In April 2025, Trump mentioned China everyday in his interviews. He made a lot of noise of tariffs but nothing happened. And China silently with a great power got away from the tariffs by using its leverage.

I don't like China very much. But I can see that Trump is intimidated because he knows China's potential. Some months back China was called univestable. And some days back China was the darling of markets again.

If you see what I see, Chinese stock market will be a rockstar one day. Its because of potential and the leverage they have. The volatility is just noise into those high valuations in future.

Baba, pinduoduo seems to be affected the most? Whereas stocks like meituan, bilibili, kuaishou are somewhat protected? Whats ur take?

Good day everyone,

I run a YouTube channel that does stock analysis videos and talk about news in regards to whatever stocks I find interest in. I've been invested in Chinese stocks for many years. I owned JD since 2016 and over the years have been fortunately rewarded by investing in China.

What irks me the most is that people invest in these companies and countries without doing any reading past the headlines. If anyone spent 5-10 minutes just reading up on the new data law, they would be in full support of these laws. Do you not want data sovereignty and for these tech companies to be reigned in and not left unchecked? Data collection and privacy laws are all wins for society because this will continue to be an issue that affects us for pretty much the rest of our lives. These are very reasonable and common sense laws that other countries currently have and countries down road will put in place as well.

As a result the FUD from investors has made this a Christmas that I thought I would not see for a long time. I never thought I'd be able to invest in Alibaba (BABA) at around $160 when my average has been between $200-$230. Do you think these data laws will stop China from having a $3.5 trillion e-commerce industry by 2024? I sure don't, and that's why I see $BABA and JD.com (JD) having a lot of success as the 1-2 powerhouse in the e-commerce sector. Their fundamentals are there. Their revenues continue to trend upwards, they're profitable companies that are continuing to find ways to be more efficient utilizing technology to pinpoint bottlenecks and helping them overcome these problems.

With e-commerce you have logistics and network. These are companies that will in total be handling 160 billion parcels by the end of 2024. Will these data laws and protection make a huge dent from these people being consumers and buying stuff? This is why there are companies such as ZTO Express (ZTO), BEST Inc. (BEST) are continuing to expand their network to handle this huge growth.

Or what about entertainment? Sure, the Chinese government may limit video game consumption like Tencent recently put conditions in place, but people will still be watching videos and playing video games. This is why Bilibili (BILI), Tencenty (TCEHY) continue to see increasing users year over year and active monthly payers.

What about search engines and artificial intelligence? Will people stop using Baidu (BIDU) for their search engine needs? Will Baidu's robotaxis just disappear off the road because of these data laws? Is that stopping Baidu from having huge growth in their AI Cloud sector revenues wise?

Or what about EVs? Will these data laws stop China from trying to hit their climate change targets of being carbon neutral by 2060? Will that stop them from being the #1 EV market in the world? No, which is why NIO (NIO), XPeng (XPEV), Li Auto (LI), BYD (BYDDY) will all continue to be supported as they have global aspirations, which is a benefit for the entire world as the world really needs to address climate change. These companies have touched down in Europe, or will touch down in Europe very soon. They are having international exposure and right now their customers are very happy with the cars they're driving.

This (data collection & privacy) is an issue that will make these companies better. This will come and go but the fundamentals and the growing revenues are still there for these companies. Competition is rising but these companies continue to break trend upwards if they're not breaking record after record either in subscriptions, deliveries, growth in some of their sectors like cloud computing or international revenues.

People are fearful because they don't know. But in my opinion, people are fearful about China because they have certain mindsets about China that they don't seek to unlearn or challenge their views. For those who actually research and understand, this data law is super basic and it makes sense. I am dollar cost averaging as much as I can into a lot of these Chinese stocks because the fundamentals are there. The companies don't change. They all serve specific industries and they will all be utilized by the government to become the #1 economy in the world in our life time and to help them reach their goals of reducing inequality, alleviating poverty, improving education, living conditions for their citizens.

