Roundhill China Magnificent Seven ETF

Hot topic

MAGC

CQQQ

Since April 3 when US President 懂王 officially announced &#34;reciprocal tariffs&#34;, China and the US have repeatedly raised tariffs on each other, with current bilateral tariffs exceeding 100%. As trade tensions escalate, there is a risk that the rivalry between the two countries could spill over into other areas. Notably: ① Recently, the US Treasury Secretary suggested that forced delisting of Chinese concept stocks listed in the US could be used as a bargaining chip in negotiations; ② On February 21, the White House issued the &#34;America First Investment Policy&#34; memorandum...

Invesco China Tech

Invesco Golden Dragon China

Chinese concept stocks delisting: Will the 'wolf really come' this time? Don't worry, it's not doomsday!

Strategy Report

Hello everyone, I am Dolphin Research! Since the beginning of 2025, discussions about the disparity in asset trends between China and the U.S., as well as the hollowing out of American manufacturing, seem to have reignited the narrative of &#34;the East rising and the West declining.&#34; So far this year, Chinese concept technology assets have averaged a 30% rebound, with 23 percentage points contributed by valuation expansion. This week, we will once again enter the peak reporting week for Chinese concept stocks, and the urgent question is: How much room is left for the rise of Chinese assets? Will this peak reporting week for Chinese concept stocks serve as a &#34;cold water&#34; moment for capital revaluation during this period, or a &#34;refueling station&#34; moment? First, it must either have AI or performance...

Hello

A swarm of activity, is the revaluation of Chinese concept stocks facing a setback or a welcome surprise?

02828

00HSI

Hello everyone! I am Dolphin Research. Last week, I emphasized in the Dolphin Research Strategy Weekly that Chinese concept assets deserve a cognitive reassessment. From the asset performance last week, the valuation repair of Hong Kong stocks led by technology has been significant: the PE valuation of the Hang Seng Index and the Hang Seng China Enterprises Index has repaired to around 10X, reaching about the 60th percentile of the past five years. Next, an important question is, how much more room is there for reassessment? Before answering this question, let's first look at how the external economic data has provided a repair environment. 1. Is the U.S. economy overheating again? 1) Is inflation going to rebound? Since the beginning of the year...

HSCEI ETF

Hang Seng Index

Chinese Concept Stocks: How Much Longer Can They "Go Crazy"?

Hello everyone! I am Dolphin Jun. At the end of the year-end summary before the holiday, Dolphin Jun mentioned: &#34;Regarding Chinese assets, I personally feel that there is no further need for pessimism. In 2024, the macro environment is downward, while stock prices are upward. After several years of revaluation, a 10X price-to-earnings ratio is standard for Chinese internet assets. Beyond the short-term economic cycle, many Chinese internet assets hold massive cash reserves and have logic for market share improvement, making a long-term EPS growth rate of 10%+ absolutely feasible.&#34; After several years of suppression, the undervalued Chinese assets only need a 'tailwind' for revaluation...

Chinese concept stocks: Worth a serious "cognitive reassessment"!

Pinduoduo Fined 100,000 for Failing to Report Tax Information as Required

Pinduoduo-Linked Companies Registered with Capital Over 10 Billion

Citi Cuts Pinduoduo Target Price to $142, Maintains Buy Rating

PDD Holdings Sees Increased Call Option Activity

Temu's office in Turkey 遭 raid

Shanghai Tax Authority Imposes Penalty on Pinduoduo

Pinduoduo Tests 'Hundred Billion Supermarket' to Attract Price-Sensitive Users

Pinduoduo Forced to Undergo Ecological Transformation Due to Regulatory Requirements

Temu's Cross-border E-commerce Sales Even with Amazon, Market Share Reaches 24%

Pinduoduo Launches 'Hundred Billion Supermarket'

Pinduoduo Plans to Enter Instant Retail Market, Plans to Set Up 前置仓

Pinduoduo In-Tests 'Hundred Billion Supermarket' Business

Financial giants bearish on Pinduoduo

Freedom Capital Markets Raises PDD Holdings Target Price to $170

Dragoneer Investment Group LLC Reduces PDD Holdings

Meituan Youxuan Exit Leads to Significant Increase in Pinduoduo Maicai Orders, Operational Pressure

