Alibaba Gr Hldgs 株価情報 (NYSE: BABA)

最新ニュース Alibaba Gr Hldgs (NYSE:BABA) 株価情報

Alibaba Gr Hldgs

Alibaba Group Holding

Alibaba is the world's largest online and mobile commerce company as measured by gross merchandise volume. It operates China's online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China commerce retail division is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China commerce wholesale, international commerce retail/wholesale, local consumer services, cloud computing, digital media and entertainment platforms, Cainiao logistics services, and innovation initiatives/other.

Chinese Researchers Use Quantum Computers To Reportedly Crack RSA Encryption, Raising Alarms In Cybersecurity Community

Asia

Equities

Large Cap

Macro Economic Events

Broad U.S. Equity ETFs

Global

Econ #s

Economics

Tech

ETFs

BABA

BIDU

過熱した米国株から苦境に立つ中国株に投資家の資金が流れる中、中国株が15年ぶりにS&amp;P500を上回る強力な四半期の業績を達成する見込み。投資家は政策に期待、米国株から中国株に乗り換えている。

投資家が政策転換を期待する中、中国株はS&amp;P 500を上回り、2007年以来最高の四半期になる見込み

News

General

TCEHY

VWAGY

YUMC

（３日）フォルクスワーゲンAG（OTC：VWAGY）メルセデス・ベンツ（Mercedes-Benz） L&#39;Oréal（ロレアル）をはじめとする数多くの大手多国籍企業が、中国における需要の減少を懸念している。

中国指数消費者信頼度の低下　大手外資企業が苦戦

Analyst Color

Markets

AAPL

Apple Inc. (NASDAQ:AAPL) が人工知能（AI）分野において抱える野心的な課題は、同社にとって重要な市場である中国で大きな障害に直面している。出来事：AppleのAI分野における拡大は、アップグレードされた音声アシスタントSiriを含むもので、中国の厳格なAI規制によって妨げられているとCNBCが報じたところによると、このことが明らかになった。

AppleのAI推進苦戦か　中国で規制と競合に直面

Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share

Alibaba Group Holding Ltd

ALIBABA GROUP HOLDING LTD by Alibaba Group Holding Limited

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$240.00</td>
<td>$31.4K</td>
<td>7.7K</td>
<td>117.4K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$110.00</td>
<td>$26.3K</td>
<td>2.8K</td>
<td>3.6K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/16/25</td>
<td>$180.00</td>
<td>$86.0K</td>
<td>6.7K</td>
<td>1.5K</td>
</tr>
<tr>
<td>PDD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$100.00</td>
<td>$523.1K</td>
<td>15.9K</td>
<td>772</td>
</tr>
<tr>
<td>GM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$50.00</td>
<td>$117.0K</td>
<td>11.6K</td>
<td>602</td>
</tr>
<tr>
<td>CMG</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>04/25/25</td>
<td>$48.00</td>
<td>$37.4K</td>
<td>460</td>
<td>390</td>
</tr>
<tr>
<td>DKNG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/02/25</td>
<td>$34.00</td>
<td>$27.7K</td>
<td>414</td>
<td>244</td>
</tr>
<tr>
<td>TCOM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$50.00</td>
<td>$165.4K</td>
<td>806</td>
<td>193</td>
</tr>
<tr>
<td>BKNG</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$4300.00</td>
<td>$245.0K</td>
<td>1</td>
<td>10</td>
</tr>
<tr>
<td>MELI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$2300.00</td>
<td>$27.2K</td>
<td>20</td>
<td>8</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a call option sweep with bearish sentiment. It expires in 1 day(s) on April 17, 2025. Parties traded 252 contract(s) at a $240.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $31.4K, with a price of $117.0 per contract. There were 7704 open contracts at this strike prior to today, and today 117466 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a call option trade that happens to be bearish, expiring in 7 day(s) on April 25, 2025. This event was a transfer of 100 contract(s) at a $110.00 strike. The total cost received by the writing party (or parties) was $26.3K, with a price of $263.0 per contract. There were 2852 open contracts at this strike prior to today, and today 3680 contract(s) were bought and sold. 
• For AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we notice a call option trade that happens to be neutral, expiring in 28 day(s) on May 16, 2025. This event was a transfer of 151 contract(s) at a $180.00 strike. The total cost received by the writing party (or parties) was $86.0K, with a price of $570.0 per contract. There were 6798 open contracts at this strike prior to today, and today 1529 contract(s) were bought and sold. 
• For PDD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), we notice a put option sweep that happens to be bearish, expiring in 63 day(s) on June 20, 2025. This event was a transfer of 465 contract(s) at a $100.00 strike. This particular put needed to be split into 49 different trades to become filled. The total cost received by the writing party (or parties) was $523.1K, with a price of $1125.0 per contract. There were 15908 open contracts at this strike prior to today, and today 772 contract(s) were bought and sold. 
• Regarding GM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), we observe a call option trade with bearish sentiment. It expires in 273 day(s) on January 16, 2026. Parties traded 300 contract(s) at a $50.00 strike. The total cost received by the writing party (or parties) was $117.0K, with a price of $390.0 per contract. There were 11604 open contracts at this strike prior to today, and today 602 contract(s) were bought and sold. 
• For CMG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>), we notice a put option trade that happens to be neutral, expiring in 7 day(s) on April 25, 2025. This event was a transfer of 200 contract(s) at a $48.00 strike. The total cost received by the writing party (or parties) was $37.4K, with a price of $187.0 per contract. There were 460 open contracts at this strike prior to today, and today 390 contract(s) were bought and sold. 
• For DKNG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>), we notice a call option trade that happens to be bearish, expiring in 14 day(s) on May 2, 2025. This event was a transfer of 190 contract(s) at a $34.00 strike. The total cost received by the writing party (or parties) was $27.7K, with a price of $146.0 per contract. There were 414 open contracts at this strike prior to today, and today 244 contract(s) were bought and sold. 
• Regarding TCOM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TCOM#NASDAQ">TCOM</a>), we observe a put option sweep with bearish sentiment. It expires in 63 day(s) on June 20, 2025. Parties traded 827 contract(s) at a $50.00 strike. This particular put needed to be split into 45 different trades to become filled. The total cost received by the writing party (or parties) was $165.4K, with a price of $200.0 per contract. There were 806 open contracts at this strike prior to today, and today 193 contract(s) were bought and sold. 
• Regarding BKNG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>), we observe a put option trade with bullish sentiment. It expires in 426 day(s) on June 18, 2026. Parties traded 5 contract(s) at a $4300.00 strike. The total cost received by the writing party (or parties) was $245.0K, with a price of $49000.0 per contract. There were 1 open contracts at this strike prior to today, and today 10 contract(s) were bought and sold. 
• Regarding MELI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>), we observe a call option trade with bearish sentiment. It expires in 119 day(s) on August 15, 2025. Parties traded 2 contract(s) at a $2300.00 strike. The total cost received by the writing party (or parties) was $27.2K, with a price of $13600.0 per contract. There were 20 open contracts at this strike prior to today, and today 8 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AMZN

BKNG

DKNG

MELI

Citigourp Global Markets 2% Protected Notes Linked To The Djia

TCOM

TSLA

10 Consumer Discretionary Stocks Whale Activity In Today's Session

Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) co-founder Jack Ma once expressed that trade wars, such as the one brewing <a href="https://www.benzinga.com/markets/25/04/44831287/trump-administration-imposes-up-to-245-tariff-on-chinese-imports-amid-intensifying-trade-battle">between the U.S. and China,</a> are obscuring deeper issues of resource allocation and wealth concentration, while posing a risk to global stability.
What Happened: In an old interview, Jack Ma acknowledged that in the past 30 years, top U.S. companies like IBM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NASDAQ">IBM</a>), Cisco (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) and Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) earned a lot of profit which are much more than the four largest banks in China put together, however, after the financial crisis of 2008, the country lost trillions of money and lots of white and blue collar jobs. The Chinese billionaire asks, &#8220;Where (did) the money go?&#8221;
He suggests that the narrative of other countries &#8220;stealing&#8221; American jobs oversimplifies a more complex&nbsp;issue: strategic missteps in resource&nbsp;allocation. Ma feels that wealth has been disproportionately distributed, favoring&nbsp;short-term gains over long-term stability.&nbsp;The conflicts in Iraq and Afghanistan have depleted&nbsp;resources that could have been&nbsp;used to support America&#8217;s industrial base and its people.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="(THROWBACK): &quot;Beware the Trade War Disaster!&quot; — Jack Ma&#039;s Dire Prediction." width="500" height="281" src="https://www.youtube.com/embed/bzlXBn9inG0?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
The Alibaba co-founder went on to say that the trade war between the world&#8217;s two largest economies, the U.S. and China, could have catastrophic consequences not only for these nations but also for the global economy. &#8220;It&#8217;s going to be a disaster,&#8221; said the Alibaba co-founder. He believes, &#8220;When trade stops, the war starts.&#8221;
He opined that the potential for collaboration over confrontation, even if it disrupts established business models, could yield long-term benefits of peace and mutual prosperity that would far outweigh the costs.
&#8220;I will (be) happy if China and USA agree on something&#8230;I would destroy Alibaba model by stopping the war,&#8221; stated Ma.
The Chinese tech titan also stated that it is hard to imagine that the first largest economy of the world and the second largest economy have a trade war. &#8220;If we can anybody can do something to stop it do anything to stop,&#8221; Jack Ma stated. 
SEE ALSO:&nbsp;<a href="https://benzinga.com/news/25/04/44869983/a-small-business-owner-asks-whats-your-plan-now-that-a-20-product-from-china-costs-50-before-it-even-hits-th" target="_blank" rel="noreferrer noopener">A Small Business Owner Asks, &#8216;What&#8217;s Your Plan,&#8217; Now That A $20 Product From China Costs $50 Before It Even Hits The Warehouse?</a>
Why It Matters: The escalating trade tensions are not only threatening global stability but also posing serious liquidity risks for investors holding U.S.-listed Chinese stocks like Alibaba Group and JD.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>). According to a&nbsp;<a href="https://www.benzinga.com/government/regulations/25/04/44868280/us-listed-chinese-stocks-face-250-billion-forced-selling-risk-as-delisting-fears-emerge-what-investors-need-to-know">note</a>&nbsp;shared by Goldman Sachs analyst Kinger Lau, the fears of delisting for Chinese American Depositary Receipts (ADRs) are rising, driven by escalating trade tensions and new policy guidance from U.S. officials.
Moreover, amid these tensions, Alibaba Group is betting big on AI with <a href="https://www.benzinga.com/25/04/44745275/alibaba-bets-big-on-ai-with-new-cloud-tools-as-jack-ma-reemerges-in-company-comeback">new cloud tools</a>. The company&#8217;s co-founder, Jack Ma, reemerged to celebrate its 15th anniversary and showcased its Blossom project, which aims to accelerate AI adoption. This move indicates a strategic shift towards technological advancements, potentially reshaping the global trade dynamics.
The ADR of Alibaba Group climbed 1.99% to close at $108.87 on Thursday, as per <a href="https://www.benzinga.com/pro/">BenzingaPro</a>. Year-to-date, the company&#8217;s ADR surged 28.16%.
<ul>
<li>READ MORE:&nbsp;<a href="https://benzinga.com/news/25/04/44859725/cbps-latest-tariff-figures-reveal-500-million-in-collections-dwarfing-trumps-2-billion-daily-estimate" target="_blank" rel="noreferrer noopener">CBP&#8217;s Latest Tariff Figures Reveal $500 Million In Collections, Dwarfing Trump&#8217;s $2 Billion Daily Estimate</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

CSCO

MSFT

Jack Ma Was Once Ready To 'Destroy' Alibaba To End US-China Trade War: 'I Would Be Happy If China And USA Agree On Something'

