[Individual stock trend]
August 19 to August 23
Last week, the S & P 500 rose 1.45%, the Nasdaq Composite rose 1.4%, and the Dow Jones Industries Average rose 1.27%.
Alibaba’s US stocks rose 2.68% last weekThe total turnover last week was 6.202 billion US dollars, and as of last week’s close, the US stock price was 85.41 US dollars; the US stock market rose 8.32% this month, 10.19% this year, and 4.91% in the past 52 weeks.
Last week, the Hang Seng Index rose 1.04% for the week, and the Hang Seng Technology Index rose 0.28%.
Alibaba-SW Hong Kong stocks rose 3.18% last weekLast week’s total turnover 19.168 billion Hong Kong dollars, as of last week’s close, the Hong Kong stock price was 82.65 Hong Kong dollars, market value of 1.68 trillion Hong Kong dollars; Hong Kong stocks rose 6.92% this month, up 9.33% this year, nearly 52 weeks down 5.54%.
[Company comparison]
[Related News]
European Central Bank Governing Council Holtzmann says September interest rate cut is not on the board.
Holtzmann, the governing council of the European Central Bank, said that the September interest rate cut is not on the board of DingTalk and does not want to cut interest rates prematurely; the Federal Reserve’s interest rate cut will make it easier for the European Central Bank to cut interest rates further.
Alibaba’s total market value overtakes Pinduoduo
As Alibaba rose 2% and Pinduoduo fell 4.5%, Alibaba’s total market capitalization overtook Pinduoduo.
Alibaba: Added Hong Kong as the main listing venue, and will complete the dual main listing on August 28
Alibaba HKEx announced that on August 28, 2024, the company’s voluntary conversion of the company’s secondary listing to a primary listing on the Hong Kong Stock Exchange will take effect. On the effective date, the company will be listed on the Hong Kong Stock Exchange and the New York Stock Exchange in a dual primary listing, and the stock mark "S" will be removed from the company’s stock abbreviations on the Hong Kong Dollar and RMB counter of the Hong Kong Stock Exchange. This voluntary conversion to a dual primary listing does not involve the company’s new share issuance or financing.
Alibaba shareholders’ meeting approves appointment of PwC Zhongtian and PricewaterhouseCoopers as accounting firms
Alibaba’s shareholders’ meeting approved the appointment of PwC Zhongtian and PricewaterhouseCoopers as accounting firms.
JD.com, Taobao, Pinduoduo, Douyin and Kuaishou signed the Self-discipline Convention on the compliance of online transactions
According to the official account of the Beijing Municipal Market Supervision Administration, today, under the guidance of the market supervision departments of Beijing, Zhejiang and Shanghai, five platform enterprises including JD.com, Taobao, Pinduoduo, Douyin, Kuaishou, etc. signed the "Self-discipline Convention on the compliance of online transactions" in Beijing. It is proposed to strengthen the management of online live broadcast and short video marketing activities, strictly prohibit unfair competition, and protect consumers’ personal information in accordance with the law. The contract issued proposals from five aspects: implementation of platform responsibility, protection of consumer rights and interests, strict prohibition of unfair competition, standardized price behavior, and co-governance of government and enterprises.
Alibaba International Station: The number of payment buyers rose by 30% in the first half of the year
At present, global trade is entering a new round of explosive period. According to the data of Ali International Station in the first half of the year, the number of overseas payment buyers increased by more than 30% year-on-year; half of the 10 industries with the highest growth in online transactions in the first half of the year were related to machinery and equipment, construction materials, and excavators, loaders, drilling rigs and other products in the station. The online transaction volume growth rate exceeded 50%. In the mainstream markets of Europe and the United States, Germany, and France, the download volume of Ali International Station jumped to fourth place.
Hema Fresh pilot front warehouse? Latest response: The news is true
It is reported that Hema Fresh has restarted the front warehouse model that was abandoned four years ago in Shanghai, and is committed to providing consumers with 30-minute fast delivery service within 3 kilometers. A person related to Hema responded to the reporter: "The news is true. But it is not a new model, nor is it a new business format. In cities where Hema stores are already very dense, there are still some areas that fresh stores cannot cover temporarily. To further enhance the user experience, Hema will pilot the use of warehouse front to encrypt the service radius and provide the fastest 30-minute delivery service for the surrounding 3km residents." (CSI Taurus)
Four years after giving up, Hema restarts front warehouse
Hema is re-testing the front warehouse model in Shanghai that was abandoned four years ago, providing delivery within 3km and 30 minutes. The core purpose of the pilot is to serve areas not covered by Hema Fresh. (latepost later)
DingTalk responded that the document collapsed: it has been restored.