Pinduoduo Promotes Chinese Supply Chain to Global Market via Temu

Meituan 优选 Exits Community Group Buying Market

Statistical Overview of Pinduoduo's Options Market

Algorhythm

Jiade

Moolec Science SA

Nuveen Real Asset Income and Growth Fund

Atomera

AIM ImmunoTech

Splash Beverage

GraniteShares 2x Long RIVN Daily ETF

Founder

Vivopower

IBUY

EBIZ

PDDL

KPDD

ONLN

Nigeria's data protection authority has launched an investigation into Temu, a Chinese e-commerce platform, for potential violations of data protection laws. The Nigeria Data Protection Commission (NDPC) raised concerns about Temu's data processing practices, including online surveillance and cross-border data transfers. This inquiry could lead to legal penalties as Temu manages personal data for approximately 12.7 million Nigerians. The NDPC's chief emphasized that data processors could face liability for non-compliance. Temu, owned by PDD Holdings, has rapidly expanded in Nigeria, offering significant discounts on various products.

- Nigeria's data watchdog, the Nigeria Data Protection Commission (NDPC), has launched an investigation into Chinese-owned e-commerce firm Temu for potential data-law violations.  
- The inquiry focuses on concerns related to Temu's data-processing practices, including online surveillance and possible breaches of data-minimisation rules.  
- Temu, which manages the personal data of approximately 12.7 million Nigerians, may face legal penalties as the NDPC has emphasized accountability for non-compliance.

Reuters

Amplify Online Retail ETF

SPDR S&P Retail ETF

Global X E-commerce ETF

GraniteShares 2x Long PDD Daily ETF

KraneShares 2x Long PDD Daily ETF

ProShares Online Retail

VanEck Retail ETF

Nigeria opens probe into Temu over suspected data protection breaches

BEKE

01179

02423

Gao Yi Asset's holdings in U.S. stocks, as disclosed in the filings with the U.S. Securities and Exchange Commission for the end of 2025, show that it holds shares in 13 companies with a total market value exceeding $600 million. The focus is on Chinese concept stocks, particularly increasing positions in PDD and KE in the fourth quarter of last year, and newly purchasing shares in Yatsen. The top ten holdings include Huazhu Group, PDD, Google, etc., with Chinese concept stocks dominating. The shareholding in PDD has increased to 1.333 million shares, an increase of 629,000 shares compared to the end of the third quarter of last year

36Kr

Yatsen

HWORLD-S

BEKE-W

Gao Yi Asset's US stock holdings exposed, increasing positions in PDD, KE, and others

DRIV

XPEV

36Kr learned that most popular Chinese concept stocks are down in pre-market trading in the US. As of the time of writing, Li Auto is down over 2%, JD.com is down over 1%, XPeng is down 0.79%, Alibaba is down 0.72%, Baidu is down 0.57%, iQIYI is down 0.55%, PDD is up 0.59%, and Bilibili is up 0.26%

Global X Autonomous & Electric V

KraneShares 2x Long JD Daily ETF

XPeng

LI AUTO-W

BIDU-SW

BABA-W

JD.com

Baidu

JD-SW

Alibaba

Most popular Chinese concept stocks are down in pre-market trading in the US, with Li Auto falling over 2%

On February 12, Eastern Time, PDD options saw a total of 119338 contracts traded, with calls accounting for 19% and puts making up 80%.

LB Option

Trending | PDD Decreases 4% on Thursday, Some Put options Soar 504%

Dublin, February 11, 2026 - Temu, an international e-commerce platform, and DEKRA, a worldwide leader in testing, inspection, and certification services, have revealed a joint effort to enhance product safety, compliance, and quality assurance across the Temu marketplace. This collaboration aims to ensure greater security and quality for consumers accessing the platform.

Unusual Whales

Temu and DEKRA team up to boost platform compliance and quality assurance for product safety on Temu marketplace.

BABX

KBAB

KWEB

36Kr learned that most popular Chinese concept stocks rose in pre-market trading in the U.S. As of the time of writing, iQIYI rose over 1%, Li Auto and Tencent Music rose nearly 1%, Alibaba rose 0.79%, XPeng rose 0.74%, JD.com and PDD rose 0.5%; Baidu fell 0.02%

BABA 2x Long Daily ETF - GraniteShares

ISHRS S&P Glb It

Tencent Music

iQIYI

Hua Xia CSI New Energy Vehicles ETF

KraneShares 2x Long BABA Daily ETF

TME-SW

Krne Csi China Internet

Li Auto

XPENG-W

Most popular Chinese concept stocks in the U.S. pre-market are up, with iQIYI rising over 1%

AMZW

AMZZ

PDD Holdings Inc. (NASDAQ:PDD), parent of e-commerce platforms Pinduoduo and Temu, has achieved a 90th percentile Value rank despite a 9% year-to-date share drop. Its value score of 89.66 indicates a low market price relative to financial strength. The stock faces challenges, including a ban by Texas Governor Greg Abbott and a fine from Chinese tax authorities. Despite these issues, PDD's unique social commerce model supports its competitive position against Amazon. As of February 6, shares closed at $105.23, reflecting a 9.09% decline year-to-date.