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$242.50</td>
<td>$26.4K</td>
<td>5.3K</td>
<td>39.7K</td>
</tr>
<tr>
<td>AMZN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$145.00</td>
<td>$39.3K</td>
<td>5.7K</td>
<td>5.1K</td>
</tr>
<tr>
<td>NKE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$57.50</td>
<td>$528.0K</td>
<td>3.6K</td>
<td>4.7K</td>
</tr>
<tr>
<td>LCID</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$1.50</td>
<td>$46.1K</td>
<td>107.6K</td>
<td>2.5K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/16/25</td>
<td>$115.00</td>
<td>$38.5K</td>
<td>7.0K</td>
<td>1.6K</td>
</tr>
<tr>
<td>CHWY</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>04/25/25</td>
<td>$33.50</td>
<td>$66.3K</td>
<td>540</td>
<td>1.5K</td>
</tr>
<tr>
<td>TCOM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$45.00</td>
<td>$55.1K</td>
<td>173</td>
<td>693</td>
</tr>
<tr>
<td>GME</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/02/25</td>
<td>$25.00</td>
<td>$41.2K</td>
<td>2.0K</td>
<td>673</td>
</tr>
<tr>
<td>LVS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$30.00</td>
<td>$158.2K</td>
<td>871</td>
<td>673</td>
</tr>
<tr>
<td>PDD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$95.00</td>
<td>$31.5K</td>
<td>4.1K</td>
<td>259</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a put option trade that happens to be bullish, is expiring today. Parties traded 80 contract(s) at a $242.50 strike. The total cost received by the writing party (or parties) was $26.4K, with a price of $330.0 per contract. There were 5358 open contracts at this strike prior to today, and today 39771 contract(s) were bought and sold. 
• For AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we notice a put option sweep that happens to be bullish, expiring in 29 day(s) on May 16, 2025. This event was a transfer of 216 contract(s) at a $145.00 strike. This particular put needed to be split into 129 different trades to become filled. The total cost received by the writing party (or parties) was $39.3K, with a price of $181.0 per contract. There were 5702 open contracts at this strike prior to today, and today 5192 contract(s) were bought and sold. 
• For NKE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), we notice a call option trade that happens to be bullish, expiring in 29 day(s) on May 16, 2025. This event was a transfer of 3000 contract(s) at a $57.50 strike. The total cost received by the writing party (or parties) was $528.0K, with a price of $176.0 per contract. There were 3654 open contracts at this strike prior to today, and today 4799 contract(s) were bought and sold. 
• Regarding LCID (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>), we observe a put option sweep with bullish sentiment. It expires in 246 day(s) on December 19, 2025. Parties traded 2566 contract(s) at a $1.50 strike. This particular put needed to be split into 42 different trades to become filled. The total cost received by the writing party (or parties) was $46.1K, with a price of $18.0 per contract. There were 107684 open contracts at this strike prior to today, and today 2566 contract(s) were bought and sold. 
• Regarding BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we observe a call option trade with neutral sentiment. It expires in 29 day(s) on May 16, 2025. Parties traded 100 contract(s) at a $115.00 strike. The total cost received by the writing party (or parties) was $38.5K, with a price of $385.0 per contract. There were 7034 open contracts at this strike prior to today, and today 1634 contract(s) were bought and sold. 
• Regarding CHWY (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHWY#NYSE">CHWY</a>), we observe a put option sweep with neutral sentiment. It expires in 8 day(s) on April 25, 2025. Parties traded 1500 contract(s) at a $33.50 strike. This particular put needed to be split into 30 different trades to become filled. The total cost received by the writing party (or parties) was $66.3K, with a price of $44.0 per contract. There were 540 open contracts at this strike prior to today, and today 1529 contract(s) were bought and sold. 
• For TCOM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TCOM#NASDAQ">TCOM</a>), we notice a put option sweep that happens to be bearish, expiring in 64 day(s) on June 20, 2025. This event was a transfer of 612 contract(s) at a $45.00 strike. This particular put needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $55.1K, with a price of $90.0 per contract. There were 173 open contracts at this strike prior to today, and today 693 contract(s) were bought and sold. 
• For GME (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>), we notice a call option trade that happens to be neutral, expiring in 15 day(s) on May 2, 2025. This event was a transfer of 150 contract(s) at a $25.00 strike. The total cost received by the writing party (or parties) was $41.2K, with a price of $275.0 per contract. There were 2057 open contracts at this strike prior to today, and today 673 contract(s) were bought and sold. 
• For LVS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>), we notice a put option trade that happens to be bearish, expiring in 274 day(s) on January 16, 2026. This event was a transfer of 412 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $158.2K, with a price of $384.0 per contract. There were 871 open contracts at this strike prior to today, and today 673 contract(s) were bought and sold. 
• Regarding PDD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), we observe a put option sweep with bearish sentiment. It expires in 274 day(s) on January 16, 2026. Parties traded 21 contract(s) at a $95.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $31.5K, with a price of $1500.0 per contract. There were 4168 open contracts at this strike prior to today, and today 259 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CHWY

LCID

10 Consumer Discretionary Stocks With Whale Alerts In Today's Session

If you hold U.S.-listed Chinese stocks like Alibaba Group Holding Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NASDAQ">BABA</a>), JD.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) or PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), you may soon face serious liquidity risks, as delisting threats tied to geopolitical and regulatory frictions between Washington and Beijing <a href="https://www.benzinga.com/topic/tariffs">mount with fresh urgency.</a>
In a note shared Thursday, Goldman Sachs analyst Kinger Lau, CFA, said delisting fears for Chinese American Depositary Receipts (ADRs) are rising again, driven by escalating trade tensions and new policy guidance from U.S. officials, including President Donald Trump&#8216;s America First Investment Policy and Treasury Secretary Scott Bessent's statement that "everything is on the table" in the response to China's retaliatory tariffs.
According to Goldman Sachs&#8217; ADR Delisting Barometer, there is currently a 66% probability of delisting risk embedded in Chinese ADRs. A full pricing in of delisting risk could lead to a 9% drop in ADR valuations from current levels. 
&#8220;U.S. listings by Chinese companies is widely regarded as an embodiment of financial market relations and a leverage for the potential negotiation between the two nations,&#8221; Lau wrote.
<h1 class="wp-block-heading">How High Are The Stakes?</h1>
&#8220;We estimate that U.S. institutional investors currently own around U.S.$830 billion of Chinese stocks across A shares, H shares and ADRs,&#8221; Goldman Sachs stated. Of this, approximately $250 billion is tied up in ADRs specifically.
At the same time, Chinese investors could be forced to offload up to $1.7 trillion in U.S. financial assets, including approximately $370 billion in equities and $1.3 trillion in bonds.
This extreme scenario — which alludes to a full investment ban — would represent the largest forced unwind of cross-border holdings in modern financial history.
<h1 class="wp-block-heading">Who Gets Hit The Hardest?</h1>
According to Goldman's analysis, 5% of Alibaba's and 3% of PDD's market cap is owned by U.S. institutions that currently don't own other Hong Kong-listed stocks such as Tencent or Meituan. That means they may not have operational flexibility to pivot to Hong Kong in the event of delisting.
Roughly 20% of U.S. institutional holdings in top ADRs — equivalent to 7% of the total market cap — may face similar constraints, meaning they may be forced sellers.
For Alibaba, there are 1,275 institutional holders globally, and institutional investors collectively own 50% of the company&#8217;s outstanding shares. Out of that, 26% of Alibaba's total shares are held by U.S.-based institutions, with 176 U.S. institutional investors holding positions larger than 0.005% of the company's total shares.
For PDD, the figures are more concentrated: it has 1,006 institutional holders, with institutions holding 31% of the stock overall. 16% of the total shares are held by U.S. institutional investors, and there are 107 U.S.-based institutional holders with significant stakes (above 0.005% ownership).
In short, the data suggests Alibaba has both broader and deeper institutional engagement, especially from U.S. investors, compared to PDD. This means that, in the event of a U.S. delisting, Alibaba could see a greater volume of forced selling from U.S. institutional investors due to the larger size and scale of U.S. holdings.
<h1 class="wp-block-heading">Are ETFs And Derivatives at Risk?</h1>
Yes. Passive funds and ETF products are particularly exposed. The KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>) has 33% of its assets in ADRs, half of which do not have Hong Kong listings, making it vulnerable in a forced delisting scenario.
Other funds, like the iShares MSCI China ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCHI#NYSE">MCHI</a>), have already shifted weightings from ADRs to Hong Kong shares, thanks to changes in primary ticker designations by index providers like MSCI.
In derivatives markets, any forced delisting of ADRs could trigger early termination events under ISDA contracts, potentially unwinding outstanding options and swaps linked to these securities.
<h1 class="wp-block-heading">What Happens In A Delisting Event?</h1>
If a delisting takes place, investors may have a few paths forward depending on how the company is structured. For firms with dual listings, investors can convert their ADRs into Hong Kong-listed shares through the depositary bank. 
This process typically takes about two business days and may involve fees and applicable taxes. In some cases, investors might be able to sell their shares on over-the-counter (OTC) markets, although this route is blocked for companies delisted under the Holding Foreign Companies Accountable Act (HFCAA) or sanctioned by the Office of Foreign Assets Control (OFAC). 
If no action is taken by the investor, the ADR program will eventually be terminated and the depositary will sell the underlying shares, distributing the net proceeds in cash after deducting fees.
Read Now: 
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Photo: Shutterstock

Government

Regulations

Specialty ETFs

KWEB

MCHI

US-Listed Chinese Stocks Face $250 Billion Forced Selling Risk As Delisting Fears Emerge: What Investors Need To Know

Israel Englander&#8216;s Millennium Management purchased Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) and Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>) exchange-traded funds in the fourth quarter, according to a February 14 13F-HR filing with the U.S. Securities and Exchange Commission, but these investments have significantly declined in value.
What Happened: The $75 billion hedge fund acquired positions in the Grayscale Bitcoin Mini Trust ETF and the Grayscale Ethereum Mini Trust ETF, which have both suffered substantial losses as of Wednesday.
The firm&#8217;s 768,911 units of the Bitcoin ETF dropped from $43.11 to $37.38 per unit, resulting in a value drop from $33.1 million to $28.7 million – a 13.25% loss of approximately $4.39 million.
The Ethereum investment fared worse, with 1,702,038 units falling from $25.74 to $14.96 per unit. This reduced the total value from $43.8 million to $25.5 million, marking a steep 41.86% decline amounting to roughly $18.34 million.
In total, Millennium's crypto ETF investments have lost an estimated $22.7 million.
See Also: <a href="https://www.benzinga.com/25/04/44857887/taiwan-semiconductor-q1-surges-41-in-sales-boosted-by-ai-chip-demand-expanded-margins">Taiwan Semiconductor CFO Anticipates Tariffs Impact But Has Not Seen Change In Customer Behavior Yet, Issues Strong Q2 Outlook</a>
Why It Matters: These losses come amid broader challenges for Millennium, which reportedly suffered approximately $900 million in losses this year due to market volatility impacting its index rebalancing strategy. Despite these setbacks, the firm was down l<a href="https://www.benzinga.com/markets/25/03/44209624/millennium-management-faces-900m-loss-amid-market-volatility-what-investors-should-know">ess than 1% through February</a>.
Millennium, founded by Englander in 1989 with just $35 million, employs <a href="https://www.benzinga.com/markets/equities/25/01/42807107/israel-englanders-millennium-management-dumps-nvidia-loads-up-on-broadcom-heres-what-the-70-billion-hedge-fund-sees">multiple investment strategies</a> including relative value, equity arbitrage, fixed income, and quantitative approaches.
Englander, who began his career as a floor broker and trader on the American Stock Exchange, has maintained 100% ownership of Millennium since its inception.
Read Next: 
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<li><a href="https://www.benzinga.com/25/04/44857928/jeff-bezos-sells-seattle-mansion-for-record-63-million-after-move-to-floridas-billionaire-bunker">Jeff Bezos Sells Seattle Mansion For Record $63 Million After Moving To Florida&#8217;s &#8216;Billionaire Bunker&#8217;</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.<a href="https://www.benzinga.com/apis?utm_source=benzinga.com&amp;utm_campaign=article-bottom" target="_blank" rel="noreferrer noopener"></a>
Photo Courtesy: Paopano On Shutterstock.com

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

$BTC

$ETH

AVGO

NVDA

Millennium Management's Bitcoin And Ethereum ETFs Purchased In Q4 Suffer $22.7 Million Loss Amid Crypto Slump

