One-week inventory ｜ Alibaba’s US stocks rose 2.68% last week, and Hong Kong stocks rose 3.18%

[trend of individual stocks]

19 August-23 August

Last week, the S&P 500 rose 1.45%, the Nasdaq Composite Index rose 1.4% and the Dow Jones Industrial Average rose 1.27%.

Alibaba’s US stocks rose 2.68% last week.Last week, the total turnover was 6.202 billion US dollars. As of last week’s close, the US stock price was 85.41 US dollars. The US share capital has increased by 8.32% every month, by 10.19% this year and by 4.91% in the past 52 weeks.

Last week, the Hang Seng Index rose by 1.04% and the Hang Seng Technology Index rose by 0.28%.

Alibaba -SW Hong Kong stocks rose 3.18% last week.Last week, the total turnover was HK$ 19.168 billion. As of last week’s close, the stock price of Hong Kong stocks was HK$ 82.65 and the market value was HK$ 1.68 trillion. Hong Kong stocks rose 6.92% this month, 9.33% this year and 5.54% in the past 52 weeks.

[Company comparison]

[Related News]

Holcman, the governing board of the European Central Bank, said that the interest rate cut in September was not a foregone conclusion.

Holcman, the managing director of the European Central Bank, said that the interest rate cut in September is not a foregone conclusion and does not want to cut interest rates too early; The Fed’s interest rate cut will make it easier for the European Central Bank to cut interest rates further. (Cailian)

Alibaba’s total market value overtakes Pinduoduo

With Alibaba rising by 2% and Pinduoduo falling by 4.5%, the total market value of Alibaba surpassed that of Pinduoduo.

Alibaba: Hong Kong has been added as the main listing place, and the dual main listing will be completed on August 28th.

Alibaba Hong Kong Stock Exchange announced that on August 28, 2024, the company’s voluntary conversion from the second listing of the company to the main listing on the Hong Kong Stock Exchange will take effect. On the effective date, the company will be listed on both the Hong Kong Stock Exchange and the New York Stock Exchange, and the stock mark "S" will be deleted from the company’s stock abbreviations in the Hong Kong dollar and RMB counters of the Hong Kong Stock Exchange. This voluntary conversion to dual major listing does not involve the issuance or financing of new shares of the Company.

Alibaba shareholders’ meeting approved the appointment of PricewaterhouseCoopers Zhongtian and PricewaterhouseCoopers as accounting firms.

Alibaba shareholders’ meeting approved the appointment of PricewaterhouseCoopers Zhongtian and PricewaterhouseCoopers as accounting firms.

JD.COM, Taobao, Pinduoduo, Tik Tok and Aauto Quicker jointly signed the Convention on Self-discipline of Compliance Management of Online Transactions.

According to WeChat official account, the official of Beijing Municipal Bureau of Market Supervision, today, under the guidance of the market supervision departments of Beijing, Zhejiang and Shanghai, five platform enterprises including JD.COM, Taobao, Pinduoduo, Tik Tok and Aauto Quicker jointly signed the Convention on Self-discipline of Online Trading Compliance Management in Beijing. It is proposed to strengthen the management of online live broadcast and short video marketing activities, prohibit unfair competition, and protect consumers’ personal information according to law. The contract proposes five aspects: implementation of platform responsibility, protection of consumers’ rights and interests, prohibition of unfair competition, standardization of price behavior, and cooperation between government and enterprises.

Alibaba International Station: The number of paid buyers increased by 30% in the first half of the year.

At present, global trade is entering a new round of outbreak. The data of Ali International Station in the first half of the year shows that the number of overseas payment buyers has increased by more than 30% year-on-year; Among the 10 industries with the highest growth rate of online transaction volume in the first half of the year, half are related to mechanical equipment and construction materials, and the growth rate of online transaction volume of excavators, loaders, rigs and other products in the station is over 50%. In the mainstream European and American markets such as the United States, Germany and France, the download volume ranking of Ali International Station jumped to the fourth place.

Box Ma Xiansheng pilot pre-warehouse? Latest response: The news is true.

It is reported that Boxma Xiansheng restarted the pre-warehouse mode abandoned four years ago in Shanghai, and is committed to providing consumers with 30-minute fast delivery service within 3 kilometers. Box horse related people responded to the reporter and said: "The news is true. But it is not a new model or a new format. In the city where Boxmamen stores are already very dense, there are still some areas that are temporarily not covered by fresh shops. In order to further enhance the user experience, Box Horse will pilot the use of the front warehouse to encrypt the service radius and provide the fastest 30-minute delivery service for the surrounding 3 km residents. " (CSI Taurus)

After giving up for four years, Box Horse restarted the front position.

