| Michael Burry's Scion bets against Nvidia, turns bearish on Chinese stocks |
Michael Burry's Scion Asset Management made some major changes to its portfolio during the first quarter, according to a filing with the SEC released on Thursday. |
marketwatch.com |
2025-05-15 21:03:00 |
Czytaj oryginał (ang.) |
| BABA vs. PDD: Which Chinese E-Commerce Giant is a Stronger Pick? |
Alibaba's AI-driven revival and cloud momentum make it the standout Chinese e-commerce play for 2025, offering better value and growth potential than rival PDD Holdings. |
zacks.com |
2025-05-14 15:05:40 |
Czytaj oryginał (ang.) |
| GXC: Chinese Stocks Are Volatile - Still Trending Higher With A Low P/E |
Both U.S. and Chinese stocks rallied due to a de-escalation in the trade war, boosting the S&P 500 and Hang Seng Indexes. I reiterate a 'Buy' rating on the SPDR S&P China ETF due to its attractive valuation and strong dividend yield. GXC has high exposure to large caps and a balanced mix of value, blend, and growth, despite a concentrated allocation in consumer discretionary and communication services. |
seekingalpha.com |
2025-05-14 06:18:11 |
Czytaj oryginał (ang.) |
| Temu and Shein to Rethink Supply Chains During Temporary Lowering of US Tariffs |
Temu and Shein reportedly have an opportunity to restock their U.S. warehouses during a temporary reduction in tariffs. An agreement between the U.S. |
pymnts.com |
2025-05-13 15:22:36 |
Czytaj oryginał (ang.) |
| Shein and Temu find temporary reprieve as U.S. relaxes tariffs |
The recent tariff cut has offered a window for them to ramp up shipments from China and restock their warehouses and fulfill existing orders, supply chain experts say. "30% is still high, but compared to 125%, 30% is basically nothing," said Jason Wong, who works in product logistics for Temu in Hong Kong. |
cnbc.com |
2025-05-13 12:12:00 |
Czytaj oryginał (ang.) |
| Temu and Shein are in a tricky spot — but it's mostly good news |
President Trump lowered the tariffs on goods from China to 30%. Packages under $800 shipped directly to customers from China are still subject to high duties. |
businessinsider.com |
2025-05-12 22:38:14 |
Czytaj oryginał (ang.) |
| Here is What to Know Beyond Why PDD Holdings Inc. Sponsored ADR (PDD) is a Trending Stock |
PDD Holdings Inc. Sponsored ADR (PDD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. |
zacks.com |
2025-05-09 14:05:46 |
Czytaj oryginał (ang.) |
| Is PDD Holdings Inc. Sponsored ADR (PDD) a Buy as Wall Street Analysts Look Optimistic? |
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? |
zacks.com |
2025-05-08 14:36:53 |
Czytaj oryginał (ang.) |
| Shein, Temu boost ad spending in Europe as Trump tariffs squash largest market |
That strategy change came as the firms rushed to prepare for last Friday, when President Trump ended a popular trade loophole. |
nypost.com |
2025-05-06 18:17:45 |
Czytaj oryginał (ang.) |
| Temu and Shein face massive tariffs. But don't count them out of the U.S. e-tail scene, experts say |
On Friday, the de minimis rule — a policy that had exempted U.S. imports worth $800 from tariffs — officially closed for shipments from China, exposing Temu and Shein to high duties. |
cnbc.com |
2025-05-06 05:34:21 |
Czytaj oryginał (ang.) |
| Exclusive: Shein, Temu ramp up advertising in UK and France as US tariffs hit |
Shein and Temu, fast-fashion e-commerce platforms that ship merchandise from China, boosted their spending on digital ads in Europe in April, data from market intelligence firm Sensor Tower showed, a shift away from the U.S., where the companies face crushing tariffs. |
reuters.com |
2025-05-05 20:43:46 |
Czytaj oryginał (ang.) |
| Temu stops shipping products from China to the U.S. |
Chinese retailer Temu has shifted strategy in the face of U.S. tariffs. |
techcrunch.com |
2025-05-03 21:29:36 |
Czytaj oryginał (ang.) |
| Temu will stop sending ultra-cheap goods straight to the US after trade loophole crackdown |
Temu is ceasing direct Chinese exports to the US, shifting to a local fulfillment model. The change follows the closure of a trade loophole allowing duty-free imports under $800. |