The CEO of Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Jensen Huang, has reportedly arrived in Beijing following the recent implementation of U.S. restrictions on the company&#8217;s chip sales to China.
What Happened: Huang&#8217;s visit to China, which began on Wednesday, involves discussions with officials and tech leaders about the implications of the U.S.&#8217;s decision to impose further restrictions on its sales in the country. This information comes from local media and a source familiar with Huang&#8217;s travel plans, <a href="https://www.ft.com/content/7a49186c-8e51-4540-affe-15239c0914e3">according</a> to a report by the Financial Times.
The&nbsp;China Council for the Promotion&nbsp;of International Trade, a government-affiliated&nbsp;trade group that significantly influences U.S.-China business relations, invited Huang to visit. This information was shared on Weibo, a Chinese state media social media service.
In a meeting with Ren Hongbin, the head of the China Council for the Promotion of International Trade, Huang reportedly emphasized the importance of the Chinese market to Nvidia, particularly in light of the U.S.&#8217;s ban on sales of its H20 artificial intelligence chips to the country. &#8220;We hope to continue to cooperate with China,&#8221; Huang stated, reported Edge Malaysia, citing China&#8217;s state broadcaster, CCTV.
SEE ALSO: <a href="https://benzinga.com/25/04/44855538/cathie-woods-crypto-shuffle-pours-5-2-million-into-newly-listed-solana-staking-fund-dumps-bitcoin-etf-and-buys-robinhood-dip" target="_blank" rel="noreferrer noopener">Cathie Wood&#8217;s Crypto Shuffle: Pours $5.2 Million Into Newly Listed Solana Staking Fund, Dumps Bitcoin ETF And Buys Robinhood Dip</a>
Why It Matters: On Wednesday,&nbsp;Nvidia responded to a <a href="https://www.benzinga.com/tech/25/04/44856114/nvidia-says-it-follows-us-government-instructions-on-what-it-can-sell-and-where-amid-trade-war-escalation-with-china">national security investigation</a>, asserting its compliance with U.S. export rules following the escalated restrictions on AI chip sales to China. This response came after the company was questioned about the sale of its H20 processors, which recently became subject to new export restrictions. Nvidia revealed that the new controls would lead to a $5.5 billion reduction in its earnings.
Nvidia believed it could continue selling the chip to China after a meeting between Huang and President Donald Trump at Mar-a-Lago this month. The company assured major Chinese clients, including Alibaba (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), ByteDance and Tencent (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>), that H20 purchases would not be impacted, reported FT. 
Despite the restrictions leading to a more than 6% drop in Nvidia&#8217;s shares, some Wall Street analysts view this as a potential buying opportunity. According to a <a href="https://www.benzinga.com/25/04/44844084/nvidias-h20-chip-ban-could-lead-to-manageable-sales-drop-bank-of-america-says">note shared</a> by Bank of America analyst Vivek Arya, the latest H20 chip restrictions to China pose only a &#8220;manageable risk&#8221; to Nvidia&#8217;s sales outlook. This perspective suggests that, while unwelcome, the restrictions were largely anticipated.
Nvidia stock plunged 6.9% to close at $104.49 on Wednesday, as per <a href="https://pro.benzinga.com/dashboard">BenzingaPro</a>. Over the past month, the stock plunged nearly 13%. 
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<li>READ MORE:&nbsp;<a href="https://benzinga.com/trading-ideas/movers/25/04/44855681/bitcoin-ethereum-dogecoin-steady-amid-stock-meltdown-as-fed-chair-jerome-powell-signals-crypto-rules-relaxation-popular-analyst-identifies-key-support-level-for-eth" target="_blank" rel="noreferrer noopener">Bitcoin, Ethereum, Dogecoin Steady Amid Stock Meltdown As Fed Chair Jerome Powell Signals Crypto Rules Relaxation: Popular Analyst Identifies Key Support Level For ETH &#8211; Grayscale Bitcoin Mini Trust (</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Jensen Huang In China For Talks As US Tightens Nvidia Chip Restrictions: Report

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$240.00</td>
<td>$41.3K</td>
<td>16.3K</td>
<td>64.8K</td>
</tr>
<tr>
<td>XPEV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$15.00</td>
<td>$41.1K</td>
<td>865</td>
<td>2.7K</td>
</tr>
<tr>
<td>JD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/02/25</td>
<td>$35.00</td>
<td>$49.7K</td>
<td>2.5K</td>
<td>1.6K</td>
</tr>
<tr>
<td>RIVN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$14.00</td>
<td>$97.5K</td>
<td>6.8K</td>
<td>937</td>
</tr>
<tr>
<td>GAP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>05/16/25</td>
<td>$17.00</td>
<td>$88.5K</td>
<td>4.6K</td>
<td>402</td>
</tr>
<tr>
<td>BABA</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$108.00</td>
<td>$28.4K</td>
<td>804</td>
<td>340</td>
</tr>
<tr>
<td>DUOL</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/16/25</td>
<td>$230.00</td>
<td>$102.5K</td>
<td>89</td>
<td>220</td>
</tr>
<tr>
<td>WYNN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$75.00</td>
<td>$32.1K</td>
<td>118</td>
<td>88</td>
</tr>
<tr>
<td>ETSY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$45.00</td>
<td>$30.9K</td>
<td>2.9K</td>
<td>78</td>
</tr>
<tr>
<td>PDD</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$95.00</td>
<td>$28.9K</td>
<td>4.0K</td>
<td>73</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a put option sweep that happens to be bullish, expiring in 1 day(s) on April 17, 2025. This event was a transfer of 151 contract(s) at a $240.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $41.3K, with a price of $273.0 per contract. There were 16331 open contracts at this strike prior to today, and today 64895 contract(s) were bought and sold. 
• Regarding XPEV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), we observe a put option sweep with bearish sentiment. It expires in 30 day(s) on May 16, 2025. Parties traded 1000 contract(s) at a $15.00 strike. This particular put needed to be split into 25 different trades to become filled. The total cost received by the writing party (or parties) was $41.1K, with a price of $41.0 per contract. There were 865 open contracts at this strike prior to today, and today 2783 contract(s) were bought and sold. 
• For JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we notice a put option sweep that happens to be bearish, expiring in 16 day(s) on May 2, 2025. This event was a transfer of 400 contract(s) at a $35.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $49.7K, with a price of $125.0 per contract. There were 2560 open contracts at this strike prior to today, and today 1606 contract(s) were bought and sold. 
• Regarding RIVN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>), we observe a call option sweep with bearish sentiment. It expires in 156 day(s) on September 19, 2025. Parties traded 668 contract(s) at a $14.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $97.5K, with a price of $146.0 per contract. There were 6848 open contracts at this strike prior to today, and today 937 contract(s) were bought and sold. 
• For GAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>), we notice a call option sweep that happens to be neutral, expiring in 30 day(s) on May 16, 2025. This event was a transfer of 397 contract(s) at a $17.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $88.5K, with a price of $223.0 per contract. There were 4643 open contracts at this strike prior to today, and today 402 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a put option trade that happens to be bullish, expiring in 9 day(s) on April 25, 2025. This event was a transfer of 74 contract(s) at a $108.00 strike. The total cost received by the writing party (or parties) was $28.4K, with a price of $385.0 per contract. There were 804 open contracts at this strike prior to today, and today 340 contract(s) were bought and sold. 
• Regarding DUOL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DUOL#NASDAQ">DUOL</a>), we observe a call option trade with neutral sentiment. It expires in 30 day(s) on May 16, 2025. Parties traded 10 contract(s) at a $230.00 strike. The total cost received by the writing party (or parties) was $102.5K, with a price of $10250.0 per contract. There were 89 open contracts at this strike prior to today, and today 220 contract(s) were bought and sold. 
• Regarding WYNN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WYNN#NASDAQ">WYNN</a>), we observe a call option trade with bullish sentiment. It expires in 156 day(s) on September 19, 2025. Parties traded 38 contract(s) at a $75.00 strike. The total cost received by the writing party (or parties) was $32.1K, with a price of $845.0 per contract. There were 118 open contracts at this strike prior to today, and today 88 contract(s) were bought and sold. 
• For ETSY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>), we notice a put option trade that happens to be bearish, expiring in 275 day(s) on January 16, 2026. This event was a transfer of 38 contract(s) at a $45.00 strike. The total cost received by the writing party (or parties) was $30.9K, with a price of $815.0 per contract. There were 2943 open contracts at this strike prior to today, and today 78 contract(s) were bought and sold. 
• For PDD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), we notice a put option trade that happens to be bullish, expiring in 275 day(s) on January 16, 2026. This event was a transfer of 19 contract(s) at a $95.00 strike. The total cost received by the writing party (or parties) was $28.9K, with a price of $1525.0 per contract. There were 4096 open contracts at this strike prior to today, and today 73 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

DUOL

ETSY

RIVN

WYNN

XPEV

On Tuesday, Nvidia&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;<a target="_blank" href="https://www.benzinga.com/topic/nvidia" rel="noreferrer noopener">disclosed that the</a> Trump administration informed it on April 9 that its H20 chip would require an export license for sales to China.
The chipmaker&nbsp;failed to warn some major customers about new U.S. export rules to help them prepare in advance, Reuters reported, citing unnamed sources familiar with the matter.
Nvidia bagged $18 billion of H20 orders since 2025 beginning.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44815107/taiwan-semiconductor-preps-new-chip-tech-to-supercharge-ai-performance-by-2027" rel="noreferrer noopener">Taiwan Semiconductor Preps New Chip Tech To Supercharge AI Performance By 2027</a>
China generated $17 billion in revenue in fiscal 2024, accounting for 13% of Nvidia&#8217;s total sales.
Nvidia stock has been tanking since Tuesday. It disclosed that it booked up to <a target="_blank" href="https://www.benzinga.com/25/04/44830406/nvidia-to-take-55-billion-hit-over-china-chip-export-restrictions-but-top-analyst-dan-ives-says-hes-not-overly-concerned-all-part-of-the-high-game-of-poker" rel="noreferrer noopener">$5.5 billion in charges</a> in the first quarter due to the licensing requirement.
<a target="_blank" href="https://www.benzinga.com/25/04/44621102/bytedance-alibaba-and-tencent-order-16-billion-worth-of-nvidias-h20-chips-following-the-surge-in-demand-deepseeks-low-cost-ai-models-report" rel="noreferrer noopener">Chinese tech giants</a>, including Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), ByteDance, and Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>), have been stocking up on H20 chips, fearing further semiconductor sanctions.
They reportedly placed over $16 billion in orders for the quarter. Also, the popularity of&nbsp;Chinese AI startup DeepSeek&#8217;s&nbsp;<a target="_blank" href="https://www.benzinga.com/25/02/43931074/chinese-tech-giants-like-tencent-alibaba-and-bytedance-rush-to-buy-nvidias-h20-ai-chips-as-deepseeks-low-cost-models-fuel-massive-demand-surge" rel="noreferrer noopener">low-cost AI models</a> drove a surge in demand for AI computing power.
Redburn Atlantic analyst&nbsp;Timm Schulze-Melander <a target="_blank" href="https://www.benzinga.com/markets/equities/25/04/44811225/nvidia-remains-a-top-pick-despite-tariff-headwinds-says-analyst-important-data-center-modernizationamong-the-last-areas-to-be-cut" rel="noreferrer noopener">named Nvidia a</a> &#8216;top pick&#8217; despite macro uncertainties and potential demand softening, citing investments in leading-edge AI and chipmaking will likely show resilience.
On Monday, Nvidia&nbsp;announced plans&nbsp;to develop $500 billion in AI-related infrastructure across the U.S. over the next four years.
Bank of America analyst&nbsp;Vivek Arya <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44539735/nvidia-stock-an-attractive-opportunity-analyst-says-valuation-cheap-despite-china-restrictions" rel="noreferrer noopener">noted&nbsp;that Nvidia</a> stock is providing a particularly attractive opportunity for one of the most unique, high-quality tech franchises leading the most significant and fastest-growing secular trends.
Price Action: NVDA stock is down 7.65% at $103.62 at the last check on Wednesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44826144/asml-nears-china-order-finish-line-as-demand-for-ai-chip-tools-heats-up" target="_blank" rel="noreferrer noopener">ASML Approaches End Of China Backlog, Eyes Growth in AI and Advanced Chip Demand</a></li>
</ul>
Image via Shutterstock

Media

Nvidia's China Sales Face Setback As H20 Chip Restrictions Catch Key Buyers Off Guard: Reuters

WIIM

JFIN

Shares of US-listed Chinese companies are trading lower following a report suggesting that US Treasury Secretary Bessent wants to pressure trading partners to limit China's involvement in their respective economies. Hongkong Post plans to suspend postal services for parcels containing goods to the US.

