Invesco Golden Dragon China

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Since April 3 when US President 懂王 officially announced &#34;reciprocal tariffs&#34;, China and the US have repeatedly raised tariffs on each other, with current bilateral tariffs exceeding 100%. As trade tensions escalate, there is a risk that the rivalry between the two countries could spill over into other areas. Notably: ① Recently, the US Treasury Secretary suggested that forced delisting of Chinese concept stocks listed in the US could be used as a bargaining chip in negotiations; ② On February 21, the White House issued the &#34;America First Investment Policy&#34; memorandum...

Roundhill China Magnificent Seven ETF

Invesco China Tech

Chinese concept stocks delisting: Will the 'wolf really come' this time? Don't worry, it's not doomsday!

Strategy Report

Hello everyone, I am Dolphin Research! Since the beginning of 2025, discussions about the disparity in asset trends between China and the U.S., as well as the hollowing out of American manufacturing, seem to have reignited the narrative of &#34;the East rising and the West declining.&#34; So far this year, Chinese concept technology assets have averaged a 30% rebound, with 23 percentage points contributed by valuation expansion. This week, we will once again enter the peak reporting week for Chinese concept stocks, and the urgent question is: How much room is left for the rise of Chinese assets? Will this peak reporting week for Chinese concept stocks serve as a &#34;cold water&#34; moment for capital revaluation during this period, or a &#34;refueling station&#34; moment? First, it must either have AI or performance...

Hello

A swarm of activity, is the revaluation of Chinese concept stocks facing a setback or a welcome surprise?

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00HSI

Hello everyone! I am Dolphin Research. Last week, I emphasized in the Dolphin Research Strategy Weekly that Chinese concept assets deserve a cognitive reassessment. From the asset performance last week, the valuation repair of Hong Kong stocks led by technology has been significant: the PE valuation of the Hang Seng Index and the Hang Seng China Enterprises Index has repaired to around 10X, reaching about the 60th percentile of the past five years. Next, an important question is, how much more room is there for reassessment? Before answering this question, let's first look at how the external economic data has provided a repair environment. 1. Is the U.S. economy overheating again? 1) Is inflation going to rebound? Since the beginning of the year...

HSCEI ETF

Hang Seng Index

Chinese Concept Stocks: How Much Longer Can They "Go Crazy"?

Hello everyone! I am Dolphin Jun. At the end of the year-end summary before the holiday, Dolphin Jun mentioned: &#34;Regarding Chinese assets, I personally feel that there is no further need for pessimism. In 2024, the macro environment is downward, while stock prices are upward. After several years of revaluation, a 10X price-to-earnings ratio is standard for Chinese internet assets. Beyond the short-term economic cycle, many Chinese internet assets hold massive cash reserves and have logic for market share improvement, making a long-term EPS growth rate of 10%+ absolutely feasible.&#34; After several years of suppression, the undervalued Chinese assets only need a 'tailwind' for revaluation...

Chinese concept stocks: Worth a serious "cognitive reassessment"!

JD Industrial Development Signs Strategic Cooperation Agreement with Songmics to Build Overseas Warehouse Ecosystem

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Alibaba's Qwen Large Model to Receive a Major Upgrade

Beike Q1 2026 Adjusted Net Profit RMB 1.611 Billion, Up 15.7%

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Profund Advisors LLC Reduces Stake in Alibaba

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Omdia Report: Alibaba Cloud's Share in China's AI Cloud Market Rises to 38.1%, Staying No.1 in 2025

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JD Announces 618 Starts May 30, Offers Up to 50% Off and Full AI Integration

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Alibaba Cloud Summit Preview: Qianwen to Welcome a "Heavyweight New Friend" on May 20

Amesite

Generation Income Properties

InMed Pharmaceuticals

Meiwu Tech

Phoenix Asia

Co-Diagnostics

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

MetaVia

Virax Biolabs

Lichen

09618

02618

EBIZ

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IBUY

JD-SWannounced its 618 shopping festival starting May 30, featuring discounts up to 50% and a new 'Low-price Hot Sale' campaign. The event includes an 'Online RMB2 Store' and upgraded 'Double Compensation for Higher Price' service. JD's European brand Joybuy will also participate, offering extensive logistics support. Additionally, JD plans to enhance AI integration across various sectors, with a 200% increase in AI R&D investment this year, launching AI-driven services during the festival.