businessinsider.com |
2025-05-03 10:21:53 |
Czytaj oryginał (ang.) |
| Temu Stops Shipping Products From China Directly to US Consumers |
Temu has reportedly stopped shipping products from China directly to U.S. consumers due to the elimination of the de minimis exemption that had shielded small packages from U.S. tariffs. |
pymnts.com |
2025-05-02 23:22:06 |
Czytaj oryginał (ang.) |
| Temu stops shipments from China as Trump axes trade loophole |
Its US website has shifted to offer only what it calls “local” items – or products that were shipped overseas in bulk and stored in US warehouses in a mad dash to beat the tariffs. |
nypost.com |
2025-05-02 20:30:19 |
Czytaj oryginał (ang.) |
| Temu halts shipping direct from China as de minimis tariff loophole is cut off |
Temu said it has stopped shipping products from China directly to U.S. shoppers as it confronts higher tariffs and the end of the de minimis provision. Items shipped directly from China, which previously blanketed the site, are now labeled as out of stock. |
cnbc.com |
2025-05-02 18:48:11 |
Czytaj oryginał (ang.) |
| Shein, Temu Prices Surge as High as 377% Amid Tariffs. Temu Has a Plan to Address That |
Temu is recruiting sellers in the US in an effort to keep prices in check. |
cnet.com |
2025-05-02 18:43:37 |
Czytaj oryginał (ang.) |
| Temu Stops China Shipments to U.S. Consumers |
Chinese bargain site is dramatically shifting its business model as tariff exemption ends. |
wsj.com |
2025-05-02 16:22:00 |
Czytaj oryginał (ang.) |
| Temu and Shein Are About to Get More Expensive, Here's Why |
In this video, we delve into the significant price increases announced by Temu and Shein, impacting Pinduoduo (PDD 1.34%). With tariffs changing, we discuss the implications for investors and why PDD could be a stock to watch in the coming years. |
fool.com |
2025-04-30 20:00:00 |
Czytaj oryginał (ang.) |
| Chinese Stocks Look Like an Opportunity Amid Trump's Tariff Chaos |
Once deemed ‘uninvestible,' China's markets are now starting to converge with the U.S., Eric Wong writes in a guest commentary. |
barrons.com |
2025-04-30 18:33:00 |
Czytaj oryginał (ang.) |
| PDD Holdings Inc. Sponsored ADR (PDD) Rises Higher Than Market: Key Facts |
In the most recent trading session, PDD Holdings Inc. Sponsored ADR (PDD) closed at $119.77, indicating a +0.5% shift from the previous trading day. |
zacks.com |
2025-02-26 20:50:31 |
Czytaj oryginał (ang.) |
| Here is What to Know Beyond Why PDD Holdings Inc. Sponsored ADR (PDD) is a Trending Stock |
Zacks.com users have recently been watching PDD Holdings Inc. Sponsored ADR (PDD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects. |
zacks.com |
2025-02-25 12:05:42 |
Czytaj oryginał (ang.) |
| PDD Holdings: Here Comes The Hard Part |
PDD Holdings: Here Comes The Hard Part |
seekingalpha.com |
2025-02-25 01:30:49 |
Czytaj oryginał (ang.) |
| Wall Street Analysts Think PDD Holdings Inc. Sponsored ADR (PDD) Is a Good Investment: Is It? |
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? |
zacks.com |
2025-02-24 12:35:53 |
Czytaj oryginał (ang.) |
| PDD Holdings Stock Sees Composite Rating Climb To 97 |
PDD Holdings ADR saw an improvement in its IBD SmartSelect Composite Rating Friday, from 94 to 97. The post PDD Holdings Stock Sees Composite Rating Climb To 97 appeared first on Investor's Business Daily. |
investors.com |
2025-02-21 16:22:00 |
Czytaj oryginał (ang.) |
| Trade Tracker: Steve Weiss buys the KWEB ETF and PDD Holdings |
Steve Weiss, Founder and Managing Partner of Short Hills Capital Partners joins CNBC's “Halftime Report” to detail his latest portfolio moves. |
youtube.com |
2025-02-21 15:45:23 |
Czytaj oryginał (ang.) |
| DeepSeek IPO Remains Far Off—Investors Eye 4 Chinese AI Stocks |
The introduction of the cutting-edge, chip-efficient AI chat model DeepSeek sent markets into a frenzy in late January, sparking an American AI sell-off. Featuring twice the computing power at a fraction of the cost of models like ChatGPT, the introduction of DeepSeek was particularly painful for chip manufacturer NVIDIA Co. NASDAQ: NVDA, whose shares fell more than 14% on the date of DeepSeek's introduction. |