Hongkong Post announced on Wednesday that it would suspend its postal services for parcels containing goods to the United States, citing what it described as the U.S. government&#8217;s &#8220;bullying&#8221; and &#8220;unreasonable&#8221; actions regarding new tariffs<a href="https://www.benzinga.com/news/global/25/04/44830828/us-is-unreasonable-bullying-and-imposing-tariffs-abusively-says-hong-kong-post-operator"> and postal fees.</a>
The Details: Effective immediately, Hongkong Post has stopped accepting parcels containing goods for delivery to the U.S. by land and sea. Acceptance of airmail parcels will also stop on April 27.&nbsp;
Read Next: <a href="https://www.benzinga.com/news/management/25/04/44802094/tariff-fears-pose-material-risks-to-us-and-global-economies-goldman-sachs-ceo-warns">Tariff Fears Pose &#8216;Material Risks&#8217; To US And Global Economies, Goldman Sachs CEO Warns</a>
The move is a direct response to the Trump administration's decision<a href="https://www.benzinga.com/news/retail-sales/25/04/44714336/temu-shein-brace-for-impact-as-trumps-tariff-torpedo-blows-up-the-800-loophole"> to eliminate</a> the duty-free de minimis exemption for shipments from Hong Kong and to impose steep new tariffs and per-item postal fees on goods entering the U.S.
"The US is unreasonable, bullying and imposing tariffs abusively. Hongkong Post will definitely not collect any so-called tariffs on behalf of the US and will suspend the acceptance of postal items containing goods destined to the US," the government of Hong Kong said in <a href="https://www.info.gov.hk/gia/general/202504/16/P2025041500835.htm">a statement</a>.&nbsp;
The suspension comes amid escalating trade tensions between the U.S. and China. President Donald Trump recently closed the de minimis loophole, which previously allowed small parcels under $800 to enter the U.S. tax-free.&nbsp;
The new tariffs and fees are part of a broader crackdown on imports from China and Hong Kong after the U.S. accused retailers like Shein and Temu of exploiting the exemption to avoid taxes and customs checks while undercutting American companies.&nbsp;
Stocks To Watch: Shares of Temu&#8217;s parent company, PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), are trading lower on Wednesday. Other Chinese e-commerce giants like Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) and JD.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) were also down by more than 3% at the time of publication. 
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/general/social-media/25/04/44817229/chinese-tiktok-influencers-expose-cheap-nike-lululemon-suppliers-to-bypass-trump-tariffs">Chinese TikTok Influencers &#8216;Expose&#8217; Cheap Nike, Lululemon Suppliers To Bypass Trump Tariffs&nbsp;</a></li>
</ul>
Photo: Urbanscape from Shutterstock

Politics

Movers

Hongkong Post Stops US Package Service, China E-Commerce Stocks Drop

U.S.-listed Chinese companies Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), PDD Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), Baidu, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), NIO Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), Li Auto Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>), and XPeng Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) are trading lower Wednesday.
President&nbsp;Donald Trump&#8217;s administration <a target="_blank" href="https://www.benzinga.com/markets/25/04/44831287/trump-administration-imposes-up-to-245-tariff-on-chinese-imports-amid-intensifying-trade-battle" rel="noreferrer noopener">revealed on Tuesday</a> a fact sheet citing tariffs on certain Chinese imports as high as 245%, citing its <a target="_blank" href="https://www.whitehouse.gov/fact-sheets/2025/04/fact-sheet-president-donald-j-trump-ensures-national-security-and-economic-resilience-through-section-232-actions-on-processed-critical-minerals-and-derivative-products/" rel="noreferrer noopener">retaliatory actions</a>.
China&#8217;s&nbsp;gross domestic product&nbsp;grew 5.4% in the first quarter, topping the analyst estimate of 5.2% backed by consumer subsidies and aggressive export shipments to beat tariffs, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-04-16/china-s-economic-growth-beats-forecasts-ahead-of-tariff-impact?sref=TBDibEcD" rel="noreferrer noopener">reports</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/04/44796128/alibabas-quark-ai-surpasses-bytedances-doubao-with-150-million-monthly-users" rel="noreferrer noopener">Alibaba&#8217;s Quark AI Surpasses ByteDance&#8217;s Doubao With 150 Million Monthly Users</a>
Both production and consumption indicated unexpected momentum in March before the tariffs kicked in. However, an intensifying trade war dims its outlook and fuels calls for stimulus.
Michelle Lam of Societe Generale SA highlighted the urgency of stimulus to Bloomberg, citing high-frequency data showing tariff impact on U.S.-bound shipments. National Bureau of Statistics data indicated front-loaded shipments partly supported the economy before tariffs surged in April.
Without more stimulus, China could struggle to meet its growth target of ~5% in 2025. Exports will likely contract after contributing to a third of growth in 2024, while business and consumer sentiment will likely suffer the trade war consequences.
Economists at international banks, including UBS Group and Goldman Sachs, slashed their forecasts for China&#8217;s 2025 growth to ~4% or lower. The tariffs will prompt companies to raise the prices of their products to maintain their margins.
However, Chinese companies bank on their lower-priced offerings, and therefore, raising the prices could affect their demand.
The tariff war began with Trump imposing a 20% tariff on China after he took office, a 34% levy on April 2, and an additional 50% duty in response to China&#8217;s retaliatory threats, heightening the initial tariffs to 104%.
China retaliated by increasing its tariffs by 84%. Trump later hiked the 104% to 125%. Last Friday, China, too, raised its levies on U.S. imports to 125%, while U.S. tariffs on China stood at 145%.
Bush Chu of&nbsp;Aberdeen Investments and TD Cowen&nbsp;of&nbsp;Jaret Seiberg <a target="_blank" href="https://www.benzinga.com/markets/25/04/44761071/are-chinese-tech-stocks-at-a-serious-risk-amid-escalating-trade-war-delisting-is-moving-up-in-the-list-of-retaliatory-options-says-analyst" rel="noreferrer noopener">highlighted concerns about</a> potential delisting as retaliatory actions from the U.S. led to a selloff&nbsp;of heavily foreign-owned Chinese tech&nbsp;stocks.
Chinese e-commerce firms have been the worst impacted by the U.S. raising tariffs on small parcels.
China ETFs traded in the&nbsp;U.S. iShares China Large-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXI#NYSE">FXI</a>) and KraneShares Trust KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>) are trading lower on Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44803377/hilton-marriott-picked-for-strong-global-mix-and-low-tariff-exposure-despite-china-growth-risks-analyst" target="_blank" rel="noreferrer noopener">Which Gaming And Lodging Stocks Are Exposed To International inbound Travel And China?</a></li>
</ul>
Photo Courtesy: Tomas Ragina via Shutterstock

Trading Ideas

Why Are US-Listed Chinese Stocks Falling On Wednesday?

Nvidia Corp.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) has reportedly not communicated to some of its major Chinese customers about the new U.S. export rules affecting its AI chip.
What Happened: U.S. officials informed Nvidia&nbsp;on April 9 that its&nbsp;H20 chip would now&nbsp;require an export license for&nbsp;sales to China. Despite this, the chipmaker did not share this crucial information with some of its key customers in China, who were anticipating H20 deliveries by year-end, reported Reuters. 
The new export rules are a part of Washington&#8217;s ongoing efforts to restrict China&#8217;s access to advanced semiconductors and maintain U.S. dominance in AI technology. These restrictions could significantly affect Nvidia&#8217;s business in China, one of its largest markets.
A spokesperson for Nvidia declined to comment when contacted by <a href="http://pro.benzinga.com">Benzinga</a>.
Since&nbsp;the start of the year,&nbsp;the Jensen Huang-led company has secured orders worth $18 billion for its H20 chips. Chinese tech giants&nbsp;Tencent Holdings Ltd.&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>),&nbsp;Alibaba Group Holding Ltd.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), and&nbsp;ByteDance Ltd.,&nbsp;the owner of TikTok, had&nbsp;increased orders for H20 chips&nbsp;due to the rising&nbsp;demand for affordable AI models.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/04/44832008/peter-schiff-says-since-trump-was-elected-bitcoin-advocates-took-a-180-turn-on-us-economy-" target="_blank" rel="noreferrer noopener">Peter Schiff Says Since Trump Was Elected Bitcoin Advocates Took A 180 Turn On US Economy, But Critics Say Economist Mistaken</a>
Why It Matters: The new export rules are expected to hit Nvidia&#8217;s bottom line. The chipmaker is set to take a $5.5 billion <a href="https://www.benzinga.com/25/04/44830406/nvidia-to-take-55-billion-hit-over-china-chip-export-restrictions-but-top-analyst-dan-ives-says-hes-not-overly-concerned-all-part-of-the-high-game-of-poker">charge this quarter </a>due to halted shipments of its H20 GPUs to China and several other markets.
The H20 is the main chip that Nvidia is legally allowed to sell in China, introduced following the implementation of the latest U.S. export restrictions in October 2023. According to analysts, Chinese AI chipmakers, especially Huawei, could benefit from the limitations placed on H20 as it offers alternatives to Nvidia&#8217;s product range.
Meanwhile, despite the potential semiconductor industry slowdown due to tariff uncertainties, Nvidia is expected to hold its ground. According to a recent analysis by Redburn Atlantic, Nvidia's <a href="https://www.benzinga.com/markets/equities/25/04/44811225/nvidia-remains-a-top-pick-despite-tariff-headwinds-says-analyst-important-data-center-modernizationamong-the-last-areas-to-be-cut">potential to endure</a> the industry's turbulence remains strong. The firm maintains a buy rating on Nvidia and has named it a ‘top pick' for investors once the sector's turbulence subsides.
Benzinga's Edge Rankings&nbsp;highlight strong momentum and growth rankings for Nvidia in the 77th and 95th percentiles, respectively. Curious how other stocks stack up?&nbsp;<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound" target="_blank" rel="noreferrer noopener">Click here</a>&nbsp;to uncover growth and momentum scores for top stocks.
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<li>READ MORE:&nbsp;<a href="https://benzinga.com/markets/equities/25/04/44832483/tesla-bull-ross-gerber-says-elon-musk-doesnt-care-about-company-anymore-blames-focus-on-other-ve" target="_blank" rel="noreferrer noopener">Tesla Bull Ross Gerber Says Elon Musk &#8216;Doesn&#8217;t Care&#8217; About Company Anymore, Blames Focus On Other Ventures For EV Maker&#8217;s Slump</a></li>
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Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Nvidia Didn't Alert Chinese Clients About US Export Limits On H20 AI Chip: Report

Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) will take a <a href="https://www.benzinga.com/news/global/25/04/44828742/nvidia-stock-is-tumbling-after-hours-heres-why">multibillion-dollar hit tied</a> to U.S. export restrictions, but a top analyst says the long-term story remains intact.
What Happened: On Tuesday, Nvidia said it would take a $5.5 billion charge this quarter related to halted shipments of its H20 graphics processing units to China and several other markets.
The announcement comes after the U.S. government informed the company on April 9 that it would now require a license to export those chips.
According to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>, shares of Nvidia fell 6.33% in after-hours trading on Tuesday.
See Also:&nbsp;<a href="https://www.benzinga.com/25/04/44778760/netflix-debuts-openai-backed-search-engine-that-lets-you-discover-movies-and-tv-shows-based-on-emotions-not-just-titles" target="_blank" rel="noreferrer noopener">Netflix Debuts OpenAI-Backed Search Engine That Lets You Discover Movies And TV Shows Based On Emotions, Not Just Titles</a>
Wedbush Securities analyst Dan Ives weighed in on the development, urging investors to maintain perspective.
"The Nvidia China restriction news that just hit will put pressure on shares and it's a concern…BUT this is all part of the high game of poker going on between U.S. and China," he said in a post on X, formerly Twitter.
"I am not overly concerned by this news despite the headline," he added. "Nvidia remains caught in the tariff spiderweb between [the] U.S. and China. Street knows this. Need to look thru this period of vol and news and see [the] forest thru trees. Nvidia only chip in world fueling AI Revolution..demand."
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I am not overly concerned by this news despite the headline and Nvidia remains caught in tariff spiderweb between US and China. Street knows this. Need to look thru this period of vol and news and see forest thru trees. Nvidia only chip in world fueling AI Revolution..demand &#x1f525; <a href="https://t.co/c3JP4GctGf">https://t.co/c3JP4GctGf</a>
&mdash; Dan Ives (@DivesTech) <a href="https://twitter.com/DivesTech/status/1912266483931001020?ref_src=twsrc%5Etfw">April 15, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It's Important: The latest Nvidia licensing mandate seems to mark another escalation in the <a href="https://www.benzinga.com/markets/25/04/44806095/as-xi-jinping-urges-vietnam-to-stand-against-unilateral-bullying-trump-labels-the-meeting-a-plan-to-screw-the-united-states-of-america">ongoing trade tensions with China</a>. While President Donald Trump recently held off on imposing reciprocal tariffs on most nations, he increased tariffs specifically targeting China.
In response, China retaliated over the weekend with tariffs as high as 125% on U.S. products.
Earlier, Goldman Sachs warned that a potential U.S.-China decoupling could spark a <a href="https://www.benzinga.com/25/04/44787496/goldman-sachs-warns-25-trillion-sell-off-in-the-extreme-event-of-us-china-decoupling-as-scott-bessent-says-everything-is-on-the-table">massive $2.5 trillion market sell-off</a>.
In February, it was reported that Chinese tech heavyweights Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>), Alibaba Group Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), and ByteDance have <a href="https://www.benzinga.com/25/02/43931074/chinese-tech-giants-like-tencent-alibaba-and-bytedance-rush-to-buy-nvidias-h20-ai-chips-as-deepseeks-low-cost-models-fuel-massive-demand-surge">ramped up their orders</a> for Nvidia's H20 AI chips, driven by soaring demand for AI computing power fueled by the rise of DeepSeek's cost-effective AI models.
The DeepSeek R1 AI model, reportedly developed <a href="https://www.benzinga.com/markets/equities/25/01/43256425/nvidia-says-deepseek-an-illustration-of-how-new-ai-models-can-be-created-while-being-export-control-compliant-amid-600-billion-market-value-plunge">for under $6 million</a>, has outperformed leading U.S. models—including those from OpenAI.
In March, Chinese <a href="https://www.benzinga.com/25/03/44519562/nvidia-faces-fresh-china-setback-as-chip-shortages-and-sanctions-disrupt-supply">server manufacturer H3C flagged</a> a potential shortage of Nvidia&#8217;s H20 chips. The company also warned that supply plans beyond April 20 remain uncertain due to shifting raw material policies, logistical disruptions, and manufacturing difficulties.
Price Action: Nvidia shares are down 18.88% so far this year but have still climbed 30.47% over the past 12 months, as per <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
According to Benzinga Edge Stock Rankings, the company holds a strong growth score of 94.82%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to compare</a> it with Alibaba, Tencent, and other major players.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/quote/NVDA"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15215459/Screenshot-2025-04-16-at-7.24.53%E2%80%AFAM.png" alt="" class="wp-image-873202" /></a></figure>
Photo Courtesy: Evolf on Shutterstock.com
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Nvidia To Take $5.5 Billion Hit Over China Chip Export Restrictions — But Top Analyst Dan Ives Not Overly Concerned: 'All Part Of The High Game Of Poker'

