NVDA
NVIDIA
-- 115.990 TSLA
Tesla
-- 272.040 TSM
Taiwan Semiconductor
-- 180.000 PLTR
Palantir
-- 84.400 SMCI
Super Micro Computer
-- 39.140 
Ratings, TPs on BIDU-SW
Brokers│Ratings│TPs (HKD)
BofA Securities│Buy│230
$Jefferies Financial (JEF.US)$│Buy│204
Daiwa│Buy│195
$Goldman Sachs (GS.US)$│Buy│184
BOC International │Buy│182
$BNP PARIBAS SPON (BNPQY.US)$ │Buy│180
$UOB (U11.SG)$ │Buy│179
$UBS Group (UBS.US)$ │Buy│178
$CICC (03908.HK)$ │Outperform│167.1
$Credit Suisse (CS.US)$│Outperform│165
$JPMorgan (JPM.US)$│Overweight│165
$CITIC SEC (06030.HK)$│Buy│153
CCB International│Outperform│164.26
$HSBC HOLDINGS (00005.HK)$│Buy│156.1
BofA Securities│Buy│230
$Jefferies Financial (JEF.US)$│Buy│204
Daiwa│Buy│195
$Goldman Sachs (GS.US)$│Buy│184
BOC International │Buy│182
$BNP PARIBAS SPON (BNPQY.US)$ │Buy│180
$UOB (U11.SG)$ │Buy│179
$UBS Group (UBS.US)$ │Buy│178
$CICC (03908.HK)$ │Outperform│167.1
$Credit Suisse (CS.US)$│Outperform│165
$JPMorgan (JPM.US)$│Overweight│165
$CITIC SEC (06030.HK)$│Buy│153
CCB International│Outperform│164.26
$HSBC HOLDINGS (00005.HK)$│Buy│156.1
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HopelessChi : with buy rating and GDP improvement but indexes showing otherwise. discounted too much fair value but it is what it is. accelerating decoupling with a balloon