marketbeat.com |
2025-02-18 11:00:41 |
Czytaj oryginał (ang.) |
| BABA, JD and BIDU Forecast – Chinese Stocks Mixed in Premarket |
Three of the biggest Chinese ADRs in the US are mixed in premarket trading, and at this point in time, the market seems to see mixed momentum. |
fxempire.com |
2025-02-18 10:26:20 |
Czytaj oryginał (ang.) |
| Beyond DeepSeek: 4 Chinese ETFs for AI & Tech Exposure |
As Chinese artificial intelligence company DeepSeek continues to challenge American chip manufacturer NVIDIA for chip dominance, investors are looking to China for their next tech investments. Billionaire investor and founder of Appaloosa Management recently increased his firm's holdings in companies like Alibaba Group NYSE: BABA while drastically decreasing holdings in American companies like Meta Platforms NASDAQ: META. |
marketbeat.com |
2025-02-18 09:00:17 |
Czytaj oryginał (ang.) |
| ‘Trump trades' like the dollar and bitcoin are stalling, while Chinese stocks are racing ahead |
President Trump has been back in the White House for less than a month. Yet many of the most popular “Trump trades” have already seen their momentum wane, while Chinese and European stocks — which had struggled in the aftermath of his electoral victory — are racing ahead. |
marketwatch.com |
2025-02-16 14:00:00 |
Czytaj oryginał (ang.) |
| PDD Holdings Inc. Sponsored ADR (PDD) is Attracting Investor Attention: Here is What You Should Know |
PDD Holdings Inc. Sponsored ADR (PDD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. |
zacks.com |
2025-02-14 12:01:11 |
Czytaj oryginał (ang.) |
| Temu Switches Supply Chain Management Style Following Trump Tariffs |
eCommerce giant Temu is reportedly overhauling its Chinese supply chain following new U.S. tariffs. In a change that could lead to higher prices, the shopping platform will move away from a model in which merchants allowed Temu to handle things like price-setting, shipping and marketing, Bloomberg News reported Tuesday (Feb. |
pymnts.com |
2025-02-11 16:36:45 |
Czytaj oryginał (ang.) |
| PDD: Navigating Tariff Uncertainty, Driving Long-Term Growth Through Global Expansion |
PDD Holdings' recent share price volatility presents an opportunity for investors to build positions, given its attractive valuation at 9x 2025E earnings and 12% EPS growth outlook. The de minimis exemption on Chinese goods is unlikely to change soon, mitigating potential disruptions to PDD's cross-border e-commerce arm, Temu. PDD's proactive diversification away from a US-centric model and expansion into Southeast Asia supports a bullish outlook, despite tariff uncertainties. |
seekingalpha.com |
2025-02-10 11:52:37 |
Czytaj oryginał (ang.) |
| 3 Stocks That Could Outperform Nvidia in 2025 |
Artificial intelligence (AI) has created tremendous opportunities for investors. Nvidia (NVDA 0.90%) has been one of the best-performing AI stocks so far. |
fool.com |
2025-02-08 10:00:00 |
Czytaj oryginał (ang.) |
| PDD Holdings Inc. Sponsored ADR (PDD) Ascends While Market Falls: Some Facts to Note |
The latest trading day saw PDD Holdings Inc. Sponsored ADR (PDD) settling at $114.27, representing a +1.38% change from its previous close. |
zacks.com |
2025-02-07 20:50:27 |
Czytaj oryginał (ang.) |
| Trump hits pause on blocking trade loophole. Temu parent's stock gains. |
The U.S.-listed shares of Temu parent PDD Holdings finished higher Friday after the Trump administration pulled back on its effort to close a so-called de minimis exemption that lets shipments worth $800 or less avoid tariffs and U.S. Customs and Border Patrol scrutiny. |
marketwatch.com |
2025-02-07 19:07:00 |
Czytaj oryginał (ang.) |
| PDD Holdings Inc. Sponsored ADR (PDD) Is Considered a Good Investment by Brokers: Is That True? |
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? |
zacks.com |
2025-02-07 12:31:34 |
Czytaj oryginał (ang.) |
| Temu pushes ‘local' products after Trump reverses trade loophole that helps Chinese companies avoid taxes |
The Chinese-owned e-commerce site promoted so-called "local" products on its website after President Trump imposed a 10% tariff on China and revoked a longtime trade loophole. |