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$250.00</td>
<td>$61.1K</td>
<td>23.5K</td>
<td>57.5K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$180.00</td>
<td>$38.2K</td>
<td>23.4K</td>
<td>7.3K</td>
</tr>
<tr>
<td>CAVA</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$75.00</td>
<td>$100.0K</td>
<td>552</td>
<td>625</td>
</tr>
<tr>
<td>JD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$37.50</td>
<td>$27.5K</td>
<td>17.7K</td>
<td>430</td>
</tr>
<tr>
<td>CMG</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$44.00</td>
<td>$76.5K</td>
<td>1.4K</td>
<td>253</td>
</tr>
<tr>
<td>NCLH</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$16.00</td>
<td>$36.1K</td>
<td>1.8K</td>
<td>224</td>
</tr>
<tr>
<td>DKS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$185.00</td>
<td>$35.0K</td>
<td>2.4K</td>
<td>21</td>
</tr>
<tr>
<td>CROX</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>04/17/25</td>
<td>$60.00</td>
<td>$29.3K</td>
<td>10</td>
<td>10</td>
</tr>
<tr>
<td>MELI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$2200.00</td>
<td>$50.5K</td>
<td>0</td>
<td>6</td>
</tr>
<tr>
<td>BABA</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$135.00</td>
<td>$29.7K</td>
<td>2.6K</td>
<td>2</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a put option sweep with bearish sentiment. It expires in 2 day(s) on April 17, 2025. Parties traded 111 contract(s) at a $250.00 strike. This particular put needed to be split into 27 different trades to become filled. The total cost received by the writing party (or parties) was $61.1K, with a price of $553.0 per contract. There were 23583 open contracts at this strike prior to today, and today 57577 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a call option trade with bullish sentiment. It expires in 2 day(s) on April 17, 2025. Parties traded 160 contract(s) at a $180.00 strike. The total cost received by the writing party (or parties) was $38.2K, with a price of $239.0 per contract. There were 23415 open contracts at this strike prior to today, and today 7338 contract(s) were bought and sold. 
• For CAVA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAVA#NYSE">CAVA</a>), we notice a put option trade that happens to be bearish, expiring in 31 day(s) on May 16, 2025. This event was a transfer of 500 contract(s) at a $75.00 strike. The total cost received by the writing party (or parties) was $100.0K, with a price of $200.0 per contract. There were 552 open contracts at this strike prior to today, and today 625 contract(s) were bought and sold. 
• For JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we notice a put option sweep that happens to be bearish, expiring in 66 day(s) on June 20, 2025. This event was a transfer of 86 contract(s) at a $37.50 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $27.5K, with a price of $320.0 per contract. There were 17706 open contracts at this strike prior to today, and today 430 contract(s) were bought and sold. 
• Regarding CMG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>), we observe a put option sweep with bullish sentiment. It expires in 276 day(s) on January 16, 2026. Parties traded 225 contract(s) at a $44.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $76.5K, with a price of $340.0 per contract. There were 1419 open contracts at this strike prior to today, and today 253 contract(s) were bought and sold. 
• Regarding NCLH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>), we observe a put option trade with bullish sentiment. It expires in 157 day(s) on September 19, 2025. Parties traded 163 contract(s) at a $16.00 strike. The total cost received by the writing party (or parties) was $36.1K, with a price of $222.0 per contract. There were 1800 open contracts at this strike prior to today, and today 224 contract(s) were bought and sold. 
• Regarding DKS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DKS#NYSE">DKS</a>), we observe a put option trade with bullish sentiment. It expires in 66 day(s) on June 20, 2025. Parties traded 20 contract(s) at a $185.00 strike. The total cost received by the writing party (or parties) was $35.0K, with a price of $1750.0 per contract. There were 2469 open contracts at this strike prior to today, and today 21 contract(s) were bought and sold. 
• For CROX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CROX#NASDAQ">CROX</a>), we notice a call option trade that happens to be neutral, expiring in 2 day(s) on April 17, 2025. This event was a transfer of 10 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $29.3K, with a price of $2933.0 per contract. There were 10 open contracts at this strike prior to today, and today 10 contract(s) were bought and sold. 
• Regarding MELI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>), we observe a call option trade with bullish sentiment. It expires in 45 day(s) on May 30, 2025. Parties traded 5 contract(s) at a $2200.00 strike. The total cost received by the writing party (or parties) was $50.5K, with a price of $10110.0 per contract. There were 0 open contracts at this strike prior to today, and today 6 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a put option trade that happens to be bullish, expiring in 66 day(s) on June 20, 2025. This event was a transfer of 12 contract(s) at a $135.00 strike. The total cost received by the writing party (or parties) was $29.7K, with a price of $2480.0 per contract. There were 2663 open contracts at this strike prior to today, and today 2 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CAVA

CROX

NCLH

Several tech giants <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44787080/goldman-sachs-cheers-china-tariff-exemptions-lifts-earnings-forecasts-for-apple-dell-hp">cheered a surprise weekend decision</a> from the White House which shielded key electronics from steep new tariffs on Chinese imports, most notably Alibaba Group Holding Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>). 
Previously, Alibaba was on a decisive turnaround effort until aggressive rhetoric and positioning — ultimately culminating in <a href="https://www.benzinga.com/25/04/44710082/trumps-liberation-day-tariffs-wipe-out-174-billion-from-the-net-worth-of-worlds-top-10-billionaires-including-warren-buffett">sweeping new tariffs</a> labeled Liberation Day — rattled sentiment. 
Soon after the tariff announcement, President Donald Trump <a href="https://www.benzinga.com/news/25/04/44778488/as-trump-intensifies-tariff-war-with-china-global-economy-feels-the-tremors-whats-the-endgame-here">announced a 90-day pause</a> on levies against certain countries that did not implement retaliatory measures. At the same time, the administration ramped up import taxes on China to a staggering 145%. Responding to the move, Beijing raised its own tariffs to 125% on Friday.
Therefore, the weekend decision represented a pleasant and, frankly, a welcome shift in tone. With more people worried about financial challenges <a href="https://www.benzinga.com/markets/25/04/44780489/ray-dalio-foresees-economic-crisis-worse-than-recession-im-worried-about-something-worse-than-a-recession-if-this-isnt-handled-well">escalating into an economic crisis</a>, engaging in a full-blown trade war would hurt both nations. Thanks to cooler heads apparently prevailing, Alibaba&#8217;s stock shot higher.
Nevertheless, it's quite possible — perhaps even likely — that the market is overly bullish in anticipating a sustainable, long-term solution. For one thing, the <a href="https://files.eric.ed.gov/fulltext/EJ1386021.pdf">concept</a> of saving face is an integral component of Chinese business culture. Thus, Trump's lack of traditional diplomatic grace risks deepening the feud, not alleviating it. Second, the administration warned that the exemptions will be <a href="https://www.theguardian.com/us-news/2025/apr/14/trump-warns-exemptions-on-smartphones-electronics-will-be-short-lived-promises-future-tariffs-president-china">short-lived</a>.
If so, it may be more reasonable to assume that while Alibaba&#8217;s stock can move higher from here, eventually, even this mini-rally may decelerate and correct.
<h2 class="wp-block-heading">Taking What the Market Will Give Alibaba Stock Put Spreads</h2>
From a longer-term bullish perspective, it's fairly clear that the optimists wish to drive BABA stock toward the $130 level, a position where the security established an upper baseline before trade war tensions derailed sentiment. However, to get to that point, Alibaba&#8217;s stock needs to rise above a multi-year resistance barrier around the $115 to $120 range.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="593" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14152208/BABA-stock-technical-analysis-1024x593.jpg" alt="" class="wp-image-870887" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14152208/BABA-stock-technical-analysis-1024x593.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14152208/BABA-stock-technical-analysis-300x174.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14152208/BABA-stock-technical-analysis-768x445.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14152208/BABA-stock-technical-analysis.jpg 1032w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Image by TradingView</figcaption></figure>
Because the shielding of certain electronic products from ramped up tariffs is only temporary and with longstanding issues between the world's top two economies yet to be resolved, the recent boost in the tech space could be temporary.
Sweetening the pot is the statistical argument for Alibaba&#8217;s bear case. For any given two-week period, Alibaba features a neutral to slightly upward bias. In other words, if a hundred trades were placed on the equity, maybe 51 or 52 of them would rise by the next two weeks on a good streak.
In other words, such a transaction would be worth investigating if a bearish trade offers the equivalent of a value bet — some incentive that tilts a neutral trade into one that's in the bettor's favor.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14152834/BABA-stock-probability-gambit-1024x576.jpg" alt="" class="wp-image-870894" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14152834/BABA-stock-probability-gambit-1024x576.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14152834/BABA-stock-probability-gambit-300x169.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14152834/BABA-stock-probability-gambit-768x432.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/14152834/BABA-stock-probability-gambit.jpg 1280w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Image by author</figcaption></figure>
The wild card is that Alibaba&#8217;s stock tends to be a momentum play. Whenever the equity gains between 5% and 10% over a one-week period (such as now), the probabilities shift in favor of the bulls. At the same time, the risks of the current geopolitical environment might not be fully baked in.
<h2 class="wp-block-heading">Spotlighting the Risk-Inverted Put Spread</h2>
For those who anticipate that the optimism in Alibaba will soon fade, the 120/117 bear put spread for the options chain expiring April 25 appears enticing. This transaction involves buying the $120 put (for a time-of-writing ask of $840) and simultaneously selling the $117 put (at bid of $640), resulting in a net debit paid of $200.
Should Alibaba share prices fall to or below the $117 short put strike price at expiration, the maximum reward is $100, or a clean payout of 50%. What stands out, of course, is that currently, the share price is below the target. Rather than theta (or time decay) working against the buyer, it now works for the buyer.
Essentially, the buyer enters the trade in a winning position on paper and is simply waiting for convergence to parity — the fancy term for collecting the debit spread's maximum payout. Typically, credit sellers do the waiting for convergence (although in their case, it's a convergence to zero). Thus, as circumstances stand now, the 120/117 bear put spread is effectively risk-inverted.
Finally, this trade is also compelling because as a baseline, the chances that Alibaba&#8217;s stock will rise 1.7% — roughly the gap between the short strike price and BABA's current market price — over a two-week period is only around 42%.
Effectively, what empirically is a neutral wager leans bearishly under the context of the aforementioned bear put spread. Even if you're not necessarily negative on Alibaba, the value bet Wall Street provides may be too tempting to ignore.
Now Read:
<ul>
<li><a href="https://www.benzinga.com/25/04/44800329/this-strategy-always-outperforms-in-bear-markets">This Strategy Always Outperforms In Bear Markets</a></li>
</ul>
Image: Shutterstock

Short Ideas

Options Corner: A Rare Value Bet Tilts The Odds In Favor Of Alibaba Bears

JFIN,JKS,BABA,BIDU,PDD,LI,NIO,XPEV,JD,IQ,TAL,TME,TCOM,FUTU,KC,QD

BEKE

FUTU

Shares of Chinese stocks are trading higher after the Trump administration excluded a range of technology products, including consumer electronics from the 145% reciprocal tariffs bucket. Additionally, Chinese exports grew in March.

