19 Jan 2022: My thoughts on Chinese Big Tech

Hopehope赋予希望

My youtube channel:

https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw

Do subscribe to my youtube channel if you want good analysis.

While US big techs have done very well for many years by now, what I do want to emphasise is the point that this may not be the case for Chinese big tech at least in terms of share price outperformance. Why?

If you see the news on US review of Alibaba cloud, Lithuania concerns over data security concerning Xiaomi phone, Huawei being included in Sanction list, etc, I have to ay that the days ahead for Chinese big tech will not be smooth sailing. Yes Alibaba and Tencent have both come down alot from all time peak but Alibaba's days ahead will not be smooth sailing. For Tencent, I still prefer it over Alibaba.

With antitrust measures against Chinese big tech and the technological competition between US and China, the Chinese big tech like Alibaba and Tencent will not be having good days. Xiaomi is still alot smaller than that of Alibaba and may be still be supported by Chinese authorities since Xiaomi belongs to the hard tech part. It is working on chip developments as well as electric vehicle manufacturing, which is consistent with China's carbon reduction plan.

So all in all, I will stay out of Alibaba and will continue to do so unless it hits 80 USD before I revisit the company again to make a reassessment. I believe other smaller chinese tech stocks will do better in terms of price outperformance in 2022.

As always, this should not be construed as any investment or trading advice.

‌$Alibaba(BABA)$‌‌$Alibaba(09988)$‌‌$TENCENT(00700)$‌‌$XIAOMI-W(01810)$‌‌$Xiaomi Corp.(XIACY)$‌‌$JD.com(JD)$‌‌$Pinduoduo Inc.(PDD)$‌

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

ladyman
2022-01-20
ladyman
With global technology companies embracing the metaverse, Tencent is definitely one of the winning companies.
falleno
2022-01-20
falleno
Tencent, JD.COM and Alibaba, I am most optimistic about these Chinese technology companies.
waipoin
2022-01-20
waipoin
Chinese large technology companies should be the first choice for investment in the next decade.

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Why? </p><p> </p><p>If you see the news on US review of Alibaba cloud, Lithuania concerns over data security concerning Xiaomi phone, Huawei being included in Sanction list, etc, I have to ay that the days ahead for Chinese big tech will not be smooth sailing. Yes Alibaba and Tencent have both come down alot from all time peak but Alibaba's days ahead will not be smooth sailing. For Tencent, I still prefer it over Alibaba. </p><p> </p><p>With antitrust measures against Chinese big tech and the technological competition between US and China, the Chinese big tech like Alibaba and Tencent will not be having good days. Xiaomi is still alot smaller than that of Alibaba and may be still be supported by Chinese authorities since Xiaomi belongs to the hard tech part. It is working on chip developments as well as electric vehicle manufacturing, which is consistent with China's carbon reduction plan. </p><p> </p><p>So all in all, I will stay out of Alibaba and will continue to do so unless it hits 80 USD before I revisit the company again to make a reassessment. I believe other smaller chinese tech stocks will do better in terms of price outperformance in 2022. </p><p> </p><p>As always, this should not be construed as any investment or trading advice.</p><p><br></p><p>‌<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>‌‌<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>‌‌<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>‌‌<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>‌‌<a href=\"https://laohu8.com/S/XIACY\">$Xiaomi Corp.(XIACY)$</a>‌‌<a href=\"https://laohu8.com/S/JD\">$JD.com(JD)$</a>‌‌<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>‌</p></body></html>","htmlText":"<html><head></head><body><p>My youtube channel: </p><p> </p><p>https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw </p><p> </p><p>Do subscribe to my youtube channel if you want good analysis.&nbsp;</p><p><br></p><p>While US big techs have done very well for many years by now, what I do want to emphasise is the point that this may not be the case for Chinese big tech at least in terms of share price outperformance. Why? </p><p> </p><p>If you see the news on US review of Alibaba cloud, Lithuania concerns over data security concerning Xiaomi phone, Huawei being included in Sanction list, etc, I have to ay that the days ahead for Chinese big tech will not be smooth sailing. Yes Alibaba and Tencent have both come down alot from all time peak but Alibaba's days ahead will not be smooth sailing. For Tencent, I still prefer it over Alibaba. </p><p> </p><p>With antitrust measures against Chinese big tech and the technological competition between US and China, the Chinese big tech like Alibaba and Tencent will not be having good days. Xiaomi is still alot smaller than that of Alibaba and may be still be supported by Chinese authorities since Xiaomi belongs to the hard tech part. It is working on chip developments as well as electric vehicle manufacturing, which is consistent with China's carbon reduction plan. </p><p> </p><p>So all in all, I will stay out of Alibaba and will continue to do so unless it hits 80 USD before I revisit the company again to make a reassessment. I believe other smaller chinese tech stocks will do better in terms of price outperformance in 2022. </p><p> </p><p>As always, this should not be construed as any investment or trading advice.</p><p><br></p><p>‌<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>‌‌<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>‌‌<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>‌‌<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>‌‌<a href=\"https://laohu8.com/S/XIACY\">$Xiaomi Corp.(XIACY)$</a>‌‌<a href=\"https://laohu8.com/S/JD\">$JD.com(JD)$</a>‌‌<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$</a>‌</p></body></html>","text":"My youtube channel: https://www.youtube.com/channel/UCAPWOEQKCpCWmzKkdo7v-iw Do subscribe to my youtube channel if you want good analysis. 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