中美本周末将在巴黎谈判商定双方领导人在北京见面时签署的条款。 预计将涉及关税、台湾、投资以及芯片出口。 $NVDA $BABA $AMD $TSM

Qwen模型刚发布，里面的人像吃了散伙饭一样全跑路了。 据传闻是因为内部要引入商业指标和空降一些领导导致的。 AI人才是最重要的，这可能会严重制约 $BABA 后续的发展。

I started slowly buying fxi and baba leap calls but it requires patience and you need to control your risk, because the pivot date can be a few days away. Shares might work better because fxi option chain is not very friendly.

RT @commonsenseplay: The next President of the United States… $LMT $NOC, $RTX $INTC, $TSM, $MU $CAT, $DE $X, $CLF $GE $BA $BABA, $JD $PD…

WHY NOT TO INVEST IN CHINESE STOCKS! No matter how much China is leading in Electric Cars or Robotics - I avoid investing in Chinese stocks, even though many of them look extremely attractive on a valuation basis. Companies like $BABA, $BIDU, and $BYD trade at significant discounts compared to their U.S. counterparts. For example, - Alibaba often trades at a P/E ratio less than half of Amazon’s. - Baidu trades far below U.S. AI peers despite strong technology, and - BYD’s growth is not reflected in its valuation the way Tesla’s is. On fundamentals alone, these should be compelling opportunities. But the problem isn’t the businesses - it's the regulatory and geopolitical risk. Chinese regulators have shown they can wipe out billions in market cap overnight, as seen during the tech and education crackdowns. U.S. investors also face structural issues like VIE (Variable Interest Entity) structures, which mean you don’t truly own equity in the Chinese company, just a contractual claim! On top of that, the U.S. – China relationship is unpredictable. Delisting threats, restrictions on audit access, and export controls on semiconductors can all create sudden shocks to the market. And the biggest overhang: - Any escalation around Taiwan would be catastrophic. - Even a hint of military action or rising tensions would cause these stocks to crater. In a real conflict scenario, foreign shareholders could realistically be wiped out completely. So yes - Chinese stocks look cheap. But they’re cheap for a reason, and the risks are ones I can’t justify taking. This is why I don’t invest in them. COMMON SENSE INVESTING!

RT @Alibaba_Qwen: 🚀 Qwen3.5-397B-A17B is here: The first open-weight model in the Qwen3.5 series. 🖼️Native multimodal. Trained for real-wo…

$Baba is Chinese Google

$PDD 和 $JD 不是和 $BABA 以及 $BIDU 放在一起的股票。 所有的人都知道中国的股票很便宜，所以中概股的问题在于估值逻辑，而非PE/PS这些公司运营指标。 $PDD和 $JD 和AI没有任何联系。这就注定了其无法改变其既有的估值逻辑。

1/14 北美时间， $BABA 有Qwen发布会 https://t.co/lcX5xfGsdo