Alibaba Group Holding Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) shares are trading higher on Monday after President Donald Trump and his administration announced consumer electronics are exempt from the 145% reciprocal tariffs <a href="https://www.benzinga.com/news/large-cap/25/04/44794083/7-chipmaker-stocks-set-to-gain-as-trump-delays-tariff-blow-on-key-china-tech-imports-bank-of-america">on Chinese goods.</a>
What To Know: According to the <a href="https://nypost.com/2025/04/14/business/tech-stocks-jump-after-trump-pauses-tariffs-on-electronics/?utm_source=chatgpt.com">New York Post</a>, the exemption covers smartphones, laptops and chips, which led to gains in the company&#8217;s stock and other U.S.-listed Chinese stocks such as PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>) and NIO Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>).
The new exemption allows these companies to maintain competitive pricing and avoid price increases. Furthermore, it eases investor concerns over disrupted supply chains and reduced consumer demand due to higher pricing, both of which could have negatively impacted revenue.
The news also lifted American technology stocks like Apple, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Dell Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>). Many of these companies rely on components from China in order to manufacture their goods.
The relief from tariffs for electronics is likely temporary. Commerce Secretary Howard Lutnick warned Sunday that the Trump administration is preparing new tariffs aimed at semiconductors and other tech components.
Related Link: <a href="https://www.benzinga.com/news/25/04/44794639/ironically-because-of-all-the-new-tariffs-its-now-way-cheaper-to-make-our-chocolate-bars-outside-the-us-says-mrbeast">Ironically, Because Of All The New Tariffs, It&#8217;s Now Way Cheaper To Make Our Chocolate Bars Outside The US,&#8217; Says MrBeast</a>
BABA Price Action: At the time of writing, Alibaba shares are trading 6.49% higher at $114.72, according to data from <a href="https://www.benzinga.com/pro/">Benzinga Pro.</a>
Image: via Shutterstock

DELL

What's Going On With Alibaba Shares Monday?

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$250.00</td>
<td>$105.4K</td>
<td>21.1K</td>
<td>59.2K</td>
</tr>
<tr>
<td>F</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$9.50</td>
<td>$28.0K</td>
<td>29.2K</td>
<td>46.5K</td>
</tr>
<tr>
<td>GM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$44.00</td>
<td>$38.7K</td>
<td>1.4K</td>
<td>3.2K</td>
</tr>
<tr>
<td>LULU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$270.00</td>
<td>$58.9K</td>
<td>947</td>
<td>228</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$100.00</td>
<td>$36.1K</td>
<td>1.5K</td>
<td>218</td>
</tr>
<tr>
<td>KMX</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$77.50</td>
<td>$62.5K</td>
<td>0</td>
<td>193</td>
</tr>
<tr>
<td>AMZN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$160.00</td>
<td>$92.1K</td>
<td>6.5K</td>
<td>179</td>
</tr>
<tr>
<td>DKNG</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$45.00</td>
<td>$29.5K</td>
<td>2.1K</td>
<td>80</td>
</tr>
<tr>
<td>DASH</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$190.00</td>
<td>$33.0K</td>
<td>695</td>
<td>31</td>
</tr>
<tr>
<td>MGM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$24.00</td>
<td>$25.5K</td>
<td>128</td>
<td>0</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a put option sweep with bearish sentiment. It expires in 3 day(s) on April 17, 2025. Parties traded 111 contract(s) at a $250.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $105.4K, with a price of $950.0 per contract. There were 21140 open contracts at this strike prior to today, and today 59259 contract(s) were bought and sold. 
• For F (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), we notice a call option trade that happens to be bearish, expiring in 3 day(s) on April 17, 2025. This event was a transfer of 875 contract(s) at a $9.50 strike. The total cost received by the writing party (or parties) was $28.0K, with a price of $32.0 per contract. There were 29276 open contracts at this strike prior to today, and today 46584 contract(s) were bought and sold. 
• For GM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), we notice a call option sweep that happens to be bullish, expiring in 3 day(s) on April 17, 2025. This event was a transfer of 234 contract(s) at a $44.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $38.7K, with a price of $166.0 per contract. There were 1483 open contracts at this strike prior to today, and today 3257 contract(s) were bought and sold. 
• Regarding LULU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>), we observe a call option sweep with bullish sentiment. It expires in 32 day(s) on May 16, 2025. Parties traded 50 contract(s) at a $270.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $58.9K, with a price of $1179.0 per contract. There were 947 open contracts at this strike prior to today, and today 228 contract(s) were bought and sold. 
• Regarding BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we observe a call option trade with bullish sentiment. It expires in 32 day(s) on May 16, 2025. Parties traded 20 contract(s) at a $100.00 strike. The total cost received by the writing party (or parties) was $36.1K, with a price of $1808.0 per contract. There were 1548 open contracts at this strike prior to today, and today 218 contract(s) were bought and sold. 
• Regarding KMX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMX#NYSE">KMX</a>), we observe a put option sweep with bullish sentiment. It expires in 186 day(s) on October 17, 2025. Parties traded 47 contract(s) at a $77.50 strike. This particular put needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $62.5K, with a price of $1330.0 per contract. There were 0 open contracts at this strike prior to today, and today 193 contract(s) were bought and sold. 
• For AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we notice a put option sweep that happens to be bearish, expiring in 158 day(s) on September 19, 2025. This event was a transfer of 97 contract(s) at a $160.00 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $92.1K, with a price of $950.0 per contract. There were 6543 open contracts at this strike prior to today, and today 179 contract(s) were bought and sold. 
• For DKNG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>), we notice a call option sweep that happens to be bullish, expiring in 340 day(s) on March 20, 2026. This event was a transfer of 80 contract(s) at a $45.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $29.5K, with a price of $370.0 per contract. There were 2189 open contracts at this strike prior to today, and today 80 contract(s) were bought and sold. 
• For DASH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>), we notice a call option trade that happens to be bearish, expiring in 67 day(s) on June 20, 2025. This event was a transfer of 25 contract(s) at a $190.00 strike. The total cost received by the writing party (or parties) was $33.0K, with a price of $1320.0 per contract. There were 695 open contracts at this strike prior to today, and today 31 contract(s) were bought and sold. 
• For MGM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MGM#NYSE">MGM</a>), we notice a put option sweep that happens to be bullish, expiring in 32 day(s) on May 16, 2025. This event was a transfer of 500 contract(s) at a $24.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $25.5K, with a price of $50.0 per contract. There were 128 open contracts at this strike prior to today, and today 0 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

DASH

LULU

<a target="_blank" href="https://www.benzinga.com/topic/alibaba" rel="noreferrer noopener">Chinese e-commerce juggernaut</a> Alibaba Group Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) restructured artificial intelligence (AI)&nbsp;assistant app Quark topped ByteDance&#8217;s Doubao to become China&#8217;s most popular AI app in March.
Quark&nbsp;clocked close to 150 million monthly active users (MAUs) worldwide, followed by ByteDance&#8217;s&nbsp;Doubao&nbsp;and&nbsp;DeepSeek, which had almost 100 million and around 77 million users, respectively, SCMP <a target="_blank" href="https://www.scmp.com/tech/big-tech/article/3306270/alibabas-quark-surpasses-bytedances-doubao-deepseek-chinas-top-ai-app" rel="noreferrer noopener">reported</a> Monday, citing Aicpb.com.
Alibaba stock is trading higher on Monday.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/04/44768806/use-ai-responsibly-it-should-serve-humanity-not-replace-it-alibabas-jack-ma" rel="noreferrer noopener">Use AI Responsibly, It Should Serve Humanity, Not Replace It: Alibaba&#8217;s Jack Ma</a>
Alibaba previously said that Quark had 200 million users. U.S. venture capital firm Andreessen Horowitz&#8217;s March report ranked Quark as the sixth-most popular AI app globally by MAU, just behind Baidu Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) AI Search and trailing OpenAI&#8217;s ChatGPT and Microsoft&#8217;s AI-enhanced Edge browser.
In March, Alibaba restructured Quark, powered by the company&#8217;s Qwen reasoning models. The app features a simple search box.
Alibaba said it could help with academic research, document drafting, image generation, and more.
Alibaba&#8217;s cloud unit is expanding its <a target="_blank" href="https://www.benzinga.com/25/04/44714832/alibaba-expands-global-ai-push-as-deepseeks-cheap-models-spark-fierce-tech-rivalry" rel="noreferrer noopener">platform-as-a-service options</a> and enhancing its overseas lineup with its latest proprietary large language models, including Qwen-Max and the DeepSeek-like QwQ-Plus reasoning model.
Alibaba and its peers launched successive affordable business intelligence tools&nbsp;for developers that cost just $1 per year for individuals since the Chinese AI upstart DeepSeek triggered a price war with its claims of offering affordable AI models that could beat the likes of OpenAI.
Reportedly, DeepSeek tapped Tsinghua University&nbsp;researchers to develop a technique to improve the reasoning capabilities of&nbsp;large language models (LLMs)&nbsp;that combines generative reward modeling (GRM) and self-principled critique tuning.
Alibaba Cloud&nbsp;is China&#8217;s largest cloud service provider, with over one-third of the market.
The stock has lost 8% in value in the last seven days, coinciding with President Trump&#8217;s tariffs on <a target="_blank" href="https://www.benzinga.com/25/04/44745275/alibaba-bets-big-on-ai-with-new-cloud-tools-as-jack-ma-reemerges-in-company-comeback" rel="noreferrer noopener">its&nbsp;trading partners</a>, including China.
Price Action: BABA stock is up 5.43% at $113.58 at the last check on Monday.
Photo by jackpress via Shutterstock

Emerging Markets

Alibaba's Quark AI Surpasses ByteDance's Doubao With 150 Million Monthly Users

The possibility of a U.S.-China decoupling could lead to a massive $2.5 trillion sell-off, according to a recent analysis by Goldman Sachs. 
What Happened: The report suggests that in an extreme scenario, investors from both countries might be forced to divest their holdings of equities and debt instruments. If a decoupling takes place, U.S. investors may be forced to offload nearly $800 billion worth of Chinese stocks listed on American exchanges. On the flip side, China could divest its holdings of U.S. Treasuries and equities, which currently total around $1.3 trillion and $370 billion, respectively, as per a report by the <a href="https://www.scmp.com/business/china-business/article/3306443/us-china-decoupling-could-cost-us25-trillion-extreme-goldman-warns">South China Morning Post</a>. 
Amid the risk of U.S.-China decoupling due to the trade war, the possibility of delisting Chinese companies from US stock exchanges is now being explored. This potential move could affect nearly 300 firms, including some of China&#8217;s biggest tech giants, stated Goldman Sachs. 
The sell-off was driven by the assumption that U.S. investors would face restrictions from US regulations on such investments, as per Goldman.
The investment banking firm anticipates a fresh wave of U.S.-listed Chinese companies to relist in Hong Kong. "We believe potential Hong Kong listing for these companies could probably catalyse a re-rating given the flexibility for U.S. investors to convert their ADRs to Hong Kong shares" event of a sudden liquidity crisis, says Goldman Sachs.
James Wang, head of China strategy at UBS Investment Bank Research, noted that the delisting of Chinese companies from the U.S. could have far-reaching consequences, such as diminished access to the deeper U.S. capital markets, potentially lower valuation multiples due to a shrinking investor base, and reduced liquidity.
Why It Matters: The potential decoupling and subsequent delisting of Chinese companies from U.S. exchanges is a growing concern, especially after Treasury Secretary Scott Bessent stated that the delisting of U.S.-listed Chinese companies was once again being considered. During an interview with Fox Business, Bessent stated, "Everything is on the table," when asked about possible actions against Chinese companies. 
According to the U.S.-China Economic and Security Review Commission, as of March 7, a total of 286 mainland Chinese companies were listed on the New York Stock Exchange, NYSE American, and Nasdaq, with a combined market capitalization of $1.1 trillion. 
The Hang Seng Tech Index, which lost over $350 billion in market value since March of that year, is under the shadow of geopolitical tensions and <a href="https://www.benzinga.com/markets/25/04/44761071/are-chinese-tech-stocks-at-a-serious-risk-amid-escalating-trade-war-delisting-is-moving-up-in-the-list-of-retaliatory-options-says-analyst">potential U.S. sanctions</a>. These measures, including restrictions on financial holdings or additional sanctions, represent a &#8220;serious risk,&#8221; as stated by Bush Chu, an investment manager at Aberdeen Investments.
The ADR of Alibaba Group Holding Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) climbed 3.4% to close at $107.73 on Friday, while that of PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>) rose 2.43% to close at $90.50. Meanwhile, ADR of NetEase, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTES#NASDAQ">NTES</a>) rose 5.36% to close at $99.35, as per <a href="https://www.benzinga.com/pro/">BenzingaPro</a>. 
<ul>
<li>READ MORE: <a href="https://benzinga.com/general/health-care/25/04/44783620/speaker-mike-johnson-says-us-must-eliminate-people-on-medicaid-who-are-not-actually-eligible-" target="_blank" rel="noreferrer noopener">Speaker Mike Johnson Says Government Must &#8216;Eliminate People On Medicaid&#8217; Who Are &#8216;Not Actually Eligible To Be There&#8217;</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