- PDD Holdings Inc. (NASDAQ:PDD) has seen its value score soar to 89.66, ranking in the top 10% of global stocks despite a 9.09% decline year-to-date.  
- The decline is attributed to regulatory pressures, including a ban from Texas officials and a fine from Chinese authorities.  
- Despite these challenges, PDD remains a strong competitor in the e-commerce space with a unique business model and continued revenue growth.

benzinga_article

Roundhill AMZN WeeklyPay ETF

GraniteShares 2x Long AMZN Daily ETF

Amazon

Direxion Daily AMZN Bull 2X Shares

Wall Street's Hidden Value Play? Amazon's Chinese Rival Ranks Top 10% On Key Score After Recent Pullback

GOOG

GOOGL

Jinglin Asset increased its holdings in Alphabet, Intel, PDD, and other stocks in the fourth quarter, while reducing its positions in NVIDIA and Meta. Its investment portfolio heavily features Alphabet A, Meta, and PDD, with NVIDIA accounting for the seventh largest allocation. The market carries risks, and investment should be approached with caution

Wallstreetcn

Meta Platforms

Alphabet - C

Alphabet

YieldMax NVDA Option Income Strategy ETF

Direxion Daily Meta Bull 2x Shares

Direxion Daily NVDA Bull 2X Shares

GraniteShares 2x Short NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily GOOGL Bull 2X Shares

Direxion Daily Googl Bear 1x Shares

Jinglin Asset reduced its holdings in NVIDIA in the fourth quarter, heavily investing in Google, Meta, and PDD

CARZ

36Kr learned that popular Chinese concept stocks in the U.S. pre-market are generally rising. As of the time of writing, Nio is up over 4%, Li Auto, Bilibili, and Baidu are up over 2%, Alibaba, XPeng, and iQIYI are up over 1%, JD.com is up 0.51%, and PDD is up 0.37%

First Trust S-Network Future Vehicles & Tech ETF

NIO-SW

BILIBILI-W

Bilibili

Popular Chinese concept stocks in the U.S. pre-market are generally rising, with Nio up over 4%

01211

BABA

BYDDY

00241

BYDDF

The NASDAQ Golden Dragon China Index preliminarily closed down 0.6%. Among popular Chinese concept stocks, XPeng fell 8.2%, BYD fell 6.7%, PONY fell 4.2%, WERIDE fell 4.1%, and Alibaba fell 0.6%; while PDD rose 2.3%, YUM CHINA rose 2.4%, and New Oriental rose 2.8%

BYD COMPANY

WERIDE-W

PONY-W

Roundhill China Dragons ETF

Yinhua MSCI China A ETF

iShares MSCI China

NEW ORIENTAL-S

BYD Company

NASDAQ Golden Dragon China Index

New Oriental EDU & Tech

ALI HEALTH

BYD Company Limited

YUM CHINA

BILI

Most popular China-concept stocks declined in U.S. pre-market trading. As of writing, Tencent Music fell nearly 2%, while Bilibili and Li Auto both dropped over 1%. JD.com slid 0.83%, PDD dipped 0.39%, and NIO rose more than 2%.

Most popular China-concept stocks fell in U.S. pre-market trading, with Tencent Music down nearly 2%.

PDD Holdings (NASDAQ:PDD) has seen a surge in options activity, with significant trades indicating a bullish sentiment among wealthy investors. Recent data shows 10 uncommon options trades, with 40% bullish and 30% bearish sentiment. The targeted price range for PDD over the last three months is between $90.0 and $180.0. Currently, PDD's stock is down 0.21% at $102.59, with an average analyst price target of $170.0. Options trading is considered riskier but offers higher profit potential, requiring traders to manage risks effectively.

