Business production continues to accelerate. The production index stands at 52.9%, a rise of 0.7 percentage points from the previous month, the highest since April 2023, indicating a slight acceleration in the expansion of manufacturing enterprises. The new order index is at 51.1%, a decrease of 1.9 percentage points from the previous month, but still within the expansion zone, indicating that the market demand for manufacturing continues to recover. Looking at external ...
Macquarie's latest report on XIAOMI highlights a resurgence in growth, with founder Lei Jun aiming for 100,000 SU7 unit sales and positive gross profit margin (GPM) this year. The analysis underscores Xiaomi's expansion into electric vehicles (EVs) and retail stores, projecting a 21% sales CAGR over three years. Macquarie maintains an Outperform rating, with a revised target price of $31.24, and inclusion in the Asia Marquee Buy list. Ma...
$小米集团-W(01810.HK)$sent a number of positive messages to the market at the Investor Day, JPMorgan issued a research report saying. Electric vehicle (EV) momentum beats expectations, with positive gross profit margin (GPM) expected in 2024 and a possible 5-10% GPM in 2025, while operating expenses are also under control. XIAOMI expects smartphone sales to grow by around 10%, and average selling price (ASP) to continue to ris...
China's March trade balance at 415.86 billion yuan, Est.508 bln yuan: Exports -3.8% y/y Imports +2.0% y/y Trade balance at $58.55 bln in USD term, Est.$70.2 bln Exports -7.5% y/y, Est. -3.0% Imports -1.9% y/y, Est. +1.2% CHINA JAN-MAR TRADE VALUE INCREASED BY 5% Y/Y TO 10.17 TRILLION YUAN, FASTEST IN 6 QUARTERS. EXPORTS +4.9% TO 5.74 TL...
道指高开86点後升幅即扩至210点,高见38886点,其後一度蒸发大部分升势,只涨13点,低见38689点;标指曾涨1.04%;纳指最多扬升1.2%。
美市收市,道指升幅缩至176点或0.46%,报38852点;标指涨1.03%,报5180点;纳指升1.19%,报16349点;反映中国概念股表现的金龙指数回吐0.13%。
$小鹏汽车-W(09868.HK)$ $比亚迪股份(01211.HK)$ $蔚来-SW(09866.HK)$ $特斯拉(TSLA.US)$ $商汤-W(00020.HK)$ $阿里巴巴-SW(09988.HK)$ $腾讯控股(00700.HK)$ $百度集团-SW(09888.HK)$ $纳斯达克中国金龙指数(.HXC.US)$
The new order index is at 51.1%, a decrease of 1.9 percentage points from the previous month, but still within the expansion zone, indicating that the market demand for manufacturing continues to recover.
Looking at external ...
The analysis underscores Xiaomi's expansion into electric vehicles (EVs) and retail stores, projecting a 21% sales CAGR over three years. Macquarie maintains an Outperform rating, with a revised target price of $31.24, and inclusion in the Asia Marquee Buy list.
Ma...
$恒生指数(800000.HK)$ > 18,000.
$阿里巴巴(BABA.US)$ $阿里巴巴-SW(09988.HK)$ $腾讯控股(00700.HK)$ $腾讯控股(ADR)(TCEHY.US)$ $小米集团-W(01810.HK)$ $百度集团-SW(09888.HK)$ $纳斯达克中国金龙指数(.HXC.US)$
Joint-equity's profit grew by 0.8% to 1.12 trillion yuan
Foreign ventures+HK+Macau+TW rise 18.1% to 0.37 trillion yuan
Private enterprises +5.8% to 0.368 trillion yuan
$阿里巴巴(BABA.US)$ $阿里巴巴-SW(09988.HK)$ $小米集团-W(01810.HK)$ $腾讯控股(00700.HK)$ $腾讯控股(ADR)(TCEHY.US)$ $美团-W(03690.HK)$ $美团(ADR)(MPNGY.US)$ $纳斯达克中国金龙指数(.HXC.US)$ $KraneShares中国海外互联网ETF(KWEB.US)$
Electric vehicle (EV) momentum beats expectations, with positive gross profit margin (GPM) expected in 2024 and a possible 5-10% GPM in 2025, while operating expenses are also under control.
XIAOMI expects smartphone sales to grow by around 10%, and average selling price (ASP) to continue to ris...
$阿里巴巴(BABA.US)$ $腾讯控股(ADR)(TCEHY.US)$ $恒生指数(800000.HK)$ $KraneShares中国海外互联网ETF(KWEB.US)$ $MSCI中国非必需消费ETF-Global X(CHIQ.US)$ $纳斯达克中国金龙指数(.HXC.US)$
Exports -3.8% y/y
Imports +2.0% y/y
Trade balance at $58.55 bln in USD term, Est.$70.2 bln
Exports -7.5% y/y, Est. -3.0%
Imports -1.9% y/y, Est. +1.2%
CHINA JAN-MAR TRADE VALUE INCREASED BY 5% Y/Y TO 10.17 TRILLION YUAN, FASTEST IN 6 QUARTERS.
EXPORTS +4.9% TO 5.74 TL...
暂无评论