This afternoon, in response to the collapse of the DingTalk document, the DingTalk official blog responded: Due to the sudden increase in usage traffic, some users’ access to the DingTalk document was abnormal at 16:14, and it was fully restored at 16:19 after emergency treatment.
Tmall: On the day "Black Myth: Wukong" was launched, the search volume for related products increased by 1379%.
Taobao news, the domestic 3A game "Black Myth: Wukong" on the first day of the online explosion of the network, the first day of total sales more than 1.50 billion yuan, rushed to Taobao hot search first, "PS5 game console", "Nvidia Black Wukong joint graphics card" and other related product search volume increased by 1379%. As the main device to experience Black Myth games, PC computers and PS5 game consoles ushered in a wave of panic buying. Sony PlayStation Tmall official flagship store PS5 console transactions increased by more than 100% year-on-year, becoming the top 1 hit in video game equipment transactions for 4 consecutive days. As Tmall DIY computer TOP1 brand, the flagship store’s Black Wukong recommended i5 series has also been top the chart. In the past week, Tmall 3C digital home game console sold more than 80% year-on-year. PS5 game consoles, game notebooks, DIY hosts, keyboards, mice, and e-sports headphones became the hottest TOP6 categories. Brands such as Sony, Climb, Razer, and Logitech rose sharply. (Sina Technology)
Taobao: The number of customized goods orders increased by more than 30% year-on-year.
Taobao data shows that since July, the number of orders for Taobao customized goods has increased by more than 30% year-on-year, and the number of new browsing users has increased by more than 40% year-on-year. Taobao’s personal customization such as jewelry and home furnishings, as well as trophies, work clothes, logo corporate customization, etc. continue to grow. (36Kr)
"Black Myth: Wukong" launched Xianyu PS5 trading volume hit a new high for the year
The reporter learned that "Black Myth: Wukong" went online today, and a large number of netizens flocked to Xianyu to start the PS5: the same city rental is hot, and the transaction volume has reached a new high this year. Xianyu market shows that the price of PS5 on Xianyu in the past 7 days is between 1399 yuan and 2750 yuan, and the average transaction price is 2300 yuan. Click on the baby on sale, and most of the products have added the description of "playable black myth" in the copy. Xianyu staff said that since August, the search volume of PS5 on the platform has skyrocketed by more than 300%, and the transaction volume has reached a new high this year. (Securities Times)
In the past year, Tmall Beauty sold 73 new brands worth over 100 million yuan
On August 19, the Tmall Golden Makeup Awards were held in Shanghai. It is understood that the Tmall Golden Makeup Awards, known as the "Oscars" of the beauty industry, has entered its tenth year. This year, the number of brands participating in the conference has doubled compared with last year, and the scale is the largest in recent years. The awards are also more industry and consumer reference. Mu Shan, general manager of the FMCG business department of Taotian Group, said that in the past year, the 73 new brands of Tmall Beauty have exceeded 100 million, and the number of vertical live streaming hosts has increased by 150%. The operational effect of "daily sales + big promotion" has appeared. (36Kr)
Ant Group Subsidiary Invests in Mita AI Company
Tianyancha App shows that Shanghai Mita Network Technology Co., Ltd. has undergone industrial and commercial changes, adding Shanghai Yunqian Enterprise Management Consulting Co., Ltd., a subsidiary of Ant Group, and Nantong Heyuan No. 1 Venture Capital Partnership as shareholders. At the same time, the company’s registered capital has increased from about 2.9958 million yuan to about 3.6328 million yuan. Shanghai Mita Network Technology Co., Ltd. was established in April 2018. The legal representative is Min Kerui. Its business scope includes network technology services, software development, sales of computer software and hardware and auxiliary equipment. According to public information, the company is an affiliated company of Mita AI Search. Not long ago, the company completed a new round of financing of over 100 million yuan, led by Ant Group and followed by Lightspeed Photosynthesis.
[US Stock Rating]
On August 23, Morgan Stanley gave Alibaba a wait-and-see rating on its holdings, with a target price of $90.00.
On August 19, Susquehanna gave Alibaba a positive rating with a target price of $130.00.
[Hong Kong Stock Rating]
On August 22, Soochow Securities gave Alibaba-SW a buy rating.
On August 21, Haitong Securities gave Alibaba-SW an overweight rating.
On August 21, Alibaba was given a buy rating.
On August 20, Guosheng Securities gave Alibaba-SW a buy rating with a target price of HK $111.00.
On August 20, Alibaba was given a buy rating.
On August 19, GF Securities gave Alibaba-SW a buy rating.
This article is from the theme of Hong Kong-US Data Connect, click to read more Hong Kong-US company dynamics > > >
关于作者