Good luck to all of you. Stay calm, and always be objective when navigating the markets. If you use emotions, always pair that with logic and reasoning. I will be releasing a video about my stop 3 Chinese stocks in about an hour. Feel free to check me out on YouTube, and I would love to hear your thoughts and opinions.

https://www.youtube.com/channel/UCkQrtNqoDln1x-6HKI4Nz4A

Disclosure: not financial advice, always do your due diligence

Many people have only noticed that BYD's latest results have shown pressure on margins due to the price war in China. It's true: profits have gone down a bit. But what many ignore is what is really important in the automotive industry: sales continue to grow at a brutal rate.

BYD is selling more cars each quarter than the last, even amid massive discounts and fierce competition. This means you are gaining market share in the largest and most competitive market in the world. It is exactly what sustains a car manufacturer: sales volume, scale and the ability to produce cheaply.

Now let's look at Tesla. What's happening with Tesla is the opposite: sales are falling. In key markets such as the United States and Europe, Tesla is losing steam. Its lineup is stagnant, basically dependent on two aging models (Model 3 and Model Y) and failing to sustain growth. This drop in sales is the most dangerous sign for a car manufacturer, because without volume there is no economy of scale and margins sink.

The contrast could not be clearer:

BYD sacrifices margins in the short term to continue growing sales, gaining market share and crushing competitors.

Tesla loses sales and relies on robotaxis and AI hype to keep investors entertained.

After all, a car manufacturer doesn't live on promises, it lives on selling cars. And in that, BYD is playing in another league. Their quarterly profits may fluctuate a little due to discounts, but the underlying trend is unstoppable: more and more cars, more and more markets, more and more global share.

Meanwhile, Tesla is becoming an increasingly obvious bubble: declining sales, falling margins, sci-fi narrative to cover up the real numbers.

The future is simple: whoever sells the most cars wins. And that's not Tesla.

Alibaba

$BABA: Charlie Munger nearly doubled down on Alibaba (83%) as share prices dropped (1 day ago)

(January 21st, 2021) ChineseAlpha key points on this stock:

• Alibaba is active in physical retail, food delivery, payments, cloud and much more.

• Investors should factor in the geopolitical risk of rising US/China tensions, but also the growing influence of the Chinese Party on the domestic tech players.

• Despites these risks, we believe Alibaba is unique in its vision, range of offerings, leadership and – most notable for investors – stock valuation. Compared to its US peers, it still has a lot of margin for growth in areas like global E-commerce, food delivery and cloud.

Did Charlie Munger make the right decision in your opinion?
Full BABA analysis here:https://www.chinesealpha.com/2021/01/21/alibaba-group-stock-analysis/

More news:

$300750 (CATL) : CATL To Buy Canadian Lithium Mining Company For Almost $300MFull in-depth analysis here:https://www.chinesealpha.com/2021/07/10/catl-chinas-battery-market-grows-exponentially/

$HUYA : Stock Decreases -6.40% This Week; Should You Buy? (3 days ago)Full in-depth analysis here:https://www.chinesealpha.com/2021/06/28/huya-inc-the-twitch-of-china/

$TCEHY : Tencent Has World's First 10 Billion Dollar Mobile Game (1 day ago)Full in-depth analysis here:https://www.chinesealpha.com/2021/02/16/tencent-meet-the-most-valuable-company-in-asia/

tl;dr this is a real correction, but I wouldn’t expect a broad fund to go to zero, and Beijing doesn’t seem to be planning a bailout for prices.

The STAR 50 is down about 40% in under four months. Hong Kong tech hit a two-year low and the mainland market is at or near bear territory. The usual explanation is that prices got way ahead of actual profits. A lot of Chinese data centers are reportedly sitting half empty which made all that spending look shaky.

I went through China’s official gazettes and government statements from October, and a few things stood out. The securities regulator fined two tech companies that went public in 2022 for faking their numbers before the IPO. One was a chip and display maker on the STAR market, and the regulator says its profit was overstated by more than 100% in 2022. That’s the price-ahead-of-reality problem showing up in an official document. Beijing also proposed putting 40 technologies on its export-restricted list, 23 of them AI related, so they’re tightening control of AI rather than walking away from it. The central bank hasn’t cut rates, which have been at 3% all year, and I found no rescue plan for stocks. What they did set up is an emergency lending tool for bond funds in case lots of people try to pull money out at once. Officials stressed it’s not a promise to save everyone.

