[Brokerage Focus] Citic Lyon: Apple's commitment to invest over 500 billion dollars in the U.S. may ease concerns of Chinese iPhone suppliers.

Jingwu Finance News | According to foreign media reports, Apple (AAPL) has committed to invest over 500 billion USD in the USA over the next four years, which includes plans to hire 20,000 employees and establish a new server factory in Texas. In exchange, US President Trump agreed to exempt Apple from tariffs on products imported from China. Citic Lyon's report noted that this agreement means that Apple, during Trump's second term, adopted a strategy to gain policy benefits through large-scale investments. Looking back at Trump's previous presidential term, Apple had promised to invest 430 billion USD in the USA and retained the Mac Pro factory in Texas.

Jingwu Financial News03:05 ET

The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.

Track the entire lifecycle of the main Sector.

cls.cn20:22 ET

The "Technology Carnival" has become a strong catalyst, public funds are gathering to research Computer and high-end manufacturing. Who will be able to capture the next doubling stock?

① Numerous Fund companies are intensifying their research efforts on the Technology Sector, attempting to uncover future investment opportunities in the technology wave, with the Computer Industry companies being the most focused on; ② Several DeepSeek Concept stocks have doubled in price this year, and Institutions believe that technology stocks, particularly those related to DeepSeek, are expected to continue to perform strongly.

cls.cnFeb 25 08:58 ET

Hong Kong stock market barometer | Institutions say the Hang Seng Index is extremely overbought and needs adjustment. Short sellers in the market take the opportunity to short.

① Institutions state that the Hang Seng Index is extremely overbought and needs adjustment. Which Indicators have exceeded historical averages? ② Short sellers in the market seize the opportunity to short; how strong is the intensity of their actions?

cls.cnFeb 25 08:32 ET

Ice and fire coexist! The Technology sector is "hot and spicy," with crowding reaching the ceiling, while these Sectors have fallen into a "cold winter."

①As of today, the total transaction amount of the TMT and Machinery Sector has exceeded 1 trillion for three consecutive days, accounting for over 50% of the market for fifteen consecutive days. ②In terms of valuation, the PE of the Machinery, Electronics, Steel, Computer, Building Materials, and other sectors are at historically high levels. ③The crowding level in the Wind Power, Ship Manufacturing, Textile and Apparel, Tourism and Scenic Spots, Air Transportation, Banks, Coal, Oil and Petrochemical, and Thermal Power sectors is moderate to low.

cls.cnFeb 25 04:53 ET

Similar to 2010, DeepSeek begins the "iPhone4" moment of AI.

SWHY believes that the current stage of AI industry development is very similar to the early days of the Penghua CSI Mobile Internet Index Fund(LOF)-A in 2010, and the emergence of DeepSeek technology has greatly increased the likelihood of AI applications being implemented, similar to the role that the iPhone 4 played in promoting mobile internet applications at that time.

wallstreetcnFeb 25 04:10 ET