Box Horse is re-testing the pre-warehouse model abandoned four years ago in Shanghai, providing delivery service within 3 kilometers and 30 minutes. At present, the pilot project has just begun, and the core purpose is to serve areas that are not covered by Box Ma Xiansheng Store. (latepost)

Nail response document crashed: restored.

This afternoon, in response to the collapse of the nail document, the nail official blog responded that due to the sudden increase in usage traffic, some users of the nail document had abnormal access at 16: 14, and it was fully recovered at 16: 19 after emergency treatment.

Tmall: On the day of the launch of Black Myth: Wukong, the search volume of related products increased by 1379%.

According to Taobao, the domestic 3A game "Black Myth: Wukong" exploded online on the first day of its launch, with total sales exceeding 1.5 billion yuan on the first day, ranking first in Taobao’s hot search, and the search volume of related products such as "PS5 game console" and "NVIDIA Black Wukong co-branded graphics card" increased by 13.79%. As the main equipment to experience black myth games, PC computers and PS5 game consoles have ushered in a wave of buying peaks. Sony PlayStation Tmall’s official flagship store’s PS5 console transaction increased by over 100% year-on-year, and it became the TOP1 explosion of video game equipment transaction for four consecutive days. As the TOP1 brand of Tmall DIY computer, the i5 series recommended by Hei Wukong, which climbs the flagship store, has always dominated the list. In the past week, the turnover of Tmall 3C digital home game consoles exceeded 80% year-on-year. PS5 game consoles, game notebooks, DIY consoles, keyboards, mice and e-sports headphones became the hottest TOP6 category, and brands such as Sony, Climb, Razer and Logitech rose sharply. (Sina Technology)

Taobao: The number of orders for customized goods increased by over 30% year-on-year.

Taobao data shows that since July, the number of orders for customized goods in Taobao has increased by over 30% year-on-year, and the number of new browsing users has increased by over 40% year-on-year. Taobao’s jewelry, home decoration and other personal customization, as well as trophies, work clothes, logo corporate customization and other needs continue to grow. (36Kr)

Black Myth: Wukong’s online free fish PS5 turnover hit a new high in the whole year.

The reporter was informed that "Black Myth: Wukong" was launched today, and a large number of netizens poured into idle fish to start with PS5: leasing in the same city was hot, and the transaction volume reached a new high this year. The market of idle fish shows that the price of PS5 on idle fish in recent 7 days is between 1399 yuan and 2750 yuan, and the average transaction price is 2300 yuan. Click on the baby for sale, and most of the goods have added the description of "playable black myth" in the copy. Idle fish staff said that since August, the search volume of PS5 on the platform has soared by more than 300%, and the transaction volume has reached a new high this year. (Securities Times)

In the past year, the turnover of 73 new brands of Tmall Beauty has exceeded 100 million.

On August 19th, the Tmall Golden Makeup Award was held in Shanghai. It is understood that the Tmall Golden Makeup Award, known as the "Oscar" of beauty, has entered its tenth year. The brands participating in this year have doubled compared with last year, and the scale is the largest in recent years. The award is also more industry and consumer reference. Mu Shan, general manager of Taotian Group’s FMCG business unit, said that in the past year, the turnover of 73 new brands of Tmall Beauty exceeded 100 million, and the number of vertical anchors increased by 150%. The operation effect of "daily sales+big promotion" appeared. (36Kr)

Ant Group subsidiary shares in Mita AI Company.

Tianyancha App shows that Shanghai Mita Network Technology Co., Ltd. has undergone industrial and commercial changes, adding Shanghai Yunxun 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 registered capital of the company has increased from about 2,995,800 RMB to about 3,632,800 RMB. Shanghai Mita Network Technology Co., Ltd. was established in April 2018, and its legal representative is Min Kerui. Its business scope includes network technical services, software development, sales of computer software and hardware and auxiliary equipment. According to public information, the company is a secret tower AI search affiliate. Not long ago, the company completed a new round of financing of over 100 million yuan, led by Ant Group, with light speed photosynthesis and investment.

[US stock rating]

On August 23rd, Morgan Stanley gave Alibaba a wait-and-see rating with a target price of $90.00.

On August 19th, Susquehanna gave Alibaba a positive rating with a target price of $130.00.

[Hong Kong stock rating]

On August 22nd, soochow securities gave Alibaba -SW a buy rating.

On August 21st, Haitong Securities gave Alibaba -SW an overweight rating.

August 21st () gave Alibaba -SW a buy rating.

On August 20th, Guosheng Securities gave Alibaba -SW a buy rating with a target price of HK$ 111.00.

On August 20th (), Alibaba -SW was given a buy rating.

On August 19th, GF Securities gave Alibaba -SW a buy rating.

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