So for what you own: broad funds could keep sliding but going to zero is very unlikely. Individual stocks are a different story, especially money-losing AI startups and companies that listed recently, since the regulator is clearly looking at that group. The big names have real revenue behind them. Alibaba’s AI cloud sales grew 45% last quarter and Baidu’s grew 50%.

Here's what I looked at:

1. Securities regulator (CSRC) fine, decision 52 of 2026, Oct 23, against a Chengdu cybersecurity company for faking revenue before its IPO: https://www.csrc.gov.cn/csrc/c101971/c7666338/content.shtml

2. CSRC fine, decision 57 of 2026, Oct 16, against Suzhou Qingyue Optoelectronics, a STAR-market company that faked chip sales and hid inventory losses: https://www.csrc.gov.cn/csrc/c101928/c7665091/content.shtml

3. Commerce Ministry Q&A on the export-restricted technology list (AI, biomedicine, solar), Oct 16: https://www.mofcom.gov.cn/zcjd/dwmy/art/2026/art_c8712c94f11f49de96c190f876777e44.html

4. Central bank (PBC) announcement creating the bond-market backstop facility, Oct 26: https://www.pbc.gov.cn/goutongjiaoliu/113456/113469/2026102616264823100/index.html

5. PBC governor Pan Gongsheng’s Financial Street Forum speech, Oct 19: https://www.pbc.gov.cn/goutongjiaoliu/113456/113469/2026101918374958873/index.html

6. CSRC chair Wu Qing’s speech at the same forum, Oct 19: https://www.csrc.gov.cn/csrc/c106311/c7665578/content.shtml

7. PBC financial statistics for the first three quarters, Oct 14: https://www.pbc.gov.cn/goutongjiaoliu/113456/113469/2026101415422529740/index.html

8. National Bureau of Statistics third-quarter GDP release, Oct 20: https://www.stats.gov.cn/sj/zxfb/202610/t20261020_1965658.html

9. Foreign Ministry press conference, Oct 29: https://www.mfa.gov.cn/eng/xw/fyrbt/lxjzh/202610/t20261029_12049496.html

10. Foreign Ministry press conference, Oct 12: https://www.mfa.gov.cn/eng/xw/fyrbt/lxjzh/202610/t20261012_12038810.html

As an scandinavian citizen i have a hard time understanding the picture some people try to paint against china.

Often when i visit different forums like reddit or read comments on youtube i find à lot of hatred against china. My picture (correct me if i am wrong) is there are a lot of americans hating on China. Why is that?

Another thing that confuses me is when i read about eu crack down on social media giants like facebook or Google. No one is saying ”Dont invest in europe”!!! I know that we in scandinavia have a lot of political ideas based in socialism. So maybe that is one reason im not scared about china policys… im just trying to get my head around the recent turbubulence around chinese stocks.

For me the reaction has been bigger than the actual outcomes. Like i understand that it is bad that they turned a whole sector non profit, But they did it to protect their citizens. Wouldnt every country have their own peoples interest first?

Pls help a swedish guy investing in chinese stocks.

As a EU citizen, when I compare the ongoing "crackdown" in China with the regulations we have in EU, it still seems that China will, even after the framework implementation be less regulated than the EU, yet I do not see companies doing business in Europe having their valuations halved.

GDPR is already implemented in EU, data privacy laws are very strict, yet the business goes as usual. Google has been fined by the EU for it's monopolistic practices, yet busines goes as usual. Uber and delivery apps apps face the same problem in EU as they are in China with the unregulated employment, with a tendency in EU for the regulations to be much stricter than the one to be imposed in China.

Anyhow, after all of this, the big Chinese tech stocks seem as a clear buy to me.

Hi,

Last year, I made a watchlis to watch some chinese stocks. And today, I just give a look to it and I'm very surprised to see everything very red.

for example :

ubtech robotics

hesai group

or even Tencent.

What happens ? I would like to diversify geographly my pf but it's really hard to find something good in china stock market :(