Сигналы
6
#825
Альфа-оценка 24.8
Eugene Hsiao
Глава отдела исследований, Blockworks
Винрейт
16.7%
доходность
-7.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
24 июл
$86.56
-0.3%
BYD's overseas numbers continue to be strong, providing a legitimate growth story outside China and reducing dependence on the intensely competitive domestic market.
Казино и досуг
Лонг
24 июл
$621.00
+4.6%
CATL's long-term growth story is very good, and the de-rating after its Q1 result and H-share issuance presents an opportunity for long-term investors despite near-term noise.
Батареи и накопители
Лонг
04 мая
$23.00
-17.0%
BYD and Geely are the key beneficiaries of China's auto export boom, with year-to-date export growth of ~60% for BYD and ~150% for Geely, while domestic price competition is stabilizing.
Авто/EV
Лонг
04 мая
$101.00
-7.5%
BYD and Geely are the key beneficiaries of China's auto export boom, with year-to-date export growth of ~60% for BYD and ~150% for Geely, while domestic price competition is stabilizing.
Авто/EV
Лонг
04 мая
$131.50
-1.9%
Alibaba (BABA) is being re-rated as an infrastructure play in China's AI buildout, with strong policy support for upstream data centers and cloud, distinct from traditional e-commerce exposure.
Ритейл и мобильность
Лонг
04 мая
$42.41
-21.0%
GDS Holdings (GDS) is a direct beneficiary of China's data center buildout, which is a government-backed upstream focus in the AI self-sufficiency cycle.
NeoCloud
Показано 6 из 6 коллов · сортировка по упоминаниям
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У Eugene Hsiao на Buzzberg отслеживается 6 торговых идей по 6 тикерам с мая 2026. #825 в рейтинге Buzzberg Alpha. Чаще всего покрывает: BABA, GDS, CATL.
