ALIBABA GROUP ADR WKN: A117ME ISIN: US01609W1027 Kürzel: BABA Forum: Aktien Thema: Hauptdiskussion

Ne ne, er hat schon recht 😉

U.S. to Allow South Korean, Taiwan Chip Makers to Keep Operations in China Wsj

CK Chan, Head of Hong Kong and Macau of Tmall Taobao World, noted that this year's 618 mid-year promotion continues to be conducted in phases as in previous years, with the first phase of sales started on May 31 and ended on June 3. During the period, the total transaction amount, the number of purchases and the unit price per customer all recorded double-digit growth YoY. Chan stated that the platform did not see the consumption trend shift from online to offline after the epidemic, instead attracting a lot of new customers, with significant growth in search and transaction volume over the past three months. Furniture, 3C digital, apparel & beauty and travel-related products all performed well. Chan pointed out that the live broadcast cooperation between Taobao and TVB is mainly for mainland users, but Taobao Tmall Hong Kong's live broadcast activities in the city are also developing satisfactorily. He believed that Hong Kong users have a high degree of adaptation and acceptance to live broadcasts, and the number of viewers and viewing hours have continued to increase. For the 618 e-commerce festival this year, Taobao Hong Kong cooperated with local artists to conduct a total of 10 live broadcasts, offering exclusive offers and limited products to Hong Kong users. Chan revealed that the platform's total Hong Kong live sales during the first phase of the campaign had recorded a high double-digit growth YoY. He said that the business in Hong Kong is now mainly cross-border shopping, with free cross-border deliveries for single purchases, free deliveries after reaching a certain order amount, and local return service covering more than 10 million products. In the future, the company will strive to expand its product pool, and consider expanding its local return business from official Cainiao Logistics to third-party logistics partners.

Interessanterweise ist es jetzt vielfach so, dass Alibaba schwach in den Tag startet und später dann hochgepusht wird. Die Amis drücken auch nicht mehr sondern ziehen. Das Gegenteil was wir die letzten Monate gesehen haben. Sehe ich Gespenster? Sehen andere die auch?

Ich finde es zeugt von Zuversicht, wenn du trotz aller Widrigkeiten weiterhin deine Baba Aktien behältst und damit auf den zeitnahen Anstieg auf deinen EK glaubst (mindestens €91)…

https://youtu.be/0BdDqn5ZNDE

keine ahnung wo es die kursdrücker in 2 jahren verkaufen, denke es gibt welche die würden es sogar bei 5 verkaufen, nur weil die zahl 5 dort steht.

Wenn ich hier dann in plus wer wer es schon gut. Halte ich aber für nicht möglich

Wo meint ihr wo die Aktie in 2 Jahren stehen kann?

Dort steht auch, dass der Druck ausschließlich aus der USA kommt…und Sequoia deshalb das China und Indien Geschäft abtrennt: „Sequoia China has faced increased political scrutiny in the US for its investments in Chinese companies ….. splitting Sequoia into three was the simplest way to prevent a trio of entities with global ambitions rubbing against one another. ….As part of the split, Sequoia will end a profit-sharing arrangement with its Chinese and Indian entities. That arrangement has allowed individual partners at the entities to share in the rewards when companies in another entity’s portfolio are sold or go public.“

https://asia.nikkei.com/Politics/International-relations/US-China-tensions/Biden-executive-order-on-investments-in-China-faces-hurdles

https://www.ft.com/content/fc861ceb-91f5-4372-8877-d24f444c2719 beschreibt die Lage bei Investments in China durch die "Wale" - seit WiniPu an der Macht ist geht's Berg ab - bald wird es wohl auch zu Investment Verbote seitens US Regierung kommen.

Wie immer eben

Echt schlechte Performance