Alibaba, Xiaomi, and JD.com are worth watching this week!

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It's been hot this week. Alibaba's Cloud Summit will be launched on September 24-26, and Xiaomi's 17 series will be launched at 7 p.m. on September 25, which could be a catalyst for stock price changes. In addition, there are no less comments on JD.com in the recent market, so today we will talk about these three companies and see what trading opportunities are available next.

Alibaba: AI + Cloud Launches New Growth, Will Cloud Become a Share Factor?

recently $BABA-W(09988.HK)$ The Market Cap has returned to HK$3 trillion and has risen to nearly 100% from the beginning of the year to today. This or that is the result of fundamental improvement in performance, strategic AI and cloud business, and the results of the founders responding to the differences in confidence, are explained below.

(The design image displayed on the screen is for illustrative purposes only and does not constitute any investment advice or guarantee)

Ari's e-commerce base is a case of solid corporate recovery. In the latest fiscal quarter, China's e-commerce customer management revenue (CMR) grew by 10% year-on-year and year-on-year users (Mau) increased by 25% to 0.12 billion units. This core business is characterized by a steady cash flow, the growth margin of real time retail is expanding, and upcoming technology investments are being supported.

In the recent past, the company launched a group buying promotion, and payments on these three apps simultaneously, formed an eco-partnership, and did not expect to get any further steps from the e-commerce base. According to the Ariary management level, the non-flash buying and immediate retail business will be tied to 1 trillion GMV (Commodity Trade Trade Total) on the platform.

Cloud revenue reached $33.4 billion in the latest fiscal quarter, up 26% year-on-year, to a near three-year high. AI-related revenue achieved triple-digit growth for eight consecutive quarters, accounting for over 20% of external revenue.

Startup has been close to the stadium many times, to participate in Business Solutions and other concerns about AI. In the near term, the organizational structure of the company has been restructured, from the original 1+6+N into four major Sectors (China Telecom Group, International Digital Business Group, Cloud Group, Other Businesses, etc., etc.), which will see Ai start Polymer Electronics and AI + Cloud as the two core engines.

Current market pairs $BABA-W(09988.HK)$ Valuation has evolved to become more than a simple e-commerce platform, but rather a technology cluster driven by AI + Cloud. Cloud and AI Business have huge value, or require different valuation methods to be calculated independently.

In addition to recent market sentiment, many Institutions have adjusted the Target Price of Aryan and the company repurchased US$11.9 billion of large-scale shares in fiscal 2025, sending a signal of strong profitability and a strong response to Shareholders' resolve. Welcome to the Cloud Summit, an important window to test other technical prowess and commercialization capabilities that can lead to a positive change in stock prices.

At this event, the growth of the Orion Business is expected to be further solid, from bottom-line computing (high-density Servers, Network Infrastructure to top-tier applications (large models, smart bodies). The backdrop of AI will be present at the convention, and this is a potential hot spot for the entire AI Industry Chain (from infrastructure facilities to industry applications).

If you assume that the share price of the market will be negatively affected by the rally, you can use the Bull Call Spread to increase the open space with the Bull Call Spread.

Go through the path of the Aryan stock - options - options strategy strategy, enter the path for the forward line, enter the forecast for the trend and target TargetPrice, select the corresponding due date, the corresponding forecast can be obtained, select the corresponding due date, if the same can be obtained option optionsstrategyrecommended and corresponding reference chart.

Bull Call Spreads are based on Buy Call, overselling a Call with a higher operating price, thereby limiting the higher profit margin to lower the bottom line. However, when choosing a date, investors with a lower risk are not advised to buy in the near term (because the wrong call is more likely to lose value), the longer the time will be better, but the time the options will degrade their value more slowly.

(The design image displayed on the screen is for illustrative purposes only and does not constitute any investment advice or guarantee)

Finally, the following risks are highlighted: the stability of the ETF base, the gateways and ecological advantages of AI and the Cloud Business provide long-term support, short term technology advances and forecasts, or the emergence of further technical buy and reverse signals are all welcome.

Yumei: Business multi-point blossoming, 17 series of combat high end lines, welcome opportunities under the auspices?