nypost.com |
2025-02-06 13:17:33 |
Czytaj oryginał (ang.) |
| Temu steers users to 'local' products after Trump shuts tax loophole |
Temu is promoting items shipped from U.S. warehouses more prominently in its app after President Donald Trump's decision to revoke a popular trade provision called de minimis. De minimis helped propel Chinese e-commerce upstarts Temu and Shein to explosive growth in the U.S. |
cnbc.com |
2025-02-05 21:22:51 |
Czytaj oryginał (ang.) |
| USPS Suspends Parcels From China. Amazon, Temu Owner PDD and Alibaba Stocks Fall. |
Shares in e-commerce companies slide as the trade war between Washington and Beijing heats up. |
barrons.com |
2025-02-05 08:04:00 |
Czytaj oryginał (ang.) |
| Chinese Stocks Rebound In 2024 After 3-Year Slump: 3 ETFs To Watch |
In 2024, Chinese stocks finally rebounded from challenges like the pandemic, property market struggles, and weak consumer confidence, ditching a three-year losing streak despite a slight dip on the final trading day. |
benzinga.com |
2025-01-03 13:13:12 |
Czytaj oryginał (ang.) |
| Billionaire David Tepper's Big China Bet With These 2 Stocks |
The biggest trend in the stock market over the past two years has been artificial intelligence, and it has a tremendous runway for growth going forward. |
247wallst.com |
2025-01-02 13:08:49 |
Czytaj oryginał (ang.) |
| PDD Holdings: A Top E-Commerce Growth Play For 2025 |
PDD Holdings' impressive revenue and earnings growth, driven by its discount e-Commerce platform Temu, supports a bullish investment case. The company's valuation is attractive, trading at a lower price-to-earnings ratio compared to Alibaba and JD.com, despite strong top line growth. Risks include fierce competition in the Chinese e-Commerce market and a potential future slowdown in revenue growth. |
seekingalpha.com |
2024-12-31 15:44:32 |
Czytaj oryginał (ang.) |
| PDD Holdings Falls 33.4% in 2024: Time for a Comeback in 2025? |
PDD's growth slowdown, margin pressure and regulatory risks make its discounted valuation a trap. Sell before profitability further deteriorates in 2025. |
zacks.com |
2024-12-30 12:40:21 |
Czytaj oryginał (ang.) |
| Here is What to Know Beyond Why PDD Holdings Inc. Sponsored ADR (PDD) is a Trending Stock |
Zacks.com users have recently been watching PDD Holdings Inc. Sponsored ADR (PDD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects. |
zacks.com |
2024-12-30 12:01:22 |
Czytaj oryginał (ang.) |
| Back To Fundamentals: 3 Picks For 2025 |
Fundamentals don't just matter - they are the only significant factors in long-term investing. Returning to fundamentals, I isolate three superior companies for 2025. Nvidia's Owner's Yield of 5.1% and full-stack product lineup, including insatiable demand for the Blackwell chip series, with Rubin coming soon, position it well for future growth. PDD's Owner's Yield of 19%, significant cash reserves, and potential recovery in Chinese foreign investment make it a compelling buy despite economic concerns. |
seekingalpha.com |
2024-12-18 12:28:28 |
Czytaj oryginał (ang.) |
| Is Trending Stock PDD Holdings Inc. Sponsored ADR (PDD) a Buy Now? |
PDD Holdings Inc. Sponsored ADR (PDD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. |
zacks.com |
2024-12-17 12:00:35 |
Czytaj oryginał (ang.) |
| PDD's Temu app tops U.S. iOS downloads for second year running amid greater scrutiny of China companies |
The latest ranking highlights the continued success Chinese apps are having in the U.S., with Bytdance's TikTok ranking third and Temu-competitor Shein coming in at number 12. Temu's success comes amid increased scrutiny by U.S. officials, which might worsen under the incoming Trump administration. |
cnbc.com |
2024-12-17 04:06:02 |
Czytaj oryginał (ang.) |
| US-Listed Chinese Stocks React To Underwhelming Consumption Data |
U.S. listed Chinese stocks Alibaba Group Holding. BABA, JD.com, Inc. JD and Baidu, Inc. BIDU, NIO Inc. (NYSE: NIO), Li Auto Inc. (NASDAQ: LI), and XPeng Inc. (NYSE: XPEV) stocks are trading lower on Monday. |
benzinga.com |
