Etf Newsroom
Data app --- Selling Bank-specific conversion templates for ISO20022-compliant international remittances.
On the 14th, Data Application <3848> announced that it will start selling bank-specific conversion definition templates that facilitate conversion to the ISO20022-compliant foreign remittance request data message format designated by three major banks (Mizuho Bank, MUFG Bank, and Sumitomo Mitsui Banking Corporation) for the foreign remittance option of the enterprise data integration platform "ACMS Apex" starting June 30, 2025.
In the first quarter, David Tepper increased his shareholding in Uber and Meta, completely sold off AMD, and reduced his shareholding in Alibaba and Microsoft.
In the first quarter, Tepper reduced his shareholding in Alibaba and Microsoft, decreasing his stake in Alibaba by 22%. However, Tepper still maintains significant exposure to Chinese Technology companies, with three Chinese concept stocks among his top five Hold Positions, including Alibaba, PDD Holdings, and JD.com.
After the Earnings Reports, the stock price plummeted, and Morgan Stanley stated: The growth logic of Alibaba Cloud has not changed!
After the earnings release, Alibaba's stock price fell by about 8%, significantly underperforming the Large Cap. Morgan Stanley believes that this decline primarily stems from the market's overly high expectations for Alibaba's cloud Business growth. Considering that Industry demand exceeds supply, the synergistic advantages of the Qianwen model, and the continued investment in AI infrastructure, the growth logic of the cloud Business remains solid, with an expected revenue growth of 22% in the next quarter.
U.S. stocks closed: The seven giants collectively cooled down, and the Nasdaq ended its six-day rise, while the S&P rose for the fourth consecutive day.
① The Nasdaq China Golden Dragon Index closed down 2.37%; ② NetEase rose 14.61%, with the closing price nearing its previous high; ③ Meta is reportedly delaying the release of the AI model "Behemoth"; ④ Buffett made large sales of bank stocks in Q1 while maintaining his Hold Positions in Apple.
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Change in wind direction? The wave of "refund only" has just subsided, and e-commerce platforms are starting to block specific users.
① The launch of the "high refund user group shielding" feature by Taobao has sparked heated discussions; ② Not long ago, the e-commerce platform announced a complete cancellation of the "refund only" feature; ③ The ebb and flow of these two features indicates that the trend in e-commerce may be reversing; ④ E-commerce platforms have regular measures to address high refund users; ⑤ Many merchants have attributed high return rates to freight insurance and have canceled this feature.
Hema's "antibiotic-free eggs" fall into a roiling controversy: discrepancies between disproportionate samples and third-party test results raise questions about quality control amid rapid expansion.
① The incident of disqualified tests for anti-free-range fresh eggs continues to escalate, with consumers in multiple regions demanding refunds from Hema. ② From a technical perspective, the disqualification of anti-free-range eggs is suspected to be related to the illegal use of drugs during the breeding process; Yang Lingli, the Director of the involved product supplier, Xiaomachi Egg Industry, responded to a Cailian Press reporter stating that the third-party testing of the same batch of products was qualified.
Alibaba conference call: The growth of the cloud business is mainly driven by demand for AI, and it will remain on an upward trajectory in the coming quarters, converting more Taobao users into instant retail users.
Alibaba stated that in the coming quarters, the revenue growth rate of Alibaba Cloud is still in an upward channel, and the explosion of inference demand has not yet fully reflected in this Earnings Report. The customer demand driven by inference is still continuously and steadily increasing. The focus of instant retail is to convert more Taobao users into instant retail users and then upgrade the business model. In addition, the combined promotion and Software service fees will provide significant growth for a considerable amount of time in the future.
Alibaba Stock Slides 5% After Revenue Miss, Cloud Spend Hits Free Cash Flow
Red Cat Holdings, Alibaba, DXC Technology And Other Big Stocks Moving Lower In Thursday's Pre-Market Session