In the latest financial season, $XIAOMI-W(01810.HK)$ Revenue reached 115.956 billion, surpassing the previous billion for three consecutive quarters, setting an all-time high, and net profit of 11.873 billion was up 134.2% year-on-year.

While the Smart Phone business was all down, the overall profit growth was driven by the growth of the Smart Automobile Business (17.5% revenue ratio) and IoT product revenue (31.3%).

Perhaps, Xiaomi is now at a key time when it comes to multipoint flowering in Business.

In the long term, we want to see the transformational effects of Xiaomi's technological development and the progress of global expansion.

Xiaomi's R&D investment of more than RMB 30 billion (6.7% of revenue) in 2025, focused on AI's large models, automated driving chips and operating systems. The self-developed chip ring O1 and the open-source AI model MIMO have taken over the Mobile Phone and Cars business, and are starting to make eco-friendly interactions. The market is looking forward to subsequent technological developments, including the Robotics sector.

In terms of global expansion, Xiaomi plans to add 0.01 million overseas stores in five years, including Southeast Asia and Europe. Mobile Business grew steadily in India and the Middle East and Europe, with the target of high-end models increasing from 27.6% to 35%. Whether these blueprints can be realized requires some time to verify.

In short, it is important to pay attention to the competitive situation in the Smart Phone market, and also to reduce the production of Cars.

High-end strategy driven by Q2 results$XIAOMI-W(01810.HK)$ Sales of high-end machines in China increased to 27.6%. The Xiaomi 17 series, which is being released immediately, is considered a key battle in the high-end strategy.

This is the first time that Xiaomi has adopted a similar counterpart brand to compete with the iPhone 17 series. As it is a five-year transformation of Xiaomi's high-end, the Xiaomi 17, Xiaomi 17 Pro, and Xiaomi 17 Pro Max mobile phones will be the fifth flagship smartphone worldwide, reaching 4 million in the world.

The M17 is the most powerful standard version ever, with a full-size upgrade and no added value. The core technology of the two Pros will take the leap to the ultra-high end, with a $1 billion advanced split-screen display with the same material as the right screen, with useful functions such as standby time display and self-shooting preview. The Xiaomi 17 Pro is Xiaomi's most accurate Small Size Technology Imaging Machine, and the Xiaomi 17 Pro Max is the most powerful Peak Technology Imaging Machine in the history of Xiaomi, equipped with the brand new Xiaomi OSM3.

As a result of the post-market valuation, the combined ecological synergies with OS 3 are expected to drive the increase in the gross margin of the Xiaomi Mobile Business profit margin, and the resulting increase in the overall profit margin, which may help the share price upside. If the market is balanced against the innovation point, the rules are reversed.

Let's talk about Cars Business. Today, Xiaomi Cars announced the recall of 0.117 million SU7 standard versions, a third of the number of overpaid vehicles, due to the fact that the L2 Auxiliary Driver System is safe in extreme conditions. The events led to a drop of more than 2% in the current share price, mirroring the market's appetite for Xiaomi's Cars business.

But in the long run, solving problems with OTA remote upgrades demonstrates Xiaomi's agile responsiveness. If we can borrow this advanced intelligent driving system and introduce laser radar in subsequent models, the label of “safe intelligent driving” could be strengthened instead.

It is noteworthy that Xiaomi expects to meet the 0.35 million vehicle payment target this year, while the new SU7 Ultra has reached a high end market of more than 0.5 million by one percent, fundamentally and without significant changes. However, more time is needed for verification without productivity utilization and the continuity of demand for new vehicles.

When looking at real investments, if you understand that the imprecision of the Xiaomi 17 Series release and the Cars Business will affect the share price, the inaccuracies of using the Long Straddle will lead to the momentum of the share price, you can use the Long Straddle to buy the Buyer War-style option group. Combine, combine and simultaneously buy the same number of BUYs at the same time (Call and Put with the execution price close to the current share price. Such a strategy pays the price of Bilateral Buy, which is relatively high, and benefits only if the stock price moves above a certain degree without the need for a fall.