- Investors are taking a bullish stance on PDD Holdings, as indicated by unusual options trading activity tracked by Benzinga, with a split sentiment of 40% bullish and 30% bearish.  
- Special options trades revealed 8 puts totaling $1,182,430 and 2 calls totaling $692,825, aiming for a price range between $90.0 to $180.0 over the past three months.  
- Currently, PDD is priced at $102.59, down 0.21%, with analysts projecting an average price target of $170.0.

Spotlight on PDD Holdings: Analyzing the Surge in Options Activity

TROO

RERE

ATAT

UXIN

Troops(TROO) rose 6.49%, with a trading turnover 1.3 Million USD, and a year-to-date rose 12.8%. GigaCloud Tech(GCT) rose 6.48%, with a trading turnover 30.0 Million USD, and a year-to-date rose 3.7%. Youdao(DAO) fell 4.68%, with a trading turnover 2.0 Million USD, and a year-to-date rose 7%. Atour(ATAT) fell 3.98%, with a trading turnover 60.9 Million USD, and a year-to-date fell 9.4%.

- The Nasdaq Composite Index rose 0.17% with a year-to-date gain of 2.6%, while the S&P 500 Index fell 0.01% with a 1.9% increase for the year.  
- The Dow Jones Index experienced a slight rise of 0.02% and has accumulated a 2% increase this year.  
- Notable stock movements include Troops (TROO) up 6.49% and Dao (DAO) down 4.68%, with respective year-to-date fluctuations reported.

Top Gainers & Losers

Troops

GigaCloud Tech

ATRenew

Youdao

Atour

Uxin

So-Young

Top 5 CDRs Gainers/Losers (>100M) (1.28)

XIACY

03690

09899

002594

09999

The Nasdaq Golden Dragon China Index preliminarily rose by 0.3%. Among popular Chinese concept stocks, New Oriental rose by 4.9%, BYD and Li Auto rose by over 2%, and Alibaba, NetEase, Xiaomi, and MEITUAN rose by over 1%; Nio fell by over 0.7%, WeRide fell by 1.9%, and PDD fell by 3.8%. In terms of ETFs, CQQQ rose by 0.1%, and KWEB rose by 0.5%

Xiaomi Corporation

MEITUAN

NETEASE MUSIC

NTES-S

CFRA maintains a sell opinion on PDD Holdings Inc., lowering the target price from USD110 to USD95 due to projected earnings headwinds and increased business risks. The company cautions that profitability will remain volatile due to ongoing investments, prioritizing long-term value creation. Recent regulatory challenges, including a fine for tax information non-compliance, may heighten investor concerns about scrutiny on internet platforms. Earnings forecasts remain unchanged, but 2025/2026 earnings are expected to decline compared to 2024.

- CFRA has reduced its target price for PDD to USD 95 from USD 110, reflecting projected earnings headwinds and increased business risks.  
- PDD anticipates volatility in profitability due to ongoing business investments and a focus on long-term value creation, with expanded merchant support initiatives expected to lower earnings in 2025 and 2026.  
- The company faces uncertainties from regulatory changes, evidenced by a recent fine for failing to submit tax information, which may raise concerns about regulatory scrutiny of internet platforms.

fidelity

Research Alert: CFRA Keeps Sell Opinion On Adss Of Pdd Holdings Inc.

$Roundhill China Dragons ETF(DRAG.US)Does anyone still remember this China Dragon?$Direxion FTSE China Bull 3X(YINN.US)$Direxion FTSE China Bear 3X(YANG.US)$CSOP HS TECH(03033.HK)

Direxion FTSE China Bull 3X

Direxion FTSE China Bear 3X

CSOP HS TECH

On Thursday, Roundhill Investments launched a new ETF tracking leading Chinese concept stocks, named Roundhill China Dragons ETF, $Roundhill China Dragons ETF(DRAG.US) aims to track an equally weighted basket of stocks composed of 5 to 10 of the largest and most innovative Chinese tech companies. At launch, it included nine mega-cap tech companies...

The 'China Dragon' ETF is here! Nine Chinese tech giants VS seven US tech titans

Roundhill China Magnificent Seven ETF(MAGC.US)

Nigeria opens probe into Temu over suspected data protection breaches

Gao Yi Asset's US stock holdings exposed, increasing positions in PDD, KE, and others

Most popular Chinese concept stocks are down in pre-market trading in the US, with Li Auto falling over 2%

Trending | PDD Decreases 4% on Thursday, Some Put options Soar 504%

Temu and DEKRA team up to boost platform compliance and quality assurance for product safety on Temu marketplace.