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US stock market report – Chinese tech stocks rally

The triple threat facing investors in recent days appears to be easing all at once, sending US stock markets to a three-day gain.

Russia appears set to follow through with an expansion in supply of natural gas, easing energy pressures in Europe. However, the US indicated they would not be digging into strategic oil reserves to do the same.

Similarly, the debt ceiling is likely to be lifted before the weekend, which boosted materials and consumer stocks more than most.

The Nasdaq is leading the way again, up 1.1%, with the Dow Jones and S&P 500 not far behind, up 1.0% and 0.8%, respectively.

China stocks rally

It was all about China though with concerns over tech stocks receding and Charlie Munger’s investment company reportedly increasing its stake in Alibaba (NYSE: BABA). Alibaba shares moved over 8% higher, with Tencent also gaining more than 5% as the bottom appears near.

Other dual-listed Chinese stocks performed strongly, with JD.com (NASDAQ: JD), Bilibili (NASDAQ: BILI) and NetEase (NASDAQ: NTES) all jumping more than 6%.

Featured: Charlie Aitken on 

General Motors’ grand plans

Car manufacturer General Motors (NYSE: GM) has announced a target to double revenue by 2030 to US$280 billion as it seeks to become an innovation and market share leader in electric vehicles.

The group also announced a partnership with GE Renewable seeking to sore up supply of critical materials. General Motors shares closed the session 4.7% higher.

US stock market movers

Here’s how other popular US stocks performed on Thursday.

  • Levi Strauss (NYSE: LEVI) up 8.5%
  • Ford (NYSE: F) up 5.5%
  • Shopify (NYSE: SHOP) up 3.6%
  • Facebook (NASDAQ: FB) down 1.3%
  • Kellogg’s (NYSE: K) down 2.0%
  • Doximity (NYSE: DOCS) down 6.9%

Back home on the ASX, the S&P/ASX 200 (ASX: XJO) is set to follow this positive lead from US markets to open higher on Friday. For a recap of the latest news, check out my ASX 200 morning report.

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

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Disclosure: At the time of publishing, Drew owns shares in Alibaba.

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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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