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US Stock News and Commentaries
2025-09-18
15:49
CN NEV Sales Exceed 40M Units, Maintaining Global Leadership in Production/ Sales

The total sales of NEVs in China surpassed 40 million units, according to CCTV. The production and sales consecutively ranked first globally for 10 years, contributing to global carbon reduction goals.
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15:38
CADA: Sep Pax Car Terminal Sales Expected to Reach 2.2M Units

As the golden September and silver October consumption peak season begins, large autumn car shows are being launched successively, while dealers are promoting sales at the end of the quarter with stronger marketing efforts, the China Automobile Dealers Association (CADA) released a passenger car market report saying.

Coupled with the dual festival effect of 'Mid-Autumn Festival + National Day' holidays, consumer demand for car purchases will be rapidly released, supporting a continuous rise in terminal sales in September.

Based on the sales in August and the growth rate of dealer data in the first half of September, it is expected that the total passenger car terminal sales in September will reach 2.2 million units.
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AASTOCKS Financial News
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04:01
DJIA Ends Up 260 Pts on Rising Rate Cut Expectations This Yr; JPM Rallies w/ Other Beneficiaries

As expected, the Fed has announced its first rate cut since December 2024, lowering the benchmark overnight rate by a quarter percentage point to 4-4.25%.

Fed Chairman Jerome Powell, after the meeting, described this rate cut as a risk management cut instead of the beginning of a long-term rate cut cycle.

The US stock market went through turbulence on Wednesday. The DJIA hit a new high after the announced rate cut, closing up 260 points or 0.6% at 46,018. The S&P 500 fell 6 points or 0.1% throughout the day, barely holding onto 6,600. The Nasdaq ended down 72 points or 0.3% at 22,261.

Tech stocks retreated across the board. Nvidia (NVDA.US) slipped 2.6% at close amid reports that it has been banned by China from selling its chips to tech companies in the country.

In contrast, Walmart (WMT.US), JPMorgan (JPM.US), and American Express (AXP.US) rallied on the back of lower interest rates, driving the DJIA and the overall market upward.
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AAStocks Financial News
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2025-09-17
15:35
Apple Phone Sales Slip 6% YoY in CN Recently, Steeper Than Before Previous New Releases

Weeks before the launch of Apple (AAPL.US)'s iPhone 17 series, sales of Apple's phones dropped by 6% YoY in China, a decline steeper than that seen before previous new releases, according to foreign media reports that cited data from Counterpoint Research.

Likewise, phone makers, including XIAOMI-W (01810.HK), vivo, and HONOR, also recorded sales falls in the first eight weeks of 3Q25. From July to August, the overall Chinese mobile phone market shrank by 2%, despite China's launch of large-scale consumption subsidies.
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04:04
Nasdaq/ S&P 500 Drop After Breaking Ceiling, Tesla Mounts ~3% as Investors Await Fed Meeting & US-CN Talks

Investors took profits ahead of the Fed's monetary policy meeting, with the market focusing on the Fed's 2-day monetary policy meeting. US stocks weakened on Tuesday.

The S&P 500 hit another new all-time high shortly after the market opened, and reached 6,626 before falling. The index closed 8 points lower at 6,606. The Nasdaq fluctuated after setting a new high, and slid 14 points to 22,333. The DJIA ebbed 125 points or 0.3% to close at 45,757.

Techs were generally under pressure, with Nvidia (NVDA.US) and Microsoft (MSFT.US) slipping 1.6% and 1.2% respectively. Palantir (PLTR.US) and Alphabet (GOOG.US) also declined. Tesla (TSLA.US) continued to jump up by over 2.8%.

US and Chinese officials completed talks in Madrid this week, and reached a framework agreement regarding TikTok, allowing the app to continue operating in the US.

Oracle (ORCL.US) will assist TikTok in continuing its operations in the US, which boosted Oracle's share price by 1.5%, according to foreign media.
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2025-09-16
15:38
HTSC Raises TENCENT TP to $752.17, Optimistic About Ad Commercialization Space in Next 3 Yrs

Huatai Securities published a report expressing persistent optimism about the commercialization potential of TENCENT (00700.HK)(TCEHY.US)'s advertising over the next three years. In the context of global social advertising, domestic commercialization avenues are more diverse, and social communication traffic entry points are more concentrated.

Compared to peers like Meta (META.US) and Douyin, WeChat's advertising monetization scenarios are way beyond those of social media, extending its ecosystem to live e-commerce, mini-programs, and payments, with a stable domestic traffic foundation that is superior to the relatively fragmented public-private segmentation overseas.

TENCENT's search advertising has broad prospects, with stronger AI search content barriers (public accounts and video accounts), while the integration of Hunyuan large AI models and SaaS layout provides synergy. Meta has remarkably improved advertising efficiency through AI, and TENCENT is assumed to follow its path for improvement.

Empowered by AI, the online advertising product matrix is rapidly iterating, and advertisers' budgets are expected to lean more towards online platforms (video > text). The broker anticipated TENCENT's market share to continue rising. The ad loading rate of video accounts is still majorly lower than Douyin and Kuaishou, with long-term revenue expected to reach RMB120 billion.
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2025-09-15
16:08
Nvidia Violates Anti-Monopoly Law; CN SAMR to Conduct Further Investigation

Nvidia (NVDA.US) last cascaded nearly 2% to US$174.3 in pre-market sessions.

China's State Administration for Market Regulation (SAMR) announced that, after preliminary investigations, it found that Nvidia violated the Anti-Monopoly Law of the People's Republic of China and the SAMR's Announcement on the Anti-Monopoly Review Decision Regarding the Approval of Nvidia's Acquisition of Mellanox Technologies' Equity with Additional Restrictive Conditions.

As such, the SAMR decided to conduct a further investigation in accordance with the law.
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12:10
Lu Weibing: XIAOMI-W To Beef up R&D Investment to RMB200B Over Next 5 Yrs

Lu Weibing, President of XIAOMI-W (01810.HK), posted on Weibo that the company has invested over RMB100 billion in R&D over the past five years, while planning to elevate this amount to RMB200 billion over the next five years.

Lu added that the Xiaomi 17 series phones will be launched this month, including three products: Xiaomi 17, Xiaomi 17 Pro, and Xiaomi 17 Pro Max. They will be the first in the world to feature the fifth-generation Snapdragon 8 Supreme Edition mobile platform.

Xiaomi initiated a high-end strategy five years ago, learning from the greatest rivals and steadfastly benchmarking against the iPhone, Lu noted. So far, Apple (AAPL.US) remains outstanding. The success of the iPhone 17 series is evident to everyone, but Xiaomi remains confident in directly vying with the iPhone in the same generation and class.
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10:56
Lei Jun: Xiaomi 17 Series Products Achieve Cross-Generational Upgrade, Fully Benchmark Against iPhone

Lei Jun, Chairman cum CEO of XIAOMI-W (01810.HK), posted on Weibo that the Xiaomi 17 series products have achieved a cross-generational upgrade, fully benchmarking against Apple Inc. (AAPL.US)'s iPhone.
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10:38
Guangzhou Subsidizes Car Purchases w/ Max. RMB5K Grant Until End-Sep

The Guangzhou Municipal Commerce Bureau announced on its WeChat official account the launch of a special promotional campaign for car purchases in the city.

From today (15th) to September 30, car buyers are eligible to receive a maximum subsidy of RMB5,000. The total subsidy is capped at RMB300 million, available on a first-come, first-served basis until it is exhausted.
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