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Mizuho Securities: Alibaba’s Outlook is Stabilizing

Aug.03 — U.S. and China Internet Analyst James Lee discusses Alibaba’s 1Q results and the regulatory headwinds that it and competitor Tencent are facing in China. He speaks with Haidi Stroud-Watts and Shery Ahn on “Bloomberg Daybreak: Australia”.

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Aug.03 — U.S. and China Internet Analyst James Lee discusses Alibaba’s 1Q results and the regulatory headwinds that it and competitor Tencent are facing in China. He speaks with Haidi Stroud-Watts and Shery Ahn on “Bloomberg Daybreak: Australia”.

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3 Comments

3 Comments

  1. mrPmj00

    August 5, 2021 at 7:44 pm

    =Have you noticed that Wall Street Journal, Yahoo, CNBC, CNN and bloomberg hate tech (even though most of us have 401k plans that have big tech) and push crypto

    crap, NFT ponzi scheme, and meme/gambling stocks like AMC/gamestop/SPAC, promoting China, and scaring investors by promoting inflation?
    For the fools that bought crypto in May 2021, they’ve lost -50% as of July 2021, even worse if you bought dodgecoin -80%!
    +I bought FAANG stocks (Facebook, Apple, Amazon, Microsoft) …
    ___Disney, Wells Fargo for the recovery.

  2. mrPmj00

    August 5, 2021 at 7:45 pm

    —- AMAZON:
    Yep, I bought a ton on the dip.

    Amazon invested $14 billion in the last quarter alone, the same as it spent in 6 months before that. It is a do not sell stock.

    …With the Delta virus coming at full speed ahead, pandemic sales will make a comeback.

    Amazon is investing so much money, that no competitor will ever be able to catch up.

    My strategy is if Amazon keeps going down, I buy more to average cost down..
    I buy using money on the sideline, then I sell other stocks that are up, then I sell other stocks that have lost less than Amazon’s -7.5%. Most stocks that pop or

    drop hard usually recover 50% soon after.
    Amazon’s not going anywhere so I know that eventually it will come back.
    Fidelity considers Amazon as a large growth company (probably because as big as it is, it still only has 7% of the retail market)

    Get on board or be runover, it’s up to you.

  3. mrPmj00

    August 5, 2021 at 7:45 pm

    CHINA needs to STOP trying to take over the south china seas (between Vietnam and the Philippines)! Commerce/trade is good for the whole world so STOP IT!

    %20Spratly%20island%20chains.&text=The%20artificial%20islands%20have%20been,deployment%20of%20Chinese%20fighter%20jets.

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Bloomberg Technology

Intel Rebuffs Arm, China Tech Stocks Soar | Bloomberg Technology

Bloomberg’s Caroline Hyde and Ed Ludlow break down Arm’s interest in Intel’s product division, only to have Intel turn down Arm’s advances, and China stocks in the US are set for their best week since 2022. Plus, “money is green” when it comes to database and nuclear build out according to US Energy Secretary Granholm,…

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Bloomberg’s Caroline Hyde and Ed Ludlow break down Arm’s interest in Intel’s product division, only to have Intel turn down Arm’s advances, and China stocks in the US are set for their best week since 2022. Plus, “money is green” when it comes to database and nuclear build out according to US Energy Secretary Granholm, who supports the US AI efforts to expand, even with foreign investment.

Chapters:
00:00:55 – Arm Rebuffed by Intel on Buying Unit
00:27:00 – Fivetran CEO George Fraser
00:35:47 – DirecTV, Dish Said Close to Merger Deal
00:39:46 – Lackluster Reception to iPhone 16
——–
“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Apple’s iPhone 16 Receives a Lackluster Reception

Apple shares continue to outperform and avoid volatility despite growing concern around iPhone sales growth. Bloomberg Intelligence senior analyst Anurag Rana discusses a recent Bloomberg Intelligence survey showing that the iPhone 16 did not excite consumers enough to warrant a smartphone super cycle. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Technology.” ——– Like…

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Apple shares continue to outperform and avoid volatility despite growing concern around iPhone sales growth. Bloomberg Intelligence senior analyst Anurag Rana discusses a recent Bloomberg Intelligence survey showing that the iPhone 16 did not excite consumers enough to warrant a smartphone super cycle. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Technology.”
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China Stocks Set for Best Week Since 2022

Chinese equities capped their biggest weekly rally since 2008 with a burst of trading that overwhelmed the Shanghai stock exchange, underscoring a shift in investor sentiment after Beijing ramped up its economic stimulus. That shift was felt in Chinese stocks in the US as well, where they’re set for their best week since 2022. Fiona…

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Chinese equities capped their biggest weekly rally since 2008 with a burst of trading that overwhelmed the Shanghai stock exchange, underscoring a shift in investor sentiment after Beijing ramped up its economic stimulus. That shift was felt in Chinese stocks in the US as well, where they’re set for their best week since 2022. Fiona Cincotta, City Index Senior Analyst joins Caroline Hyde and Ed Ludlow on “Bloomberg Technology.”
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