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Hong Kong stock concept tracking | Sony will raise the prices of electronic products by about 10% in Japan, and the consumer electronics industry chain performance trend is good. (Related concept stocks)
The higher performance requirements of AI for hardware will help drive the recovery of demand for consumer electronics products.
Telecommunication sector rebounds, China United Network Communications (00762) rises by 2.82%. MIIT promotes Beidou application pilot.
Golden Guard Financial News | Telecommunication sector rebounds, China United Network Communications (00762) up 2.82%, China Telecom (00728) up 2.58%, China Mobile (00941) up 1.84%, Hutchtel HK (00215) up 0.98%. Recently, the Ministry of Industry and Information Technology issued a notice on selecting pilot cities for Beidou scale application in the industrial and information fields. It proposed to actively carry out pilot work around the three areas of mass consumption, industrial manufacturing and integration innovation, combined with local Beidou industrial foundation, city development characteristics and construction situation, accelerate the increase of Beidou penetration rate, and promote Beidou equipment and applications towards Beidou III.
Brokerage Focus: CITIC Securities expects a turbulent upward trend in the A-share market in the second half of the year.
Jingu finance news | CCB international releases its outlook on Hong Kong stock market strategy for the second half of the year. The Hong Kong stock bear market since 2023 ended in January this year and has entered a shaking bull market. The Chinese fundamentals remain moderately repaired, and the policy tone continues to be based on stability. The chance of issuing strong stimulus policies is small, and the "strong production and weak demand" pattern will persist for a while, with a slight fluctuation in corporate profit recovery. The orderly slowdown of inflation and employment in the United States, along with a moderate economic growth, is expected to result in the earliest Fed rate cut in September this year and marginally benefit Hong Kong stock liquidity. The Hang Seng Index is currently at a historically low valuation level, and listed companies are actively buying back and increasing dividends.
Hong Kong stock market abnormal fluctuations | China Telecom (00728) fell more than 6%, leading the decline in the telecommunication sector. Morgan Stanley predicts that the revenue of the operators in the second quarter will be weak but the profits will
Telecommunication sector took a dive today. As of press time, China Telecom (00728) fell by 5.84% to HKD 4.68, China United Network Communications (00762) fell by 4.49% to HKD 7.02, and China Mobile (00941) fell by 1.89% to HKD 75.35.
JP Morgan: Latest Ratings and Target Prices for the Telecommunication Sector (Table)-China Mobile (00941) is the top choice.
Morgan Stanley expects that the revenue of Chinese telecommunication sector in the second quarter will be weak, but their profits will remain stable, while the revenue and profits of ZTE (00763) and China Tower (00788) may remain stable.
Tianfeng Securities: OpenAI's "Strawberry" project exposure may achieve advanced reasoning. Focus on performance forecast, excellent performance and high industry prosperity as investment targets.
OpenAI hopes that the innovation of "strawberry" can significantly improve the reasoning ability of its ai model. It is said that "strawberry" involves a method specifically designed to deal with ai models, and the model has been pre-trained on a very large dataset prior to this.
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