- JD-SW announced its 618 shopping festival will start at 8 pm on May 30, featuring discounts up to 50% and new campaigns like "Low-price Hot Sale."  
- The event will include exclusive offers such as an "Online RMB2 Store" and promotions for new products at RMB1.  
- JD is also enhancing its AI capabilities in multiple sectors and increasing its investment in AI by over 200%, with significant applications planned for logistics during the festival.

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JD.com

JD-SW

JD LOGISTICS

Global X E-commerce ETF

SPDR S&P Retail ETF

VanEck Retail ETF

ProShares Online Retail

Amplify Online Retail ETF

KraneShares 2x Long JD Daily ETF

JD HEALTH

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JD HEALTH-R

JD-SW  Launches 618 "Low-price Hot Sale" Campaign, Fully Upgrades Double Compensation Service

BABA

On CNBC's 'Final Trades', ServiceNow gained 8.8% to $103.42, with Bank of America reinstating it as a Buy at a $130 target. Alibaba rose 0.5% to $133.26 after mixed Q4 results. Archer-Daniels-Midland reported strong Q1 results and raised FY26 EPS guidance, closing up 0.6% at $80.91. iShares U.S. Basic Materials ETF fell 0.3%.

- On CNBC's “Halftime Report Final Trades,” Jason Snipe highlighted ServiceNow, Inc. as his final trade, with Bank of America supporting a Buy rating and a $130 target.  
- Stephen Weiss chose Alibaba Group, which reported mixed earnings with a revenue increase to $35.28 billion, while Joseph M. Terranova recommended Archer-Daniels-Midland, citing its strong financial results.  
- Price movements included ServiceNow up 8.8% and Alibaba gaining 0.5%, whereas the iShares U.S. Basic Materials ETF slipped 0.3%.

benzinga_article

Alibaba

Archer-Daniels-Midland

ServiceNow

ServiceNow, Alibaba, Archer-Daniels-Midland And More On CNBC's 'Final Trades'

S&P Global Ratings warns that JD-SWmay face challenges in sustaining its business improvement due to reduced subsidies and intensified competition in food delivery. Despite a strong start in 1Q26 with a 25% YoY increase in active customers, growth momentum may slow as food delivery subsidies decline. Losses in new businesses narrowed, but significant losses remain. JD-SW aims to improve food delivery unit economics, but competition may lead to increased subsidies during the peak season.

- S&P Global Ratings indicates that JD-SW may face growth challenges in the next one to two quarters due to reduced subsidies and increased food delivery competition.  
- In 1Q26, JD-SW's active customer base grew by 25% YoY, and shopping frequency increased by 37% YoY, although momentum in electronics weakened.  
- The firm expects difficulties in sustaining growth as food delivery subsidies decrease and competition intensifies during the summer peak season, necessitating precise subsidy deployment to control losses.

S&P Global

S&P Global: JD-SW Biz Improvement May Face Obstacles

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JD's 618 campaign will officially start at 8pm on May 30 and run until June 21. Eric Qi, Head of Platform Operations, announced continuous auction events during the preheating period, including the world's first simulation robot auction on May 22.

- The press conference for the JD 618 launch in 2026 announced that the campaign starts at 8 PM on May 30 and runs until June 21.  
- Eric Qi of JD-SW highlighted that there will be continuous auction events leading up to the launch, including the world's first simulation robot auction this Friday.  
- As of May 18, JD-SW's short selling was reported at $153.34 million with a ratio of 29.833%.