2024-12-16 11:07:57 |
Czytaj oryginał (ang.) |
| E-Commerce Giant PDD Looks Due For a Big Comeback in 2025 |
Despite explosive revenue growth in 2024, PDD's NASDAQ: PDD share price has not fared well. Shares are down 29% on the year as of the December 12 close. |
marketbeat.com |
2024-12-16 10:30:05 |
Czytaj oryginał (ang.) |
| US-Listed Chinese Stocks Give Up Gains In Anticipation Of More Stimulus |
On Thursday, Alibaba Group Holding. (NYSE: BABA), also known as China's tech barometer, traded upwards as China kicked off its annual economic work conference on Wednesday to outline its policies and growth targets for 2025. |
benzinga.com |
2024-12-12 10:34:23 |
Czytaj oryginał (ang.) |
| PDD Holdings: Great Business, Big Potential, Low Valuation |
PDD Holdings' unique social e-commerce model and cost advantages are disrupting giants like Alibaba and JD, with the potential to become China's first consistent one trillion-dollar company. Pinduoduo's low-cost structure and network effects create significant competitive advantages, driving rapid user growth and high profitability, making it a strong buy. Temu's global expansion, low acquisition costs, and asset-light model position it for significant profitability and market disruption in the US and Europe. |
seekingalpha.com |
2024-12-11 23:51:10 |
Czytaj oryginał (ang.) |
| US Stocks Likely To Open Lower As Traders Await Slew Of Data: US-Listed Chinese Stocks In Focus Following Stimulus Pledge |
U.S. stock futures declined on Tuesday in premarket hours and the dollar rose to 106.357 level. |
benzinga.com |
2024-12-10 08:07:43 |
Czytaj oryginał (ang.) |
| Is PDD Holdings Inc. Sponsored ADR (PDD) a Buy as Wall Street Analysts Look Optimistic? |
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? |
zacks.com |
2024-12-09 12:31:09 |
Czytaj oryginał (ang.) |
| US Listed Chinese Stocks Jump On China's Stimulus Measures, Looser Monetary Policy Assurances |
On Monday, U.S.-listed Chinese stocks like Alibaba Group Holding. (NYSE: BABA), JD.com, Inc. (NASDAQ: JD), Baidu, Inc. (NASDAQ: BIDU), NIO Inc. (NYSE: NIO), Li Auto Inc. (NASDAQ: LI), and XPeng Inc. (NYSE: XPEV) maintained their upward trajectory ahead of a key policy meeting this week. |
benzinga.com |
2024-12-09 11:50:49 |
Czytaj oryginał (ang.) |
| Chinese stocks jumped. Here's the latest government statement and what it means. |
Chinese stocks surged in late Hong Kong trade on Monday in the latest government announcement promising action to boost its stuttering economy. |
marketwatch.com |
2024-12-09 05:48:00 |
Czytaj oryginał (ang.) |
| Is Most-Watched Stock PDD Holdings Inc. Sponsored ADR (PDD) Worth Betting on Now? |
PDD Holdings Inc. Sponsored ADR (PDD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. |
zacks.com |
2024-12-06 12:05:33 |
Czytaj oryginał (ang.) |
| 3 Chinese Stocks to Watch as Asian Bond Market Signals Shift |
When investors think of the investment landscape, they often focus solely on the S&P 500 and the United States stock market, failing to understand or be aware that the global markets are interconnected more than ever today, in ways that if one asset class moves in Europe or Asia, it can immediately affect markets in other regions, potentially posing a risk for those who are not aware. |
marketbeat.com |
2024-12-06 09:50:14 |
Czytaj oryginał (ang.) |
| Temu told to suspend Vietnam operations, state media reports |
Chinese online retailer Temu has been told to suspend its operations in Vietnam after it failed to meet an end-November deadline for business registration in the Southeast Asian country, Vietnamese state media reported on Thursday. |
reuters.com |
2024-12-04 23:21:35 |
Czytaj oryginał (ang.) |
| PDD Holdings: Cheap With A Christmas Catalyst (Rating Upgrade) |
The last time I covered PDD Holdings I rated it a hold because of its decelerating growth. Now however the stock is a approaching deep value territory with the holiday season looming. Yesterday, Seeking Alpha News reported that PDD's TEMU was courting U.S. retailers for its upcoming Christmas sales drive. |
seekingalpha.com |
2024-12-01 01:45:00 |
Czytaj oryginał (ang.) |