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Hong Kong stock morning report｜U.S. stock three major indexes closed lower, Chinese concept stocks showed divergent trends, USD has fallen for three consecutive days.
① In March, inflation in the USA cooled significantly, but economists warn that the impact of Trump's tariffs is about to become apparent. ② The three major U.S. stock indexes collectively closed lower on Thursday, with the Nasdaq down 4.31%; China Concept Stocks showed mixed performance. ③ The EU has suspended countermeasures against U.S. tariffs, with Von der Leyen indicating that further actions may still be implemented. ④ The USD reached a six-month low, international oil prices fell over 3%, and gold prices hit a new historic high.
Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.
From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.
Sunyu Optical, Lenovo and other Hong Kong technology stocks rebounded strongly as southern capital made crazy purchases.
The Hang Seng TECH Index ETF (513180) has seen a net inflow of approximately 4.27 billion yuan in the past 5 days.
Hong Kong stocks in motion | KINGDEE INT'L (00268) rose over 7%. In the first quarter, KINGDEE cloud subscription services grew approximately 20% year-on-year. The company is entering a harvest phase for its "cloud + AI".
KINGDEE INT'L (00268) rose over 7%, as of the time of writing, up 7.12%, reported at 12.06 Hong Kong dollars, with a transaction amount of 0.303 billion Hong Kong dollars.
Hong Kong Stock Morning News | The USA suspends tariffs on certain countries, the Nasdaq rises by 12%, and most China Concept Stocks perform strongly.
① Trump announced that he has authorized a 90-day suspension of tariffs on countries that do not take retaliatory actions. ② The NASDAQ index in the US surged 12% in a single day, with most China Concept Stocks rising. ③ China is imposing an additional 50% tariff on all imported goods originating from the USA. ④ The EU will impose tariffs of up to 25% on a range of American products. ⑤ The offshore RMB regained the 7.35 threshold against the USD, while international oil and Gold prices surged.
KINGDEE INT'L (00268.HK) Cloud Computing Service continues to grow: ARR reaches 3.56 billion yuan, with an impressive renewal rate.
On April 9, Gelonghui reported that KINGDEE INT'L (00268.HK) announced that it continues to deepen the transformation strategy of the cloud subscription model. By March 31, 2025, KINGDEE's cloud subscription service annual recurring revenue (ARR) is approximately 3.56 billion yuan, a year-on-year increase of about 20%. The net dollar retention rates (NDR) for KINGDEE Cloud·Cangtian & Xinghan, KINGDEE Cloud·Xingkong, KINGDEE Cloud·Xingchen, and KINGDEE Jingdou Cloud are 108%, 94%, 92%, and 88%, respectively. During the period, the group included brands such as Kweichow Moutai, Geely Holdings, and China Medical.
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