JD 618 Campaign to Kick Off at 8pm on May 30

S&P Global Ratings highlighted potential challenges for JD.com in sustaining growth, noting that while the company's core retail business exceeded expectations in Q1, a reduction in promotional activities could slow growth and user acquisition. Increased competition in the food delivery sector may also pose risks, prompting S&P to recommend more targeted promotions in that area.

CoinLive

S&P Global Ratings Highlights Challenges for JD.com in Maintaining Growth

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KBAB

BABX

Alibaba Group Holding Ltd. has filed a Form 13F with the U.S. SEC, reflecting its investment discretion over more than US$100 million in U.S. equity securities. The filing highlights its weighted voting rights structure and governance risks. Alibaba's ordinary shares offer one vote per share, and its ADSs are listed on the NYSE. The latest analyst rating for Alibaba stock is a Buy with a price target of HK$204.00.

- Alibaba Group Holding Ltd. has filed a Form 13F with the U.S. Securities and Exchange Commission, reporting its investment in over US$100 million of eligible U.S. equity securities as of March 31, 2026.  
- The company indicated that its governance structure includes weighted voting rights, posing specific risks for investors, while maintaining that its ordinary shares offer one vote each.  
- Analysts currently rate Alibaba stock as a Buy with a price target of HK$204.00, reflecting the company's presence in both the Hong Kong and U.S. markets.

Tip Ranks

BABA-W

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

BABA-WR

Alibaba HK SDR 5to1

Alibaba Files Form 13F as Investment Manager, Highlights WVR Structure

Nomura has maintained a Buy rating for JD.com, Inc. Class A, setting a price target of HK$159.90. The stock closed at HK$130.10, with an analyst consensus rating of Strong Buy and an average price target of HK$147.92, indicating a 13.70% upside. DBS also reaffirmed a Buy rating with a target of HK$141.00.

- Nomura analyst maintained a Buy rating on JD.com, Inc. Class A and set a price target of HK$ 159.90 on May 14.  
- As of the previous day, JD.com's shares closed at HK$ 130.10, with the analyst consensus reflecting a Strong Buy and an average price target of HK$ 147.92, indicating a 13.70% upside.  
- DBS also reaffirmed a Buy rating with a price target of HK$ 141.00 in a report released on May 13.

Nomura

Nomura Holdings, Inc.

Nomura Sticks to Its Buy Rating for JD.com, Inc. Class A (9618)

KWEB

BABO

In a report released yesterday, from CSC Financial maintained a Buy rating on Alibaba Group Holding Ltd., with a price target of HK$208.71.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks In a report released yesterday, DBS also maintained a Buy rating on the stock with a HK$202.00 price target.

- CSC Financial has maintained a Buy rating on Alibaba Group Holding Ltd., setting a price target of HK$208.71.  
- Similarly, DBS has also issued a Buy rating with a price target of HK$202.00.  
- Both ratings indicate a positive outlook for the company's stock performance.

Krne Csi China Internet

YieldMax BABA Option Income Strategy ETF

CSC Financial Remains a Buy on Alibaba Group Holding Ltd. (9988)

DBS analyst Ben Wong has reaffirmed a Buy rating on JD with a price target of $36.00, while shares closed at $33.77. Wong, a 4-star analyst, has an average return of 11.3% and a 63.27% success rate. Additionally, Bank of America Securities also issued a Buy rating for JD, while Susquehanna maintained a Hold rating.

- DBS analyst Ben Wong reiterated a Buy rating on JD with a price target of $36.00, while shares closed at $33.77.  
- Wong holds a 4-star ranking on TipRanks, showcasing an average return of 11.3% and a success rate of 63.27%, and he covers stocks in the Real Estate sector.  
- Bank of America Securities also issued a Buy rating on JD, whereas Susquehanna maintained a Hold rating on the same day.

Invesco Golden Dragon China(PGJ.US)

JD-SW Launches 618 "Low-price Hot Sale" Campaign, Fully Upgrades Double Compensation Service