Duan Yongping Stocks(CP00084.US)

Last Updated 19:00:00 ET
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Duan Yongping Stocks
CP00084.US
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Florida Trust Wealth Management Co Reduces Stake in Alibaba Group Holding Limited $BABA

Florida Trust Wealth Management Co reduced its stake in Alibaba Group Holding Limited (NYSE:BABA) by 44.3% in Q3, according to a recent SEC filing. After selling 4,464 shares, the firm now holds 5,607 shares valued at $1,002,000. Other institutional investors have also adjusted their holdings, with Resonant Capital Advisors increasing its stake by 20.5%. Alibaba's stock opened at $165.63, with a market cap of $395.43 billion and a consensus rating of "Moderate Buy" from analysts.

Market Beat·
HK
09988
-0.44%
US
KBAB
-6.34%
US
BABX
-6.42%
Market Beat·
HK
09988
-0.44%
US
KBAB
-6.34%
US
BABX
-6.42%

Citigroup lowers Apple’s target price: Chip price increases may lead to a 100 basis point decline in gross margin this year

Citigroup's latest report has lowered Apple's target price from $330 to $315, primarily due to a significant increase in storage chip prices. The bank predicts that by 2026, the average prices of DRAM and NAND flash memory will soar by 88% and 74%, respectively. If the procurement price of DRAM rises by 50%, Apple's gross margin may face downward pressure of about 100 basis points. Nevertheless, its high-end market positioning and supply chain advantages are expected to mitigate the impact. Coupled with the upgrade of Siri AI and the launch of a foldable iPhone in 2026, the long-term growth momentum remains resilient

Wallstreetcn·
US
SOXL
+4.60%
US
AAPL
-1.04%
US
SOXX
+1.56%
Wallstreetcn·
US
SOXL
+4.60%
US
AAPL
-1.04%
US
SOXX
+1.56%

Extreme Greed Moment! Bank of America Fund Manager Survey: Global Economy "No Landing" Becomes Consensus for the First Time, Stock Hedging Strategies Near Collapse

The latest survey from Bank of America shows that market sentiment has reached its highest point since 2021, with the "no landing" expectation replacing the "soft landing" for the first time, driving cash holdings down to a historical low and stock allocations soaring. Amid extreme optimism, contradictory signals emerge: "going long on gold" has surpassed technology stocks to become the most crowded trade, indicating that while funds are chasing risk, they are also purchasing "hedge insurance" against persistently high geopolitical risks

Wallstreetcn·
US
BAC
+0.72%
Wallstreetcn·
US
BAC
+0.72%

UBS names Google as quantum computing pioneer, predicts quantum advantage by 2030s. Quantum market seen as fragmented with potential in molecular simulation, optimization, AI, and cryptography. Qubits can be made in various ways with superconducting and trapped-ion qubits leading the field.

UBS has identified Google as a leader in quantum computing, predicting that quantum advantage could be achieved by the 2030s. The quantum market is currently fragmented but shows promise in molecular simulation, optimization, AI, and cryptography. Analysts, led by Madeleine Jenkins, noted that while there have been meaningful breakthroughs, progress remains slow. Qubits, the core of quantum computing, can be produced in various forms, with superconducting and trapped-ion qubits at the forefront.

Unusual Whales·
US
QTUM
+0.22%
US
GOOGL
-0.84%
US
WQTM
+0.77%
Unusual Whales·
US
QTUM
+0.22%
US
GOOGL
-0.84%
US
WQTM
+0.77%

Alphabet Inc. $GOOGL Position Trimmed by Coerente Capital Management

Coerente Capital Management reduced its stake in Alphabet Inc. (NASDAQ: GOOGL) by 1.4% in Q3, now holding 266,749 shares valued at $64.8 million. Alphabet remains the largest position in their portfolio, accounting for 11.5%. Other institutional investors also adjusted their positions, with notable increases and new acquisitions. Alphabet's stock opened at $330.00, with a market cap of $3.98 trillion and a P/E ratio of 32.54. The company reported strong earnings, exceeding estimates, and is positively viewed for its AI investments and cloud growth potential.

Market Beat·
US
IGV
-1.47%
US
GOOG
-0.85%
US
CLOU
-1.34%
Market Beat·
US
IGV
-1.47%
US
GOOG
-0.85%
US
CLOU
-1.34%
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$Alphabet(GOOGL.US) Google Gemini AI sales have entered a period of explosive growth, driving improvements in core revenue and profit margins for its cloud business. I will be closely watching its upc...

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Bearish in the short term with trump's tariffs and the whole Greenland saga... watching Netflix to maybe beat expectations and solidify its support line

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