NTES

Goldman Sachs Warns $2.5 Trillion Sell-Off In The Extreme Event Of US-China Decoupling As Scott Bessent Says 'Everything Is On The Table'

Press Releases

Alibaba Group Will Announce December Quarter 2024 Results on February 20, 2025

Alibaba Group Announces December Quarter 2024 Results

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Alibaba.com Records Double-Digit Order Growth in the USA During March Expo

Amazon.com

Baozun

Coupang

Dillard's

1stdibs.com

eBay

Etsy

Global E Online

Groupon

D-Market Electronic Services & Trading - American Depositary Shares

D-MARKET Electronic

Hour Loop

JD.com, Inc. - American Depositary Shares

JD.com

Jumia Technologies AG American Depositary Shares, each representing two Ordinary Shares

Jumia Technologies

Nordstrom

Kohl's

ContextLogic

Macy's

MercadoLibre

MINISO Group Holding Limited American Depositary Shares, each representing four Ordinary Shares

MINISO Group Holding

Ollie's Bargain Outlet Holdings, Inc. - Common Stock

Ollie's Bargain Outlet

PDD Holdings Inc. - American Depositary Shares

PDD Holdings

QVC Group

Savers Value Village

Vipshop Holdings Limited American Depositary Shares, each representing two ordinary shares

Vipshop Holdings

Citigroup

Mizuho

Benchmark

Bernstein

Morgan Stanley

Alibaba Gr Holding

過熱した米国株から苦境に立つ中国株に投資家の資金が流れる中、中国株が15年ぶりにS&amp;P500を上回る強力な四半期の業績を達成する見込み。投資家は<a href="https://www.benzinga.com/topic/china">政策に期待</a>、米国株から中国株に乗り換えている。
iシェアーズ中国大型株ETF（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXI#NYSE">FXI</a>）の3月17日の終値は年初来26.6％上昇、2009年初め以来の最高の四半期の業績を達する見通しである。一方、SPDR S&amp;P 500 ETF トラスト（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>）は、年初来3.2％下落、中国株との相対的なパフォーマンスは約30％に達し、2007年中旬以来の最大の差。
バリュー・パートナーズ・グループ(Value Partners Group) は、中国株市場について楽観的であり、「中国A株市場は底値に近い。価格や市場の期待も低いため、下落リスクは少ない」という内容のメールを月曜日に発表した。
同社は、トランプ関税、政治、中国の内需重視の国内政策と供給サイド対策に関する不確実性による変動はあるものの、2025年には市場が上昇傾向に向かうと予測している。
<h1 class="wp-block-heading">チャート：中国株2007年以来の最高四半期でS&amp;P500を上回る</h1>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-828125" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/17162512/image-140-1024x529.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/17162512/image-140-1024x529.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/17162512/image-140-300x155.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/17162512/image-140-768x396.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/17162512/image-140-1536x793.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/17162512/image-140.png 1920w" alt="" width="1024" height="529" /></figure>
<h1 class="wp-block-heading">消費刺激を促進させる中国の政策</h1>
先週日曜日、中国政府は国内消費を刺激するための「特別行動計画」を発表した。この計画には、収入の増加、社会保障の拡大、製品の品質向上、支出を刺激するための購入制限の緩和を目的とした政策が盛り込まれている。
ゴールドマン・サックスのエコノミスト、ヤン・ユーティン(Yuting Yang)氏は、景気刺激策の方向性を認めながらも「資金調達と実施の両方が重要である」と主張した。
中国では不安定な不動産市場や労働需要の低迷により、消費者の信頼感が低下し、苦戦している。
さらに、ヤン氏は、「家計収入の改善とより持続可能な消費の回復を促進するためには、不動産価格の安定、労働需要の改善、そしてより良い社会保障ネットワークの設立が必要だ」とも付け加えた。
<h1 class="wp-block-heading">ハイテク大手企業が市場急騰を導く</h1>
月曜日には、アリババ・グループ・ホールディングス（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>）の株価が4.6％急伸し、年初来の急伸率は驚異的な74％に達した。
一方、バイドゥ（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>）は、最新のAIモデル「アーニー(Ernie) X1」を発表して9％以上の急騰。同社はアーニー X1が半分の費用でディープシークのAIと同等のパフォーマンスをすると主張しており、世界的な技術競争における中国のAIへの意欲を強めている。
現時点の数字には説得力がある。中国株は2007年以来に見られないほどのペースで米国株を上回り、驚異的な回復が見られる。この急騰が一時的なものなのか、それとも、長期的なトレンドのはじまりなのかは北京の経済成長と投資家の信頼にかかっている。
次を読む：
<ul>
<li><a href="http://benzinga.com/government/regulations/25/03/44364688/feds-march-meeting-expected-to-signal-no-hurry-on-rate-cuts-as-powell-likely-to-tread-carefully">FOMC 3月会合、パウエル議長が「慎重に進める」との見通しが示される</a></li>
</ul>
写真：シャッターストック

投資家が政策転換を期待する中、中国株はS&P 500を上回り、2007年以来最高の四半期になる見込み

（３日）フォルクスワーゲンAG（OTC：VWAGY）メルセデス・ベンツ（Mercedes-Benz） L&#8217;Oréal（ロレアル）をはじめとする数多くの大手多国籍企業が、中国における需要の減少を懸念している。
出来事： 中国での需要の減少が、今年上半期のグローバル消費財セクターの決算で繰り返し取り上げられている。L&#8217;Oréalは、今年上半期の中国での売り上げ成長が2〜3％低下すると予測し、一方ヴォルクスワーゲン傘下のポルシェは、先週金曜日のロイターの<a href="https://www.ft.com/content/8e2f415b-46bb-473f-9c26-474322e372f2">報道</a>によれば、6月末で前年比1/3減の中国での販売を報告しました。
ロレアルのニコラ・イエロニムスCEOは「消費者の自信が非常に低いのが世界でただ一つの地域は中国だけだ」と述べた。
中国の多額の負債を抱える不動産業界は、2021年末以来減速しており、これにより住宅価格が急速に下落し、その後消費者の信頼性も鈍化し、消費財の需要も減退しているという。
関連記事：
リスクにもかかわらず、いくつかの企業は中国市場について楽観的な姿勢を維持している。中国での「ピザハット」および「ケンタッキーフライドチキン」の運営者であるYum China（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/YUMC#NYSE">YUMC</a>）は、予想を上回る上半期の業績を発表し、純利益は8％増の2億1200万ドルとなった。
フィッチのアナリストによると、使い捨て可能所得の見通しをめぐる不確実性と、家計の資産の縮小が、中国の消費者を非必須の支出に代えて「コストパフォーマンスの良い」製品を優先させているという。
「中国の消費者がその自信を取り戻すにはどのくらいの時間と、何をする必要があるのか、私たちはわかりません」と、メルセデス・ベンツのCEOを務めるオラ・ケーレニウス氏は述べた。
魅力1： これらの大手企業が表明した懸念は、今年の初めに経済学者ポール・クルーグマン氏が<a href="https://www.benzinga.com/news/24/06/39133647/paul-krugman-slams-beijings-economic-model-world-will-not-accept-everything-china-wants-to-export">中国の経済モデルについて</a>懸念を示したものと連動している。ポール・クルーグマン氏は、中国のリーダーが生産から消費者需要への焦点を移すことについて、「奇妙なほど不可能である」と述べている。
さらに、アリババグループホールディング（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>）、テンセントホールディングス（OTC：<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>）、JD.com Inc（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>）などの中国の大手テック企業は、この厳しい環境の中で<a href="https://www.benzinga.com/news/24/08/40285028/alibaba-leads-chinese-tech-giants-in-boosting-shareholder-returns-but-economic-challenges-loom-repor">決算を報告</a>するとともに、中国の経済と消費者のセンチメントに光を当てると予想されている。これらの企業は引き続き株主のリターン向上に焦点を当ててはいるものの、全体として経済の課題は大きくなっている。
次の一手：
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/08/40287556/general-motors-remains-committed-to-china-despite-losses-restructuring-needs-cfo-highlights-cash?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">大手自動車メーカーの魅力的な提案：CFOが資金の安定性目標を強調</a></li>
</ul>
写真はシャッターストック提供。
この記事は、<a href="https://www.benzinga.com/topic/Pooja-Rajkumari" target="_blank" rel="noreferrer noopener">Pooja Rajkumari</a>氏によって編集され、<a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>が作成しました。

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) が人工知能（AI）分野において抱える野心的な課題は、同社にとって重要な市場である中国で大きな障害に直面している。
出来事：AppleのAI分野における拡大は、アップグレードされた音声アシスタントSiriを含むもので、中国の厳格なAI規制によって妨げられていると<a href="https://www.cnbc.com/2024/06/20/apple-ai-push-faces-big-challenges-in-china.html">CNBCが報じたところによると</a>、このことが明らかになった。
同社の中国におけるシェアは、Huaweiなどの中国勢企業に対抗しきれておらず、その企業たちは独自のAI機能を推進している。
Appleは、AIの初回展開についてはその機能はアメリカ英語でのみ提供され、その後でより多くの言語、機能、プラットフォームが提供されると発表している。しかし、同社は規制環境が複雑であることで知られる中国市場における計画については一切言及していない。
「中国はAI規制環境があるため、AI分野におけるAppleの大きな発表が先週できたことについては大いに賛辞を送りたい」と、同レポートによると、IDCのデバイスリサーチ部門のヴァイスプレジデントであるBryan Ma氏は述べている。
近年、中国は特にデータ保護と大規模な言語モデルに関する点を中心にAIについて厳格な規制を実施している。これらの規制は、Appleにとって課題となるだろう。同社のAIの機能のいくつかは自社の言語モデルに基づいており、これには中国当局の認可が必要となるからだ。
地元の規制に対応するため、Appleはおそらく、デバイス上で利用可能なAIモデルとクラウドベースのAIモデルの両方を開発する必要があるだろうと、CanalysのアナリストであるNicole Peng氏は述べている。
さらに、Appleが中国で使用しているOpenAIのChatGPTは、中国で使用することが禁止されているため、国内向けの同等の製品を見つける必要がある。これにより、同社が今後、自社の言語モデルと音声アシスタントを搭載することができるかもしれない、と同氏は付け加えた。その際、中国のテックグローバル企業であるBaidu（NASDAQ：BIDU）やAlibaba（NYSE：BABA）との提携が実現する可能性がある。
Appleが中国でAIを成功させるためには、中国のユーザーのニーズに合ったデバイス上でのAI体験を提供する必要があると、CCS Insightの最高アナリストであるBen Wood氏は述べている。
中国におけるAppleのAI展開が成功するためには、同社は中国のユーザーに共感を持ってもらえるAI体験をデバイス上で提供する必要がある。
今回の出来事が重要な理由：AppleのAIに対する展望は新しいものではない。最近、Deepwater Asset ManagementのGene Munster氏は、AppleがBaiduやAlibabaとの提携を通じて中国でのAI展開を模索する可能性があると示唆した。彼は、これらの提携がChatGPTのようなサードパーティのAI機能を中国市場で紹介するのに役立つだろうと指摘している。
Appleは、<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/06/39269940/apples-ai-breakthroughs-at-wwdc-2024-lead-to-higher-iphone-sales-projections-by-gol">WWDC 2024</a>で、オペレーティング・システム（OS）の重要なアップデートと、Apple IntelligenceとChatGPTの統合を含む新しいジェネレーティブAI機能を発表した。 ゴールドマン・サックスのアナリストは、これらの進歩が製品のアップグレード需要を促進し、将来のAIモデルを搭載するための手立てを開くだろうと考えている。
3月には、Appleは中国国内での自社デバイスにおいて先進的なジェネレーティブAIテクノロジーを組み込むために、Baiduとの<a href="https://www.benzinga.com/government/24/03/37892837/apple-wants-to-strengthen-presence-in-china-in-talks-with-baidu-over-ai-collaboration">予備的な協議を開始した</a>。この動きは、中国のサイバースペース規制機関が、製品の公開前にジェネレーティブAIモデルを審査することを義務付けている中国法に合致している。
株価の動き：Apple Inc.の株は、この日の取引で2.15％下落した209.68ドルで最後の取引が終了した。アフターマーケット取引では0.15％上昇している。年初来の株価の変動は12.95％の上昇。 <a href="https://pro.benzinga.com/dashboard">Benzinga Proのデータ</a>によれば、株価の変動は12.95％の上昇