For example, if you buy a Put and Call with an Executive Price of HK$55 for each of September 29, you will pay approximately HK$1860: By September 29, if the share price drops by 53.14 or rises to HK$56.86, the City will make a profit, there is no limit on the theoretical profit, see the share price of the company Small. If the share price is in the range of HK$53.14-56.86, there may be losses, with the maximum loss being the outlay cost of HK$1860.

It's always a fun place to visit before the scheduled date. If the stock price volatility leads to an increase in options IV, Put and Call may increase synchronously, and do not look at the level of the IVs in the future, and no big changes are expected. Since the stock price is currently in the range of HK$53.14-56.86, there may be no loss, or there is no time limit and date for the options.

(The design image displayed on the screen is for illustrative purposes only and does not constitute any investment advice or guarantee)

JD.com: Does the Logistics Wall Support the Long-Term Dive?

In the end, simply say $JD-SW(09618.HK)$ 。 Recent market performance of JD.com shows a clear breakdown: New Business has led to significant losses, but Institutions maintain a long-term value outlook, with Goldman Sachs calling JD.com the worst loss stage.

JD.com Q2 New Business (mainly in foreign sales and profit increased by 200% to $13.9 billion, but the operating loss widened from 0.7 billion to 14.8 billion, operating profit margin - 107%, reflecting the growth pattern driven by the prior period additions. More quickly, the CEO will either publicly criticize the malicious supplement's form, or forget that JD.com's aggressive heart will shift towards sustainable development.

In fact, JD.com's true value support comes from the differential advantages of the Logistics division. JD.com Logistics operates more than 3600 warehouses nationwide, managing an area of more than 32 million square meters. Self-service delivery covers more than 2,300 prefectures around the country, with an average delivery time of 30 minutes. KYOTO AND AMERICA'S COMBINED WAREHOUSE MODEL, WHICH IS SHARED BY HAIL BRANDS, IMPROVES THE USER EXPERIENCE BY LOWERING THE COST OF THE COMPREHENSIVE SUPPLY CHAIN. It can be said that JD.com's ecosystem of supply chains+services is shaping up as a backdrop in the immediate retail sector.

On the other hand, the country's new policy of switching could benefit JD.com by expanding the label category to 12, adding consumer electronics products such as phones, tablets, etc., which is expected to keep JD.com's electronics/appliances sales higher than the industry.

So in the long run, these factors together make up$JD-SW(09618.HK)$ Long-term investment value, short-term losses and unchanged JD.com's core competitiveness in retail infrastructure facilities. Looking at the current valuation, the current rate of 8.9 per cent shows that there is a certain margin for correction of values below the Industry average.

If you look at the long-term investment value of JD.com, you can consider the long-term investment value of JD.com, and you can consider selling a sellput to make a medium-term listing. Go through the path of the JD.com Group stock page - options - options strategy, enter the path for the forward line, the path for the strategy, enter the forecast for the target price, select the target price forecast, select the target date, select the corresponding target date, you can get Refer to the corresponding options strategystrategy recommended and corresponding reference chart.

As an example in the figure below, if you sell a Put dated December 30 for HK$135, the Earning Equity amount is about HK$7740 and the Spending Gold is about HK$10024. At the year-end date, if the share price is above HK$135, the net price is HK$7740. If the share price is below HK$135, there is a large aggregate requirement to buy 500 shares of the JD.com Group at HK$135. The instrument depends on the actual size and movement of the share price after the purchase.

When not maturing, the account may show a floating gain or loss due to a rise in the share price. At which time the corresponding stop or stop loss can be determined based on the movement of the share price. However, if you are confident that the year-end share price does not fall below HK$135, you can ignore the floating losses on the accounts.

Finally, it is important to highlight the following risks: JD.com's current share price is not stable. If the share price continues to fall as a result, Sell Put may not be a good price at this time, and it is recommended that the share price move towards a strong Resistance and a clear uptrend.

Okay, let's talk about it here today. welcomingClick hereJoin Learning and receive a reminder when the next column is updated. If you have specific content suggestions, you are also very welcome!

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