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China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On?
Puhui International: Reiterates Semiconductor Manufacturing International Corporation (00981) "Buy" rating, Target Price raised to 55.6 Hong Kong dollars.
The company's guidance indicates that this year's first quarter revenue will increase by 35% year-on-year, with a gross margin of 20%, maintaining a high level or showing an upward trend.
DeepSeek has changed everything! Goldman Sachs has proposed a new framework for investing in the Chinese stock market.
First, Goldman Sachs divides the total market value of 14 trillion dollars of China Stocks into two main categories: AI Technology and non-Technology. Second, within the AI Technology sector, the 6 trillion dollars in market value is further subdivided into Semiconductors (including Software design), Infrastructure (Hardware, Data Storage, Cooling System), Data and Cloud (such as Internet platform companies), and Software and Applications (self-driving, Biotechnology, humanoid Robots, Internet service providers, etc.). Third, in the non-Technology sector, the 7 trillion dollars in market value is classified into income enhancers and productivity enhancers. Finally, Goldman Sachs ranks various sub-industries and thematic groups according to their relative price sensitivity to NVIDIA and META, allowing for a better understanding of China's Industry and the level of Trade of AI agents in the two dominant trends in the Technology world - capital expenditure and application.
Special contributor Da V Deng Shengxing: The central government made an important speech, and the market is in a tug-of-war between bullish and bearish.
King Wu Finance News | The Hang Seng Index closed at 22,616 on Monday (17th), down 4 points or 0.02%; the total market turnover reached 400.2 billion yuan for the day. The National Index fell 0.09%, reporting 8,323; the technology index had previously risen 2.4%, reaching a high of 5,656, the highest level in nearly three years since February 18, 2022, before closing down 0.5%, reporting 5,499. Gold prices fell below the 2,900 USD mark last Friday, and gold mining stocks fell across the board. Zijin (02899) dropped 4.3%; Zhaojin (01818) fell 4.1%; Baidu (09888)'s Baidu Search will fully integrate with DeepSeek (abbreviation.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
Track the entire lifecycle of the main Sector.
Semiconductor Manufacturing International Corporation issued a total of 1.3329 million shares according to the stock option plan.
Semiconductor Manufacturing International Corporation (00981) announced that from February 3 to February 17, 2025, the company will issue a total of 1.3329 million shares as rewards or Options granted to participants except for Directors under the share scheme.
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101731590 : Do a very simple comparison of the big tech between china and US, you will know how cheap China's are and over priced US' are
xiaolong财 : Policy-based economics is unreliable. It is all about harvesting profits in waves. There is a problem with that mindset. Immediately eliminate it.
70948794 101731590 : that may be true but you cannot trust China's one day its there and the next it could be delisted. Make sure to get your stoploss in there. Yes I made this mistake but now have 700 shares of SMCI and it is coming back around. Making profit but it has taken long enough.
Mike Ricci : sounds great but we have some Hurd of caddle running the Tesla bull run plus other lined up for the bull run I'm glad your happy starting out on a good note makes me feel good to but my year started out horrible all those assets you gave me got stolen my phone got hacked and viruses lost all my assets. my account says mikeRicci 122 it's like someone swapped out my account because my account was just Mike Ricci account. my be it can be saved and reset back to the way it was if it's even possible to get my assets back again it would be very amazing. anyways it's a new year let's make it a good 1. I call u moomoo boss you never told me your name so I gotta call you something your an amazing guy and very understanding person thanks for everything you do for me.
Adrianlim90 : 1
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