今週初め、かつてバンしたかったソーシャルメディアプラットフォームTikTokに登録した元大統領のドナルド・トランプが、ユーザー数500万人以上を誇る<a href="https://www.benzinga.com/news/24/06/39198236/donald-trumps-debut-has-outshined-biden-harris-campaign-account-on-tiktok-this-is-a-vital-space-for" target="_blank" rel="noreferrer noopener">ことで、</a><a href="https://www.benzinga.com/news/24/06/39198236/donald-trumps-debut-has-outshined-biden-harris-campaign-account-on-tiktok-this-is-a-vital-space-for" target="_blank" rel="noreferrer noopener">ジョー・バイデン</a>大統領の選挙キャンペーンアカウントを上回っているという報告がありました。
リスク資本の投資構図が大きく転換する中、米国のスタートアップ企業は中国の投資家との関係を次第に遠ざけようとしています。この動きは、企業が米国当局による外国<a href="https://www.benzinga.com/government/24/06/39225851/american-vcs-want-us-startups-to-sever-ties-with-chinese-investors-amid-anticipated-regulatory-clamp" target="_blank" rel="noreferrer noopener">所有規制の強化</a>を見越して行われています。
アラブ首長国連邦（UAE）は、石油化学の豊かさを活用して世界的なAIパワーハウスとして浮上することを目指し、人工知能（AI）分野で米国との戦略的なパートナーシップを追求しています。
ゲーム
Adjustの2024年版の2024年版「モバイルアプリのトレンド」報告書によると、2023年における全体のゲーム市場の収益のうち、49％が合計904億ドルを占める「モバイルゲーム」が拡大しました。 2022年1月から2024年1月までのデータを分析したこの調査では、ゲームアプリのインアプリ収益について、前年比6％の<a href="https://www.benzinga.com/24/06/39192130/mobile-games-captured-90-4b-49-of-global-market-in-2023" target="_blank" rel="noreferrer noopener">増加が記録されました</a>。
2023年には、中東および北アフリカ（MENA）およびアジアのゲーム市場は、前年比4.6％増の855億ドルに達し、2028年までに971億ドルに<a href="https://www.benzinga.com/markets/asia/24/06/39213251/asia-mena-gaming-markets-reach-85-5b-in-2023-see-future-projections" target="_blank" rel="noreferrer noopener">増加する見通し</a>です。
Intercept GamesとRoll7の閉鎖が報じられた「Take-Two Interactive Software Inc. （NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/TTWO#NASDAQ">TTWO</a>）は、<a href="https://www.benzinga.com/general/gaming/24/06/39145469/private-division-faces-closure-take-two-to-sell-or-shutter-studios-report" target="_blank" rel="noreferrer noopener">Private Divisionの閉鎖または売却計画</a>の一環として、Intercept GamesとRoll7が閉鎖の憂き目に遭うことはないと発表しました。
Take-Two InteractiveのRockstar Gamesは、6月にリリースされるGrand Theft Auto Onlineの大規模なアップデートに向けて準備を進めています。 6月のアップデートには、バウンティハンティングと警察ミッションに加えて、GTAオンラインの<a href="https://www.benzinga.com/general/gaming/24/06/39194557/what-to-expect-for-gta-onlines-june-update" target="_blank" rel="noreferrer noopener">新しいコンテンツ作成者の機能</a>も追加されます。
読了:<a href="https://www.benzinga.com/general/gaming/24/06/39173595/summer-game-fest-2024-big-reveals-key-updates-and-whats-off-the-table" target="_blank" rel="noreferrer noopener">Summer Game Fest 2024：ビッグな発表、重要なアップデート、そして何が話題にならないのか</a>
Sony Group Corp. （NYSE：<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>）のノーティ・ドッグは、同社が開発したゲーム「The Last of Us」と「Uncharted」のフランチャイズで知られる開発者が、<a href="https://www.benzinga.com/general/gaming/24/06/39143354/naughty-dog-will-not-be-the-last-of-us-studio-forever-neil-druckmann-announces-multiple-single-pla" target="_blank" rel="noreferrer noopener">「複数のシングルプレイヤープロジェクト」で作業を行っている</a> と発表しました。
8月7日に予定されているSonyの<a href="https://www.benzinga.com/general/gaming/24/06/39168685/sonys-next-frontier-pc-adapter-unveiled-connecting-playstation-gamers-to-steam-vr" target="_blank" rel="noreferrer noopener">PlayStation VR 2（PSVR 2）ヘッドセットのためのPCアダプターの発売が発表されました。</a>
SonyのPS5ボックスには、ハイレゾハイプからの脱却を示す8Kタグが削除されています。 Digital FoundryのJohn Linnemanが指摘するように、新しいパッケージは「<a href="https://www.benzinga.com/general/gaming/24/06/39213768/ps5-drops-8k-tag-is-8k-gaming-a-fading-dream" target="_blank" rel="noreferrer noopener">4K/120fpsとHDR</a>」といった機能のみを表示するようになりました。
読了: <a href="https://www.benzinga.com/general/gaming/24/06/39218265/guess-how-much-this-counter-strike-skin-just-sold-for" target="_blank" rel="noreferrer noopener">このカウンターストライクのスキンがついに売れた金額は？</a>
OculusとAnduril Industriesの創業者であるPalmer Luckeyは、199ドルで販売されている<a href="https://www.benzinga.com/general/gaming/24/06/39152573/oculus-founder-palmer-luckey-launches-199-modern-handheld-console-that-pays-homage-to-game-boy-don" target="_blank" rel="noreferrer noopener">ピクセル完璧で超明るいマグネシウム製のゲーム機</a>を新たに発表し、ゲーム業界にカムバックしました。
読了: <a href="https://www.benzinga.com/general/entertainment/24/05/39120277/paving-the-way-for-microtransactions-the-sims-4-introduces-controversial-battle-pass-style-" target="_blank" rel="noreferrer noopener">マイクロトランザクションの先駆けに？ 『The Sims 4』がバトルパススタイルのイベントを導入</a>
ストリーミングプラットフォーム、ソーシャルメディア、その他
Netflix Inc.（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>）は、利用者のプラットフォームでの使用を最大化しようとしている一環として、新しいTVユーザー用のホーム画面の導入を発表しました。
米国政府との<a href="https://www.benzinga.com/news/24/06/39150865/tiktok-parent-bytedance-appoints-former-warner-bros-lawyer-as-general-counsel-amid-ongoing-legal-bat" target="_blank" rel="noreferrer noopener">ByteDance Ltd.（TikTokの親会社）は、</a>元映画製作会社ワーナー・ブラザース・ディスカバリー社（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>）のトップ弁護士である<a href="https://www.benzinga.com/news/24/06/39150865/tiktok-parent-bytedance-appoints-former-warner-bros-lawyer-as-general-counsel-amid-ongoing-legal-bat" target="_blank" rel="noreferrer noopener">ジョン・ロゴヴィン氏を新たなグローバル法律顧問に任命しました。</a>
Alibaba Group Holding Ltd.（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>）は、米国および欧州の中小企業向けの新しいサービスを立ち上げ、より信頼性の高い配送日、安全な支払い、<a href="https://www.benzinga.com/news/24/06/39221079/alibabas-new-strategy-targeting-small-businesses-in-the-us-and-europe" target="_blank" rel="noreferrer noopener">スムーズな紛争解決</a>を提供する「Alibaba Guaranteed」サービスが発表されました。
EBay Inc. （NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>）は、同社が<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>から請求された「非常に高い料金」を理由に、同社のプラットフォームでのAmerican Express Co.（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>）のカードの受け入れを停止する計画を立てました。
エアバスは、タイペイで開催されたコンピューテックス技術見本市で、有人戦闘機を高リスクなミッションでサポートするために設計された新しいドローンコンセプトである「Wingman」を公開しました。
スマートフォン
Apple Inc.（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>）の新しいiPhone 16 Proでは、現行記録保持者であるSamsung Galaxy S24を上回る、世界で最も薄いベゼルを搭載することで、期待を裏切る可能性があります。
Appleは最終的に、英国の「商品セキュリティと通信インフラ（PSTI）規制」に準拠して、同社のiPhoneにセキュリティのアップデートを提供する最短期間を明らかにしました。
Appleは、標準保証の下でiPhoneとApple Watchのディスプレイに生じた髪の毛のような細いクラックの対応を停止しました。 これにより、修理に関しては、製品を購入した顧客が費用を負担する必要があるようになります。<a href="https://www.benzinga.com/news/24/06/39223488/apple-no-longer-covers-hairline-cracks-on-iphones-and-watches-under-warranty-how-much-youll-need-to" target="_blank" rel="noreferrer noopener">先週までの政策とは大きく異なる方針になります。</a>
Appleの次期ソフトウェアアップデートである「iOS 18」は、同社の歴史の中で「&#8230;最も大規模なiOSアップデートの一つ」になることが期待されています。
Appleは、中国で唯一の米国製ストリーミングサービスとなることを望んでいます。 同社は、中国の通信事業者である中国移動との取引について議論しており、<a href="https://www.benzinga.com/government/24/06/39164337/apples-streaming-ambitions-in-china-continue-despite-geopolitical-tensions" target="_blank" rel="noreferrer noopener">後者の2億人以上の加入者基盤を活用することができるかもしれません。</a>
Tech
Qualcomm Inc.（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>）は、同社の新しいチップによって、顧客がバッテリー寿命を気にせずにノートパソコンを広範囲に使用できることを保証しています。
Taipei（台北）で開催されたComputex（コンピューテック

ADBE

EBAY

INTC

NFLX

PLTR

QCOM

SONY

TTWO

米スタートアップ、中国からの出資を敬遠

17日水曜日、米国株は下降トレンドで取引を終え、ダウ工業株30種平均は0.1％減の37,753.31ドル、S&amp;P500は0.6％減の5,022.21ドル、ナスダックも1.1%低下の15,683.37と冴えない。
その中で台湾半導体株を中心としたIT株が投資家から大きな注目を集めた。
TSMC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)
TSMCの株は0.55％減の139.03ドルで終了し、日中価格推移は安値は137.36ドル、高値は142.57ドルでした。同社の株は、ASMLが予想を下回る<a href="https://www.benzinga.com/news/24/04/38299207/whats-going-on-with-taiwan-semiconductor-stock">決算を発表</a>したことにより下げています。TSMCは、4月29日に決算を発表する予定だ。
アーム・ホールディングス (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>)
アーム・ホールディングスの株は11.99％減の107.56ドルで取引を終えた。日中価格推移は安値は107.01ドル、高値は122.68ドルでした。同社の株は、ASMLが第1四半期の予想を下回る決算を報告した<a href="https://www.benzinga.com/news/24/04/38299189/whats-going-on-with-arm-holdings-stock">理由</a>で下落しました。
アルコア (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AA#NYSE">AA</a>)
アルコアの株は1.50％減の35.55ドルで終了し、その日の安値は35.21ドル、高値は37.48ドルだった。同社は水曜日の決算で、1株当たり81セントの四半期損失と26億ドルの売上高を発表し、アナリストの予想額である25.6億ドルを上回った。
アリババ(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)
中国EC大手アリババの株は1.13％減の68.82ドルで終了し、その日の安値は68.72ドル、高値は70.01ドルでした。同社は、<a href="https://www.benzinga.com/markets/equities/24/04/38296674/whats-going-on-with-alibaba-shares-after-launching-logistics-solutions-for-us-smes">アメリカの中小企業向けに物流ソリューションを立ち上げたこと</a>により、株価がわずかに下落した。
 テスラ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
米電気自動車テスラの株は1.06％減の155.45ドルで終了し、その日の安値は153.78ドル、高値は158.33ドルでした。米国で自動車の在庫割引を<a href="https://www.benzinga.com/news/24/04/38285714/no-more-inventory-discounts-on-tesla-cars-as-ceo-elon-musk-says-sales-system-has-turned-complex-and">廃止</a>した理由についてCEOのイーロン・マスクは、同社の複雑な販売システムを簡素化する必要があるためだと説明しました。
写真提供：ShutterstockのJirapong Manustrong氏
次の記事: <a href="https://www.benzinga.com/markets/equities/24/04/38257664/delta-flight-returns-to-atlanta-after-takeoff-boeing-757-yawing-aggressively?itm_source=parsely-api" target="_blank" rel="noopener noreferrer">テイクオフ後にアトランタに戻ったデルタ航空757便：ボーイング社による急激な動き</a>

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<a style="color: #225aa9; text-decoration: none;" href="None" target="_blank" rel="noopener"> Benzinga Neuroによって開発され、 Shivdeep Dhaliwalによって編集されました</a>
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GPT-4ベースのBenzinga Neuroコンテンツ・ジェネレーション・システムは、ネイティブデータ、APIなどを利用して包括的でタイムリーなストーリーを提供するために、<a style="color: #225aa9; text-decoration: none;" href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noopener">ベンジンガエコシステム</a>を活用しています。詳細はこちら。
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