ValueBull
commented on
$BABA-W (09988.HK)$
What is the scale of funds involved?
As of the end of 2025, Futu's client assets totaled approximately HK$1.23 trillion; UP Fintech's (Tiger Brokers) client assets amounted to approximately USD 60.8 billion (approximately HK$470 billion). [Stockstar](https://finance.stockstar.com/IG2026052200042755.shtml)
Breakdown by mainland China clients:
- Futu's mainland China clients with assets account for approximately 13% of the entire group [Sina Finance](https://finance.sina.com.cn/roll/2026-05-22/doc-inhyurwk6085931.shtml)
- Assets from UP Fintech's (Tiger Brokers) mainland individual clients account for approximately 10% of its total assets. [Cs](https://www.cs.com.cn/xwzx/01/2026/05/23/detail_2026052310013764.html)
Roughly speaking, the total amount of mainland capital is on the order of HK$150–200 billion—a significant sum.
But your point about 'can only sell, not buy' is key.
Under the rectification plan, existing investors may only sell securities and withdraw funds unilaterally; they are not permitted to make additional purchases or deposit new funds. After the two-year period expires, relevant institutions will fully cease providing trading services to onshore investors. ...
What is the scale of funds involved?
As of the end of 2025, Futu's client assets totaled approximately HK$1.23 trillion; UP Fintech's (Tiger Brokers) client assets amounted to approximately USD 60.8 billion (approximately HK$470 billion). [Stockstar](https://finance.stockstar.com/IG2026052200042755.shtml)
Breakdown by mainland China clients:
- Futu's mainland China clients with assets account for approximately 13% of the entire group [Sina Finance](https://finance.sina.com.cn/roll/2026-05-22/doc-inhyurwk6085931.shtml)
- Assets from UP Fintech's (Tiger Brokers) mainland individual clients account for approximately 10% of its total assets. [Cs](https://www.cs.com.cn/xwzx/01/2026/05/23/detail_2026052310013764.html)
Roughly speaking, the total amount of mainland capital is on the order of HK$150–200 billion—a significant sum.
But your point about 'can only sell, not buy' is key.
Under the rectification plan, existing investors may only sell securities and withdraw funds unilaterally; they are not permitted to make additional purchases or deposit new funds. After the two-year period expires, relevant institutions will fully cease providing trading services to onshore investors. ...
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ValueBull
commented on
$Alibaba (BABA.US)$ It's starting to fall apart, the guidance is terrible
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$Alibaba (BABA.US)$ $Alibaba (BABA.US)$ BABA
con call : Alibaba CEO Eddie Wu:
"Seeing 'Exponential Growth' in AI Model and Application Services Revenue, Driven Jointly by Foundation Model Services and AI Native Software,"
con call : Alibaba CEO Eddie Wu:
"Seeing 'Exponential Growth' in AI Model and Application Services Revenue, Driven Jointly by Foundation Model Services and AI Native Software,"
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$Alibaba (BABA.US)$ $Alibaba (BABA.US)$
Alibaba CEO: "Rapid Growth in Model-as-a-Service Business Will Have a 'Very Positive Impact' on Gross Profit Margin Over Next Few Quarters."
Alibaba CEO: "Rapid Growth in Model-as-a-Service Business Will Have a 'Very Positive Impact' on Gross Profit Margin Over Next Few Quarters."
$Alibaba (BABA.US)$ $Alibaba (BABA.US)$
Alibaba CEO: "Our Ability to Supply (AI) Demand Is Not Able to Keep up With All the Growth in Demand."
Alibaba CEO: "Our Ability to Supply (AI) Demand Is Not Able to Keep up With All the Growth in Demand."
ValueBull
commented on
$BABA-W (09988.HK)$
Alibaba CEO: "Expect Model & Application Services Arr, Including Model Studio Platform, to Surpass 10 Billion RMB in June Qtr and 30 Bln RMB by Year End."
Alibaba CEO: "Expect Model & Application Services Arr, Including Model Studio Platform, to Surpass 10 Billion RMB in June Qtr and 30 Bln RMB by Year End."
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$Alibaba (BABA.US)$ $Alibaba (BABA.US)$
conference call: Alibaba CEO Eddie Wu: "...in About a Year, Expect AI-Related Revenue to Cross 50% Threshold, BECOMING PRIMARY ENGINE CLOUD REVENUE GROWTH."
conference call: Alibaba CEO Eddie Wu: "...in About a Year, Expect AI-Related Revenue to Cross 50% Threshold, BECOMING PRIMARY ENGINE CLOUD REVENUE GROWTH."
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$BABA-W (09988.HK)$ $Alibaba (BABA.US)$
“We expect that in about one year, AI-related product revenue will cross the 50% threshold, becoming the primary engine driving cloud business revenue growth. As a result, Cloud Intelligence Group’s external revenue growth is expected to continue accelerating beyond its current 40% rate over the coming quarters. Given the certainty of long-term AI demand and our full-stack technology advantages, we expect this trajectory to sustain strong gr...
“We expect that in about one year, AI-related product revenue will cross the 50% threshold, becoming the primary engine driving cloud business revenue growth. As a result, Cloud Intelligence Group’s external revenue growth is expected to continue accelerating beyond its current 40% rate over the coming quarters. Given the certainty of long-term AI demand and our full-stack technology advantages, we expect this trajectory to sustain strong gr...
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ValueBull
commented on
$Alibaba (BABA.US)$ Alibaba's Big AI Bet Isn't Paying Off Yet and the Stock Is Suffering.
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ValueBull
commented on
$Intel (INTC.US)$ shares handed options traders a textbook lesson in FOMO Friday, as a 24% rally to an intra-day all-time high forced a panicked unwind of downside hedges and set the stage for a post-earnings volatility crush.
Intel shares climbed to a fresh intra-day high after the semiconductor company delivered the biggest revenue surprise in more than five years and provided Wall Street a better-than-expec...
Intel shares climbed to a fresh intra-day high after the semiconductor company delivered the biggest revenue surprise in more than five years and provided Wall Street a better-than-expec...


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ValueBull : $Futu Holdings Ltd (FUTU.US)$ HAS NOTHING TO DO WITH BABA.