Schwab Network
Avsnitt

BABA, JD & PDD Catch a Bid as the AI Trade Unwinds

Dela

Brendan Ahern discusses the rotation out of the AI supply chain and into Chinese internet stocks as Beijing steps up support for domestic markets. He highlights Alibaba (BABA), Tencent, JD.com (JD) and PDD Holdings (PDD), while examining the selloff across Asian semiconductor markets and heavy investor exposure to AI. George Tsilis then outlines an example options trading using Alibaba.


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